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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: Currently building the BE portfolio. In Technology, I only own CSU, looking for a second name to add. Which company would you add for diversification? If you think I should add two half positions that would be OK too. Thanks!
Read Answer Asked by Jean-Bernard on May 04, 2017
Q: I am underweight technology and have targeted KXS as my first purchase in this sector. Can I please get your other top 3 technology picks to build a well diversified technology portfolio.

Thanks and keep up the great work!
Read Answer Asked by Scott on May 04, 2017
Q: With roll-ups like Constellation, don't things tend to end badly? They reach a certain size and can no longer acquire enough companies to expand at 10-20% yearly, it is just an exponential mathematical equation that they cannot acquire every tech company in the known world so growth has to slow down radically eventually. CSU is competing in larger spaces with more competition and fewer companies than their classical 5-40 million revenue companies that they have acquired historically. Is this not a major concern with CSU here?
Read Answer Asked by Michael on April 13, 2017
Q: CSU makes up 7.2 percent of my portfolio. My other tech holdings are a minuscule amt of ET, and a little less than 2 percent MDA. Would I be better served by reducing my CSU(held in TFSA) and adding to the other 2? Are there other tech stocks that would work better? I'm retired, but don't yet need $ from investments. On the other hand, I'm loath to lose any!
Read Answer Asked by M.S. on April 03, 2017
Q: Hi Peter et al
I’m overweight in the technology sector due to significant growth (20% of portfolio) and am thinking of trimming. I currently have ENGH, CSU, AAPL, NVDA and GOOG in fairly equal weighting. I’m not sure whether to sell one of these outright, or just trim one or two back. I’d appreciate your thoughts. With the proceeds, I am considering adding CGNX to my Industrials, which currently includes SIS, WSP and NFI. Do you think CGNX would be a good addition, or can you suggest another CDN or U.S. stock to add in this sector? Thanks so much!
Read Answer Asked by Lois on March 08, 2017
Q: Gentlemen, in your latest Company Report regarding CSU you state that the Debt/Equity "Value" is 0.86. I am assuming this is based on CSU's Third Quarter ended September 30, 2016 report. My understanding is that Debt/Equity "Ratio" at that point in time was 3.36.
Are you using Value to mean Ratio or are these two different factors. In either case (yes or no) how did you arrive at your value of .086. My understanding is that a ratio of 3.36 is a very red flag.

I used this for my math: Total Liabilities = 1,425,952 Shareholder's Equity = 457,509

Thank you very much,
David Brandon
Read Answer Asked by David on March 02, 2017
Q: My Consumer-Cyclical sector is 6% too high and Technology sector is 2% too low.

So need to sell one of (AW.UN, BPF.UN, BYD.UN, CCL.B, CGX, ECI), each with ~ 2% position. Hard to sell any of these tried-true 'favourites' -but trying to take the emotional side out of the decision, and be disciplined. So, I think I should sell CGX because it has been flat for 2 years and I don't expect much upside. Can you provide your an order of selling preference?

And I need to add to these existing Technology Sector holdings (CSU, ENGH, KXS, MDA, PUR, SHOP). Thinking (OTEX, ITC) or more of existing ones.

57 year-old with a Growth & Sector & Dividend oriented portfolio.

As always, thank you for your wise guidance.

CSU, CCL, MDA, ECI, ENGH, BYD, OTEX, SHOP, AW, BPF, PUR, ITC
Read Answer Asked by J Carl on February 27, 2017
Q: For a TFSA. any one of these preferable

Choosing only GUD a sound choice, if one wanted maximum result
Read Answer Asked by Serge on February 13, 2017
Q: Hi, can you please provide the street estimates for Q4, 2016 for Revenue, Adj. EPS and EBITDA. Thanks
Read Answer Asked by rajeev on February 13, 2017
Q: In reference to a question from Peter concerning Enghouse and Boyd, when or how do you determine winners(former?) are no longer winners? I have a few positions in which I have done quite well and despite nothing materially changing in the company, the stock price has stagnated or has been range bound for months.
I am reluctant to change companies just for the sake of change or to try to chase returns but often I am enticed by companies that seem to have momentum But this often throws off sector weighting?
Read Answer Asked by Marty on February 08, 2017
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