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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: Just following up to my ECN question where I noted the stock has done nothing but go down for weeks now. You noted "It will not be a 'straight up' type of stock, however."
You definitely got that part right as it seems to be a straight down type of stock now.
Hopefully management rolls out their new buy sooner rather than later as this stock is really getting ugly.
Read Answer Asked by brian on December 06, 2017
Q: On Nov 28,BNS reported EPS of $1.65 vs $1.66 expected(e) plus offer to buy BBVA for $2.2b.For comparison purposes,CM(2.81 vs 2.59e),TD(1.36 vs 1.39e),RY(1.92 vs 1.87e) & NA(1.40 vs 1.38e).BMO reports on Dec 5.Reportedly,these banks are spending heavily on technology,& at the same time cutting costs.Heard through the grapevine that CM is revamping its system in order to increase both top & bottom line. Please comment on aforementioned offer by BNS.Is BNS still your top pick of the Canadian banks?Thanks for u usual great services & views.
Read Answer Asked by Peter on December 04, 2017
Q: Your recent report on SaaS players excluded ABT as a "top pick" yet it was a top pick by Peter on a recent BNN appearance. I have been in the red substantially ever since purchasing ABT on that recommendation. What do I do?

Carl
Read Answer Asked by Carl on December 04, 2017
Q: Per the G&M today, Absolute has "...withdrawn a resolution for its upcoming annual shareholder meeting...in order to secure the support of Institutional Shareholder Services to recommend that shareholders of the company vote 'for' all matters to be considered at the meeting." Do institutions hold a significant number Absolute's shares and does this note indicate the company is being "encouraged" to modify its stance in order to retain institutional support? I'm holding a small position at break-even and am wavering on continuing to do so. Your insight would be helpful.
Read Answer Asked by David on December 04, 2017
Q: Hi there,

I currently follow the BE Portfolio with a slight growth tilt. I have about 25 positions on, each starting with a 4% weighting. I have done very well few names such as SIS, SHOP, PBH, TOY etc. At what weighting would you recommend that I trim back positions?

Thanks!
Read Answer Asked by Michael on December 04, 2017
Q: Your monthly balanced equity report states that the BE portfolio targets an annualized 10% return. This will obviously fluctuate and there will be good and bad years, but if you were to benchmark against say the S&P 500 (or any other benchmark if you have a preferred choice), what sort of alpha would you expect? After all, every equity investor strives for better than market returns right, otherwise we would just buy a low cost market ETF and be done with it.
Read Answer Asked by Steven on December 01, 2017