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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: PLBY (PLAYBOY GROUP INC.)

Please provide some thoughtful insights on PLBY Group.

The company has performed very well since it de-SPACed approximately 8 months ago. The company was taken public in 2011 by Rizvi, but since Hefner's passing in 2017, the company has shifted in a new direction led by CEO Ben Kohn (someone with great success in his previous ventures - taking minority stakes in pre-IPO tech companies [Twitter, Facebook, Square, Snapchat, SpaceX, Uber]). I have watched as many interviews from the CEO and recent developments I could get my hands on, and I'm impressed!

Retail Analyst Brian McGough from Hedgeye has touted this to be a potential 10 bagger ($250.00+ stock / 10B+ valuation) (See his publicly available tweets). Ben Kohn believes the company can be worth 40B.

The thesis here is multi-fold, which also includes improving licensing agreements (Hef and Co. were lackluster on this front), expanding in other categories, and possible NFTs (monetizing on their previous works).

There seems to be significant brand improvements from the old Playboy from my cursory exploration. www.playboy.com / www.yandy.com / www.playboy.tv
(Seems more youthful and gender balanced).

Just wondering if PLBY has come across 5i's radar, and what insights you can provide beyond the recent earnings report. Very much appreciated!
Read Answer Asked by Stefano on May 17, 2021
Q: What is your long term outlook on the above companies.

I own them and some ARKG. Do you have any others you fell would complement them? I got space to add another name or two with out being overweight in the sector.
Read Answer Asked by Richard on May 17, 2021
Q: Retired, dividend-income investor....normally. Assume I already have a balanced portfolio.

Considering topping up a 90% XIT position (my Technology weighting is 7.5%).....or...buying a small position in Copper Mtn (CMMC)....(my Materials weighting is 5.0)%. Reading prior copper questions indicates that you think there is much more room to run in Copper...for a while. Assume a roughly 1 year holding.

Second question = oil better than copper over the next year or so?

So, I guess the question is = please rank 1 year performance (best to worst) for Technology, Copper, Oil.

Thanks....Steve

The conservative side of me = XIT. The aggressive side of me = CMMC.
Read Answer Asked by Stephen on May 17, 2021
Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken
Read Answer Asked by Ken on May 17, 2021
Q: Both (pho) Photon Control & (ish) Inner Spirit have recently become companies of merger. MKSI to buy all shares of PHO & SNDL to buy all shares of ISH.

Would you suggest continue holding these shares of PHO & ISH to become shares of the new companies. Or would it be better to sell now at the higher share value before the mergers are complete?

Thank You
Read Answer Asked by Dale on May 17, 2021
Q: I thought I heard a report that US banks would be allowed to resume share buybacks and resume or increase dividends effective June of this yr. Is that correct?
Thanks
Read Answer Asked by steve on May 17, 2021
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