Investment Q&A

Q: Can you please comment on the WCP acquisition and outlook going forward.
Thanks,
Rob

Q: Can you please comment on PTE. Is it worth holding on to. If not, can you suggest a couple stocks to replace it. Thanks

Q: What is your view about its recent earning report. would it be a good time to enter in for a small position for a time frame of min 2 yrs.

Q: As part of a diversified stock portfolio, I own all all of the stocks in the B E model with approx 2.5% position in each. I want to rebalance my fixed income to stock percentage. Because I have done well following your advice( thankyou, ) I have enough cash to either add 1 % to each stock in the B E model, or would you suggest a higher weighting in some favorite names in the B E model that you like at this time?

Q: Hi,
Can you please give me your take on ECN.TO-do you see much upside with this stock? It seems to be trading below NAV and I was wondering what are upcoming catalysts?

Thank you.

Q: Does the deal have implications for TOY?

Q: Regarding the asset allocation of the income portfolio, what does N/A at 7.86% represent? In addition, generally speaking, where have you included CPD,CVD and XHY? If I excluded CPD, CVD and XHY and recalculated the remaining sector %'s, would the adjusted asset allocation work by substituting larger companies for some of the smaller cap names to decrease the volatility? Thanks

Q: What is your assessment of RRX's quarterly results?
Thanks.

Q: Hello 5i

In reviewing some of my positions from a 5 year chart perspective, it is clear I have come to the 5i Party later in the game than others. I am interested in your thoughts about buying some of the 5i wonder stocks that have been money makers, at this point in the market.
The example I choose is the super run KXS has had but now, even before the recent customer issue, the stock price took a break, broke the uptrend and is now potentially faltering.

How does an investor gauge whether the party is over and protect against being the Holder of growth names for the down side of the stock run?
I have had this experience a few times in the recent years and it really eats into a Portfolio value.
There is no doubt this question highlights a low propensity for volatility and the need to keep portfolio weights in check, but what about stock prices today and buying growth stocks at level never seen before?

Thanks for the highly valued comments
Dave

Q: On November a question was asked to buy a 1/2 or full position in TOY and your reply was to buy but didn't mention to buy only 1/2 or full position so what would be best 1/2 or full position? If already owned is a full position okay or would you reduce it to 1/2
Thanks

Q: Lots of picking on this company from others and I want to ad more? ANY reason not to? Thx James

Q: As stated,TOY missed estimated eps,but sales increased by 26% accompanied by sharp increase in both allowance for doubtful accounts to $9.9m & accounts receivable.It appears that there could be more write off for the account of Toy R US in future.I wonder why management did not provide details of TOY R US & its impact given that it & 2 other big companies represents a sizeable portion of sales

Q: How was the earning call by CAE on Nov 10?
Thanks

Q: May we have your opinion on HWO's earnings and prospects going forward, and any other related or unrelated thoughts?
Thanks, Peter

Q: Hi, can you comment on HWO's quarterly results? The stock seems to be selling off.

Q: Do you still like ITC? Is it a good time to add to a position?

Q: When does COV report?

Q: Market seems to be giving NFI a good beat down, do you feel it is justified?

Q: Comments on earnings please?

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.

How do you feel after latest earnings?