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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: Can't stop, won't stop. Like 5i, I like momentum.

Thanks for the recommendation a while back. I'm approaching a double and position size is still reasonable at 3.5%. Is a top up to ~4-5% reasonable given the momentum and outlook or do you think it remains a bit too risky to increase position size? Note that I stop buying a position at 5% and let them run to 7-10% before trimming, so topping up to 5% would put ECN as my third largest holding after CSU and GSY.

C.
Read Answer Asked by Cameron on May 28, 2021
Q: I hold full positions in both WELL (growth portfolio) and PKI (balanced portfolio). Wonder about overweighting these two positions by adding to them as WELL seems to have near term upside and PKI as a reopening recovery that is still appears to be reasonably priced. The additions would be like 50% of the target weighting. Also I'm prepared to hold for the longer-term, like 5 years. Does this make sense or are there better opportunities? .......Thanks for the insights.......Tom
Read Answer Asked by Tom on May 27, 2021
Q: Hi, Topicus released excellent results, 3 weeks ago and stock touched an all time high of $94.80. However, since then it has been in a continuous downtrend and as of today, lost 20% of its value from the peak. Stock's decline over this period has been relentless and rather systematic. Specially for past 1 week, stock can not seem to hold its open and close lower, every single day, no matter what the rest of technology sector is doing.

Volume, though, has been low, which could imply that sellers are not institutions, rather some retail investors booking their profit, from the free shares received or bought cheaper, during initial listing days.

Your recent comments have also been consistent with this observation and you have expressed your comfort with buying/adding at current levels for long term. So we have done and we hope (with Constellation Software's incredible history, in mind) to do well over next several years.

However, the price action of the stock has been weak and frustrating, to say the least.

It would be really helpful, if you could share any further thoughts or insight.

Thank You
Read Answer Asked by rajeev on May 26, 2021
Q: Hi.
Can I get your comments on their latest quarterly release please?
Thanks,
Dan
Read Answer Asked by Daniel on May 26, 2021
Q: XBC seems to have gone up some last 2-3 days, what do you think, is it still a buy or avoid?
TOI seems to have gone the other way. Any explanation? Is it a buy?
Thank you, Fooklin
Read Answer Asked by Fooklin on May 25, 2021
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