Investment Q&A

Q: What is the street consensus for MDA's Q3?

Thanks,
Sandy

Q: Hi Peter and Team,

Quick thoughts on Extreme Networks, EXTR.

Q: When I analyze the 5i Model Portfolio and the assignment of securities to sectors I see that some stocks get tagged with "Services" which could just as easily be tagged with something else. For instance AYA and CSU ("Services") are ones I would tag "Technology" along with ESL and SYZ and if they were thus tagged it would make Tech a 20% portfolio weighting based on cost and 23% based on current value (Sept.30). If you agree with this assumption would it be an indication that 5i highly favours the Tech sector over others, even though Tech is less than 2% of the TSX Composite? There's no doubt the performance of the 5i portfolio going forward is going to be vastly different than the TSX where 72% of the composite is Financials, Energy and Materials.

Q: GPS-buy, sell or hold as a very small part of a portfolio. Peter, would you buy this one for your own portfolio??

Q: Do you have any knowledge or opinion on Urthecast (UR.TO)? There is very little stats information on them for an investor. They do have a great story that sounds investment worthy.

Thank you and I highly value your opinion on this!
Shane

Q: I'm sure many people like me are interested in finding a multi-bagger. Do you think DragonWave (TSX: DWI) has a chance of being such a stock in the intermediate term?

Q: Amaya shares had a pullback today and their warrants seemed to get hit hard. Please comment particularily on the warrants. Thank you for the info. I value your advice. Joe

Q: In Amaya's last financing, I notice the following: The Common Shares issued under the Private Placement are subject to a statutory resale restriction until November 12, 2013.
Is that date likely to bring increased selling? In other words, should we expect a price drop on Nov 12? I believe the share price for the financing was $6.25 ? I realize you can't predict what those who participated in the financing will do, but I'm wondering if there is a general rule of thumb. Just want to brace myself or trim some before. Thanks

Q: I would like to invest in the solar energy space, and to that end have been keeping my eye on First Solar (FSLR) and Canadian Solar (CSIQ), both trading on the Nasdaq.

Of the two, which would you recommend for a full position, and why?

Alternatively, would you suggest a half position in each? (2.5%) Both seem to be making great gains in the past 6 months, and I'm not sure if I'm really comparing apples to apples anymore.

Thanks!

Q: With the IPCCs release of their latest climate change report, I'm concerned what will happen to the TSX which is over 30 percent energy stocks should governments finally decide to clamp down on carbon emissions.How could ETF investors protect themselves? Would you buy an alternative energy etf like TAN or is there a better way to hedge potential losses over time?

Q: I would appreciate your thoughts on Poet Technologies (PTK-X)

Q: Hi,

Do you think the hype around 3D companies is justified. Are companies DDD and SSYS good buys even at these inflated P/E multiples. What do you think about this industry 2 years down the road. Thanks

Q: Hi Peter and Team, Could you please comment on today's news from Sylogist: "Sylogist acquires Weave Corp. - Expands into Ontario Municipal Market". Shares in SYZ haven't kept pace with the run-up of others, so going forward, is the above good news? Thanks.

Q: What are your thoughts on Open Text Corps (OTC) earnings report?

Thanks, Shane

Q: Good Evening Peter & Team:

what can you tell me about the prospects for Tio Networks (TNC-V)?

Q: whats your take on csu earnings, they seem great but I defer to you. dave

Q: OTC got walloped after lukewarm earnings. Would you jump aboard now?Thanks

Q: Hi All
Do you think AYA and WCP are still a good buy at today's prices.
Concerned they may have maxed out for a while. Your opinion is, as always,greatly appreciated.
Many thanks for your excellent service.

Q: Hi Peter and team,

Any thoughts on the 4.6% drop in Open Text today? Would you continue to hold this stock for future growth/income or would you suggest replacing it with one of your other names in your portfolio?

Thanks as always,

Q: 01 Communique case against Citrix back on the front burner after patent validated: http://stks.co/jrPK

Game changer for T.ONE? Hope for Wi-LAN?