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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: 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
Read Answer Asked by Rob on December 28, 2013
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
Read Answer Asked by Gail on December 28, 2013
Q: Hi 5i :win was up 4+% last two days and traded 11m shares on fri. do you have thoughts or comments .
Read Answer Asked by andrew on December 23, 2013
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.
Read Answer Asked by Kel on December 23, 2013
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

Read Answer Asked by Hersh on December 23, 2013
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
Read Answer Asked by Yingzi on December 20, 2013
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
Read Answer Asked by Kurt W on December 20, 2013
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
Read Answer Asked by Candi on December 20, 2013
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
Read Answer Asked by James on December 18, 2013
Q: Constellation Software's (CSU) press release yesterday seemed to confirm that CSU may be undergoing a new growth phase which will see it take on very large deals through the utilization of stand alone debt financing. The stock price has moved up sharply and on high volume. I am wondering if this new strategy will attract a new class of large institutional shareholders? Many thanks, Peter
Read Answer Asked by Peter on December 17, 2013
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