Investment Q&A

Q: Hi 5I,

I'd love to get your thoughts on Immersion Corp. (IMMR).

Thanks,
Scott

Q: Hello Peter,

You've recommended SYZ previously and I bought shares at $4.00. It is now at $6.70 and I'm wondering if you would continue to hold at this price or is it time to divest and move on to a new stock?

Thank you

Q: Why is the volume so low on certain stocks. In particular, I'm looking at ESL.
And, I assume this is a good a time as any to buy it?
Thanks again!

Q: Hi , can you guys make heads or tails of ZMS on the venture exchange.
Cern, Hamamatsu they are involved with high quality organizations /companies and seem to have potential?
Thanks

Q: volume of ESL, Enghouse, is very erratic and the trend is still up.
Can you comment?
When will you be updating the ESL report?
Thanks

Q: Hi 5i,

Dissapointed to have missed the SYZ run recently. There wasn't enough liquidity up until recently to buy a meaningful position. Your thoughts on getting in at current levels? Shoudl we wait for a pull back? Volumes have really picked up in the last few trading sesions. Your thoughts please

Q: Are you at all concerned that many stocks in Canada that are popular right now (e.g. CSU, ESL, VRX, GIB.A, CGX, CMG) are way above their 200d mavg and have very high P/E's ? Although many are growing quite nicely are these stocks overbought in your opinion?
great service.

Q: What do you think about Major corporation (v.MCC)?
Do you think Amaya Gaming and Sodium Capital are still Buy or are they too expensive? What should be their buy prices?

Q: peter, constellation(been in since 71.00) and sylogist(been in since 3.80), i am sitting on huge profits, would you sell into this strength or still hold. dave

Q: Hi, TGO( Terrago)- posted numbers this morning can you comment ? what do you like/dislike about his company going forward? TD has a 1 yr target of $14. thanx norm

Q: Contellation Software (CSU) has released its second quarter results which look very good to me. I would appreciate your comments. Thank you, Peter

Q: Good Morning, Could you recommend a fund that invests in the Canadian tech sector or, alternatively, small cap growth companies? (e.g. holds companies like Sylogist, Amaya, Halogen, or could also include US companies as well). Thanks.

Q: GIB.A
Please comment on Q3.

Q: Hi Peter:

I'm interested in your opinion of Canadian Solar (CSIQ) for a half position in an RSP with a 1 to 2 year hold. Thanks in advance,
Greg.

Q: ROI has had some significant activity in the past week....any idea on what might be happening....thanks...Karl..

Q: GIB.A - What is the consensus for CGI's Q3?

Q: ISV or Information Services Corp. Could you please comment?

Cordially,

Dave (Nicholson)

Q: DHX Media and CMI C-Com Satellite Systems: I'm trying to pick between these two companies for a small position, and I've read all the questions on each. But I need some help. DHX: I like the fact that you know and respect management, that their library is valuable, and that it seems a bit more established and because of its business a bit less vulnerable in a weak market. But I don't like the fact that you say it is expensive (but perhaps worth it?). CMI: I like your most recent answer regarding sales, no debt, growth, and cash ($9 mm), and I especially like that you say the valuation is attractive. I also like the fact that management owns a lot of stock. I'm most interested in potential upside. As I write this I seem to be leaning toward CMI. What say you?

Q: Hi Peter,
I need your opinion on HGN and its long term outlook. Why the price is coming down recently?
Thanks.

Q: Hi, I am trying to build a diversified portfolio and am a long term investor. The one area I am a little light is technology. I was looking for some broad market exposure to this sector in the form of an ETF. Do you have a recommendation for this sector?
Thanks.