Q: I was under the impression that CLS was a late inning performer and we are not there yet as indicated in earlier responses. So why now having sold it out of the BE portfolio at less than half its current price within the last couple of years. Is CLS an AI player ?
Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?
Q: Retired investor looking to reduce bank holdings. Currently have ~1/2 positions in TD and BAC and full positions in NA and RY. I would appreciate your input. Could you rank, giving rationale, ATS, CLS, ABT, HST, LEN, for upside potential? Would you recommend starting 1/2 positions (or easing into) any of them at this time? Please take credits as you see fit. Thanks.
Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks
Q: Let's say ONEX's final wish is to sell its shares of Celestica in 2023, what could be the target price if we compare with evaluations and financial statements of Benchmark and Sanmina? I understand it is a wide question, I rely on you to choose the best metrics.
Tks
Q: I was just wondering if you could clarify what the 'blackout' rules are for company insiders prior to an earnings report. I have seen this pattern before when a company reports decent earnings, the stock gaps up but sells off on heavy volume. To me, that suggests that some holders were waiting to 'sell the news' on a day that would have heavy volume/liquidity. In your experience, could that be company insiders finally able to sell their stock because they are not allowed to do it prior to earnings? CLS this week is a good example, because usually it is a very low volume trader. Thanks!