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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: Hi,
I'm a growth investor and getting a little heavy in my consumer discretionary holdings. I own CARA and MTY and thinking of switching one out for PBH. Which one do you think I should consider switching out?
Thanks
Read Answer Asked by Curtis on May 08, 2017
Q: Hey Guys, can you tell me why you recommend PBH over MTY. I know that a few managers have recommended MTY over the last couple years and I'm looking at the fundamentals of both and see positives to both. The stand out positive to MTY being the ROE. I like the better div with PBH and like its growth outlook. So I'd like to understand why you see PBH being better. Trying to expand my analysis abilities. Thanks!
Read Answer Asked by Adam on January 16, 2017
Q: Recently I've sold some non performing stocks as well as stocks that were a very small portion of my portfolio in an effort to concentrate my portfolio on some higher quality, better performing stocks and I've come up with these 6. Wondering if you could rank these based on risk from less risky to most risky. I'm fairly conservative, tend to hold good quality companies for long periods (5-10 years) and I don't like a lot of volatility - I'd rather get a 5% return and sleep at night than a 10% return and stress about it.
Read Answer Asked by Richard on September 13, 2016
Q: I am wondering which two from the list above I should add. I am a long term investor who typically buys and holds for 5-10 years or longer (basically until the fundamentals change). I am 40 years old with a 70/30 stocks/bonds split and I hold emerging markets etc. in the recommended amounts. I am just looking to add two high quality names for the long term here to add to my existing equity portion. Thanks.
Read Answer Asked by Michael on September 06, 2016
Q: Thanks for the small cap suggestions yesterday. I was also thinking of a 10I position in Cara, Mighty Foods, or Restaurant Brands International. I would appreciate your answer based on the fundamentals for a minimum 24 month hold. I also know Cara's board has had some issues re: directors as insiders and objectivity going forward.
Thanks again.
David
Read Answer Asked by David on July 22, 2016
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