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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 am curious, this analyst at mackie downgraded knight today from outperform to hold, knight has zero debt and about 650 million in cash and is looking to do deals and maybe a very big deal.
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave
Read Answer Asked by david on January 04, 2017
Q: Good afternoon,

I am new to 5iresearch, and have been spending the last few weeks researching your Balanced Portfolio.

I am struggling a little with both CXI and CCL. I would like to include them in my own portfolio construction, but am concerned with their recent (significant) price appreciation.

Notwithstanding the various explanations for the recent price performance of both companies, I am simply wondering if you would add to your exposure of both CXI and CCL at current levels?
Read Answer Asked by Trevor on January 03, 2017
Q: Happy New Year to everyone, lets hope for a profitable 2017.
I have chosen a 15% weighting for my IT stocks. I own 4% of CSU, 3.7% of ENGH, 2.2% of MDA and 3% in OTEX-N. I'm underweight but unsure which stock to add to. I always appreciate your advice, thank you for all you do.
Read Answer Asked by Cheryl on January 03, 2017
Q: HCG still is waiting for a banking license, once this is obtained and they can start taking deposits and diversify their revenue streams, some/many of the short sellers may get frustrated...for HCG, slow and steady wins the race, it is only a matter of time before HCG gets some more love for its merits. Is my rationale totally flawed or partly flawed? How do you see it? Thanks!
Read Answer Asked by MG on January 03, 2017
Q: I appreciate all of 5I's recent comments on Spin Master, and I think for the most part I would guess that you're right, however I would like to weigh in here on the company.

I'm not sure I agree wholeheartedly on your positive stance of the company right now. How many toys are we talking about? This is what I can't determine. Is it .001% of total sales, or are we looking at 10% of total sales.

It's "media hype" only if the percentage is very small, and the stories are being exaggerated.

It would seem more like institutional failure, on the other hand, if the percentage is an appreciable number. Where is quality control in all of this? You would think that with such an important launch that all the Ps and Qs had been attended to. It makes me nervous that this wasn't done; and it makes me wary of the management. It speaks of an inexperienced team trying to do too much too soon.

I suppose in the end, what determines whether to stay or go, is to determine if we are talking about only "1 or 2 toys" ... or if we are talking about a company which is running before it can walk.

Your comments on this would be most appreciated.

I am a holder, and hold still, but am concerned that maybe this little fiasco of theirs is revealing that we may have bought a pig in a poke.

Thank you.
Read Answer Asked by Sylvia on December 29, 2016
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.
Read Answer Asked by rajeev on December 29, 2016
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