Q: I am curious when CSU was acquired into the Balanced Equity portfolio. You show it as having a return of 508.75% since inception, the highest of all holdings. I have held it since April 28, 2015 and have a return of 51.67%. I try to mimic the Balanced Equity portfolio as much as I can but I know it can hardly be quite the same.
Q: I have the following stocks in an non-registered account with curent weightings between 2.5% and 3.5% : TD, WSP, CSU, TOY and PBH. I would like to deploy a 2% cash.
Which one of the following now would be best to add for a full position or would you suggest another company? I was also thinking of starting a new half-position with NFI...
Q: You indicated that MG, like many other companies, will be or have bought back shares. Once the shares are repurchased what happens: a) do the shares reside with MG and can be resold at a later date? Or B) the shares deleted from the total pool of shares under MG? ie the share count is forever reduced. Or c) something else?
Many thanks.
Q: These two stocks were rocket or V-shape movements today, Nov.8,2018. They were down big time and then they did recover. What is going on with these two, are there some Mutual and Index funds doing a lot of selling? Herbert
Q: Could I get your thoughts on their earnings? Are analyst estimates pretty accurate at determining how much impact currency fluctuations will have on earnings for a company like NFI that has a lot of its business in the US?
Q: Hi Peter & team,
Assuming you had a chance to listen in the Conf. call....what is your take? Would you be inclined to sell (I would break even) and buy later or just hold?
Thanks!
Q: I'm 84 and invest for income with some growth. We have full positions on 23 holdings in our joint account, with a value of over $900G. I'm considering trimming some of the loftier positions and taking a half position in AFN for income and growth. It is a rather small company but seems to have good prospects in Asia. Can I have your comments on AFN. Thanks, Ted
Q: i am not sure you answered fully the questions asked by Curtis yesterday......"Would you still recommend it for an income portfolio?" Yes, no, maybe or it depends?
I had it as a growth/income stock but I am willing to keep it as an income stock in my mix.