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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: I bought CSU at 112. I sold at 156. I rebought and sold at 225. I rebought and sold some at 400, and am now contemplating sale of the rest at 475. This stock won't stop increasing in share price and as a consequence now represents 14.73% of my portfolio. I truly appreciate your reco on this one, but do you see anything to deter from holding onto this stock with this weighting?

Thanks!

Eric
Read Answer Asked by Erichsen on April 08, 2015
Q: I have been moving towards replicating, as much as possible, your Balanced Equity Model. I am with Scotia iTrade who now have a performance tracking system. In February, my return was 5.48% (March is not yet available). Your portfolio, on the other hand, returned 7%.
I do not yet hold AYA, CSU, DSG nor SYZ. But I do hold SLW and IPL plus some Low Volatility ETFs for international diversity. All holdings have a initial purchase balance of 5% or less.
Do you have any suggestions as to which I might sell and which I might buy with the proceeds?
Read Answer Asked by Fred on April 06, 2015
Q: When an analyst says something like, "20% growth expected this year and 22% next year," does that mean the share price is expected to increase that much? By they way, I'm quoting from Stockchase in reference to Robert McWhirter's recent evaluation of his BNN Top Pick, Constellation CSU. Also, do you agree with McWhirter's opinion on Constellation's growth? Thank you.
Read Answer Asked by Jerry on March 22, 2015
Q: I currently have around $30,000.00 to invest. I am selling my losing stocks and taking the proceeds to buy into the equity model portfolio. I do already own some or similar stocks that you have listed. The ones that I do not own or have no sector weight in are CSU,DSG,FM,FSV,MDA AND SYZ. With this amount of cash which stocks mentioned here would be the best to buy. I do hope to buy all as more money come available. I do currently own some Stanec and Enghouse but both are at low weight

Thanks and I must say as other do that this is a great service and site and have enjoyed being a Canadian Money Saver subscriber for many years.

Dolores
Read Answer Asked on January 26, 2015
Q: Thanks for your question replies. I now need to bump up my Industrial-Tech sector and reduce my Resource sector weightings. I am a retired dividend-income investor.

I want to add CSU, but it has jumped lately. Should I wait for a bit of a pullback to around $300? Any other Industrial-Tech companies that pay a dividend and that you would recommend buying at this time?

I own BTE, CPG, SGY. Which of these would you lighten up on? Which of these has the most secure dividend, given lower oil prices and their respective hedging programs?

Should I wait on adjusting my energy weighting for a bit of a rebound? Seems like I'd be selling oil at the bottom to buy CSU at an all-time high?

Thanks in advance,
Steve

Read Answer Asked by Stephen on November 04, 2014
Q: Peter and Team,

I've owned Constellation Software since the model portfolio was created and have done well with it... very happy, great pick!

Reading their quarterly results, it seems like they are firing on all cylinders still - cash is up, debt was reduced, they grew both by acquisition and organically, earnings per share are up - things look good and the company still seems like 'A' quality.

Am I missing anything?
Read Answer Asked by Marc on October 31, 2014
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