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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: Hi, wrt the recent earnings question on DSG, was your answer for Q4 or full year?
(Brian did not ask for which reporting period, so I will. :))

I ask as your answer seemed out of line wrt their 3Q numbers...ie Earnings per share on a diluted basis of $0.10, up 25% from $0.08 in Q3FY18 and compared to $0.11 in Q2FY19 (from their Q3 release).
You indicated EPS=.32 (that's a huge increase from .10!)

Your reply also differed quite a bit from their stated Q4 and full year earnings release of the prior year.
To clarify, can you please give earnings estimates for both Q4 and full year .

Cheers,
Steve
Read Answer Asked by Stephen on March 06, 2019
Q: Hi,

After earnings from both of these companies, would you add to tsgi? I am down 20% on tsgi and position is now .75% in portfolio, would you be comfortably topping back to 1.5-2%? would you initiate a new position in GC here? Would you own both companies or just choose one? Thanks!
Read Answer Asked by Keith on March 06, 2019
Q: I struggle between trimming positions as they get too big in my portfolio, or letting them run. In the line of thinking to make above average returns, you have to have at least one multi bagger, I have held all the above into overweight positions, only to take it on the chin - the jury is still out on GC, but I'm expecting a rough day. Currently have PEO at 168% return, but I've held for years and I sleep well with this little company. Dont have a company specific question here, maybe a few thoughts on the balancing act between letting them run and trimming to appropriate size?
Read Answer Asked by Charles on March 06, 2019
Q: Currently have both these companies in an unregistered account. I’m at break even on Toy and down 25% on NFI.

I’d like to purchase one for my TFSA and sell it from the other account. Which one do you like for growth based on current valuations?

Thanks in advance,

KC
Read Answer Asked by Kelly on March 04, 2019
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