Q: Hi folks,now that Mitel announced takeover of Polycom,can please get your view of deal,ie good or overpay?. Going forward would you recommend Mitel as sold off 10% on announcement,what didn't investment community like about the deal. Thanks as always,jb
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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: In Constellation Software Annual Meeting voting instructions, we are asked for vote for:
A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.
I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.
My questions are:
1) How would you recommend voting for this resolution?
2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?
3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?
Thank you.
A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.
I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.
My questions are:
1) How would you recommend voting for this resolution?
2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?
3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?
Thank you.
Q: would you consider face book worth holding as well would it even be a core position
Q: Based on their current earnings report, what risk do you see with Sandvine and at what price would you consider it a buy. What is the lowest you think the price can go?
Appreciate your general thoughts about the company, management etc.
Appreciate your general thoughts about the company, management etc.
Q: In the last few months the company is going only sideways, your views on it would be appreciated.
Q: The take-over of Polycom by Mitel has been widely rumoured, and apparently this will be structured as a takeover of PLCM by MNW. I thought that in general in a takeover the shares of the takeover would go down, and that of the target will go up as a premium would have to be paid. What is your view?
Q: I have a half position and my cost was $ 8.71 in US, today up between 4 to 5%. Based on Bloomberg it is a advanced talk merge with Polycom. Based on your previous comment it has a fair amount of debt already. On April 1 a Forida company has a target price of $ 12.57. Should I buy more from here?
Q: I'm doing some portfolio re-balancing, and realized I have a 30% Technology weighting. Is this too high a weighting, in this climate. My stocks are ESL, CSU, DH, FB, SHOP:US, NVDA:US. If a divestment is in order ... which would you get rid of? (It's like choosing between favourite children, since they've all behaved admirably for me.) I'm only concerned that my weighting is out of proportion to what it should be. Thanks!
Q: Good morning,
Please comment on results and outlook. It would appear they are on track to survive. Does the Blackberry Radar offering compete with Descartes (DSG)? I hold 2%.
Please comment on results and outlook. It would appear they are on track to survive. Does the Blackberry Radar offering compete with Descartes (DSG)? I hold 2%.
Q: Would you give me your assessment of this company please, and what other company would you favor over this one. Thank you.
Q: Hi 5i - Could I get your comments on this company. It is a small cap (85m) and looks like it has some growth. I'd appreciate your feedback on the financials and prospects. Thanks.
Q: I currently owe NYX (NYX Gaming Group) at 3.3% weight and would like to add another technology stock. From your model portfolio would SYZ,DSG or ESL be preferred? I do like the dividend of SYZ but since NYX is considered high risk I would preferred the 2nd technology stock to be stock that I can hold for the long term and is low risk. I don't intend to keep NYX for a long term.
Thanks
Dolores
Thanks
Dolores
Q: your thoughts on this coy & any target price for a tear or 2
Q: Hello to everyone at 5i
With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?
Thanks very much
With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?
Thanks very much
Q: Shopify or Kinaxis for 10 yr hold in TFSA and why?
Q: Hi Peter and team.
This stock is up about 7% this morning which isn't out of the ordinary for a small cap, but what is unusual is the huge volume.
Is there any news?
Gerry
This stock is up about 7% this morning which isn't out of the ordinary for a small cap, but what is unusual is the huge volume.
Is there any news?
Gerry
Q: Jason Donville was on BNN the other night, and said they sold Enghouse a couple of months back because it got too expensive. He also said Descartes is an okay company but its ROI was too low and its growth wasn't as good as CGI. I'm curious as to why you chose these two tech companies for the Balanced portfolio as opposed to CGI. And would you still hold them rather than CGI?
Q: is the score a buy..... what would you recommend for a tech stock
Q: is the recent substantial jump in the stock price due to something more than the corporate buy-back in shares??
ed
ed
Q: What do you think of their quarter? The CEO states they are just getting their sales team increased and starting to get their next-level technology out there. Thanks.