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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 trying to balance out my portfolio sector weightings and am having trouble classifying where these 3 companies should go. I have all 3 of them as "Manufacturing and/or Industrial" whereas you have BOS and MG as "Consumer Cyclicals" and BDI as "Energy". Can it be argued that these are Industrials or should I just stick with your sector classifications?
Read Answer Asked by Sandy on September 07, 2016
Q: I own TCL.A (2%) and am thinking of replacing it with either CLR, BOS or ECI. I already own 4% ECI and 3% CLR in my portfolio. What would be your suggestion.
Read Answer Asked by Imtiaz on August 30, 2016
Q: You often refer to a stock as expensive or as cheap or inexpensive. Can you explain what you mean by that. For example are KXS and SIS cheap or expensive? What about BOS at its current price?
Read Answer Asked by David on August 22, 2016
Q: Part of the due diligence I do when looking at a company is to look at their web sites. Simple I know, but it can give important clues, i.e. is it there just to promote the stock?, who are their customers, what are their actual products?

When I looked at BOS, their product line seems very small, and doesn't seem to offer anything unique or proprietary. Am I missing something with this company?
Read Answer Asked by Rick on August 12, 2016
Q: I am building a growth portfolio to mimic 5I -- and separate from my other holdings. I own BOS, CXR, DBO, KXS, PUR, SH and RRX at roughly 3% each.

Are all the holdings within the portfolio "buyable" at this time? i.e, do you have a preference in terms of 2 companies to add at this time, which might have more immediate "oomph". (For lack of a better word. I'm still caffeine-challenged at this time of day.)

Thanks for your excellent service.
Read Answer Asked by Sylvia on August 11, 2016
Q: Hi 5i,what do you think of SNC hold or sell, and WDO is not going
along with price of gold, is the management OK ? And BOS, substantial decline of the price today indicate investors are not happy with the company I almost feel like dumping 2000 shares we hold in our cash account. Thank you for your advice. Motoi
Read Answer Asked by Motoi on August 11, 2016
Q: I have a strict portfolio plan I have followed for 20 plus years into retirement. 30 holds devoted to income and 5 to 10 for growth. average holding is 3%.quarterly earning on a singular basis don't generally worry me. However AD=3.25% of portfolio/ cost base $27.00 held since 2013,BDT=3.00%/cost base is $12.10 held since 2013 have been holds for their dividends. BOS=2%/cost $15.25 was bought for capital gain hopes. All three are having negative earnings currently. Please offer your views as to the stability of them going forward and if I should reduce or exit any based on the poor results. Thanks
Read Answer Asked by James on August 11, 2016
Q: Peter and Team:
Above is a list of stocks I hold in an more aggressive non balanced account with no bias towards weighting. (I also hold a more balanced portfolio modelled much after yours--thank you!).

I am down 20-50% on all of these. I was wondering if you thought there were any I should cut loose now in search of better opportunities. I am patient (somewhat) with a long time horizon.

Thank you for a wonderful,ever improving service.

Phil
Read Answer Asked by Phil on August 05, 2016
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