Investment Q&A

Q: Gentlemen.
My understanding is that the weighting of given stocks in your potfolios is based on your comfort level with the underlying company. When you added GC it was at the 2.5% level (as opposed to some at 5%). It's now about 4%. Do you have any problem with this, or with it continuing to increase?

Q: Hi can you please give me your thoughts on their latest results

Q: For TSGI, would be classified as being part of a balanced or growth portfolio, and also what portfolio weight would it be given, 5, 4, or 3%?.......Thanks

Q: I was surprised by the fact that New Look Vision only traded 1100 shares, as it looks to me that they had a good beat on earnings. Would you comment, please. How is BCI coming along, in your opinion?

Q: Hi there,

For a balanced investor with a growth tilt and a longterm hold - how would you rank the following 6 stocks from best to worst?

Thanks for your great service!

Q: Hello,

With the big run ups would you still recommend buying these two stocks? Thank u

Q: Hi- have done ok with itx since the move to london, would you advise to sell all and buy tsgi or stay the course or a better way to stay in the sector. Thanks

Q: Does ZCL's future look interesting enough that you would entertain buying it now for the special dividend ? Thanx Robbie

Q: Please comment on SIS and TV results. Thanks

Q: Results look good to me. I currently hold a 4% weighting.
I have a long time frame and high risk tolerance. If the stock performs well is it ok to carry to a 7% weighting before rebalancing.
2nd question is I like to set targets like 7% above and let the target dictate rather then the emotion that may play in the moment.
3rd question is 7% to high.
My overall comfort perfect portfolio target is 4% but I know there is times to overweight. When I do overweight I prefer it be less speculative which I consider Aqn to fit.
Thanks
John

Q: Can you discuss ecn's results and their new investment with The Kessler Group? Thanks...

Q: Where do you see ECN's share price going with the news announcement released Thursday on their large investment in Kessler? Thanks Kim

Q: Hi team, I would like your thoughts on the strategic investment with The Kessler group and secondly, your take for the next 2 / 3 years?
Great work for all members.
Jacques

Q: Your view on results of GUD & going forward.Txs for u usual great services & views

Q: Please comment on BAD results. Thanks

Q: Hi team,
I saw a comment earlier today about increasing your U.S. coverage, that I would also like to endorse. I realize that staffing and resources and the sheer breadth of the U.S. markets are significant constraints. Even though you do not officially cover the U.S., your comments are spot on. I discovered BOX from your comments; SQ as well if I recall. I am moving more and more funds to the U.S. these days, mainly for tech, some financials. Tech is a long term secular theme that will be here long after we are all gone. The TSX is such a narrow index; financials, oil and gas and materials. Perhaps you could consider venturing into the U.S. on a sector basis, where the TSX is weak, such as tech. Maybe add in consumer and financials.

I for one would be willing to pay a significantly higher annual subscription for U.S. coverage, just for certain sectors if necessary. I have subscribed in the past to several other investment services that were much higher in price and much inferior in service to yours.

Thanks for your consideration and as always, I appreciate the service.

That’s my 2 cents worth (in U.S., not Cdn).
dave

Q: Would GC still be a buy at $47 or do you think the price may come down in the next week after today's run?

Q: Of these 2 risky small caps which one would you pick for a 1-2 yr hold and why also any near term catalysts as always thanks for your professional service

Q: Hi 5i.

Why would the CT voting shares be up 5% and the non-voting shares down by 5% on the Helly Hanson announcement?

Thanks,

Scott

Q: Hello,

What could have caused the drop today?

Thank you.