Q: Hello, What are your thoughts on Celestica? From a fundamentals point of view, management and prospects would you consider it worth investing? Thanks.
Q: Comments please on the quarter and the conference call if you had a chance to listen. This is a dud for me and still own from the BE portfolio when it was added. Would you still sell it? Thx
Q: I hold the following in my balanced equity type portfolio and they all represent less than a half position, either because they have dropped or because they have not kept up with the rest of the portfolio. I have enough new money to top up 4 or 5 of them to their original weightings. Which would you top up at this point and which would you simply let go?
Q: Hi,
Could you please share your opinion? It has been showing some upward momentum recently. I know this has been taken out of the balanced portfolio. Do you see any positive changes since then ? Thanks
Q: CLS...."just can't let go" that me....now it is 1.20% of my balanced portfolio with a 49.9% loss...given I've held for so long while it declined but now with "worst" tech news, do I just dump it or is there (hopefully) sunshine on the horizon for CLS?.......Tom
Q: on may 10 i got a google e-mail alert from peter hodson 5i
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don't buy on the dip--not even a single analyst is recommending canadas worst performinng tech ............
What is the name of this stock?
thanx, ed
Q: I read that you recommend GC as a replacement for CLS? I already own TSGI and wonder if I should buy GC or another company. I own KXS, OTEX ,SYZ already.
thanks
Q: I own a lot of Celestica as a value stock but closer to $16. The stock moves every day higher and keeps closing at higher highs. 5i removed it from the portfolio due to a low weighing. Do you think Onex may be looking at selling or is it that finally earnings will start improving. Would it make a good takeover for a company and if so who may be interested.
Q: I currently own CLS in a RRSP account and wonder if I should sell this stock ? If so would you buy OTEX or ET or maybe both.I have 6 years before retiring. I do hold KXS already.
Thanks
Q: I am wondering what price do you use as the sold price to calculate performance when you take a company out of of your portfolio. For example CLS was recently taken out. May I know which price would you use for performance calculations ? Thanks