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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: 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.
Read Answer Asked by Fred on November 09, 2017
Q: Hi. PUR is down about 12% over the last couple of days on their 3rd Q results. In the past, you have indicated that the business can be a little lumpy. With the conference call in mind, is this an opportunity to increase my holdings in the company, or should I consider paring back, or should I simply maintain my holdings until their next financial report?
Read Answer Asked by Alan on November 09, 2017
Q: Hi Peter and team,
Congratulations on the new Website.
Which of the listed Compnies in the balanced equity portfolio are considered attractive to buy at this time of the year? Can you list from most attractive to less?
Thanks for your great service.
Read Answer Asked by Yousef on November 09, 2017
Q: Good morning team, I have half positions in the following companies and you like know which ones are safe to turn into full positions at current levels.
Thx Marco
Read Answer Asked by Marco on November 08, 2017
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