Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.

Q: I am looking at starting a position in ENS, and I am at a loss in terms of what investment to sell in order to fund the purchase. I am targeting an initial position of 2.5%-3%, and ideally I would like to sell another investment in the same sector, but there are few candidates in my portfolio which would fit this need. The potential candidates I have listed (WSP, REGN, HL, ATD, CRWD) are all in different sectors, and for all but ATD (small gain at this point) and CRWD (in registered account), would involve recognition of significant capital gains.

I would rather not use margin to initiate such a position, but I could if absolutely needed. I am trying to think outside of the box in terms of starting this investment, but I would prefer to stay disciplined in regards to funding new positions while maintaining diversification. If it helps further, my materials exposure has increaseOnd a fair amount over the last year (as has everyone's), and I have a relatively robust exposure to the technology sector, so if it was prudent for me to trim there, I could probably manage.

I'd appreciate any insights you may be willing to share. Thanks so much, and I look forward to reading your response.

Q: I am considering adding to each of the above companies. Can you discuss the EPS, and sales % growth prospects. If you had to provide these %'s for 5 years out, what would they be? Can you also discuss PE's, trailing and forward and their relation to both the projected EPS growth and historical valuations? Please deduct as many question credits as necessary. Thank you.