Q: Looking for your views on this company. There have been periods of outperformance offset by periods of weakness over the past 10 years. Wondering if you think it might be ready to get back on track.
I am looking for companies like MFC where the negativity surrounding them fades away offering the opportunity for a rerate higher; any suggestions you might have for CDN companies in this position would be appreciated.

Q: On July 12 in response to a question regarding Co. it was stated EPS consensus calls for at least a 25% increase and that PE of 17 is still below 10 yr. average. With a substantial move lower, which I assume is on no news, can these shares be bought? Also, can you confirm the move down is on no news please? Is the move down possibly due to a move away from defensive staples? Thank you.

Q: SAP has had a nice run since mid April. What has been the reason for it? where is the growth coming from and can it continue?
Thanks for your great advice.
Ian