Investment Q&A

Q: Hi Peter & Team,

Nov 4 2014 saw SUM miss on revenues & earnings resulting in an immediate 19% drop in share value. It appeared to bottom out on Jan 21 @ $6.60 26% below it's high back in Nov prior to the last report.

Since then it has slowly started to regain some momentum on sporadic trading which has increased over the past couple of days. It is being covered by a number of analysts who for the most part are fairly bullish on expectations with an average target price of $8.94.

On Dec 1st you said "The most recent quarter was not the greatest and concern over future growth has arisen. We would not consider the valuation as cheap but some decent growth is expected."

Your advice was to not rush in and to wait and see what happens with the next quarter.

Right now I am slightly ahead with SUM scheduled to report March 18.

I was wondering if you could tell us what the street expects, whether you would consider SUM a Sell/Hold/Buy, and what your advice for me would be moving forward. My weighting is 3.6%.

Thanks for all you do

Gord

Q: Hello Peter & Team

CDV up 3+% today and up 10% over the past 10 days with a substantial increase in volume yesterday & today.

Street appears to be somewhat bullish with 60% calling it a buy and 40% saying hold.

Is there a reason you can see for the recent strength? I can't find any insider trading info... can you?

They report March 9th - what should we expect?

Thanks for all you do

Gord

Q: Keep up the great work.
Quite a while ago you gave me 2 names AYA and SYZ, both did very well as you know,(although SYZ is off lately)

Could you please give me just one U.S. stock the might replicate either of the above - preferably AYA.

This is not part of my well balanced portfolio its just a bit of US cash I need to do better on than where it currently sits, this can be more of a high risk name.

Q: Good morning. Your comments on MNW earnings this morning.

Thx.

Q: Could you please give your opinion on their latest 1/4ly report and would you buy/hold/or sell.

Thanks

Q: Hi Peter,

Sylogist declared quite good results and they did an equity offering for 11 cad. They did a few acquistions too if I am not mistaken. Conventional wisdom states that a company grows by acquistions case in point csu,valient, Amaya so why is sylogist not following. They also increased their dividend what else do they have to do to increase their share value your
comments will be appreciated.

Thanks
Paul

Q: Please provide comments on their earnings and how the stock might react? Any change in the future picture?

Q: What's your analysis of CSU's earnings? It appears to be a beat on most metrics. Any comments on integration of TSS acquisition and impact of strong USD on earnings. Thanks

Q: I would appreciate your thoughts on this stock. The company is provides cloud based services to life sciences industry. Does the company have growth potential?
Thanks

Q: Investors are loving Apple and neglecting Google these days. My position in Apple has doubled. It is still not overweight in the portfolio. Thinking of selling half of the Apple position to diversify into Google. Google has stalled lately and there is an expectation of a capital return program that may get the stock moving. Or just leave the Apple position alone?

Q: Can you please comment on Sylogist results released this evening.Do you see an improving trend ? Any thoughts on : "During the past year we deferred opportunities in our Canadian public sector unit and payment solutions operations to invest in our foundational technology, moving Sylogist products well ahead of market competitors. We are encouraged by the early financial success of these investments as noted in our MD&A"

Q: Could you give me a short list of your preferred US ETFs that contain stocks like Apple, Google Intel Qualcomm Oracle and the likes.
Thanks

Q: Hi! I was just wondering what you opinion on Enwave was at this time and going into 2015! Thanks!

Q: Since your last update on NeuLion the shares improved a little, then fell back once again.

I know it is not a long period of time since the last update but I am wondering if your views have changed. In particular I am think about selling Neulion and buying Espial. Your thoughts on this swith would be appreciated

Thank you

Don

Q: What do you think of cantor fitzgerald's take on Tecsys:
http://www.cantechletter.com/2015/02/tecsys-double-triple-says-cantor-fitzgerald/
Too optimistic? Should I switch my Sylogist for TCS for a three to five year hold? Thanks again.

Q: SVC vs RKN ... which stock do you prefer ... briefly explain why.

Thanks for your insights.

Q: update on the progress. Is this company/stock worthy of being purchased yet?

Q: Can you provide some feedback on TCS? It looks expensive but results will be coming on Feb. 26.

Q: Not sure whether this is a fair question or not. I have been trying to find out which companies may best profit from a couple of new technologies being driverless automobiles and 3D printing. Would you have any insight into this? Thanks in advance.

Q: Hello 5i
most of our portfolio is comprised of stodgy, stocks such as consumer staples. They are good but i have too many of them. and so i was thinking of buying something that is, I don't know how you would call it, say modern (?).

I have been looking at Google, Apple and Symantec. And was wondering if you thought one might be preferable to another these days.? Apple seems to be very popular and so i thought i might shy away from it. Although from what i gather, even with all of the recent growth, it is still reasonably priced. Google is everywhere! And Symantec may prosper from the rise in cyber crime and hacks.
thanks for any help