skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Since it's recent run WSP has become about 3.2% of my portfolio I am thinking of moving some funds to PBH which is 2%. Looking at your company data the earnings growth projected for PBH is 35% whereas WSP is 6.6%. Based on the analyst median prices for each the return from todays price would be WSP -4.93%
and PBH 16.9%. It would appear that PBH has better potential over the coming year however WSP's price performance has been much stronger over the short term (certainly not over a 3yr period).

Would you make the switch? If so which factor would carry more weight: balancing the portfolio, projected return, or price momentum?

Many thanks.

Mike
Read Answer Asked by michael on June 25, 2018
Q: Hi, Now that the pricing of the secondary has been announced at US$38 along with increase in the size of offering, with closing expected on or around June 25, 2018, do you expect any major market reaction to the stock price, after it smartly bounced back over $4 from the last week's low. I have already built in 2.5% position, in past few days and wondering if it's prudent to wait for stock to settle. Thanks
Read Answer Asked by rajeev on June 22, 2018
Q: For the past while, I have been watching BCI. I have done well with consolidators, I liked their last earnings / growth yet their presentation (my opinion) was not well delivered. Unfortunately, it has not attracted much volume. This morning they have traded 148 shares and are up 3.61%. Do they need a professional or more effective investor relations team?
Thank you
Read Answer Asked by Martin on June 19, 2018
Q: Hi there,

If one were buying NFI and TSGI today - would you add equal weight into both positions, or would you be adding a larger position to TSGI over NFI? In other words, if the combined weighting was 7% between the 2 names, would you do 3.5 in each, 4/3, etc? My investing goal would be to achieve higher growth but still maintain diversification between the two holdings.

Thanks!
Read Answer Asked by Michael on June 19, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!