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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 Peter and team, this question is regarding the article you wrote on concentration. I have a high concentration of XTC (bought at 3.30) and FSV (bought at 33.60), respectively about 15 and 20 percent of the portfolio. I am quite happy with the results, and am of two minds on whether to continue holding or take profits.

I don't feel that either company has a dominant market position even though they are both growing nicely. Is it reasonable to hold XTC looking for a 5 bagger and FSV looking for a 2-3 bagger? I have already taken some profits on both, but am wishing I had let my winners run further. I have probably a 25 year time horizon minimum before I draw down on my portfolio. You have mentioned some other high growth names that are appealing, and I am considering allocating profits to those names. Any thoughts?
Read Answer Asked by Alexander on July 23, 2014
Q: I notice that last year, FSV's (First Service Corp) Q1 was the weakest quarter of the year. It looks to be the same for 2014, with a current projection for Q1 2014 of 13 cents a share but increasing substantially thereafter. What is the reason for this and what are your expectations for the Q1 earnings that will be reported later this month?
Read Answer Asked by John on April 16, 2014
Q: Peter, I have a niece that I'm gifting 30K to. She's like to put this money into a TFSA as she currently doesn't have a TFSA account. I was going to advise her to pick 6 equities from your model portfolio in different sectors. Would you agree with this strategy and if not what would your recommendations be?
Read Answer Asked by Neil on February 27, 2014
Q: I have been considering taking a position in First Service Corp. (FSV)and one of the things that I like to look at is insider buys and sells. Over the last 6 or so weeks there has been substantial insider selling. I realize that insiders sell for a variety of reasons, some of which may be for their own reasons rather than Corporate developments, but the selling recently has been quite significant, which makes me hesitant about adding this company to my portfolio. It would appear that insiders are not confident about further share appreciation from current levels. Your comments would be appreciated.
Read Answer Asked by John on December 24, 2013
Q: FirstService-FSV-seems to represent the real estate sector in the Model Portfolio as there are no REITs or REOCs included. I own the slightly larger MRC, Morguard Corp, as a comparable long term hold already but I wonder what you would view as a potential catalyst to propel FSV and do you think it is an undiscovered Morguard? Thanks.
Read Answer Asked by Jeff on March 13, 2013
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