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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 5I Great Team:
Appreciate your insights on Sphere 3D, symbol ANY, has it is not heading in the direction of making money. thanks so much. Lorraine
Read Answer Asked by Dr Lorraine on January 19, 2014
Q: I have been considering buying Solium Capital (SUM) as it continues to rise while at the same time insiders are selling. I think I am missing something here and was wondering if you could provide and explanation and if you would recommend SUM. With thanks, Bill
Read Answer Asked by William J on January 19, 2014
Q: I'm wondering if you've had a chance to look at Espial (T.ESP) yet. With the trend towards cutting traditional cable in favour of video on demand plus the advent of smart TVs, they may be very well positioned to do well.

Thanks for a most invaluable service.
Read Answer Asked by Richard on January 19, 2014
Q: I am considering buying 2 smaller companies--Input Financial (INP on venture)and Sandvine (SVC). I did a search on previous answers and found them most useful.
However I also use technicals and find that both right now have some extreme readings which normally would indicated they are trading at an unsustainable high.
Is it a reasonable time to take a position, given caveats (especial on Input Financial) which you mentioned in your early January answers?
Bryon in Elmira
Read Answer Asked by Bryon on January 19, 2014
Q: Hello Stellar 5i Team, please help me with AYA. It appears frequently as a top pick even though your latest report is out of date and the stock is up 100% from Sept 2012. True revenue growth is off the charts in part from great but not cheap acquisitions. But the company is not profitable, has therefore no ROE, it no longer has a stellar balance sheet; enormous G&A costs at 75% of revenue offset the appealing 97% GP margin. Annualized cash flow of only $12 million as a percent of market cap an is puny at less than 2%. When will growth translate to high returns on equity and how do you make sense of valuations like the 244x cash flow and over 5x revenue? I have locked in my SUM gains and am attracted to the recent 15% decline in the AYA price but am really struggling with the fundamentals here.
Read Answer Asked by Keith on January 16, 2014
Q: Hi 5i

Can I get your opinion on VCM?

They paid a special dividend and it looks like they have lots of cash and higher margins. Is it a good buy at $5.76?

Thank you
Read Answer Asked by Greg on January 15, 2014
Q: Hi Peter and Team,

I have held WIN for for a long time and no matter how many deals they seem to sign the litigation costs seem to eat into any revenue gains. Is it time to move on to other opportunities?

thanks
Read Answer Asked by kelly on January 14, 2014
Q: Good morning:
The future sky would be full of drones according to some people
for delivering and for monitoring purposes
I have a small position on both AVO and MDA
I wonder if any companies would benefit from this trend
of drones in the sky ? Thanks
Read Answer Asked by Michael on January 13, 2014