Q: Hi Guys, your thoughts on QCOM, I have held it in a non registered account for about 1 year, I'm basically flat. Should I keep it or move on?
thanks
Q: What do you think of the current valuation of Mitel, its offer to purchase Shore Tel and its growth prospects over the next 3-5 years. Is it a buy with that frame in mind?
Which of the following has the greatest growth potential in the short term (1 year): SWKS-Q, MU-Q, Or FB-Q.
All 3 seem to show a lot of insider selling. Is this cause for concern prior to upcoming earnings report release by each company? Which one do you recommend?
I have some US dollar to spend and I wonder if I should choose TRN, in the light of the drop yesterday,for the same kind of growth potential and far less volatility.
In tech stocks I already have shares of: CSU, DHX, AVO, BIDU, NXPI, DDD, AYA, FEYE,CMI,QIHU,PHO. I have fewer shares in industrial stocks: Boeing, TSLA, and Kelso,MX.
Thanks a million for putting me out of my misery in making this decision.
Q: Do you have any preferences/comments for the cybersecurity space looking at medium term growth (ie 5 to 10 years)? The leading names appear to be in the US (ie Intel, Cisco, IBM) and then there are the most recent names - PANW and FEY-Q.
Q: Amaying Gaming just issued a press release announcing a strategic review of Cadillac Jack. Do you think they are putting Cadillac Jack up for sale? It may make sense.
Thanks, Peter
What is your favourite name in the semi-conductor space for a long term buy and hold growth growth investment?Would it be intel or some other name like TSM etc?
Q: Is there a way of telling just when that huge reversal of SYZ's fall happened? At one point very close to end of day it was showing down over 8%. Then suddenly it rocketed up to finish the day even. The weird thing is I was looking at it on my TD screen. I wasn't going to sell that low but it suddenly showed SYZ as being back up to 10.95. I sold some at that point, for this stock has gotten way too volatile for me, but when I checked it turned out I sold at the low of the day somehow.
Q: Hello Peter et al,
Avigilon recently announced they had received patent approval.
Earlier I recall Mr. Fernandes stating that they didn't want to apply for patents because they would have to reveal the details of their unique technology.
Is this a change of direction?
Thanks Dave
Q: I note on Sept 24 the CEO moved 147k shares ($2.6M worth) to different accounts - including $540k worth to his RRSP. Is it safe to assume this was purely for tax reasons, and can we infer he thought the stock was finding a bottom at $18?
It's amazing that the company easily raised $100M at $29 just 6 months ago. At 1/2 that price it appears a compelling buy.
Thanks for your thoughts on the company.
Q: CIBC report-there are some very good & welcomed positives beyond the reduction of the TP fr $40 to $25.Rating is SECTOR OUTPERFORM.Sales force growth ends as focus turns to bottom line is the headline.It is on track to meet revenue target & any shortfall can be made up by a accretive acquisition(s)with the $150m cash in hand($3 per share).The material drop over the past week is primarily due to investors lowering earnings expectations as well as the negative headline news. As I write,it is trading @ $14(up 0.45.3.2%)
Q: It is interesting all the questions and comments on avigilon. It seems like a large part of your membership owns shares and that membership is almost all retail, so is it possible it is that membership doing the selling in avo. Dave
Q: Saw an advertisement for this company on the last page of the Financial Post, today. It is bidding on contracts to supply body cameras for police - a timely device considering the problems in the US lately. It is very small mkt cap at the moment. What are your thoughts on GSI (venture exchange), and who are its competitors? Thanks, as always