Investment Q&A

Q: I was a bit surpised to see you recommending TOY for replacement, it used to be near the top of your recommendation list. Do you see continued headwinds for it, or does your lack of present endorsement reflect less interest due to slowing growth rates for the company?

Q: Could you please some clarification on your response to Stephen this morning on his desire to crystallize some of his capital gains? You suggested that he sell the above and replace them. Did you mean not wait the 30 days to rebuy these but to get something now instead? I had thought you were especially supportive of TOY and AQN so have your thoughts changed on these companies?

Appreciate your insight.

Paul F.

Q: Hi, I am trying to raise some cash and reallocate for buying a new position ( TCL.a).
Most of my holdings have done well ( many same as Balanced and a few from Growth 5i Portfolios) with moderate to sizable gains since inception with the exception of above names ( Negative YTD Only). I like the prospects of some of them with portfolio weights TOY (3.5%), SIS (3.5%)and SJ (2%).
BCE and ENB are fairly old holdings with 3.5% weight each and have not been acting well for a while. Over past few months, I have sold all KWH.un and most of ECI
( reduced to 0.75% weight), due to rising rates and other company specific concerns. DOL (1.25% weight).
Will it be reasonable to eliminate ECI and DOL (small positions) and/or reduce BCE/ENB ( BCE more due to muted growth prospects and ENB due to its high debt and pipeline sector concerns).

Thank you for your valued advice.

Q: Hello,

What could have caused the drop today?

Thank you.

Q: Would you buy more stock in TOY after their earnings report. My current position is 2% of my portfolio. Thank you.

Q: Please comment on TOY's Q1.
Also, eps was $.09 and adjusted eps (basically adding Toys"R"Us back in) was $.22
Which eps was the consensus eps of $.16 ?

Q: Hi, could you please post the estimates for upcoming earnings. Thanks

Q: Hello 5i
In yesterday’s Q&A you replied to a question from Glen that one of your important considerations when assessing a company was “strong management”. I couldn’t agree with you more. Would you consider adding a management rating to the “report card” section of your company reports?
And on that note would you supply 6 companies that have admirable management and board teams.
Many thanks

Q: What caused the 5% rise in TOY today?

I have a 1/3rd position and looking to add some more. Would you recommend adding now or waiting for the earnings in early May?

Q: With TOY suing Mattel would the stock be impacted up or down? Thanks

Q: Greetings.

How would you rank the above companies against the backdrop of a rising interest rate environment?

Thank you.

John

Q: I was looking to add a consumer discretionary company to my portfolio last week but delayed flipping a coin between these two companies. Now with the news from TSGI and the subsequent price spike and a general decline in TOY which company do you feel has the most long-term potential?

Appreciate your insight.

Paul F.

Q: Hi, when will TOY report? Thanks, Peter.

Q: Spin Master looks like a dog, acts like a dog, and will soon be barking like a dog. Insiders, over the past year have been sellers of the company with no insider buying that I could see. Is this puppy healthy or is it rabid and needs to mercifully be put down?
About a month ago you said that you would issue a detailed report on the company in a timely manner. Given how the stock has been acting over the past month would this be a good time to issue a more detailed analysis,

Q: In spite of a good market for the past couple of days, why is Toy continue to fall. When is the next earning cycle and is there concern.
Thanks

Q: I am light in consumer cyclicals and am following the balanced equity portfolio. I own a full position of MRE ( so haven't bought any MG). I have a slight aversion to buying companies that dont pay any dividends so am hesitant to jump on TOY or GC. Any good buying opportunities in the consumer cyclical space ( 5 year hold) as alternatives to TOY and GC?

Q: Gentlemen,
What’s is up with Spin Master? Dropping like a stone as of late. Any news we don’t know about or is it the same old song and dance Toys or Us?
Andy

Q: Gentlemen,
TOY , (down 6%, position PF 0.5%)
Sell, buy more, or hold ?
Thanks
BR

Q: Hi team,

I'm putting money towards my TFSA (10K) and was wondering what you think would be the best way to invest it. I was considering starting with 5 stocks: PBH, SIS, CSU, KXS, TOY. My second thought was choosing 2-3 of those stocks and adding in ETF's. Thirdly, I was thinking to invest investing fully into ETF's. I would say that I'm in between balanced and growth in terms of risk.

What are your thoughts? And if the ETF route, which would you recommend?

Thanks in advance,

Jon

Q: I keep hearing about TOY being tied exclusively with Toys R Us but I have seen Spin Master toys being sold in numerous outlets including: Canadian Tire, Mastermind and Walmart. Shoppers even has some of their product like Paw Patrol.
It seems the recent decline has been a bit over done?