Q: Horizons is introducing a CAD-hedged version of the ROBO ETF this week. If buying ROBO in a non-registered account, would the Horizons ETF be better than the US version for tax considerations?
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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: I see insider selling - Does this look serious ?? Thanks Jim
Q: I am thinking of switching my holdings in OTEX to Amazon. What do you think of this?
Stephen
Stephen
Q: Which companies( stocks-US or Canada) are leading in block chain technology.
Thank you
Thank you
Q: What do you make of the Microsoft and SAP news release with respect to cloud computing, Internet Of Things and Artificial Intelligence?Who are the critical chip developers and most promising businesses in this space.
Q: Good Morning,
I have not yet finished my homework on Quarterhill, but I need your advice.
In the past nine months Quarterhill has invested US$67,415,000 in the acquisition of three companies (Viziya, IED and iCOMs), I believe these acquisitions were financed by cash on the balance sheet. In the June quarter, revenues were US $12,842,000, in the September quarter revenues were US $72,158,000. Net income was US $26,211,000, plus a onetime charge of US $15,190,000. They have US $40,000,000 in cash. Can Quarterhill repeat these numbers over the next quarters ? If they do, then their annual revenues will be US $280,000,000 and net income will be in the US $100,000,000 range and cash on the balance sheet will be north of $100,000,000.
Current US stock price is $1.73 ($1.73 multiplied by 124,767,000 stocks) and the market capitalization is US $216,000,000. If I deduct the projected cash on the balance sheet for the next twelve months, the enterprise market cap is US $ 116,000,000. These are very good numbers and this is a cheap company. I feel as if I'm my missing something in my analysis? Why is the company so cheap ? Will the new acquisition remove the lumpiness in revenue from quarter to quarter ?
Merci
I have not yet finished my homework on Quarterhill, but I need your advice.
In the past nine months Quarterhill has invested US$67,415,000 in the acquisition of three companies (Viziya, IED and iCOMs), I believe these acquisitions were financed by cash on the balance sheet. In the June quarter, revenues were US $12,842,000, in the September quarter revenues were US $72,158,000. Net income was US $26,211,000, plus a onetime charge of US $15,190,000. They have US $40,000,000 in cash. Can Quarterhill repeat these numbers over the next quarters ? If they do, then their annual revenues will be US $280,000,000 and net income will be in the US $100,000,000 range and cash on the balance sheet will be north of $100,000,000.
Current US stock price is $1.73 ($1.73 multiplied by 124,767,000 stocks) and the market capitalization is US $216,000,000. If I deduct the projected cash on the balance sheet for the next twelve months, the enterprise market cap is US $ 116,000,000. These are very good numbers and this is a cheap company. I feel as if I'm my missing something in my analysis? Why is the company so cheap ? Will the new acquisition remove the lumpiness in revenue from quarter to quarter ?
Merci
Q: Hi team,
The stock fell by more than 16% after BTIG downgraded the stock from neutral to sell. Do you think the market reaction to BTIG's report is justified? What do you think of their arguments about bitcoin and tax reform on how they can effect on the stock if they don't work out? Is the stock really worth $30?
Thanks for your unique insight and analysis!
The stock fell by more than 16% after BTIG downgraded the stock from neutral to sell. Do you think the market reaction to BTIG's report is justified? What do you think of their arguments about bitcoin and tax reform on how they can effect on the stock if they don't work out? Is the stock really worth $30?
Thanks for your unique insight and analysis!
Q: Hi team,
This question is probably going to highlight my ignorance in this area only, but I am going to ask it any: Would it make sense for CSU to take over DSG in a mega deal? Would there be any synergies from a friendly acquisition? If yes, why CSU is not interested in DSG? or similar large Canadian software companies?
I have both and not sure if there are any advantages in keeping both.
Your feedback and insight is much appreciated.
This question is probably going to highlight my ignorance in this area only, but I am going to ask it any: Would it make sense for CSU to take over DSG in a mega deal? Would there be any synergies from a friendly acquisition? If yes, why CSU is not interested in DSG? or similar large Canadian software companies?
I have both and not sure if there are any advantages in keeping both.
Your feedback and insight is much appreciated.
Q: What is your opinion on the Chinese ETF CQQQ.It seems to be taking a slight hit recently. Bob Thanks for your service,your info is very helpful.
Q: Grateful for your views on TXF. The dividend looks very interesting. How does it compare to fdn-n (First Trust DJ internet) ? Would you recommend it for an aggressive investor ? Finally, why is it not rated by Morningstar altough it exists since 2011 ?
Have a good day
Jacques
Have a good day
Jacques
Q: Square is getting hammered today, apparently on a sell downgrade. Would you take any action here?
Q: Hi...who are the competitors of Photon control ?
Thanks.
Thanks.
Q: SQ down 10 per cent today . Would you consider this a buying opportunity.? Thank you for your analysis.
Q: Good morning. I'm wondering if there is a canadian etf(s) that would provide exposure to the US tech sector which could contain companies such as Microsoft, Apple etc. This would be for a non-registered account or TFSA.
Thx.
Jim
Thx.
Jim
Q: Like your opinion of PLUG power PLUG
Q: What is your opinion of this company and are there other companies in this sector that you like.
Thank you.
HD
Thank you.
HD
Q: Good Morning
At the beginning of November Horizon launched this harbinger into the A.I. ETF Market. What is the teams view of A. I. as a future market force? Maybe a report would be in order somewhere down the line. What is your view on this first venture MIND?
Thanks Guys
At the beginning of November Horizon launched this harbinger into the A.I. ETF Market. What is the teams view of A. I. as a future market force? Maybe a report would be in order somewhere down the line. What is your view on this first venture MIND?
Thanks Guys
Q: Although they're still recording a modest net loss, the recent earnings appear to be very solid. As always, I would very much appreciate your analysis.
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Revenues increased by over 804% year-over-year for the nine-month period, and 75% quarter over quarter - Revenues for the three months ended September 30, 2017 were $707 thousand compared to $42 thousand for the three months ended September 30, 2016: an increase of $665 thousand (1,583%). For the nine months ended September 30, 2017, revenues were $1,244 thousand compared to $138 thousand for the nine months ended September 30, 2016: an increase of $1,106 thousand (804%).
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Regards. Karl
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Revenues increased by over 804% year-over-year for the nine-month period, and 75% quarter over quarter - Revenues for the three months ended September 30, 2017 were $707 thousand compared to $42 thousand for the three months ended September 30, 2016: an increase of $665 thousand (1,583%). For the nine months ended September 30, 2017, revenues were $1,244 thousand compared to $138 thousand for the nine months ended September 30, 2016: an increase of $1,106 thousand (804%).
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Regards. Karl
Q: What are your thoughts on NVMI, Nova Measuring Instruments and NANO, Nanometrics Limited? Both are in the metrology side of the semiconductor industry. and their valuations seem reasonable. Would you prefer one or the other? Or is there another company in this space that you like? Thanks-in-advance.
Q: Hi,
Just a thought for an ETF for Raymond (Nov. 23/17), who asked about a canadian option for FANG stocks, TXF(First Asset Tech Giants) has treated me very well, so it may be of interest to him.
Cheers, Chris
Just a thought for an ETF for Raymond (Nov. 23/17), who asked about a canadian option for FANG stocks, TXF(First Asset Tech Giants) has treated me very well, so it may be of interest to him.
Cheers, Chris