Investment Q&A

• NRG Energy Inc. (NRG)
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Q: NRG
Hi Peter, knowing your past involvement with this name it looks as if this name has upside momentum this past year and last Friday ,Robert McWhirter President of Selective Asset Management picked it as his top pick on BNN. Looking through their website, the projects in the pipeline leads me to think that the stock can double from here. Any thoughts?

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Read Answer Asked by DAVID on February 04, 2014

• Avigilon Corporation (AVO)
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Q: AVO took a 7% hit today. I am looking at adding to my position or adding to one of the other stocks in your model portfolio. (We already own all of the stocks in your model pfolio.)
Or should I wait and see if there is more downside before buying anything?

Is there anything that you can think of that is a screaming buy at today's prices?

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Read Answer Asked by Donald on February 04, 2014

• Descartes Systems Group Inc. (The) (DSG)
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Q: I am looking at entering either Avigilon (AVO) or Descartes (DSG) during this pullback for a bit of 2-3 year growth allocation. How would you compare the two for growth in this time period and also for the valuation right now compared to their future predicted growth? Thanks a lot!

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Read Answer Asked by Michael on February 04, 2014

Q: Hi Peter and team, could you recommend a good technology ETF. Thanks in advance
Phil

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Read Answer Asked by Philip on February 04, 2014

• Avigilon Corporation (AVO)
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Q: AVO has taken quite a hit the last week. Someone get shot over there. Any insigh would be helpful.

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Read Answer Asked by steven on February 03, 2014

• Gap Inc. (The) (GPS)
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Q: GPS, DHX, and AYA, these three stocks are of interest and I believe still have good growth potential by 5i. Is this still correct? Which stock would you put in which account when looking at a RSP, TFSA, and non-registered account. Is there an account you would not put one of these stocks into, meaning more potential downside risk. I tend to have a buy and hold approach.
Thanks

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Read Answer Asked by Matthew on February 03, 2014

Q: A few changes for International Datacasting Corporation (IDC) Board announced today. They've had a difficult history. What are you're thoughts on this company?

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Read Answer Asked by Frank on February 02, 2014

• Constellation Software Inc. (CSU)
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Q: Hello, can you give me some details on ESL and CSU. Which one do you like more if you could choose one, how do their businesses differ, which has more long term growth prospects? Thanks for your time.

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Read Answer Asked by Darren on January 31, 2014

Q: Peter:

What are your thought about Q1 results and outlook for RDM Corp. (TSX: RC). The results look great with good growth, acquisition talk and a new dividend too!. Seems a very undervalued small cap investment. What do you think?

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Read Answer Asked by Charles on January 30, 2014

Q: What is your view of the Wi-LAN (WIN) year end results? Thank you.

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Read Answer Asked by Paul C. on January 30, 2014

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Q: gib.a

CGI is down 6% this morning after their earnings release. Why is the stock reacting so poorly, do you still like the company? please share your thoughts

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Read Answer Asked by Kuldar on January 29, 2014

• Enghouse Systems Limited (ENGH)
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Q: How do you determine an entry point for a growth company such as ESL? Do you go in at market and ride it up or would you wait for a pullback to say the 50 day moving average? What I am asking, it seems to me that the buy point for a growth company is determined differently from a value stock? Thank you.

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Read Answer Asked by Richard on January 28, 2014

• Salesforce Inc. (CRM)
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Q: Hi Peter & Team

I am not well versed in advanced accountng & am an amateur investor. Could you please explain why Sales Force.Com (CRM) and Netsuite (N) on NYSE, stock prices keep rising even though their income statements show several years of Operating Losses. I thought the market punishes non-profitable companies.

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Read Answer Asked by Francis on January 28, 2014

• Maxar Technologies Inc. (MAXR)
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Q: I purchased MDA in August ($80x200sh) and it's done some sideways action since then, with the exception of the last few days where it's flirting with the $75 mark. On Friday, I purchased $30,000 of it in my margin account. I know you've rated it as a A- stock, but I'm wondering whether the interest charge and sudden decline is worth the risk.
Could it signify a "leak" like HNL?
I'm wondering if I should just sell before there's any further decline.
Your comments please...

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Read Answer Asked by Brenda on January 27, 2014

• Cummins Inc. (CMI)
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Q: Hi
CMI continues to fall.
It`s chart looks terrible and as of now its sitting at its 200 day moving average.
As a stock it does not look very healthy.
Do you think it is a small cap stock being dumped because of market uncertainties?

Thanks
Hersh

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Read Answer Asked by Hersh on January 27, 2014

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Q: GIB.A
GIB.A

Could I please have the consensus estimates for Q1 revenue and eps?

thanks,
Sandy

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Read Answer Asked by sandy on January 27, 2014

• Microsoft Corporation (MSFT)
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Q: What do you think the upside going forward on Microsoft is looking at a long term hold, five plus years. Yesterdays earning looked awesome in my opinion but what is your expert opinion? Do you think they will every spin off Xbox or is that just a rumour?

James.

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Read Answer Asked by Jimmy on January 27, 2014

Q: Hi Peter, 5i Research,
Could you please give your opinion of ViXX Systems (VXS-T)? Thanks

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Read Answer Asked by Susan on January 27, 2014

Q: Your thoughts on CHKP check point as well thanks

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Read Answer Asked by dave on January 27, 2014

• Avigilon Corporation (AVO)
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Q: Hi
I just read that CIBC raised its target price on Avigilon from $32 to $50 saying the introduction of a partner loyalty program will lead to 2014 sales beating consensus.
What is your view to their seemingly large increase in price target and their reasoning behind it?
Thanks
Have a nice weekend
Hersh

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Read Answer Asked by Hersh on January 25, 2014