Q: Hi all,
ISSI a small us tech company is taken over by a consortium. ISSI Enters Into A Definitive Merger Agreement To Be Acquired By Consortium For $19.25 Per Share
Following the announcement I received roughly 15 email alerts of law firms launching investigations of the deal. This seems to confirm the feeling I have - 20% premium over Wednesday price isn't much.
Now what to do? I worry if I hold and the deal collapse investors will punish the stock due management not working in shareholders best interest. Any chance of better deal in this case? Thanks
I have been holding ET for quite sometime now. What I have observed that it starts rising before the earnings release and goes upto around 18.5 and then after the earnings it falls back below 17 dollars and stays there for quite some time. Would you suggest I replace it with another stock as except for dividend it seems to be a dead stock. Which stock would you recommend as its replacement.
Q: What are your views on Veev's earnings report and future outlook for this company? I bought a small position last week (less than 1%) at $30.50. Should I add to it?
Thanks
Q: Good afternoon,
MNW is down substantially today. I assume this is related to the news about the Mavenir. May I have your views upon this transaction and MNW at the current price level? Thank you.
Q: I am still deliberating on which US tech stock to buy with some recently released funds (2.5% of portfolio). I have been passively following all those stocks listed below and recognize that we may be looking at apples and oranges, but I am assuming that if the Tech sector is improving, they should all benefit. Would you please give your ratings on the following stocks and prime reason for your preference:
Arm Holdings PLC ARMH.US
Adobe Systems ADBE.US
Apple Inc. AAPL.US
Cisco Systems CSCO.US
SanDisk Corp SNDK.US
Seagate Tech. STX.US
Western Digital WDC.US
Nov 4 2014 saw SUM miss on revenues & earnings resulting in an immediate 19% drop in share value. It appeared to bottom out on Jan 21 @ $6.60 26% below it's high back in Nov prior to the last report.
Since then it has slowly started to regain some momentum on sporadic trading which has increased over the past couple of days. It is being covered by a number of analysts who for the most part are fairly bullish on expectations with an average target price of $8.94.
On Dec 1st you said "The most recent quarter was not the greatest and concern over future growth has arisen. We would not consider the valuation as cheap but some decent growth is expected."
Your advice was to not rush in and to wait and see what happens with the next quarter.
Right now I am slightly ahead with SUM scheduled to report March 18.
I was wondering if you could tell us what the street expects, whether you would consider SUM a Sell/Hold/Buy, and what your advice for me would be moving forward. My weighting is 3.6%.
Q: Keep up the great work.
Quite a while ago you gave me 2 names AYA and SYZ, both did very well as you know,(although SYZ is off lately)
Could you please give me just one U.S. stock the might replicate either of the above - preferably AYA.
This is not part of my well balanced portfolio its just a bit of US cash I need to do better on than where it currently sits, this can be more of a high risk name.
Sylogist declared quite good results and they did an equity offering for 11 cad. They did a few acquistions too if I am not mistaken. Conventional wisdom states that a company grows by acquistions case in point csu,valient, Amaya so why is sylogist not following. They also increased their dividend what else do they have to do to increase their share value your
comments will be appreciated.
Q: What's your analysis of CSU's earnings? It appears to be a beat on most metrics. Any comments on integration of TSS acquisition and impact of strong USD on earnings. Thanks