Investment Q&A

Q: Please provide an update on Micron Technology MU and Open Text, I'm thinking of starting a position in one or both of these companies.
Thanks,

Q: Svc tse
Stock has fallen sharply this week with poor earnings report but they say this will improve in next quarter. Previously there had been analyst estimates of a 4.50 price next year. Any comment

Q: Hi Guys
SVC (Sandvine) is down so far today. Do you think this is a good entry point? There is some share buyback happening and a few good orders/contracts for the company and they have some cash. Also I am hoping to know why the quick drop of 10%. Is it because of overreacting traders? What is your opinion please. Thanks as always for the great things you do.

Q: SVC just announced a major order plus a share buyback proposal. However, 3rd Qtr guidance has dropped. Still seems like a very good company. Thoughts?
Murray

Q: Hi 5i Team!

I have a few questions about RedKnee Solutions (RKN). I had a position in it last year and made a great return. I'm considering getting back in if the stock goes cheap enough for the risk/reward. I understand the risks and it would be only a small position.
What PE multiple are they trading at now?
How is their free cash flow?
What's their ROE?
I understand their balance sheet is still good.
Any other important info would be greatly appreciated.

Also I'm thinking of "doubling down" on EngHouse (ESL) one of my core positions. Is it a good idea at the current price? When is the next earnings report? I doubled down earlier this year on OTC and last year on CSU which both worked out nicely.

Thank you for your great advice!
Shane

Q: i think Big Data will be an important trend for the future. I am looking for ways to invest in this concept but so far have only found Wanted. Do you know of any other investible companies which are big data or have a significant big data component?
Bryon in Elmira

Q: Hi Peter: In the tech sector I own CSU, MDA, OTC, ESL and AVO. I am thinking of selling AVO and buying DSG or perhaps something else for a 2-3 year hold if you suggest it. Your thoughts are appreciated. Thanks.

Q: Hi - any comments on ftnt.us would be appreciated- they are apparently well positioned in the IT security space. thanks

Q: Peter, what do you think of the upcoming ipo for Ali Baba? What are your thoughts on when and how much to pay when demand will be massive and the price will likely be driven up rapidly?

Thanks.

Q: Hi Peter

What do you think of buying Mobileye (MBLY) as a way to get in on a fast growing area?

Thanks Peter and all the best on your upcoming ride.

Q: Hi 5i team, The recent run-up in the shares of WIN. Is it a result of: (1) a change in the market's sentiment toward the company and is therefore broadly based or (2) a few big investors including maybe hedge-funds buying for a fast flip or (3) someone buying a stake for a bid or for activist influence? Afterall, the stock was at $8 plus when the company's situation was't that different from now. Thanks as always. Henry

Q: Espial group (ESP) Any reason for the big drop in ESP today? Would it have anything to do with the Rogers and Shaw deal? Thanks

Q: If the company is familiar to i5research, can you comment on Gogo Inc. (GOGO), as a 5-10 year investment.

Q: My question is to purchasing CUS stock or the debenture.As a current shareholder I received rights to purchase the debentures but wonder whether this capital should be used to purchase additional equity?
Thanks For your help.

Bob Rose

Q: Peter and Team. Love this service and recommend it as often as I can.

Do you have a preference re IGV.US verses XLK.US ? I am a well diversified investor with the exception of tech and don't want to be a stock picker in this segment. An ETF seems the best way to play tech for me.

Many thanks, Nancy

Q: Hi Peter, Haven't been around for awhile now, hope you can help me ?
I was looking around at some technology stocks and wanted your opinion on this one.

Cal Amp Stock Ticker is CAMP.
Here is an article I found interesting:
http://www.thestreet.com/story/12850613/1/why-calamp-camp-stock-is-increasing-today.html

looks like an interesting technology!

Q: Sierra wireless SW hitting new highs. Do not have a full position yet would like a 5 percent position of my portfolio. Time to average up on the renewed strength in the company?

Q: Hi are there one or two large cap Canadian growth companies you like that also trade in the US and is so could you please give a recommendation? We already own a full position in Magna in our Canadian accounts. Thank you. Bill Y.

Q: How do you explain SYZ's terrific gains over the past 2 days? Thanks

Q: Hi Guys,

My question is about the Constellation Software Rights(CSU.RT). The way I calculate things, each right should be worth around 24 cents ($5/21.192). Why would they be trading at 41 cents, 70% higher?

Am I missing something or making a calculation error?

Thanks for the help.
John