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?
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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: 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?
Q: Hi Peter,
In your Sprott days you were a supporter of Sensio Technologies. They have recently signed many contracts with large companies such Disney(yesterday), Starz, and National Geographic to provide streaming 3D content on their new 3DGO service. These events in addition to their patents regarding Auto detect and 2D-3D switches and signing agreements with WiLan to litigate these patents seem to be great. They also have signed with the biggest two TV manufacting companies in China (HiSense and TLC)and Vizio in the States, plus have many agreement with the chip manufacturing companies installing Sensio chips. All of this is extremely positive. However, there seems to be no traction at all with all of the progress that they have made. It actually has been in continuous downward spiral! Is there something fundamentally wrong with their products/services? Who is their closest competitor? Is this just a matter of time?
Regards,
Arturo
In your Sprott days you were a supporter of Sensio Technologies. They have recently signed many contracts with large companies such Disney(yesterday), Starz, and National Geographic to provide streaming 3D content on their new 3DGO service. These events in addition to their patents regarding Auto detect and 2D-3D switches and signing agreements with WiLan to litigate these patents seem to be great. They also have signed with the biggest two TV manufacting companies in China (HiSense and TLC)and Vizio in the States, plus have many agreement with the chip manufacturing companies installing Sensio chips. All of this is extremely positive. However, there seems to be no traction at all with all of the progress that they have made. It actually has been in continuous downward spiral! Is there something fundamentally wrong with their products/services? Who is their closest competitor? Is this just a matter of time?
Regards,
Arturo
Q: Peter; Would you add to MDF on the dip? Thanks.
Rod
Rod
Q: I think that Research in Motion BBRY is headed for a fall and ultimately a restructuring. Who knows when? Is there a way of shorting a stock on an open basis?
Q: I'm using stock screeners to help me identify potential investments. One name I came across is Comwest Enterprise Corp (CWP). It trades on the Venture exchange, has low volume and is a micro-cap stock. Yet the ROE is lofty and the dividend is north of 5%; can you give us your analysis of it?
Thanks.
Thanks.
Q: Do you have views about SO. Is it a good long term play at these prices?
Q: Hello Peter and team, I would like to know if you could provide your analysis for a company called Cortex Business Solutions (CBX.X). I really like what they are doing and there model seems to be working.
Your insight would be helpful, thank you!
Your insight would be helpful, thank you!
Q: Hey Peter,
Amaya is rocking today,tried to find any news out but can't.
Would you happen to have any insight? Oh yes... thank you,
thank you!!!
Amaya is rocking today,tried to find any news out but can't.
Would you happen to have any insight? Oh yes... thank you,
thank you!!!
Q: Avo, earnings were fantastic, stock way up would you buy it here. Dave
Q: Hi Peter and company , Read the article in the Globe and mail today on Sierra Wireless could I have your opinion.
Thank you for providing this service it has really help in the way I think about investing .
Thank you for providing this service it has really help in the way I think about investing .
Q: Hi Peter, With the United States starting to approve online gambling, Will Amaya benifit huge from this?
Q: I'm 22% underwater with WIN. Should I cut my losses and dump or wait for the earnings?
Q: What do you make of the weakness in AVO just before earnings. I would think the relationship with Tyco would provide some decent earnings visibility for the rest of the year. Is it just profit taking on a stock that has run up a lot in a year?
Q: Hi Peter...great site!! I've seen a lot of people on BNN recommend CGI Group (GIB). Can you give me your opinion please?
Thanks
Dave
Thanks
Dave
Q: What do you think of AAH-T Aastra Tech?, top pick on BNN, very low valuation, positive cash flow, good growth prospects, Thanks for your analysis Peter
Q: any opinion on Qualcom.
Q: i see win is at it's low again is there more bad news -thanks terry
Q: Hi Peter
Happy monday to all. I still own points (pts) after alot of years. Seeing things looking better and they are going to report earning on March 6th. Thinking of adding to this.I know you don't cover this company but know you have some history with it. Could you please give me a quick update. Thanks.
Happy monday to all. I still own points (pts) after alot of years. Seeing things looking better and they are going to report earning on March 6th. Thinking of adding to this.I know you don't cover this company but know you have some history with it. Could you please give me a quick update. Thanks.