Q: (You may receive this twice, but when I sent in the message a few minutes ago, I received an error message that suggests it may not have gotten through.)
Do you have an estimated date for when these companies report their 3Q earnings, and whether they may have telegraphed expectations? Thanks.
Q: My initial purchase of PURE constituted only 1.5% of my portfolio. With the recent dip, would it make sense to top this company up to 3%? ... assuming there are still clear skies ahead.
Alternatively, I've been "toying" with the possibility of switching out of Pure and into Spin Master, for a 3% holding. Is Spin Master an overall better growth company?
Q: I understand that these 4 stocks are considered growth stocks. Presently I am negative on all four. Is patience required ( long term ?) or would you suggest to switch to other growth stocks and which ones would you recommend. Thanks.
Klaus
Q: Starting a new portfolio of higher risk stocks to offset my more strategic long term investments. I have listed several juniors that are either in your Growth Portfolio or have been lately receiving considerable attention. Would appreciate your comments, order of preference & recommandations. Please deduct whatever number of credits you feel appropriate. Thank you.
Q: Is there any reason Pure is going down every day? I bought it closer to $7.00. What is the insider ownership and is it cheap at these prices. Thanks.
I am diversified in my portfolio but I need one more stock to round out my TFSA. From the companies listed can you please rank in order based on your highest conviction in the company to be able to execute shareholder value over the next 5 years.
Q: I see that the public sector is entering a growth phase, what would be your top 5 public sector dept picks for an aggressive growth portfolio?
I'm thinking that Health would be a 'no brainer' replacement for condordia, oh but wait...the grey tsunami...so would that be a long or short position.
Cheers and happy Friday
Q: Hello 5i team,
I have been following Pure for awhile and have been tempted. What causes hesitation is the size. you mentionned in one of the comments that there are some companies that a relatively conservative, retired investor should not own, as they are too risky. I make more than I need to live and so I am not adverse to a little risk. But, I was wondering how you see a company like Pure under this perspective? It would be great to have your comments on that subject in general, if you have time.
thanks
Q: Hello,
I am interested in the "water" theme. There are a couple of stocks in reading your reports that appear to me to be sound investments re. this theme and both are well rated. Would you consider good choices from the stocks you follow for this theme? If so, are they buys at this time or would you wait for a pullback? If there are better names I should consider, I would appreciate you letting me know.
Thanks,
Dan
Q: how does pur. make its money is it long term contracts or relationship with solid companies ,repeat ...or do they bid on contracts. do they have a lot of competition.