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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: hi folks,can please ask opinion & outlook after Q results for Halogen hgn/t,thanks as always
Read Answer Asked by John on May 09, 2014
Q: Hello Peter & Team, what did you think of the Redknee (RKN) quarter just reported? Can we annualize the 5 cent quarterly eps and deduct 20 cents as the annual eps running rate (implying a 23 x PE ratio? What do you make of valuation? Many thanks, Keith
Read Answer Asked by Keith on May 08, 2014
Q: Avigilon AVO
I recall the same comments being said about another fantastic growth stock, Poseidon Concepts.
-market leading technology
-high multiple growth stock
-huge earnings growth

The timing is way too coincidental having the CFO resign right before releasing earnings. Unless he`s dead, health reasons is a bunch of BS.

Peter, is your team able to dig deeper and recognize any red flags for accounting irregularities? I noticed inventories have increased and they also recently did a share issue. Could the share issue have been one final grasp for cash?

The market is rarely wrong, over the longer term. CFO departures alone should not drop a stock 20% after the announcement.
Read Answer Asked by Terry on May 07, 2014
Q: SW-T Sierra Wireless

Looks like Investors didn't like 2Q guidance and are carrying some concerns as you said regarding lighter than expected margins.

I still like SW and the Sector plus am looking for some opportunities to buy low and sell high... which tends to be the opposite of what most of us do... who knows why...

Could you give me an idea if you were going to add a 2% portfolio position in SW, what price you would target - be comfortable with?

Thanks for all you do.

Gord
Read Answer Asked by Gord on May 07, 2014
Q: Hello team,

FEYE (Fire Eye)fell by 25% today. It has been falling steadily over the past few weeks.

Yesterday on the webinar you mentioned that it wasn't wise to sit and wait for a stock to recover. Should I walk away with my 60% loss on this stock? Or is there hope in the future (ie a couple of years) once the company has the benefits of all the R&D spending? How about the growth in security technology from their competitors during the same time?

Thank you for all your calming insights....investment is not easy but it would be impossible without you.

Read Answer Asked by Saeed on May 07, 2014
Q: Hi,
As per below from Globe Investor, have you heard anything on why other executives have been leaving the company in the past?

Analysts - and certainly investors - are sounding the alarm over Avigilon Corp. after it announced late Tuesday the third senior executive departure in the last six months. Shares are down 17 per cent in early TSX trading today.

The security solutions provider said chief financial officer Bradley Bardua left the company because of health concerns and that Wan Jung, a director, has been named interim CFO.

"We think the timing of Mr. Bardua's departure (one day before the fiscal first quarter 2014 earnings report, could not hold on for another day) is too coincidental for comfort," said Raymond James analyst Steven Li. "We believe Bardua was well thought of by the Street – and so this will be seen as a loss."

His "outperform" rating and $35 (Canadian) price target were both placed under review.

Chris Ross, executive vice-presdent of global operations, left in March of this year and Keith Marett, an executive in charge of marketing and product strategy, resigned in November 2013.

The company is expected to release its latest earnings after market close today. The consensus is for earnings per share of 14 cents, on revenues of $56.3-million.

Thanks.
Read Answer Asked by Christopher on May 07, 2014
Q: I have a follow up to my last question on Imris. I am almost ready to pull the trigger on this one. Your last answer to my question put you in the not buy camp, however I have a 3-5 year time frame and these prices just seem like a great time to get in. My hesitation is around their cash levels. I was looking at their annual report and cash is very low plus they borrowed 25M that has to start repayment in 2015. So I guess to summarize what would you peg the percentage chance of this company going to 0? i'm okay if it drops from here as i have a long time frame but if they can't survive well that's another story. is the downside risk that high? thank you for the great service you provide.
Read Answer Asked by ryan on May 07, 2014
Q: I have been considering purchasing some shares of Vecima Networks(VCM) Could you please advise me if you feel this would be a good investment--especially if one could hold shares for a few years.
The cost of this site has been returned to me numerous times.
I certainly appreciate what you guys do.
Ken Beatty
Thanks
Read Answer Asked by Ken on May 07, 2014
Q: adding to Pauls question regarding RKN

I continue to watch it and find your comments encouraging... I think. Would you consider this a buy or wait and see?

Thanks for all you do

gm
Read Answer Asked by Gord on May 02, 2014
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