Q: avo - any thoughts on the latest acquisition?
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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: For a TFSA of $35 000 with Amaya(AYA)representing 75% and CGI (GIB.A) 25%, where would you advise putting an additional contribution of $5 500 ? Both are good companies. Would adding to these companies make any sense, or is there enough there, and some diversification would be advisable ? What about putting this additional contribution in GIB.A ? Thank you kindly for your advice.
Q: Happy New Year Peter and associates,
I own shares of Descartes Systems(DSG); is there a point in also owning shares of BSM Technologies (GPS)?
Tony Sepetdjian
I own shares of Descartes Systems(DSG); is there a point in also owning shares of BSM Technologies (GPS)?
Tony Sepetdjian
Q: Would you please comment on Yahoo.
Happy new year to you all.
Happy new year to you all.
Q: Can you comment on the two most recent acquisitions that Descartes made?
Thank you
Peter
Thank you
Peter
Q: Regarding AXX (Axia) what is the PE net of their cash position (once the sales close)?
You mentioned in an answer to a previous question they don't appear to have a good growth profile, however, in the most recent quarter they reported 14% YOY EBITDA growth. The covage network in France appears to have a good growth profile and the new network coming on line in Massachussets should add even further growth.
They appear to have a strong clean balance sheet and a proven ability to develop and monetize these fibre networks. I would think longer term someone either buys out their networks or they'll turn into a nice cash cow type utility company. Am I missing something here what's not to like?
Rob
You mentioned in an answer to a previous question they don't appear to have a good growth profile, however, in the most recent quarter they reported 14% YOY EBITDA growth. The covage network in France appears to have a good growth profile and the new network coming on line in Massachussets should add even further growth.
They appear to have a strong clean balance sheet and a proven ability to develop and monetize these fibre networks. I would think longer term someone either buys out their networks or they'll turn into a nice cash cow type utility company. Am I missing something here what's not to like?
Rob
Q: Hello,
Is ESL still a buy at this price?
Would you choose ESL or AYA if you could only buy one of them?
Thanks,
Carla
Is ESL still a buy at this price?
Would you choose ESL or AYA if you could only buy one of them?
Thanks,
Carla
Q: HI Peter & Co: No hurry with this. Today on BNN, James Hodgins had some good things to say about Neulion (NEU). Would you give me your take on this company?
Many thanks
Many thanks
Q: There seems to be a growing number of Qualcomm buyers. Do you have any opinions in terms of Growth and Performance ? Is this a Buy and Hold , a Seasonal play , or has the Easy Money been made ? Happy New Year !
Q: Hi 5i :win was up 4+% last two days and traded 11m shares on fri. do you have thoughts or comments .
Q: hi, on WIN: it was removed from some indexes which triggered a lot of selling on friday afternoon. similar high volume was seen on other stocks added/removed, such as sgy, bxe and others.
Q: Hi
There was a big spike in volume on WIN Friday.
In your opinion what could be the reason?
Merry Christmas and have a Happy New Year.
Once again great service
Looking forward to 2014.
Hersh
There was a big spike in volume on WIN Friday.
In your opinion what could be the reason?
Merry Christmas and have a Happy New Year.
Once again great service
Looking forward to 2014.
Hersh
Q: Hello, Peter and 5i research team
one us stock gogo was down almost 20%, any idea, hold or sell?
thank you so much, Merry Christmas!
yingzi
one us stock gogo was down almost 20%, any idea, hold or sell?
thank you so much, Merry Christmas!
yingzi
Q: ABT - Absolute software. Its agreement with Samsung has not been as profitable as hoped. Given the following stories, does ABT look better to you now?
http://www.huffingtonpost.com/2013/12/12/absolute-software-stolen-smartphones_n_4415003.html
http://www.nytimes.com/2013/12/11/technology/new-york-asks-cellphone-carriers-to-explain-why-they-rejected-antitheft-switch.html?src=recg
http://www.huffingtonpost.com/2013/12/12/absolute-software-stolen-smartphones_n_4415003.html
http://www.nytimes.com/2013/12/11/technology/new-york-asks-cellphone-carriers-to-explain-why-they-rejected-antitheft-switch.html?src=recg
Q: Hi Peter
After listen to the news about the breach in Target's credit card ,my question is . Can you recommend in Canada or the US. A company that is in internet security . I think we desperately need more of that .
All the best in health and happiness to you and yours .
Candi
After listen to the news about the breach in Target's credit card ,my question is . Can you recommend in Canada or the US. A company that is in internet security . I think we desperately need more of that .
All the best in health and happiness to you and yours .
Candi
Q: Hi Peter,
My question is about CSU and where you think this stock could potentially be in 6 to 12 months from know; providing there is no negative news to pull down the stock; if i remember correctly from a forecast earlier this year, the forecast was for the $220 range, which it has already hit.
thanks hugh
My question is about CSU and where you think this stock could potentially be in 6 to 12 months from know; providing there is no negative news to pull down the stock; if i remember correctly from a forecast earlier this year, the forecast was for the $220 range, which it has already hit.
thanks hugh
Q: Hi Peter and Team,
I want to make one purchase at this time. My four choices are Stella Jones SJ, Enghouse Sys ESL, Canadian Energy Svcs CEU, or a choice from you.
I want to make one purchase at this time. My four choices are Stella Jones SJ, Enghouse Sys ESL, Canadian Energy Svcs CEU, or a choice from you.
Q: Can you comment on the Enghouse results?
Thanks
Peter
Thanks
Peter
Q: In regards to AFOP...Mr Reese was commenting on Alliance Fibre Optic Products (and gave the call sign AFOP). It trades on the Nasdaq. Any thoughts? Its numbers look good to me.
Jim
Jim
Q: Enghouse (ESL) seemed to blow away consensus earnings estimates. Anything that you didn't like in the release and how positive is this? thanks.