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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: What are your thoughts regarding Medison's open letter today to GUD shareholders? their campaign seams to have gathered quite a bit of momentum if we believe all that is written. Is this necessarily a bad thing? I have been here from the start and i'm not sure what to do. Not much reaction in the stock today. Your comments would be much appreciated as always.
thanks,
John
Read Answer Asked by John on May 06, 2019
Q: It was noted in the recent quarterly release that Constellation has "lowered the hurdle rate for deals of $100m or more". Does this mean that the company will accept/expect lower rates of return on these larger deals? If so, will this not reduce the profitability of those deals and finally, does this imply that CSU has indeed started to "hit the wall" in terms of growth? I hope I am wrong as this has been (thanks to 5i) one of my best investments!

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 06, 2019
Q: If you already had a 3.5% weighting in OTEX and none in CSU, now that earnings have come out, would you add to OTEX up to 6% weighting or start a CSU position instead?...& please explain your preference and if quarterly results hadn’t just come out would you have made a different choice.
Please consider that I am looking to hold for 5 or more years.
Read Answer Asked by Geoffrey on May 03, 2019
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