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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 assumed, along with some of your earlier comments, that the NAFTA resolution would provide some relief for stocks like NFI. It's concerning when a stock should be behaving better, but doesn't. . Any idea why the continued downward pressure? I know you will advocate continuing to hold, however, do you have a very strong conviction with NFI? Thanks
Read Answer Asked by Darcy on October 03, 2018
Q: Hi, For several weeks, Constellation Software has been trading in a range $920 -$980.
Even on strong market days, stock is not bale to break out of this range. This is after stock touching a high of $1135 and later trading as low as $897 ( 20% swing). There has been no news. Do you think, the stock is expensive or any other reason of this lackluster performance ? Do you see share price back up in $1100 + range over next 12-18 months, if I need to trim my position ? Thanks
Read Answer Asked by rajeev on October 03, 2018
Q: MAXR is no longer a company you like much. You did before and your view of MAXR went from positive to negative and you seemed just as disgusted as others at the company. I am down some 35% from cost. This is a request asking you to confirm (or deny) that you have in fact given up on them (?). If however you have regained confidence in the company’s prospects, I would appreciate your updated thinking and the reasons. MAXR’s results are lumpy and contracts can be wildly profitable or go horribly wrong. But do you believe the outlook is better now?

At first glance, it may appear my question below concerns ‘market timing’. No, it isn’t that except in a very limited or narrow sense. I can’t use the tax loss and I want to increase the Canadian content of investments (I have only 5% of assets in Canada and want to increase same to 25%.

QUESTION : Since we are now in tax loss harvesting season, am I better to sell AFTER the tax loss season ? Is there ANY logic to the thinking that , all else being equal, I am more likely than not to get a less depressed price AFTER the tax loss selling stampede? I am not looking for a definitive answer (that’s not available). I am looking for your insight BEYOND first level numbers and data. ( I did buy companies from 5i model portfolios and ones I bought are all down but at least most seem to have possibilities. If you think there is now hope for MAXR, please advise reasons your opinion has evolved to conclude there might be chance MAXR is worth holding.
Read Answer Asked by Adam on October 03, 2018
Q: Dropped from a high of 59.00. Today they announced a strategic partnership with internet giant Alibaba in China.
Has been dropping and I would think @this time of year it should gaining re Christmas season. Is there some warning signs here, and would indicate there may be problems coming down the PIPE
Read Answer Asked by Rick on October 03, 2018
Q: Cuple of companies that came up in Steopen Tackazy on market call
Stella Jones I owned this before was good. appears owners sold out and the management is sound . the stock close to year low.
the other is Andrew peller the positives is that wine is gaining more market share and the othere is Ontario is on track to provide more sales outlets .
Would you recommend eiher one or bothand if yes which one is more reliable
Read Answer Asked by thambirajah on October 01, 2018
Q: Bought TSGI near the top. Would like to hold longer term. But considering selling now, crystallizing loss and, re-purchasing after 30 days. This would allow re-purchase before next earnings mid November ( I believe ) . With the caveat that price movement unpredictable , would there be any known potential catalysts in that 30 day window before next earnings?
Reasonable scenario or trying to be too cute ?
Thanks





Read Answer Asked by William on October 01, 2018
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