Q: My Canadian Energy Services Technology Group (CEU) shares have increased by 8.5X since their purchase in 2007 excluding dividends. The company now constitutes 11.6% of my cash portfolio. In the recent Webinar you were suggesting not selling good companies just because of value increases but I notice at the same time that the 5I model portfolio has rebalanced. Following the rebalancing theme, my thinking is to reduce my shares of CEU and increase my shares in POT (currently 4% of my portfolio) and Goldcorp (currently 2.2% of my portfolio). All three companies have decent dividends. Does this make sense to you or should I continue to let CEU run. Thank you
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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: re. Sphere 3D Corp. (ANY-V)
I hold a small, entry level position in this security. What do think of their software tech ... is it a major step forward or simply a modest/incremental change to what currently exists? Who is their competition?
Thanks for your insights.
Owen Neal
Drumheller, Alberta
I hold a small, entry level position in this security. What do think of their software tech ... is it a major step forward or simply a modest/incremental change to what currently exists? Who is their competition?
Thanks for your insights.
Owen Neal
Drumheller, Alberta
Q: Hi,
MRE dropped very heavily today. What should I do. Looks like capitulation.
MRE dropped very heavily today. What should I do. Looks like capitulation.
Q: re. small cap info tech stocks
I'm in the process of adding another tech stock to my small cap portfolio ... considering QHR Corp (QHR-V), BSM Wireless (GPS-V) and C-Comm Satellite (CMI-V). Which stock would you prefer and why?
Thanks for your efforts on my behalf and other retail investors. Your insights are invaluable.
Owen Neal
Drumheller, Alberta
I'm in the process of adding another tech stock to my small cap portfolio ... considering QHR Corp (QHR-V), BSM Wireless (GPS-V) and C-Comm Satellite (CMI-V). Which stock would you prefer and why?
Thanks for your efforts on my behalf and other retail investors. Your insights are invaluable.
Owen Neal
Drumheller, Alberta
Q: Good afternoon gentlemen.Just wanted to get your evaluation on SPY and does their new technology and contract give it a lot of upside. Anything else you could add on the company would be appreciated.
Q: Would you ever consider providing A,B,C,D portfolios with 5 or 10 stocks in each to appeal to a range of investors.( I.e. widows and orphans thru borderline gamblers)? Thanx
Q: Comments about the Management changes @ Detour Gold please.
Q: CSU continues to slide..... is this a buying opportunity or a cause for concern?
Q: Is there any news of the recent decline of CSU ? I would like to add for my long term holding. Please kindly give your opinion. Many thanks. Bill
Q: re SYZ.....do you have any idea when next earnings report will be out ?
Q: Hi
WIN seems to be doing the right things.
Today signed another license agreement.
Could this stock be worth quite a bit more than the market is currently pricing it at?
Thanks
Hersh
WIN seems to be doing the right things.
Today signed another license agreement.
Could this stock be worth quite a bit more than the market is currently pricing it at?
Thanks
Hersh
Q: Dear Peter and crew. I did make a mistake, it was Norbord and Direct cash that I wanted your opinion on.Thank you for your patience and your answers, Ken
Q: Hi Peter and team, I recently learned of another company doing business in the same area as Badger- Lone Star West Inc (LSI). They call themselves a mini Badger and appear to be rapidly expanding. Could you give me your opinion on them. Thanks. Ross
Q: I am finally profitable on my IGM : I wish to sell this but "stay financial" . Where would the greatest upside be ?... BNS , HCG , or something else ? ... I need income .
Q: my question is regarding YGR-Yangarra , can you comment on their latest financial results.what does a current shareholder do ? i noticed some more insider buying very recently. what don't you like about this stock ? thanx norm
Q: What you guys think of tng.v The volume as picked up lately, and some promotors are saying that they could be the netflix of video game. It's it just a bum and dump or is there real merit to there technology?
Q: well,ive held EGD since i last asked dec.5/12 and the price is now under 1.90 from its 2.80 about 1 yr. ago.i understand it is tied to the jr. mining sector and everyone has shunned this sector.now with tax loss season approaching,hold for another yr?or time to dump and move on? tkx pat
Q: Peter I am thinking of taking a 5% position in RNW any thoughts?
Stan
Stan
Q: Thank you for the great service. What are your thoughts on Cargojet?
Thanks Tom
Thanks Tom
Q: Good Morning Peter et. al.
What is your opinion of CAM.To, Canam Group for a purchase here? Thank you.
Hans
What is your opinion of CAM.To, Canam Group for a purchase here? Thank you.
Hans