Q: What do you think of Sandvine's earnings (SVC)? thanks
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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: "Vecima is a solid small cap tech company at 15 X earnings, with a very solid balance sheet. It looks fine.
Your reply to Dennis (14Jul14) indicates 15 X earnings. I assume this refers to P/E ratio. TMX Money website indicates a P/E of 7.50. Can you clarify if TMX is incorrect. Thanks
Your reply to Dennis (14Jul14) indicates 15 X earnings. I assume this refers to P/E ratio. TMX Money website indicates a P/E of 7.50. Can you clarify if TMX is incorrect. Thanks
Q: Good morning, I would like your opinion on Sphere 3D and EXO U. They often are compared to one another on Bay Street. Sphere has had an unbelievable 12 month return but cynics believe ANY has not much and its a stock promote given management has done this before with BioSign and also promoted Orbite. On the other hand EXO which has had a nice move post announcing their new Board of Advisors and is run by the Montreal Hypertech family which is a very well respected billion $ private company. Please let me know your thoughts on both companies. Thank you
Q: Do you have a view on Redknee Solutions Inc (RKN)? This company has sometimes been compared with Constellation Software (CSU) so I am interested to know if it has the same potential as CSU. Thanks,
Q: Hello Peter,
Could you comment on NXPI.US. Would you consider it a growth stock from here?
Thank You,
Barry
Could you comment on NXPI.US. Would you consider it a growth stock from here?
Thank You,
Barry
Q: Symbol: CLS
Hi Peter & Team,
Pls give your opinion on Celestica.
Is this a good entry point, I am looking at it as a new investment.
Thanks. Pui
Hi Peter & Team,
Pls give your opinion on Celestica.
Is this a good entry point, I am looking at it as a new investment.
Thanks. Pui
Q: Could you please provide your current thoughts on Dragonwave (DWI), it looks to be making gains this week. Also any thoughts on its 1st quarter report next week?
Thank you
Thank you
Q: HI PETER AND STAFF:
I AM HOLDING SOUTHERN PACIFIC RES. CORP-STP-AND PRESENTLY SHOWING A LARGE LOSS. IS IT WORTHWHILE KEEPING THIS COMPANY OR SHOULD I TAKE MY LOSSES AND SELL?
ALSO, DO YOU KNOW THE CANADIAN COMPANY THAT MAKES THE CHIPS FOR CREDIT CARDS AND/OR THE CREDIT CARD READERS? THE USA IS NOW INTRODUCING CREDIT CARDS WITH CHIPS. PRESUMABLY THERE WILL BE
A LARGE DEMAND AND SUBJECT COMPANY MAY BE DOING WILL.
THANKS FOR YOUR REPLY.
KLAUS SCHMIDT
I AM HOLDING SOUTHERN PACIFIC RES. CORP-STP-AND PRESENTLY SHOWING A LARGE LOSS. IS IT WORTHWHILE KEEPING THIS COMPANY OR SHOULD I TAKE MY LOSSES AND SELL?
ALSO, DO YOU KNOW THE CANADIAN COMPANY THAT MAKES THE CHIPS FOR CREDIT CARDS AND/OR THE CREDIT CARD READERS? THE USA IS NOW INTRODUCING CREDIT CARDS WITH CHIPS. PRESUMABLY THERE WILL BE
A LARGE DEMAND AND SUBJECT COMPANY MAY BE DOING WILL.
THANKS FOR YOUR REPLY.
KLAUS SCHMIDT
Q: Hi Peter and Team,
What are your thoughts on Sierra Wireless, SWIR. Seems they could be the go too company for the Internet of Things, similar to Cisco was with networks.
What are your thoughts on Sierra Wireless, SWIR. Seems they could be the go too company for the Internet of Things, similar to Cisco was with networks.
Q: A new company called slyce (slc-x) going to start trading on venture soon. There probably isn't much to go on from a numbers perspective and I certainly appreciate the risks involved with such a new unproven company but still curious about your thoughts on its imaging technology app and how you think it might be received by retailer community. Thank you.
Q: Hi Team..Peter - I do hope you are mending. I have sent in a contribution to your cancer ride and have my fingers crossed for you.
First question; I would like to increase my Info Tech holdings to be about 15% of my stock holdings. I own DH Corp, Enghouse, Constellation, Syologist and Avigilon all adding up to 11.6% of my entire 3 PFs (which have most of your 2 PFs stocks and a few extra. Any sugguestions for good growth over the next 2 years or so - small cap is OK! Or I can add to one of the above (which would you suggest?)My second question is I now have 38 holdings including some CBO CDZ ZRE and BYD.UN. Am I now too diversified??
thanks so much for all you do ...get better!
First question; I would like to increase my Info Tech holdings to be about 15% of my stock holdings. I own DH Corp, Enghouse, Constellation, Syologist and Avigilon all adding up to 11.6% of my entire 3 PFs (which have most of your 2 PFs stocks and a few extra. Any sugguestions for good growth over the next 2 years or so - small cap is OK! Or I can add to one of the above (which would you suggest?)My second question is I now have 38 holdings including some CBO CDZ ZRE and BYD.UN. Am I now too diversified??
thanks so much for all you do ...get better!
Q: Open Text dipped below $50. It seems likes its been under pressure for a few weeks as Info Tech in general is not doing much lately. Do you think the valuation is compelling right now?
Thanks,
Jason
Thanks,
Jason
Q: I was wondering if you can provide your opinion on PTS? Would you consider this a Canadian growth story? As long-term investor of the company, I am interested in hearing your thoughts on their industry, competitive edge, financial performance and long-term value for shareholders. Last note, have you considered doing a report on PTS?
Q: I am considering purchasing one of Evertz (ET) or Avigilon (AVO).
Of the 2 which do you consider as a"best buy" and why?
Of the 2 which do you consider as a"best buy" and why?
Q: 5i team:
The wife and I both hold CGI Group (GIB.A) : ~ 20% each
in our TFSA's. We are each up ~ 17% from purchase.
Our approach for our TFSA's is to hold growth Co's.
CGI seems to be lagging lately. Would you recommend we :
1- continue to hold; 2- reduce the % held;
3- or take our profits and look for something to replace.
If 3, could you make a few suggestions.
Thanks,
we greatly appreciate your service.
The wife and I both hold CGI Group (GIB.A) : ~ 20% each
in our TFSA's. We are each up ~ 17% from purchase.
Our approach for our TFSA's is to hold growth Co's.
CGI seems to be lagging lately. Would you recommend we :
1- continue to hold; 2- reduce the % held;
3- or take our profits and look for something to replace.
If 3, could you make a few suggestions.
Thanks,
we greatly appreciate your service.
Q: I have owned SYNA synaptics for a 120% run up. Happy of course. As long as it keeps performing, is this a hold or is there anything to be concerned about the B/S, and perhaps time to look at something else. Any recommendations. Thanks.
Q: I agree with your comments yesterday re BBRY in answer to my question......turning around nicely......one more question if I may.....would you see the stock as a "possible" takeover candidate for ??? now that they are on steadier ground?
Q: symbol: SVC
Hi Peter and Team,
Pls offer your thought on Sandvine Corp. Share price dropped lately, is it buyable at this level.
Thanks as always.
From Pui
Hi Peter and Team,
Pls offer your thought on Sandvine Corp. Share price dropped lately, is it buyable at this level.
Thanks as always.
From Pui
Q: Hi Peter, in the tech area we hold AAPL, AVO, CSU, EMC, ESL, ET, and Samsung in ~equal amounts. I'd like to replace Samsung as it's harder for me to follow. Would appreciate your recommendation for a replacement and any other changes you might make. Thank you.
Q: Can you tell me anything about a us company Invensense INVN. A technology company for wearable applications. Would this be a company google would want to buy? Or does it have merit on its own? Comparing JDSU-- JDS Uniphase to INVN, which would you buy or would not buy at all. Thanks.