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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 been a member from the early days of your service. I have benefitted from your advice and from investing in some of your picks. It has only been recently that I have taken the time to do more in-depth study of many of your best ideas and am making some adjustments to my portfolios as a result. I have learned a lot from you answers to members questions and have been a amazed at your patience with so many Q's! This is my first! I think 24 a year is more than enough! I feel that some do abuse your service rather than taking time to do their own research. My Q is regarding CEU. It looks good to me in terms of past performance and future prospects. What do you think?
I am most positive about 2014, not only because of market and economic trends but because of your wonderful advice.
Happy New Year! Alan
Read Answer Asked by Alan on January 06, 2014
Q: My Canadian Energy Services Technology Group (CEU) shares have increased by 8.5X since their purchase in 2007 excluding dividends. The company now constitutes 11.6% of my cash portfolio. In the recent Webinar you were suggesting not selling good companies just because of value increases but I notice at the same time that the 5I model portfolio has rebalanced. Following the rebalancing theme, my thinking is to reduce my shares of CEU and increase my shares in POT (currently 4% of my portfolio) and Goldcorp (currently 2.2% of my portfolio). All three companies have decent dividends. Does this make sense to you or should I continue to let CEU run. Thank you
Read Answer Asked by ED on November 25, 2013