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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: Why is it doing so poorly? Should I jump the PKL ship?
Read Answer Asked by Sharon on February 26, 2019
Q: A couple of recent question have referred to portfolio allocations. In particular, the reduction for SIS from 4.2% to half that amount causes me some concern as that is a fairly serious adjustment. I tend to follow your BE Portfolio and with 25 holdings, my average weight (full position?) is 4%. So with that in mind, my question is should I adjust my allocations to match those in your portfolio and secondly, are there any positions you would be comfortable either underweighting or underweighting at this time?
Read Answer Asked by Michael on February 25, 2019
Q: Guys - if you had to pick one of these for an RSP which is your favorite for capital appreciation over a 10 year timeline? Would you hold a 5% weighting? If not, what percentage? I have a good tolerance to risk.

Thanks,
Greg.
Read Answer Asked by Greg on February 25, 2019
Q: Hi, Any comments on this PR. Thanks
TORONTO, Feb. 25, 2019 (GLOBE NEWSWIRE) -- Constellation Software Inc. (“CSI”) (CSU.TO) announced today that Mark Leonard has notified the Company that he or entities controlled by him (“Leonard”) intend to enter into an automatic share purchase and disposition agreement (“ASPD”) with a registered broker in Canada.

Under the terms of the ASPD Leonard will sell 100 CSI common shares per week when the price exceeds $1,000 per share, and intends to purchase 100 common shares per week when the price is less than $800 per share. Leonard anticipates starting the ASPD shortly, and continuing it for one year.
Read Answer Asked by rajeev on February 25, 2019
Q: I would like to know what your thoughts are going forward on the higher than normal cash portion of your model portfolios?
Thank you.
Read Answer Asked by Martin on February 22, 2019
Q: Doo ---- a darling growth company (great fundamentals, innovation, marketing, worldwide distribution etc. Until August.

In August major owners did something with a big bunch of shares and on no further news I see the stock price on increased volume slowly to slide continuously over the next half year I was expecting some tax loss selling in Dec but do not see any bounce. Can you speculate who is likely doing the extra selling?

Do fundamentals look good enough to raise to 5% ?

Read Answer Asked by joe on February 22, 2019
Q: Vince Martin, in an article on Seeing Alpha, wrote an extensive article on TSGI as "Cheap for a reason". One main point is they think Stars overpaid for Sky. That acquisition delivered a huge profit about the time of the purchase, and the acquisition would have been profitable if that were normal profit. However government is increasing their take and according to the report, ongoing profits will be challenged to repeat. Have you seen this report, and what do you think? Vince also said that the PE of competitors is also low right now, so they don't compare favorably with the competition.

John
Read Answer Asked by John on February 22, 2019
Q: Hi, Recent pre release took many of us by surprise. We are reviewing our portfolio position in Savaria (Currently 3.75%). For a Balanced Growth and Income portfolio, you have indicated in a recent response, the right weighting as 2-2.5%. But, 5i Balanced portfolio has 4.24 % weight presently (reduced from 4.5 to 5% earlier due to price decline).
Is your response based on the recent pre announcment of their results ? Are you recommending that we reduce our holding to recommneded weight, all else being same as Balanced Portfolio ? If so, when do you plan to make the change?
Thanks
Read Answer Asked by rajeev on February 22, 2019
Q: Your recent comments on DOO:
We think DOO is still good. Solid earnings growth is still expected, and at only 12X earnings investors are not expecting much. As rates rose investors shied away from the stock, but as rates peak (as long as jobs remain strong) we would expect confidence to return here. It has beaten estimates 8 quarters in a row and the last quarter's EPS beat by 6%.

My question:
Your comments don't suggest that the company has done anything wrong (quite the opposite really) and yet the stock has gone down by 50%. Unlike KXS, NFI, SIS, TSGI and others that had announcements that drove significant temporary declines, I can't see anything like that here. Is this stock therefore not being punished unfairly and ripe for rebound? To what do you attribute the wholesale abandonment of the stock? It would not seem that such strong selling pressure is warranted. What is the case against buying vs FOR buying?
Read Answer Asked by Tim on February 21, 2019
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