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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: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).
Read Answer Asked by Ryan on May 16, 2019
Q: I own the above companies with the following corresponding weighting:
2.6%;1.3%;2.2%;2.5%;2.7%;2.2%. I am looking at the possibility of doing some consolidating - what are your thoughts on consolidating? If I consolidate - what 1 or possibly 2 companies would you eliminate and what 1 or 2 companies would you add to?
Use as many of my questions as you need and thanks for your excellent service.
RAM
Read Answer Asked by Ray on May 14, 2019
Q: I would like to know what the Management and employees have been doing other than collect salaries for the past 5 years, other than a few small acquisitions and filings with the authorities it seems to me that they do not deserve much compensation. I can't see them "working" 50+ hours a week looking at investments day in and day out year after year. What have they been doing? Goodman raised a ton of money at $10.50 or $11.00. I would like to see Goodman and his management team paid a salary of $1 per annum (just as Steve Jobs did) and be paid with stock options, not at the current value but at $10.50 or $11.00. I have put my faith in this guy but like a lot of shareholders I think its time to move on from Goodman and his underperforming company. Goodman's talk of an overnight success for my grandchildren does not give me much comfort. I was hoping for more of a shake up yesterday and was disappointed it did not occur. The fact that his Dad owns a company that competes with Knight was something new that I did not know when I purchased GUD shares.
Read Answer Asked by stephen on May 13, 2019
Q: What are your thoughts regarding Medison's open letter today to GUD shareholders? their campaign seams to have gathered quite a bit of momentum if we believe all that is written. Is this necessarily a bad thing? I have been here from the start and i'm not sure what to do. Not much reaction in the stock today. Your comments would be much appreciated as always.
thanks,
John
Read Answer Asked by John on May 06, 2019
Q: I've been a longtime holder of GUD but have become somewhat frustrated at the lack of growth. I'm wondering what your thoughts are about splitting my Knight holdings and placing them in HRX and HLS. Is there a decent risk/reward scenario here? Both companies are near 52 week highs but seem to be somewhat under reported.
Thank you for a fantastic service!
Mike
Read Answer Asked by Mike on April 25, 2019
Q: Hi, got information package , it says after 5 years, Knight only has 0.05 % of the market. This does not seem right? Are they playing with the numbers here?
I will vote for the current management team, as I’am sure this is in your view the best course?
Is it time to rethink investing in this stock, considering the on going insider bickering.
This stock reminds me of Wy LAN 4to 6years ago that did not work out well. Your thoughts?
Thanks
Read Answer Asked by Brad on April 24, 2019
Q: With the guiding lights of 5iResearch, my portfolio value has reached all time high. I would like to express my deep gratitude to Mr.Hodson and his team for the great service, knowledge, education and support.
I am a DIY concentrated, unbalanced, buy and hold investor. Not all of my holding stocks fared so well and contemplate a Spring Weed Out. My losing stocks are namely TSGI (-47%, 2% of portfolio), TCL.a (-45%, 0.6%), IQ (-30%, 0.4%), PHO (-25%, 1.1%), COV (-13.5%, 1%), GUD (-7.4%, 2.5%), TOY (-5.1%, 4.5%), NFI (-4.6% 0.5%), and TV (-68%, 0.01%). Please kindly advise if any of the above holdings require chopping or double down and rank them in priority ? Please deduct deduct my question credits as you see fit. Thank you very much.
Bill
Read Answer Asked by Bill on April 16, 2019
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