Q: Maybe management at AVO are not so naive at all. Maybe they wanted the stock to go down such that insiders could buy at cheaper prices. Just thinking.
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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 and Team, I would appreciate your assessment of SW. I have been watching this stock for the past few months and noticed it has fallen by about 20 percent. Are growth stocks in general taking a hit? Thanks
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
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
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.
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.
Q: Hi,
As per below from Globe Investor, have you heard anything on why other executives have been leaving the company in the past?
Analysts - and certainly investors - are sounding the alarm over Avigilon Corp. after it announced late Tuesday the third senior executive departure in the last six months. Shares are down 17 per cent in early TSX trading today.
The security solutions provider said chief financial officer Bradley Bardua left the company because of health concerns and that Wan Jung, a director, has been named interim CFO.
"We think the timing of Mr. Bardua's departure (one day before the fiscal first quarter 2014 earnings report, could not hold on for another day) is too coincidental for comfort," said Raymond James analyst Steven Li. "We believe Bardua was well thought of by the Street – and so this will be seen as a loss."
His "outperform" rating and $35 (Canadian) price target were both placed under review.
Chris Ross, executive vice-presdent of global operations, left in March of this year and Keith Marett, an executive in charge of marketing and product strategy, resigned in November 2013.
The company is expected to release its latest earnings after market close today. The consensus is for earnings per share of 14 cents, on revenues of $56.3-million.
Thanks.
As per below from Globe Investor, have you heard anything on why other executives have been leaving the company in the past?
Analysts - and certainly investors - are sounding the alarm over Avigilon Corp. after it announced late Tuesday the third senior executive departure in the last six months. Shares are down 17 per cent in early TSX trading today.
The security solutions provider said chief financial officer Bradley Bardua left the company because of health concerns and that Wan Jung, a director, has been named interim CFO.
"We think the timing of Mr. Bardua's departure (one day before the fiscal first quarter 2014 earnings report, could not hold on for another day) is too coincidental for comfort," said Raymond James analyst Steven Li. "We believe Bardua was well thought of by the Street – and so this will be seen as a loss."
His "outperform" rating and $35 (Canadian) price target were both placed under review.
Chris Ross, executive vice-presdent of global operations, left in March of this year and Keith Marett, an executive in charge of marketing and product strategy, resigned in November 2013.
The company is expected to release its latest earnings after market close today. The consensus is for earnings per share of 14 cents, on revenues of $56.3-million.
Thanks.
Q: I have a follow up to my last question on Imris. I am almost ready to pull the trigger on this one. Your last answer to my question put you in the not buy camp, however I have a 3-5 year time frame and these prices just seem like a great time to get in. My hesitation is around their cash levels. I was looking at their annual report and cash is very low plus they borrowed 25M that has to start repayment in 2015. So I guess to summarize what would you peg the percentage chance of this company going to 0? i'm okay if it drops from here as i have a long time frame but if they can't survive well that's another story. is the downside risk that high? thank you for the great service you provide.
Q: I have been considering purchasing some shares of Vecima Networks(VCM) Could you please advise me if you feel this would be a good investment--especially if one could hold shares for a few years.
The cost of this site has been returned to me numerous times.
I certainly appreciate what you guys do.
Ken Beatty
Thanks
The cost of this site has been returned to me numerous times.
I certainly appreciate what you guys do.
Ken Beatty
Thanks
Q: Views on Westport Innovations please.
Q: Any update on your opinion of wi-LAN
Q: adding to Pauls question regarding RKN
I continue to watch it and find your comments encouraging... I think. Would you consider this a buy or wait and see?
Thanks for all you do
gm
I continue to watch it and find your comments encouraging... I think. Would you consider this a buy or wait and see?
Thanks for all you do
gm
Q: What is your outlook for GIB.A since the first quarter report has been filed?
Q: re: SW Sierra Wireless
Reported today... do you have an opinion?
Thanks for all you do
Gord
Reported today... do you have an opinion?
Thanks for all you do
Gord
Q: Hi
Has anything changed regarding your opinion of SIO following their current financial results?
Thanks
Hersh
Has anything changed regarding your opinion of SIO following their current financial results?
Thanks
Hersh
Q: Hi, if someone beat me to it just ignore this, but I'm sure everyone is curious on your take on CSU quarterly earnings. At first glance they look good to me but I'm not sure how they compare to the "consensus" numbers. But if they are now at $2.50/share in earnings per quarter, isn't that now just a PE of 20 annualized?
Q: Could we get your quick thoughts on CSU's first quarter results?
Q: Csu _ consderin a 10 percent drop in 5 days ahead of esrnings, do you see it a pullback everyboy was waiting for and so a oppurtuniy to add to existing position. Or wait for earnings tommorrow. Still has some room to make it full position. Thanks
Q: WIN announced pretty good earnings this AM in addition to some good announcements in the quarter and a change to the legal expense risk sharing model. At this price seems to be good value even if they don't sell the company in the short term. Thoughts?
Q: Any insight into high volume decline of AXXX today?
Thanks
Thanks
Q: CSU seems to be taking quite a hit over the past couple days. Any thoughts on the decrease, and would this be a good time to slightly increase your position?
Q: Hi Peter! How do you explain Sphere 3D(ANY) today plunging - 8.8%, with the Pinetree rather positive announcement:
"Pinetree Capital Ltd. (TSX:PNP), announces that through a series of transactions that ending on April 25, 2014, it acquired ownership of 175,500 common shares ("Common Shares") of Sphere 3D Corporation ("Sphere") representing approximately 0.08% of the total issued and outstanding common shares of Sphere as of April 25, 2014. As a result of this transaction, Pinetree and its joint actors collectively held, as at April 25, 2014, an aggregate of 2,551,000 common shares of Sphere, including the Common Shares, and rights to acquire an additional 300,000 common shares of Sphere upon exercise of certain convertible securities (the "Convertible Securities"). Of these totals, Pinetree owns 1,581,000 common shares, including the Common Shares, and 250,000 of the Convertible Securities directly (the "Pinetree Convertible Securities"). In the event that the Convertible Securities are fully exercised, the holdings of Pinetree and its joint actors represents a total of 2,851,100 common shares of Sphere, or approximately 12.1% of all issued and outstanding common shares as at April 25, 2014, calculated on a partially diluted basis assuming the exercise of the Convertible Securities only."
Thank you.
"Pinetree Capital Ltd. (TSX:PNP), announces that through a series of transactions that ending on April 25, 2014, it acquired ownership of 175,500 common shares ("Common Shares") of Sphere 3D Corporation ("Sphere") representing approximately 0.08% of the total issued and outstanding common shares of Sphere as of April 25, 2014. As a result of this transaction, Pinetree and its joint actors collectively held, as at April 25, 2014, an aggregate of 2,551,000 common shares of Sphere, including the Common Shares, and rights to acquire an additional 300,000 common shares of Sphere upon exercise of certain convertible securities (the "Convertible Securities"). Of these totals, Pinetree owns 1,581,000 common shares, including the Common Shares, and 250,000 of the Convertible Securities directly (the "Pinetree Convertible Securities"). In the event that the Convertible Securities are fully exercised, the holdings of Pinetree and its joint actors represents a total of 2,851,100 common shares of Sphere, or approximately 12.1% of all issued and outstanding common shares as at April 25, 2014, calculated on a partially diluted basis assuming the exercise of the Convertible Securities only."
Thank you.