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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: Would really like your view on Celestica going forward and where the company stands based on valuation among their peers. And is there another tech stock one might consider which has a decent balance sheet... long term holder here.
Thxs. Kevin
Read Answer Asked by Kevin on July 17, 2017
Q: Hi Peter and Group. I have just taken some profits on WEF - I needed to lessen my exposure anyway. What is your top 3 stocks I should reinvest in? (regardless of sector) - I am a moderate risk investor. Thanks for the service
Read Answer Asked by Terence on July 12, 2017
Q: I am retired and able to live comfortably on
my Federal government superannuation, OAS and CPP.
Can you recommend a single stock for a TFSA, in which I currently hold a full position in ENF and a double position in AYA purchased when originally recommended by 5i?

Thank you for considering my question.
Read Answer Asked by Gail on July 12, 2017
Q: I'm helping my 65-year-old mother reallocate some funds (mostly diversifying and ditching debilitated oil stocks and mutual funds). Using about 3% of her funds, she would like to make a tech purchase (her first) for a long-term investment (5+ years) aiming at growth for this particular position. Following your recommendations, we are considering (a) Constellation (CSU), (b) Kinaxis (KXS) or (c) a mix of both. These are two great stocks and this is a nice moment to buy tech in general, but which of these three scenarios would be best right now?
Read Answer Asked by Christopher on July 11, 2017
Q: I am starting an RESP fund for my new son (initial investment maxed at $5000). I would like to begin with a somewhat aggressive growth-seeking small portfolio, and to then gradually add one or two stocks each year for diversification up to about 8 or 10 stocks in total. For my opening purchase, I am considering three stocks -- Kinaxis (KXS), Constellation (CSU), and Knight Therapeutics (GUD). Two questions: This seems to be a decent time to buy these particular stocks, would you agree? And would you replace any these stocks with any others? (I'm open to anything growthy, but have been considering Shopify (SHOP), Photon Control (PHO), Enghouse (ENGH).) Thanks, and great job.
PS: Should I wait to buy until a few days after the BoC rate decision, or has the market reaction more or less already played out?
Read Answer Asked by Christopher on July 10, 2017
Q: reviewing your reports i like to add CAE and CSU to my cash account and CGX to retirement account.
i dont like to add to the number of my holding or the margin.
So i would consider letting go of CJT (recent purchase ) reduce my TD (FROM 300 to 200 units ) ZZZ (reluctantly, t has done well in the short time ). IN MY RET A/C let go of DIV .
Appreciate your feedback

replace DIV with CGX in my retirement account (i am surprised at your A- rating for CJX
Read Answer Asked by thambirajah on July 06, 2017
Q: per your latest addition to the balanced portfolio, I plan to add CAE to my portfolio. To do this, however, I need to sell one of my other tech stocks. which amongst KXS,CSU,GIB.a,DSG,ENGH,CLS,OTEX would you suggest to sell at this time. All have a 2% weighting.
thanks
Read Answer Asked by David on July 05, 2017
Q: I own everything in the Balanced Equity portfolio except the following: AEM, CLS, AND CSU. I have cash available from the DH buy-out. Which of these or any other stocks in your coverage universe would you recommend based on current valuation and outlook?
Read Answer Asked by Chris on June 30, 2017
Q: Market is down so which stocks due see unfairly punished and will be good to pick up.
Read Answer Asked by Nizar on June 29, 2017
Q: In my technology sector I hold CSU, ABT,ITC, KXS, MDA and OTEX. These stocks share equal weights except for Constellation (CSU) is up more than 300% and is now taking up 30% of my 15.5% weighting in this sector. Although I do not want to sell CSU, should I be looking at rebalancing and replacing perhaps half of my CSU with another tech stock? If so, would you suggest a new one or recommend adding to one or more that I already have. Thank you for your views on this.
Read Answer Asked by Terry on June 22, 2017
Q: All of these companies had large drops in value today(Friday)on large volumes. CSU down 1.5% and ECI down 2.5% on very large volume at the day's end. Can you explain this end of day activity? Is it a buying opportunity?
Perhaps a separate question, both LNR and MG took big hits today (Friday), both on large volumes - any ideas as to what caused this? Buying opportunity?
Read Answer Asked by David on June 19, 2017
Q: My observation is that you don't generally view companies that grow quickly by acquisition as 'risky', whereas you often refer to debt and small capitalization as risk factors. Constellation Software, Alimentation, Parkland, Enghouse and of course Valeant come to mind as consolidators. I would appreciate your comments on the risks of growth-by-acquisition, and, what are the high-growth companies you recommend that rely on acquisitions for growth?
Thanks
Read Answer Asked by Mike on June 05, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my technology sector (17% weighting). Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.
Read Answer Asked by Terry on May 16, 2017
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