Q: I am interested in knowing what percentage of Spin Master's sales are to Toys R Us? And if the percentage is significant how do you see the company compensating for the loss of this customer in terms of future sales? That is who do you see stepping in to fill this void?
TOY dropped by more than 7% on Friday, apparently in sympathy with Mattel. Do we know what % of TOY's sales will be affected without ToyRUs? Do we know how much ToyRUs owes TOY,(Actual number or as % of receivables)? Without ToyRUs, what other outlets TOY could use (brick&mortar or online)to sell its product? Are any of these outlets already sell TOY's product? How fast can TOY adjust/respond to these changes? How much Christmas sales are expected to be affected because of this disruption in the company's sale of its product?
Thank you for being the go-to-person for small investors!
Q: For a 40 year old, starting to save for retirement. Currently have in an RRSP these stocks: TOY, ATD.B SIS and TD. Now have room for two more holdings. Can you suggest 2 or 3 please?
Q: I didn't know the markets were so emotional , TOY having sympathy for Toys R Us big drop today , what emotion would be attached to EIF's rather large gain today ??Confidence ? ..are short sellers finished with EIF? Have a great day.
Q: Is there any seasonality to consider in buying TOY or SHOP? I thinking pre or post holiday season gift buying. Does history give us any indication of when it might be better to buy either of the above names?
Thanks - Rob
Q: I currently own half positions in the above companies I am considering selling cxi and taking a full position in toy Would you agree with this strategy or would you recommend an alternate strategy these holdings are in my TFSA
Is there any concern about toys r' us bankruptcy, and how it may effect Spinmaster going forward. I was told by a friend that they were the largest retail partner. Do you have any info / numbers pertaining to this?
Q: Hi,
I have a fairly balanced long term outlook portfolio. Many of the stocks are safe(r) growth stocks with all drips being used. I am looking to deploy a few thousand $$ for a cheaper, riskier, high growth stock. What would your few (3-5) favorites be for this? Please rank them in order of preference and likely potential growth.
Q: Hi. I have a overweight position in BCE which I have a 3% profit plus dividends over the last year. I'm looking to sell half the position to try to get a bit more growth in the next year, while still maintaining a good dividend. Can you suggest a couple names in a sector with a bit more momentum. I already have a lot of financials. Was thinking Chartwell?
Q: My partner has $25k to invest in a new TFSA. Was thinking that 5 stocks of $5k each might be a good initial starting point. Do you agree? And could you make suggestions of stocks to add based on a moderately to aggressive approach. Her other investments inside a RRSP are primarily mutual funds or ETF based. Thanks!
Q: I need two- three growth stocks for the next 2-3 years. Of the stocks listed above, can you pick your top top 3and why? While I expect some volatility, I cannot deal with gut wrenching volatility.
Q: Since selling DHX and SHOP, I wonder if it's too late to invest in above stocks at this time, all quite high. What is your opinion on these stocks?
Happy Thanksgiving!
Q: My son is returning to studies and investing what he earned as buy and hold for 4-5 years. He put two-thirds in balanced mutual funds with Canada, US and International exposure and now wants to invest the remaining one-third in individual Canadian stocks. He has enough for 4-5 names and already invested in Enbridge. What would you suggest as solid names for the remaining four given his time frame? Thanks.