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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: Mr. Hodson, this stock gets a rather low rating from analysts.
For example, at TD WebBroker, the ratings are Under Perform (2), Hold (5), Buy (1) and Strong Buy (0).
At RBC Direct Investing, the Consensus Recommendation provided by Thomson Reuters is 3.13 (on a scale of 5 to 1, 5 being a Strong Sell). How could analysts have it so wrong, when the stock is clearly a strong performer for quite some time ?

The matter is entirely different when it comes to AYA (Amaya), and presumably rightly so. Amaya is much appreciated by analysts. Why the difference of treatment ?

CSU is a good stock, but is not much appreciated by analysts, while AYA is the darling of analysts. Is this a game for analysts ? Of course AYA has been a star recently, but CSU is clearly a good value stock. Maybe AYA is reaching for the stars, while CSU is only an outstanding performer...
Read Answer Asked by Serge on May 29, 2015
Q: A slight correction to your response to Noel re the CSU RTS. The exercise price will be $115 per 100 of principal as indicated below. Perhaps you can expand your response to include something on the merits of the offering at the published price of $115.

"The Rights will be exercisable until 4:30 p.m. (Toronto time) (the "Expiry Time") on September 15, 2015 (the "Expiry Date") at a price of C$115 per C$100 principal amount of Debentures purchased."

Many thanks. Bob
Read Answer Asked by Robert on May 15, 2015
Q: I'm looking at the debentures. I thought I read that the new issue will be added to last years debentures, is it just one debenture - CSU.DB? The way this is structured with the 5 year notice, if notice is given, would the principal be paid back at 100 after 5 years, I don't fully understand the may redeem "at a price equal to the principal thereof and accrued and unpaid interest.....". Would interest rate increases move the price of the debenture down a lot because it is 2040? Would this be good to buy right here at $122 with the intention of holding for 5-10 years and then selling?
Read Answer Asked by Ian on April 16, 2015
Q: Hello Peter and Team
With the recent success in the Software sector, my RRSP portfolio is very heavily overweight in this sector. I would like your advice on trimming and rebalancing to sectors other than financial or energy that are also overweight.
I currently have now 40% in CSU, DSG, ESL, MDA (with large gains) and SYZ and AVO with significant losses over last year or so.
Would you suggest trimming all back to much smaller positions or eliminating 2 or 3 companies altogether?
With the funds, what 2 or 3 new positions from the new growth portfolio should I consider?
A second question will follow on my Financials!

Thanks for all the help
Peter
Read Answer Asked by Linda on April 08, 2015
Q: I bought CSU at 112. I sold at 156. I rebought and sold at 225. I rebought and sold some at 400, and am now contemplating sale of the rest at 475. This stock won't stop increasing in share price and as a consequence now represents 14.73% of my portfolio. I truly appreciate your reco on this one, but do you see anything to deter from holding onto this stock with this weighting?

Thanks!

Eric
Read Answer Asked by Erichsen on April 08, 2015
Q: I have been moving towards replicating, as much as possible, your Balanced Equity Model. I am with Scotia iTrade who now have a performance tracking system. In February, my return was 5.48% (March is not yet available). Your portfolio, on the other hand, returned 7%.
I do not yet hold AYA, CSU, DSG nor SYZ. But I do hold SLW and IPL plus some Low Volatility ETFs for international diversity. All holdings have a initial purchase balance of 5% or less.
Do you have any suggestions as to which I might sell and which I might buy with the proceeds?
Read Answer Asked by Fred on April 06, 2015
Q: When an analyst says something like, "20% growth expected this year and 22% next year," does that mean the share price is expected to increase that much? By they way, I'm quoting from Stockchase in reference to Robert McWhirter's recent evaluation of his BNN Top Pick, Constellation CSU. Also, do you agree with McWhirter's opinion on Constellation's growth? Thank you.
Read Answer Asked by Jerry on March 22, 2015
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