skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I took a fairly large position in avigilon 19.20, i have read all your comments, but the stock is acting like maybe the whole company is a scam and a sham.i know their earnings were good, the stock is down by half since its high, so why does this capitulation keep going on, it cannot be because the cfo resigned because of health reasons,avigilon is acting like a u.s. Stock that sometimes gets hammered way beyond what it deserves. Your comments. Dave
Read Answer Asked by david on May 13, 2014
Q: AVO - bottom line

Obviously, everyone is out considerable (% wise) with the recent "decent after news" scenario.

If you were in our/my shoes Peter, and you down 35%, would you sell and be done with it, sit tight and take the long term view (what I want to do) or buy more at these relatively discounted prices?

Thanks for all you do Peter and Family

Gord
Read Answer Asked by Gord on May 13, 2014
Q: SUM question: Very happy to see Solium Capital on a big rise the last two days but no news to support it. Any idea why this is happening? Thanks.
Read Answer Asked by Dr Lorraine on May 13, 2014
Q: How do you view the chances of a competitor (or another company wanting AVO's technology) acquiring Avigilon? I believe in the past you said this was probably the end result for Avigilon.

It seems to have a unique technology offering and after a nearly 50% decline in the share price it would seem like an opportune time.

Thanks.
Read Answer Asked by Christopher on May 13, 2014
Q: Hi 5i Team,

I just read an article about a satellite company offering a free tracking service for aircraft that fly over the sea: "U.K. satellite company Inmarsat is offering a free tracking service to all passenger airlines -- an issue that drew international attention after Malaysian Airlines' MH370 disappeared on March 8."
In your estimation, does this hurt Flyht's(FLY) prospects?

Robert
Read Answer Asked by Robert on May 12, 2014
Q: hi folks,can please ask opinion & outlook after Q results for Halogen hgn/t,thanks as always
Read Answer Asked by John on May 09, 2014
Q: Hello Peter & Team, what did you think of the Redknee (RKN) quarter just reported? Can we annualize the 5 cent quarterly eps and deduct 20 cents as the annual eps running rate (implying a 23 x PE ratio? What do you make of valuation? Many thanks, Keith
Read Answer Asked by Keith on May 08, 2014
Q: Avigilon AVO
I recall the same comments being said about another fantastic growth stock, Poseidon Concepts.
-market leading technology
-high multiple growth stock
-huge earnings growth

The timing is way too coincidental having the CFO resign right before releasing earnings. Unless he`s dead, health reasons is a bunch of BS.

Peter, is your team able to dig deeper and recognize any red flags for accounting irregularities? I noticed inventories have increased and they also recently did a share issue. Could the share issue have been one final grasp for cash?

The market is rarely wrong, over the longer term. CFO departures alone should not drop a stock 20% after the announcement.
Read Answer Asked by Terry on May 07, 2014
Q: SW-T Sierra Wireless

Looks like Investors didn't like 2Q guidance and are carrying some concerns as you said regarding lighter than expected margins.

I still like SW and the Sector plus am looking for some opportunities to buy low and sell high... which tends to be the opposite of what most of us do... who knows why...

Could you give me an idea if you were going to add a 2% portfolio position in SW, what price you would target - be comfortable with?

Thanks for all you do.

Gord
Read Answer Asked by Gord on May 07, 2014
Q: Hello team,

FEYE (Fire Eye)fell by 25% today. It has been falling steadily over the past few weeks.

Yesterday on the webinar you mentioned that it wasn't wise to sit and wait for a stock to recover. Should I walk away with my 60% loss on this stock? Or is there hope in the future (ie a couple of years) once the company has the benefits of all the R&D spending? How about the growth in security technology from their competitors during the same time?

Thank you for all your calming insights....investment is not easy but it would be impossible without you.

Read Answer Asked by Saeed on May 07, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!