Q: Peter with the rally in the market it has been difficult to find value....that said, in my screening, one of the few names that keeps popping up is Calian Technologies. What are your thought and would you cover a name like this in your research at some point. Thanks
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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: Your recommendation of MacDonald Dettwiler reminds me of my investment of Comdev (symbol CDV). My understanding of Comdev from the past was that they designed... Satellites for different gov't or non gov't entities. Comdev appears to have struggled throughout the years. Would you know the difference between these companies and why you think Macdonald Dettwiler stands out? Thanks.
Q: My question is on WIN. Stock seems to like filing of 40F in US. Do you think this is material. Ken
Q: Terravest(TVK) just came out with good results and initiated a quarterly dividend of 8 cents. Almost 90% of the shares outstanding are owned by two investors. I would appreciate your comments on the company.
Chuck
Chuck
Q: Peter:
Radiant Communications (TSXV: RCN)just announced a going private transaction at $0.85. Given the Company's cash position, financial results and recent Peer 1 Networks takeover deal, this offer appears that they are trying to steal the company away from the public shareholders. Do you agree?
Radiant Communications (TSXV: RCN)just announced a going private transaction at $0.85. Given the Company's cash position, financial results and recent Peer 1 Networks takeover deal, this offer appears that they are trying to steal the company away from the public shareholders. Do you agree?
Q: What is your opinion of the equity financing by MDA at $69.40 a share I'm sure all the new shareholders who bid up the shares over $70 are a little miffed. Is there any way to determine if a
company is planning that route before investing?
company is planning that route before investing?
Q: Hi Peter, Please provide your opinion of Celestica CLS-T. Best, Don
Q: BB ,Is their any update about BB releasing the new phone in the U.S. when will it be avilable to them .
Jim
Jim
Q: Win - has a news realease on buying back shares , how dose that effect the stock I own .
Jim.
Jim.
Q: Can you comment on the latest earnings from DSG, and which parts of the earnings report you consider the most relevant? Thank you. Peter
Q: Do you think PTS is worth buying this year?
Q: Hi Peter, any thoughts on CSU's earnings that came out yesterday? Thanks!
Q: Hi Peter,
CSU seemed to report good numbers but the market reaction is less than sanguine. Do see a problem in the recent report?
Thanks
Mike
CSU seemed to report good numbers but the market reaction is less than sanguine. Do see a problem in the recent report?
Thanks
Mike
Q: Wi-Lan (WIN) appears to be trying to thwart its dropping share price. I assume this is a good thing for holders of the stock? Can you please expand on the method of issue/buyback, i'm confused - Cheers.
Q: DGI-T Data Group. Is the big pop today related to the fact that they did not cut their dividend?
Can DGI hold in close to this price, or it this more likely a temporary position?
Perhaps this is now a real turnaround story?
Thanks.
Can DGI hold in close to this price, or it this more likely a temporary position?
Perhaps this is now a real turnaround story?
Thanks.
Q: Surprised no one has asked for your reaction to Wilan earnings so I will---Bryon in Elmira.
Q: Hi Peter, I've been watching MDA. It has been on a good run. How much growth do you think is left this/next year? Thanks Dave
Q: DDS Wireless (TSX: DD) just reported Q4 which looked outstanding. The stock looks really undervalued. What is your initial opinion on the results and stock value?
Q: What is your opinion on eng ratings will you change your rating dave
Q: ESL just reported first quarter results. This line was included:
Operating expenses increased to $23.0 from $14.9 million in the prior year's first quarter and include incremental operating costs related to acquisitions as well as special charges related to restructuring of acquired operations. Non-cash amortization charges in the quarter were $3.6 million and include amortization charges for acquired software and customer relationships from acquired operations.
Buffett refers to these in his recent letter saying some are not real and it makes sense for the investor to adjust for them. Do you agree? Is this what the company is doing when they show adjusted EBITDA?
Operating expenses increased to $23.0 from $14.9 million in the prior year's first quarter and include incremental operating costs related to acquisitions as well as special charges related to restructuring of acquired operations. Non-cash amortization charges in the quarter were $3.6 million and include amortization charges for acquired software and customer relationships from acquired operations.
Buffett refers to these in his recent letter saying some are not real and it makes sense for the investor to adjust for them. Do you agree? Is this what the company is doing when they show adjusted EBITDA?