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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 have held CXI for a long time and am willing to hold longer. However, I am intrigued by PEO, particularly because of Peter's continued interest in it. The question is, do I cash CXI in and buy PEO? Does PEO present a better growth option than CXI or if/when CXI comes out of its doldrums would you expect CXI to show better growth over the next few years? Given I have held CXI this long and consider myself a long term investor, I am wondering if I would be "betraying" my philosophy if I sell or am I just being unreasonably fearful that I would miss out on CXI?

I am looking at exchanging these two as it would maintain my financial sector holdings.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on August 24, 2017
Q: I know you are high on this co.,and i agree it is maybe cheap, but it is now off close to 30% of it's high and sinking fast to where it was 3 years ago, i know it is still up for the year, but what is it that the market does not like about this stock?. I find that many low p/e stocks are not the stocks that you want to hold,they are cheap for some reason.
Thanks again so much.
Read Answer Asked by eugene on August 24, 2017
Q: Would the Model Income portfolio be appropriate for a recent retiree with 4% income needs, adjusted for inflation over time? Would there be enough dividend growth to compensate for inflation? I am not conservative by nature, but realize that without employment income, I cannot accept the potentially large volatility of an all equity portfolio as in the past when I was working.

Thanks
Read Answer Asked by Hans on August 22, 2017
Q: Given your recent comments on Absolute Software I wonder if you still like the stock ?
Read Answer Asked by Guy on August 21, 2017