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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: Is now is a good time to average down on TSGI, either in general or for my specific case? I.E. is the likelihood of a turn-around for TSGI good enough to invest a little more at a time of high pessimism for this stock (buy low)?

Context for my case:
o I hold TSGI in my RSP,
o it is currently 1.1% of all our portfolios (which are up 20.7% YTD),
o it is down 56% since I bought in July 2018,
o I don't need the money from TSGI for a few years (I'm under 60).

Thanks.

Here is the summary of the 5i report from June of 2018:
"It is hard to not be impressed by what TSGI has accomplished. Over just five years, the company has grown from a market-cap of $500 million to $7.2 billion. While it has been a messy story, this is another case of a great Canadian company that no one ever talks about. Even if TSGI is trading at a premium to peers (we do not think it is materially more expensive), the valuation is cheap with respect to the growth and cash flow the company has. Meanwhile, we think the SBG purchase has a lot of potential over the long-term but this of course could lead to a few mixed quarters as costs related to the purchase work their way through results. We are upgrading TSGI one notch to ‘A-’."
Read Answer Asked by Robert on August 13, 2019
Q: I would like your opinion on MSI going forward.
I have owned MSI in my TFSa for several years now & it has done very well, however how does it compare it to another industrial companies such as CAE going forward. Some parameters of comparison that would interest me would be debt level, holding up in a recession, insider ownership.
If you think a switch from MSI would be advantageous at this point are there other companies that you would recommend over CAE?
Read Answer Asked by jane on August 13, 2019
Q: I've got some cash in my RSP I would like to put to work. How would you rank the above to top up from a half weight to a full weight position, (Strongest to Weakest). I am growth investor with a 5 to 10 year timeline.
Thanks and hope you are enjoying your summer.
Greg.
Read Answer Asked by Greg on August 13, 2019
Q: Could I get your thoughts on Surge. Seemed their latest financials were pretty good. I appreciate the sector is out of favour but todays stock prices for Surge seem to be extremely over pessimistic. You would think oil will still be a very necessary commodity for many years to come. So are we looking at some algorythm or something fundamental which I missing to cause the downward spiral this company seems to be in?
Read Answer Asked by Phil on August 13, 2019
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