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: I'm currently looking to start a new position and am looking for a company with the potential to add a bit of torque potential to the portfolio. Would LSPD fit the bill as far as a Canadian listing, and are there any US companies that you believe might also provide fit the bill? This is a fairly risk tolerant position.
Thank you
Read Answer Asked by Mike on May 10, 2019
Q: Greetings,

I have very few US holdings and have been reluctant to buy more for various reasons. However, I bought a fairly small position in SEDG a few months ago with the idea of making it a full position for a long term hold. Today it is up more than 20 percent based on quarterly earnings. Should I increase the position now or maybe wait to see if it settles down? Also, could you give a little insight as to why the big jump based on this quarter. I can't see what was so sensational. Thanks.
Read Answer Asked by Gerald on May 08, 2019
Q: Asked last year about this one alongside CBL. I did not buy either but just read an interesting article from Rida Morwa on seeking alpha and would love another analysis of WPG for a contrarian iinvestment. Do you beleive they can cover the 23% dividend and if they cut it do you think the price would flop or rise. I know its a flier but just fishing.
Thanks Gary
Read Answer Asked by Gary on May 08, 2019
Q: Open Text has performed well in the Growth Portfolio, and seems to have solid fundamentals with a 13.7 Forward P/E. I was surprised to see James Hodgins of Curvature Hedge Strategies (Arrow Capital) is shorting it. To paraphrase, he said: 'They have 2x debt-to-EBITDA. It's pretty expensive, and their access to capital will decline since we are late in the cycle.'

I should point out that many analysts love the stock, including you guys. I'd like to know your opinion because once in a while the shorts (depending on who they are) offer a valuable perspective.

Thanks! Elliott
Read Answer Asked by Elliott on May 07, 2019