Q: I initiated a position in this stock about 2 weeks ago along with 8 other names in about equal weighing. With your recent drop from the portfolio I’m okay to take a small loss and want to replace it. What are 1 or 2 stocks would you recommend for growth -
Q: In your current model portfolio update I see you dropped spinmaster. With the new DC marvel contract taking effect March 2020, dont you see growth opportunities. Your thoughts.
Q: Trying to decide what to do with the cash from selling TOY. Thoughts on moving this to a new position in GIL? I see they had a big drop in October. Any reasons to stay away? Or any other suggestions on what to do with this cash. This would be a new position in a TFSA.
Q: Would you be able to provide me with any info on insider trading over the past three or four monhs in NFI, TOY and SJ. Also the percentage of insider holdings for each company. Thank you.
If one wanted to "throw in the towel" on Spin Master, what would be a suitable replacement to stay in the same sector? Thanks as always for the valued advice.
Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?
Q: Hi, 5i team
I have been trying to follow your balanced portfolio but I haven’t bought TOY yet. I guess I was hoping to see some huge drop of the price to get in. Due the big sell off today, do you recommend to initiate a full position today? Do I need to wait a couple of days until the dust settles?
Thanks in advance!
Q: Hi there, what do you make it Spin Masters warning out today? The stock performance has been weak for a while now. Is it time to throw in the towel? Thanks!
Q: In an otherwise balanced portfolio, I hold both Spinmaster and Boyd. I’m thinking of consolidating into Boyd but am wondering if you think Spinmaster is worthy of a bit more patience.
Q: Have held this stock for a little over two years. Continue to hold or move on? If so, do you have another one or two recommendations? Thank you, Bill.
Q: Portfolio analysis shows that I am underweight in consumer cyclical, consumer defensive, energy, and industrials. Can I get your top picks across these industries. Deduct credits as you see fit. Thanks as always for the great service!
Q: According to 5I or your data supplier NFI is classified as Consumer Cyclical, my sense is that it should be Industrial, not? If NFI is miss classified than I would just add it to my industrial weight.
Having said that, I need to reduce my cyclical exposure to meet our Portfolio Analysis. Of the 3 companies listed if you were to keep one for 3-5 years which would you keep?
What would be your top 2 recommendations for Consumer defensive stock for 3-5 years hold. I currently own ATD and PBH. I can add to them or add a new name regardless.
Deduct as many credits suitable.
Thank you for your clear explanations on all topics and your excellent service.
Q: Any of your favorites oversold due to tax loss selling and providing a good buy opportunity this week? I have a bit of cash to invest so wondering where to put it.... Mainly balanced portfolio follower but open to any of your portfolio stocks on good opportunities.