Investment Q&A

Q: Hi, with reference to a previous question, Spin Master's website is very much up and running. https://www.spinmaster.com

In fact, I had a chance to review consumers' comments as well as Spin Master replies on their facebook page. Looks like, most issues revolve around users unable to follow instructions, as specified. There were also a number of comments from users who were finally able to operate the toy after following recommended you tube video.

It appears that the highly interactive nature of the toy got many by surprise.

On a side note, one of the popular Interactive version of Barbie doll (Mattel) also faced issues with error messages.

I was able to add to my position, taking advantage of drop in share price, yesterday.

Q: Unable to make contact with TOY through their Broker & they have removed their web site listing from the directory. As well,they are down over 5% on the day. Any comments?

Q: I have a half position in TOY should I complete full position at this level after company's latest buzz on its products

Q: Season greetings to all.Today CNBC reported the unfunctionality of Toy's Hatchimals & inability to successfully contact Toy for solutions over X'mas.Both parents & kids were mad.What will happen tomorrow when Txs resumes? It was up US 0.465 on 3k volume in the grey market today

Q: Hi 5i! Short interest has doubled in the last two weeks. What are your thoughts on this information. Seasonality? Valuation?

Thanks and Happy Holidays!

Q: I'm having trouble understanding why TOY has been losing ground for the past few weeks. It has the best selling toy for Christmas although I understand there have been issues with keeping up with demand. Any explanation why it's been steadily dropping of late?

Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services

Q: Hello Peter and Ryan,
Without knowing my portfolio details, I know it is hard to give advice. However, I do have a diversified portfolio and am looking to add a long term growth stock and a dividend paying stock without using my cash. I have to sell a stock and replace with another. I constantly hear good things about Spin Master. I was thinking of selling Alterra Power corp and Brookfield Business Partners and use proceeds to buy Spin Master. Does this switch make sense? Kinder morgan (aside from protests) has had good news with government approval and potential sale of their assets. However, the stock is not moving which is surprising. Is it worth holding or replace with ENB and TRP to get some growth and dividends. Lastly, Magna and Linamar have had good gains. Time to sell or let them run? Please let me know. Thanks again

Q: Could you provide a few top choices with the greatest growth potential in Consumer Discretionary and Materials sectors?

Thanks.

Q: Peter, these are stocks that I believe you have recently suggested for growth. Some have had decent pullbacks in price. Can you please rank these, based on today's prices, for purposes of long-term capital and income gains in a TFSA. And, if you have an alternative current favourite to add, please add it to the rankings. Thank you!

Q: Hello 5i
I have been reading a great deal of your responses that include comments implying a short term top developing in many 2016 good stocks.
Rotation out of the winners.
Year end Selling
Manger Positioning
Easy to sell winners for cash

And on the other side, 5i continues to recommend many of these names as investable today.

How is an investor to reconcile buy recommendations(at what feels like short term high) with declining stock prices and the scepter of a January pull back after the 2016 tax year passes.....and when the typical selling period begins for previous year winners?

If one is not a trader, what investor action is to be taken to ensure long term success with volatile names that appear to be in decline today?

(as a note: I may not be in some of these names without 5i.....good(a few nice gain positions-thanks) and bad(dealing with volatility)

Thanks
Dave

Q: Hi, we have Shopify and Spin Master in most accounts in the family.

Shopify has been quite volatile, in line with FANG and other technology stocks, but its swings are much higher than its peers. Recently it traded as low as $50.84 ( after a week of Trump win)and within a week as high as $60.50. Is it worth adding at current level $52?

Spin Master had an incredible run to $39.50. With recent pullback, is it prudent to add at $34-$35 level?

Thank you.

Q: Please advise if this is a seasonal sensitive company and when from a seasonal aspect would be a good time to sell re the significant xmas season exposure

Q: When I go to the "ask a question" box there is always the start of someone elses question? Please fix.
To my question on TOY; the drop today of nearly 10% has occurred with only 100+/-unit bids & trades this AM at 6-8500 - whereas daily volume is generally around 50-60,000 trades. Just curious & would appreciate your comments. Thank you.
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Q: Any explanation s to why TOY is down so much today? I don't see any news on it.

Q: Hi,

Do you believe there is more upside in SIS or TOY

Thank you

Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.

Q: I would like to add these companies to my portfolio.
They seem expensive, but I assume over the long term you are good with any of them at these levels.

In what order would add these. Is one of them better value at this point?

I have some tiny positions in XTC, BB, BOS, and was planning on selling these. I also have a 1% position in DHX. Should I just get rid of these tiny positions and consolidate into one or two of the names above.

Cheers.

Q: I currently have a half position in TOY and am up 12 percent. I want to buy the other half but I've read that most of their sales are this quarter for christmas. So does that mean the stock will be much lower in January and for the next three quarters? I guess I'm wondering if I'd be buying at a high and should wait until mid next year?

Q: Could you please explain why Spin Master's Q3 earnings have been higher than the aggregate of the other quarters combined? Would you anticipate this to change in Q12017 with several new products coming online for the holidays? I'm not very comfortable investing in companies like TOY, PBH and PKI due to valuation so do you think that starting with small positions in each and adding to the winners makes sense?