Investment Q&A

Q: There is always a lot of news on Apple but very little is said about Microsoft.. Would you consider MSFT to be a buy?

Q: re. EXFO Inc. (EXF-T)

I have a number of questions about EXFO Inc. First, what is your current opinion and insights about this company? I would also appreciate an explanation of their technology in layman terms. Finally, what is their competitive position in their industry?

Thanks, as usual, for your efforts on my behalf and, of course, other retail investors.

Owen Neal
Drumheller, Alberta

Q: When trying to evaluate the earnings per share and growth rate for a high tech co., do you look at the EPS, the Net Income/sh, the EBITDA/sh or perhaps something else? Would this apply to most other sectors as well? I'm under the impression that for O&G producers Funds From Operations is more important and perhaps for other sectors Free Cash Flow?
Thank you.

Q: Hi,

I bought CSCO last month, and am down 6% today, due to the big drop today on the missed Q1 and low guidance on Q2.

I'm ok holding long term, but was wondering if I should average down, or just leave it be for awhile.

Thanks

Q: MSFT- I held this one for a while and sold at $32 due to poor Q results and negative street view. It has steadily moved up to over $38 on what news? Announced to-day a deal to share software code through another tech company the ramifications of which I have no idea going fwd as it pertains to MSFT's EPS. I'd like to own a software stock and I am wondering if I should wait on this one as it pays a decent dividend with room to go higher??

Q: Hi Peter and Team,
I came across a company that reminds me of Wilan, its called Vringo, VRNG. They have a couple patent cases which could turn out good for them leading to potential one time rewards and also royalty revenue streams. At current prices would the risk reward be favourable if at all?

Q: AVO announced a bought deal at $24.10/share closing around Nov. 24th. the current price is $29.50. Will AVO gap down to the bought deal stock price of $24.10 as Nov. 24th approaches OR is that irrelevant?

Q: The merger with Mitel drew my attention to the cloud as an area of growth and I looked for smaller companies for greater zip. Does Sphere 3D Corp (ANY-V) seem like a reasonable company for growth? Bryon in Elmira

Q: Hi Peter and Team,
You have mentioned in previous answers, the reasons for the current price drop in AYA. How long do you think it will take for the stock price to recover? Thanks!

Q: Hi Peter,

Could you pls comment on sify.

Thanks
Paul

Q: ISign Media ($0.22) (ISD.V) is a tiny venture Co with an interesting data collecting and advertising model. Its share price doubled in the last 3 days on the news of private placement at $0.30 with warrant at $0.45 and another contract for installation of their data collecting antennas.

Here is a quote (Co PR):...Until the recent announcement by Apple of iBeacon and its latest iOS7 introduction, iSIGN has been virtually alone for the past five years in promoting Bluetooth® proximity broadcasting to mobile devices while capturing people's responses, with its original Bluetooth® IMS device, followed by its Smart Antenna with both Bluetooth® and Wi-Fi capabilities and recently announced Smart Player. Apple's announcement has led to an instant appreciation and mass awareness of Bluetooth® technology...

Do you feel this Co is worth a closer look?
Thank you

Q: What are your criteria when you consider a stock is expensive versus cheap?

- Or do you compare the company P/E to its industry peers (i.e.: Financials, Tech, Consumer Staples, Oil/Gas, etc.)?
- Or do you compare the company P/E ratio to the company growth rate (Revenue, Earnings/share, Cash flow) from the previous year's quarter?
- Or something else?

Thank you.

Q: Hi Team, I was just looking at Mediagrif (MDF) results, and they don't seem too hot, what are your thought on it.

Q: I bought NCI-V at .62 down to .39 today. Not sure sell or hold. I would really appreciate your help. Thank You Very Much. Andy

Q: can please ask opinion on Q results of 5NPlus vnp/t,and is your rating on company going to change,hold 1/2 position,thanks jb

Q: Hi Peter,

Could I pls have your views on sandvine ticker svc.to and
what business they are. I guess from the profile it shows their
competitors are csco,qcom,nokia.

Thanks
Paul

Q: Good morning, Peter and team would you please provide your thoughts on ATS Automation Tooling Systems(ATA). It went on a good run and now has turned. Is this merely profit taking? Thanks for the great service. Doug

Q: Hi, Peter, what are your views on Mitel Networks, specially in light of Aastra purchase? I am thinking of building a position for long term ? I already have ESL,CSU,SYZ and OTC. Thanks for all the help.

Q: GIB.A, I know you like this company highly. My research shows: huge debt.,very low ROE,121% > MRQ in revenue but -71% in EPS & no dividend. It went down a bit on the Obomacare problem-I hoping a bigger collapse but his starting to rebound. What am I missing in my analysis-oh trading at a huge premium to EPS-in other words very expensive. Make me feel better about this one so I can pull the trigger.

Q: Hi, I took a position in WIN on the sell off

As we have all heard the potential positives , are there any hidden possible worst case scenarios that I may be missing

Thanks
David