Q: Hi,

Haivision has announced a few new contracts or collaborations in the last few weeks and has hit a new 52 week high today (Sept 04).
Can you please provide your thoughts on the recent news and if they are significant (from a revenue/earnings view) going ahead.
They are due to report their 3Q soon I believe.
I currently have about a 1/3 position. Would you top up to a 1/2 position based on recent developments....assuming a diversified portfolio?
I recall ET had made a play for them awhile ago and assume that is now off the table given the increased share price.

cheers,
Steve

Q: does ET still have shares of HAI?
do you still think a take over might happen here?
Also what is your take of firefox gold?

Q: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.