Q: Hi 5i - I have enjoyed the run up on WIN (now only down 6%) - I was considering taking the small loss and investing the cash in KXS (since its pulled back) - would you endorse the switch? I understand that KXS is still a risky investment, but sounds like a much better company overall? Thanks, Neil
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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: Hello Gentlemen,
What do you think about Facebook plans to actually split their shares and to introduce new classes of shares? Are there some potential concerns for class A shares owners? Thank you for advice!
What do you think about Facebook plans to actually split their shares and to introduce new classes of shares? Are there some potential concerns for class A shares owners? Thank you for advice!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Enghouse Systems Limited (ENGH)
Q: Can you please briefly compare the 3 tagged companies in terms of how cheap they are on a valuation basis, their international exposure, and their expected growth rates?
If you had to pick 1 or 2 of them to put money in now what would you choose?
Thank you.
If you had to pick 1 or 2 of them to put money in now what would you choose?
Thank you.
Q: How much risk has been added to the share price of Poet Technologies with the acquisition of DenseLight? I know you had considered it expensive at $1.00. The price is now $1.35 (Apr. 28 close). Is the present risk/reward ratio as attractive as their apparent technology?
Q: I know this is a small cap with low volume, but seems to have earnings and momentum. Your comments, please Thanks Jim
Q: As a follow-up question on virtual reality,any other compagnies other than SEV you would suggest in order to benefit in the up and coming growing trend?
Merci
Jean
Merci
Jean
Q: Can I please have your thoughts on this company's recently announced earnings. Judging by the stock's performance today the investors are not impressed. Do you like this company?
Thank You.
Thank You.
Q: Could you please comment on WIN financials just released.
thank you
thank you
Q: would appreciate an update...
how was their last quarter report (april 20th)??
recent increase in stock price has been encouraging but do you think it can continue?
how was their last quarter report (april 20th)??
recent increase in stock price has been encouraging but do you think it can continue?
Q: Hello Peter and Ryan
CGI has done very well for me and I am considering trimming it and applying the funds to FLIR, a company you have frequently recommended. Could I have your opinion on this move?
Thanks for everything. ( Really like the changes! Between you and your clients I am learning daily. Also reading Market Masters. Great read.)
CGI has done very well for me and I am considering trimming it and applying the funds to FLIR, a company you have frequently recommended. Could I have your opinion on this move?
Thanks for everything. ( Really like the changes! Between you and your clients I am learning daily. Also reading Market Masters. Great read.)
Q: Hello,
I had a portfolio with 40 Canadian stocks and it was just too many. For one thing it was too hard to follow them all and because my canadian equities only represent 60% of my portfolio, I didn't benefit much when one of the stocks did well. I've been working towards 25-28 names, selling the ones I don't want as they recover and adding them to the other positions.
I have one too many tech stocks and am trying to figure out which one to drop. I'm starting think it should be CSU as it seems to have topped out and doesn't have much organic growth. What are your thoughts on this?
My current tech stocks are OTC, ESL, CSU, SYZ, GIB, SH and TNC. Yesterday I added to OTC, ESL and SH.
Carla
I had a portfolio with 40 Canadian stocks and it was just too many. For one thing it was too hard to follow them all and because my canadian equities only represent 60% of my portfolio, I didn't benefit much when one of the stocks did well. I've been working towards 25-28 names, selling the ones I don't want as they recover and adding them to the other positions.
I have one too many tech stocks and am trying to figure out which one to drop. I'm starting think it should be CSU as it seems to have topped out and doesn't have much organic growth. What are your thoughts on this?
My current tech stocks are OTC, ESL, CSU, SYZ, GIB, SH and TNC. Yesterday I added to OTC, ESL and SH.
Carla
Q: Hey guys,
I have held on to tucows and it has had a nice jump in value recently, any reason why? I know you have dropped it from your portfolio, is it still a hold?
Thanks
I have held on to tucows and it has had a nice jump in value recently, any reason why? I know you have dropped it from your portfolio, is it still a hold?
Thanks
Q: There seems to be some legal troubles surrounding Mitel's recent deal. Bit of a sell-off since the announcement. Do you still like the stock and the latest deal?
Q: I am choosing between KXS and ESL? Are they in the same business? Between these two stocks, which one offers a better value and has the most potential in the future? thanks.
Q: In the tech space I own OTC, ESL, CSU, SYZ, GiB, SH and TNC.
I'd like to add to them with some new cash. Are there any you wouldn't add to right now? And in what order would you add?
I'd like to add to them with some new cash. Are there any you wouldn't add to right now? And in what order would you add?
Q: It's been a year since someone asked your opinion about Mediagrif. When I look at their financial results, they seem to be a steady performer, with nice incremental growth. And yet the share price is not reflecting this. Is this share a bargain at today's prices, or am I missing something?
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
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.