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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 saw your comments on GUD and they make sense. But if I told you I owned a stock that has been down 25 percent for 2 years and that it continually disappoints shareholders, (GUD took in only about 11 million in REVENUE last year, despite a market cap of 1.1 billion and 750 million cash sitting on the balance sheet. This is mind boggling, really) I think your answer would be that it's dead money and that I should move on. So while this might end up being a good long term investment for 'my grandchildren', it really doesn't seem to fit with your overall philosophy, does it?
Read Answer Asked by Alex on March 01, 2019
Q: Hi, your response to Stephen about TSGI "Blackstone, which owns 24M shares, has offered to sell 8.3M shares at a small discount." . Should one worry? This is 1/3 of their holdings. And does "at a discount" mean that they really wanted to get rid of the 1/3 as quickly as possible? I know you can't confirm this but can it be that they know something we don't?
Read Answer Asked by Marco on February 27, 2019
Q: Good morning,
It appears you have no concerns about the quarter and the stock is taking a 10% hit today. Assuming the growth story is still intact. Would today be a good day to add to our existing holding? We are 30% down on this stock and our weighting has now fallen to slightly below 1%? Is now a good buying opportunity?
Thanks,
Kerri
Read Answer Asked by KERRI on February 27, 2019