Q: Do you believe there is a sell-off in Canadian tech stocks right now with a rotation into resource or metals shares? Many of them seem to be declining in synchronous fashion lately. thanks!
Is it weird that, after the downgrade on CSU by RBC, RBC seems to be on the buy side of many of the transactions on CSU? I guess it would be easy for a big outfit like RBC to talk down a quality company like CSU in order to add to a position at a lower cost.
I know this sounds like conspiracy theories but, anecdotally, I noticed RBC being on the buy side of many transactions since the downgrade.
Q: I am wondering what your opinion is of CAE Inc C (CAE, TSE), it was fairly flat for a couple of years but 2013 was a good year for it. Currently it is at 15.15. I have held this stock for quite a while and I am tempted to sell.
Q: This am win annouced a settlement with ho hi precision. No disclosure on financial. I am under on this one from its hi. Is it time to sell. You still have a high rating. Frustrated
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Asked by inderjit on February 23, 2014
Q: What are your thoughts on SMT (Smart Tech)? I'm still underwater (bought the IPO) big time and was wondering if I should hold or sell? If sell, what stock would you buy in it's place. Thanks.
Q: Hi, I have done well with CGI (GIB.A) and am up 120%. I have been thinking of selling half my postion to "play with the house's money" and use the proceeds to invest in CSU. I like to be well diversified. Or should I sell my entire position and invest it in CSU? I have no other tech exposure except a small position in ESL. Tech is only about 5% of my portfolio but it has one of the better performers for me.
Q: My portfolio is 95% in equities, a strategy that has been very successful for me. CSU has been a big winner, 13 bags in less than 12 months. I'm considering taking it up to a 7% overall weighting. Would you approve given your positive comments about the company?
Q: Could you please comment on Westport Innovations.. Why can this company with so much potential not get any traction? I have held it for the past few years is it worth continuing to hold or should I simply cut my losses and move on.
Thank you
Q: Peter and staff: I would like to balance my portfolio with an IT stock. I am considering either SYZ,OTC or CSU, I would appreciate your advice or any other suggestion
John