Q: Hi, there has been a decent amount of insider buying reported after recent quarterly earnings release, in past few days. The next quarter is already 2 months in and besides the dividend increase, outlook provided by management was quite positive in the recent MD&A. Do you think, it could be a signal of strong performance by the company/stock price ahead of us? I also noticed in the quarterly report that company had almost 2/3rd of its revenue coming from US operations. What are your comments on this trend? CEO also made a note that they are looking for acquisitions in Canada and US. Thanks
Q: In the last quarterly filing income was impacted by $2.4M in share based payments to three officers. That seems high given that they also have a stock option plan. How would you view this for a company with only $7M in revenue for the quarter? As always, thanks!
Q: OTC is getting squeezed by the shift to cloud computing. To what extent, if any, are the verticals within other software companies such as ESL, CSU and CGI subject the same pressures? Is the shift to the cloud a potential risk factor for these companies or perhaps an opportunity?
Q: Would you view the latest dip as a good buying opportunity? Given some positives, dividend, etc is there still a growth potential? I'm looking at purchasing 5% on dips.
Q: CSU is taking over Picis. 700 hospitals worldwide sounds big but just how big a deal is this? Market seemed to like it initially but is calmer about it now. Thanks, J.
Q: How do you feel about Open Text (OTC) now that it appears they are going to announce their second quarter in a row with a fairly large miss? Is the growing earnings per share story broken or just taking a breather?
CIBC's Investor's Edge, has 2016 eps estimates currently at $3.91. If I lop off 30 cents of that to take into account the downward 2016 eps revisions and assume the shareprice will fall close to $55 tomorrow, I get a 2016 p/e of 15.23. Worth holding?
Whats your best ballpark "guestimate" as to the new 2016 revised earnings for OTC?
Q: Your thoughts on their recent earnings. Is the growth still there ? Is the dividend safe ? Lastly, I often hear ABT as a takeout candidate and that is why the stock trades at higher multiple.
How low can WIN go? Is there any price support based on fundamentals?
Considering the yield would you advice on double down to park some money for at least 1 year? Is XSR better for this purpose?
Q: Hi Peter and Gang:
I bought AVID a few months ago after reading about insider buys, and it is already up 18%. I am thinking of buying more, but would like your opinion first. My knowledge of tech is zero. Thank you for your amazing service. I was up 26% in 2014 with your enormous help . I owe you.
Q: Your opinion on Descartes please. It has fallen a lot and continues to do so. Is it time to bail, or is that just selling low? I also own CSU, MDA, OTC, ESL, AVO and a bit of GIB. I could switch DSG over to buy more GIB. Would this be a good switch?