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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: I currently own Sylogist (SYZ), Avigilon (AVO), Constellation (CSU), Amaya (AYA), Fair Isaac (FICA - Q), DH Corporation (DH)and Enghouse (ESL) and am thinking of adding Evertz (ET). I know you like all of these companies (not sure about FICA) but I have two problems.

First, are they all considered technology companies, even though some are software base, they service different industries and some focus more on haresare? Can a portfolio safely handle 5% holding in each of these companies mentioned or os that way out of whack?

Second, if there is portfolio overlap, which are the "best' ones to own, in terms of long term holds.

Thanks for the superb advice. I am now well on my way to be being able to thank you for a constantly better looking retirement!

Paul F.
Read Answer Asked by Paul on June 17, 2014
Q: Hi Team
I sold my position in Web Tech wireless when approval was given for a share consolidation of 1 for 5.Consolidations from my experience are usually negative for the share price.The company looks decent enough at this price,i believe they are cash flow positive and also have around 23 million in cash.My thinking is that i should be able to re-purchase shares after they drift down for a year or so after the consolidation.Can i have your comments please.
Thanks Gordon
Read Answer Asked by Gordon on June 15, 2014
Q: In Avigilon’s (AVO) recent annual meeting circular, they are proposing an amendment to the corporation’s by-laws which would indemnify the Directors and officers in the event of any criminal or civil proceedings against them. Normally I wouldn’t give this a second thought, but in consideration of the recent abrupt (and mysterious) departure of the CFO it causes me concern. I am far from a conspiracy theorist, but it leaves the impression that something shady might be going on, hence the CFO departure the day before the release of quarterly results, and now a move to better insulate the officers from any liability. I’ve read all the Q and A as well as the AVO report that you just updated and it is clear that the recent CFO departure doesn’t seem to concern you, but what if anything do you read into the company’s move (and the timing of it) to amend their by-laws to better protect the Officers?
Read Answer Asked by Steven on June 15, 2014
Q: Hi 5i: Could you please comment on NXP Semi-Conductor (NXPI) on NASDAQ. It was a top pick recently on BNN.
Read Answer Asked by Roland on June 15, 2014
Q: I have large positions in Cineplex and Interpipeline-the two make up about 20% of my portfolio. I was thinking of bringing the total down to 10% and using the funds to buy Everet Technologies. Your thoughts please?
Read Answer Asked by Bradley on June 12, 2014
Q: Hi 5i,

I have another question regarding buying companies with options. I would love to buy calls (8 months-1.5 years) for ESL or CSU, but unfortunately none are available.

Upon trying to find comparables to CSU or ESL I've come across Tyler Technologies (TYL). TYL has shown great growth, has no debt and maintains a nice ROE. My only concern is it appears to trade at over 60x earnings. Is this accurate? Are there other solid and growing tech companies that you think might be appropriate here? (I already have some Jan 2015 OCT Calls that have done very well).

Thanks!!
Read Answer Asked by Michael on June 11, 2014
Q: I have noticed alcoa (aa) and a french company has been testing and promoting an electric car battery that extends a vehicle range up to 1800 kms. There has been some talk of creating a plant in Quebec. I have looked into the technology and it seems they do have something that has the potential to be enormous and could propel electric vehicles into main stream. I understand Ford is involved also. Do you have any opinion on this new battery and alcoa and if this is a good entry point? Thank you Dave T.
Read Answer Asked by David on June 11, 2014
Q: Hi Peter and Team,

Can you give an update on Norsat International, NII.
Read Answer Asked by Graham on June 06, 2014
Q: What do you think of CA Inc? It seems to trade at a good multiple, have reasonable debt levels and pays a good dividend. However technically its been looking weak since I bought it and earnings growth seems to be slowing, although this could be temporary problem. Would you regard it as a sell? Are there better places to put my money in the same space?
Read Answer Asked by Andrew on June 02, 2014
Q: Hello Peter and the 5I team
AVO has moved into a price that makes it very attractive for a nice move up. In my opinion in the short term there could be a 20% gain with in the next few months as the worries surrounding the management people leaving the company subside. My question is for the long term investor, what is the companies "moat"? What prevents a cheap generic company from copying their technology and bringing out a cheaper camera? Who are the competition? I always worry about Canadian hard ware tech companies not begin able to protect their margins over the long run. What are your thoughts?
Read Answer Asked by Darren on June 02, 2014
Q: Peter and Team could you give me your views on WIN . I have shares seems to be a lot going on with the company .
Your in put would be great

Jim
Read Answer Asked by James on June 02, 2014
Q: re: 3D Systems DDD

"Yesterday, the company announced that it will offer 5.95 million shares of common stock in a public offering. Furthermore, the underwriter has the option to buy 892,500 additional shares in the 30 days after the offering."

We all know this sector has a future. The market did not like this announcement. Could this move be for acquisition purposes? And if so, what would this mean moving forward? Any other comments are appreciated.

Thanks for all you do

Gord
Read Answer Asked by Gord on May 28, 2014
Q: ABT-RKN-AVO -TD says all "buy" -your preference and why?
Read Answer Asked by don on May 28, 2014
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