Q: I know you don't have a crystal ball but GUD keeps going down while patience is advised. At what point (price) does the stock hit a bottom if no acquisition occurs. I've never seen a stock like this one.
Q: I am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul
Q: I have just started a position in PHO and what maximum weight would you recommend? I noticed it your monthly report your holding in PHO is 6.18%.
Thanks
Q: Hi Peter and team
you recently commented to reduce TOY which reported strong results. NFI just took a large hit after their results.
Would you adjust NFI as well??
thanks, Peter
Q: Good Afternoon,
Are you guys satisfied with their results? Looks like EPS was flat but they have a good 5 year average growth rate of about 25%. Do you expect this EPS growth rate to continue? If they earn $0.08/share this year and grow earnings at 25%/year for the next 5 years they will earn say $0.25/share apply a multiple of 25-30 gets us to $6.25-$7.50. I'm just trying to quantify where your expectations are for this company over the next few years. They have a good cash position so hopefully won't have the need to issue equity over the next few years.
Thank-you
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.