Q: Hello 5i I would like your opinion on The Data Group DGI-T as it dropped in price and cut the dividend.Would this be a buy right now.Thanks
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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: Hi Peter, how do we deal with low trading volume? Example: your recommended MDF has 300 shares traded today. Thanks
Q: Hi Peter,
I found the info you provided to an investor question previously on Solium Capital (T.SUM) to be very interesting and led me to do more digging (an equally valuable part of this service!). Indeed Solium is carving out an ambitious and interesting niche for itself as the global 'go-to' organization for a wide swath of services regarding equity compensation (e.g. even extending past software to include brokerage, trust etc.)
Some factoids that I found of particular interest - 93% of revenues are recurring; management owns approx. 35% of outstanding shares (all acquired via cash purchases as there are no 'founder shares') and so very much aligned with shareholders.
SUM has finally attracted an analyst (Pardeep Sangha from PI) who has set a $4.50 target in his Jan 22 report. His basis for the price is that "Solium is currently valued on an EV/Sales ratio of 1.7x and an EV/EBITDA ratio of 7.1x FY13 estimates. Meanwhile, Solium’s peer group, is currently valued at an EV/Sales multiple of 3.4x and an EV/EBITDA multiple of 12.6x consensus FY13 estimates."
Question: is his EV methodology perhaps more useful than using a straight P/E analysis for assessing this type of high growth company.
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I found the info you provided to an investor question previously on Solium Capital (T.SUM) to be very interesting and led me to do more digging (an equally valuable part of this service!). Indeed Solium is carving out an ambitious and interesting niche for itself as the global 'go-to' organization for a wide swath of services regarding equity compensation (e.g. even extending past software to include brokerage, trust etc.)
Some factoids that I found of particular interest - 93% of revenues are recurring; management owns approx. 35% of outstanding shares (all acquired via cash purchases as there are no 'founder shares') and so very much aligned with shareholders.
SUM has finally attracted an analyst (Pardeep Sangha from PI) who has set a $4.50 target in his Jan 22 report. His basis for the price is that "Solium is currently valued on an EV/Sales ratio of 1.7x and an EV/EBITDA ratio of 7.1x FY13 estimates. Meanwhile, Solium’s peer group, is currently valued at an EV/Sales multiple of 3.4x and an EV/EBITDA multiple of 12.6x consensus FY13 estimates."
Question: is his EV methodology perhaps more useful than using a straight P/E analysis for assessing this type of high growth company.
Sign me,
A happily renewed 5i subscriber!
Q: 3% drop in 30 minutes at end of trading day ?
Does someone know something we don't know ?
Does someone know something we don't know ?
Q: hi, do you think Sylogist,[syz]would be a solid long term holding, say 5-10 yrs, for a 59 yr. old retiree, thanks?
Q: CMI (C-COM Satellite Systems, Inc.) was one of Ralph Garcea's Cantech Letter TSXV Canadian Tech Stocks of 2012. How would you rate the company?
Q: $56.00 price target in 12 months,isn't someone putting there reputation or even job on the line about RIM?
Q: Hi Peter@ Co. Do you have any opinion on 3D printing technology as well as an opinion on 3D printer DDD.
Q: Could you please give me your opinion on INOD, 52 week trading range of 2.80 to 7.35, now at 3.92 with 11x pe. Is it a buy at this level? Thanks for your great service.
Q: Do you have any opinion on TIVO. Yahoo shows that the company has more than $5 in cash and there is some chatter of a takeover.
Q: Just a comment on the Amaya question from Frederick. On the last conference call I think they said they would report in April and at that time they would give guidance for the full 2013 year. I may have misunderstood but I think they said they hope to provide annual forcasts. Hope this is helpful. Joe
Q: Amaya and earnings releases.
Do you think the next release will be the annual and that it'll be in March?
If you have general info on when/why a company would release a 4th quarter vs having it included in the annual would be interesting.
Do you think the next release will be the annual and that it'll be in March?
If you have general info on when/why a company would release a 4th quarter vs having it included in the annual would be interesting.
Q: Have you any research on companies involved with robotics or suppliers to the industry? Great service thanks for your help.
Q: Hello Peter: Can you give your advise on "Flextronics - FLEX". Buy, Sell or Hold ?.
Thanks in advance
Loni
Thanks in advance
Loni
Q: Please comment on Amaya redeeming the convertible debentures and then following up with a $20million private placement announced this morning. Thanks Joe
Q: A few months ago, RBC came out with a research report on BrightCove (BCOV). It was selling at $12.60 at the time the report was issued and they gave it their Top Pick rating.The 52 week high is about $25 and it had IPO'd at $11. I bought 1000 at $11.60 and it is now $9.21. Any ideas on this stock.
Q: Hello,
In my TFSA, I own STN, BAD, WIN, BEP.UN, and SLW. I recently made my $5500 contribution for 2013 and was wondering if you might suggest how I should make use of this money. I am currently in my early 30s and am very much in favour of seeing growth in my portfolio. As always, thank you for the great advice.
Bashir
In my TFSA, I own STN, BAD, WIN, BEP.UN, and SLW. I recently made my $5500 contribution for 2013 and was wondering if you might suggest how I should make use of this money. I am currently in my early 30s and am very much in favour of seeing growth in my portfolio. As always, thank you for the great advice.
Bashir
Q: please explain what is happening to apple. If possible comment is it going north or south thx
Q: Avigilon (T.AVO) has been stubbornly resisting retracing its great gains and was just voted the TSX tech stock of the year. Is it gradually moving up in your list of new stocks to cover? Thanks!
Q: GIB.A
What would your prefernce be, CGI Group or Constllation Software?
Thanks!
What would your prefernce be, CGI Group or Constllation Software?
Thanks!