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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 own shares of MX and down significantly on this stock. From what I understand, a big part of the drop can be attributed to largest shareholder M&G Investments selling 3% of company shares in August - here is their letter to MX shareholders: https://www.newswire.ca/news-releases/m-amp-g-investments-sends-letter-to-methanex-shareholders-868146646.html
What do you think of this situation? Would you recommend MX as a 3-5 years hold or should I sell and take a loss?
Read Answer Asked by Alex on August 26, 2019
Q: Down a lot on TSGI and saw in your email blast and that you dropped TSGI from one of your portfolios, but I've not sold yet as I wanted to ask a couple of a questions about their recent earnings report. For the 3 months ending June/19, adjusted earnings were $0.48/share. (1) What was the expectation for earnings? (2) Is this earning miss that bad given that revenues and the number of shares outstanding has increased by over 50%? Thank you as always for your great work and responses.
Read Answer Asked by jeff on August 26, 2019
Q: What does NR stand for in the stock rating Growth Portfolio list?
Thank you,
Read Answer Asked by Sharon on August 23, 2019
Q: You commented on the good quarter but noted the only negative being lack of positive cashflow for the quarter. Would this not be expected for this type of company, with very large contracts, and high working capital requirements? The value proposition looks hard to ignore all things considered so I’m just trying to understand if this is actually something to worry about or not? Thanks
Read Answer Asked by Scott on August 22, 2019