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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: Hi Team..Peter - I do hope you are mending. I have sent in a contribution to your cancer ride and have my fingers crossed for you.
First question; I would like to increase my Info Tech holdings to be about 15% of my stock holdings. I own DH Corp, Enghouse, Constellation, Syologist and Avigilon all adding up to 11.6% of my entire 3 PFs (which have most of your 2 PFs stocks and a few extra. Any sugguestions for good growth over the next 2 years or so - small cap is OK! Or I can add to one of the above (which would you suggest?)My second question is I now have 38 holdings including some CBO CDZ ZRE and BYD.UN. Am I now too diversified??
thanks so much for all you do ...get better!
Read Answer Asked by El-ann on June 28, 2014
Q: My question is with respect to growth stocks which we know are rapidly losing favour in a shift to value stocks. In this environment and knowing declines could continue for some time, why would an investor not sell growth stocks and move to value stocks? It doesn't seem to me prudent to keep riding the wave down.But I know market timing is a mug's game.
Also, given its size, is Constellation Software (CSU) a growth or value stock or is it a bit of a hybrid?
Thank you, Peter
Read Answer Asked by Peter on May 12, 2014
Q: Hi Peter and Team, regarding Constellation, CSU, sorry to add yet another question here but would you please provide the estimates that you are comparing to compared to the actual results so that we can see what 'consensus was off a bit'? The estimates I get are usually different compared to what you usually provide and therefore have more faith in what you provide from your Bloomberg terminal, thanks.

This way we're all seeing actual results compared to the same estimate/consensus numbers you are comparing to. Thanks again!
Read Answer Asked by Hussein on April 30, 2014
Q: CSU

Fastest turnaround ever on my question about the CSU AGM - thank you. But if they have not announced the AGM, and I only know about it via 5i as being in their lawyer's office which I don't know, and assuming they don't return my phone call I guess I am out of luck? I understand Mr. Leonard's legendary privacy concerns but trying to come to the grips with the legality/morality/transparency of this approach. Any further comments are appreciated and thanks.
Read Answer Asked by Kim on April 30, 2014
Q: Hi,

I'm looking at adding a large technology Company to my RRSP. I currently own Enghouse and I'm looking at adding either Open Text (OTC) or Constellation Software (CSU)? Any preference?

Also, Open Text is making an announcement tomorrow with the premier of Ontario. I assume its something related to additional investments in Ontario. What are your thoughts?

Thanks again,
Jason
Read Answer Asked by Jason on April 24, 2014
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