Q: Hello 5i Wondering if you know anything about this company. It's in the lithium business which is a major component of batteries. Wondering what your thoughts are on it.
Q: In what order would you rank these residential reits for a long term hold (5 plus years)? Would you agree that you should have one or two as part of a core holding in a portfolio? Thank you .
As a young 20 year old looking for growth, I dont mind some volatility but really just looking for a balanced portfolio what would be your top 10 stocks to invest in a 5 year time frame? If you could provide some bullet points on which ones and why. Please feel free to take more than one question credit from my account.
Q: What do you think of ELD with its recent negative news? Is there still potential for future growth? Do you think ELD is a good buy at this price range? Thanks
Q: The acquisition announced yesterday is very accretive addition to ECN's business. A purchase price of only $100M US adds 22% to net income. ECN raised $2.7B US from asset sales earlier this year, so the war chest is full. Am I missing something (debt paid down from the the $2.7B?) or is this a company on the verge of much bigger things?
Q: This is a recently released security that seems to have some good prospects over the next 5 years,with some good potential returns and some protection .Can you explain how this works ?
Than you,
Philip
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: I have the above stocks in the energy sector and am at a 7.2% total. I'd like to sell two and increase either my holding in C. Non. Cyclical or Healthcare. Which 2 would you sell and what you you buy?
In the 10th anniversary edition of his book The Little Book of Common Sense Investing John Bogle states:
"My own total portfolio holds about 50/50 indexed stocks and bonds, largely indexed short- and intermediate-term."
Warren Buffett famously wants a 90/10 indexed stocks/government bonds mix for the trust fund he is leaving to his wife.
Given that interest rates will certainly go up from today's levels which will drive bond values down, wouldn't an investor be better off holding cash instead of bonds, cash drag notwithstanding?
Q: One of the Risks this company mentions in it's recent filings is "Contingency Risk" which they state is an estimate of the liability expense for claims NOT covered by their Liability Insurance. However I do not see any amounts set aside for Contingency Risk on any of their statements. 1st) which statement would I look on for this item - Income Statement, Balance Statement etc and 2nd) If there is no amount recorded on the statement which should carry it, does that mean they have no uninsured liability claims or perhaps that any such claims are in fact handled by the primary medical centers majority owners?