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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: Hello Peter,
I was expecting Fairfax, CRH medical, and Constellation to go up significantly after the earnings announcement. Fairfax dipped, CRH and CSU went up slightl. Any comments please? Do you think it is too late to enter Electrovaya at 3.40 or above? Also, do you think Knight (gud) is a type of stock you can buy and hold it for years given the credibility of the management team? Thanks very much.
Read Answer Asked by umedali on August 02, 2016
Q: Can you explain more about CSU conference call and Q2 results? For a previous question on CSU you told that Revenue Estimate at $510 million and EBITDA @ 131 million (I am assuming these are CAD though wrongly printed as USD). However you later said EPS missed estimates by 50c. I felt this is a big miss. You also said stock may be week. However today CSU went up. Can you explain. I came out of my CSU position today and want to know if I have to re enter. If not can you suggest a better stock than CSU in tech sector?
Read Answer Asked by Vinod on July 29, 2016
Q: I am thinking of adding to CSU and would appreciate your thoughts. Although it's a high quality company the stock has underperformed the TSX this year. Is it better to buy now or wait for price improvement and if the later, what would trigger you to buy?
My thesis is based on CAGR of 20% (2016 est. $18.29 & 2017 est.$21.91) & forward p/e 23. Possible growth driver from TSS purchase by taking advantage of weakness in Europe.
As always, appreciate your views and particularly the other side of the trade.
Many thanks.
Mike
Read Answer Asked by michael on July 14, 2016
Q: I have 15% of my well diversified portfolio in Tech stocks. I am thinking of consolidating my 7 stocks into a smaller number of stocks - perhaps down to 5. I have 2%-3% in all the mentioned companies except SYZ at 1%. Any suggestions as to which companies to sell and which ones to "top up" would be appreciated, or maybe just leave as is.
Read Answer Asked by David on July 11, 2016
Q: I realize these two companies are very different, but both have had a nice share price reduction recently (well, nice if you're a potential buyer!). Straight-up question: Which would you choose for a better TOTAL return over a 5 - 10 year time frame?
And do you see a material difference in net risk between the two over such a time frame? Thanks!
Read Answer Asked by James on July 07, 2016
Q: Hello Peter,
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed
Read Answer Asked by umedali on July 07, 2016
Q: Hi, Friday was the monthly expiry of June listed monthly options. I am trying make some inferences out of the trading activity for these two companies on Friday June 17. CSU had very large individual orders (22,000 shares or more) on bid and ask about $510, just before market open. Stock opened and closed with large volume on open and close, without much activity and price change during the day. As for PBH, there was not much activity for most day and stock dropped like a rock in last hour of trade with almost 225,000 shares changing hands and closing at its low. Was it as a result of traders covering their positions on long or short side and does it signify future direction of these co.'s ? Thanks for your valued insight.
Read Answer Asked by rajeev on June 20, 2016
Q: Portfolio weighting a aside. For a young investor if you were topping up two of these, which two would you choose? Cheers
Read Answer Asked by Josh on June 20, 2016
Q: I don't have a lot of tech exposure in my portfolio and am looking to add. Which of the tech companies in the model portfolio should an investor start buying at this point if you could only buy two? Thanks
Read Answer Asked by Dathan on June 07, 2016
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