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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: In July 2018 you had a b+ rating, hoping for growth in AUM, and possible acquisitions, can you provide current scorecard on these points please? Opinion on sale of Mutual Fund business to Canoe and how that will effect previous points? Your report was accurate forecasting slow and steady and enjoy the dividend, suppose I'm bored and looking for a reason to not bail and look for more capital appreciation when markets are flying.
Read Answer Asked by Charles on February 27, 2019
Q: Why is it doing so poorly? Should I jump the PKL ship?
Read Answer Asked by Sharon on February 26, 2019
Q: A couple of recent question have referred to portfolio allocations. In particular, the reduction for SIS from 4.2% to half that amount causes me some concern as that is a fairly serious adjustment. I tend to follow your BE Portfolio and with 25 holdings, my average weight (full position?) is 4%. So with that in mind, my question is should I adjust my allocations to match those in your portfolio and secondly, are there any positions you would be comfortable either underweighting or underweighting at this time?
Read Answer Asked by Michael on February 25, 2019
Q: Guys - if you had to pick one of these for an RSP which is your favorite for capital appreciation over a 10 year timeline? Would you hold a 5% weighting? If not, what percentage? I have a good tolerance to risk.

Thanks,
Greg.
Read Answer Asked by Greg on February 25, 2019
Q: Hi, Any comments on this PR. Thanks
TORONTO, Feb. 25, 2019 (GLOBE NEWSWIRE) -- Constellation Software Inc. (“CSI”) (CSU.TO) announced today that Mark Leonard has notified the Company that he or entities controlled by him (“Leonard”) intend to enter into an automatic share purchase and disposition agreement (“ASPD”) with a registered broker in Canada.

Under the terms of the ASPD Leonard will sell 100 CSI common shares per week when the price exceeds $1,000 per share, and intends to purchase 100 common shares per week when the price is less than $800 per share. Leonard anticipates starting the ASPD shortly, and continuing it for one year.
Read Answer Asked by rajeev on February 25, 2019
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