Investment Q&A

Q: Thank you for your great service. you now have the income portfolio for conservative investors Do you have some names that you would recommend for the higher risk investor. I have done well with your advice so far and would like to "gamble" with 1 or 2% of my portfolio.

Again thanks for all you and staff do.

Q: With the high rate of growth in revenue, is there some threshold for growth in EPS that the street needs to see to re-accelerate this stock?
Can you tell me what the street expects for EPS in the 4th quarter? Thanks.

Q: In the conference call,the Ceo stated that Objectvideo's revenue is"in the millions" & more financial details will be disclosed later.The purchase also includes recurring royalty revenue stream from Object video & patents application being developed till Jan 31,2015 Your expert view please.Always appreciate your usual expert opinion & services.

Q: Where can I find good beta data. On the TMX website it shows Avigilon with a beta of .32 and I would think it is way over 1.

Q: Hi 5i,

Wishing Peter, Ryan and everyone at 5i the warmest of holiday cheer.
Thanks for all you do and the great service.

Two quick ones for me...First, can you let me know the expected top and bottom line #'s are expected out of ESL today?

Secondly, can we have your quick thoughts on the acquisition Avigilon made today?

Thanks,

J.

Q: Hi Peter, prior to the Q3 results you were advising to hold to see how the quarter would play out. Now that Q3 has been reported and the results were positive, would you recommend accumulating again for a long term hold as I only have a 1/4 position so far.

Q: I am a risky investor and was thinking to buy AVO last week but due to market volatility and specially volatility in AVO, I avoided it and today when I refreshed my monitor I saw a sudden jump by 30.67%. Do you think at the price of around $20 this is a good buy if I were to hold off this stock till next 6 months or a year?

Q: Hi everyone,

What if this is all a lie. I am talking about the recent Q3 earning report? What if there is really no smoking gun and just smoke? I never believed it when the CFO left so suddenly literally a day before Q2 release. And now I read in the G&M that he is alive and well working for another company since he left AVO. What is your take on this article and the accounting concerns pointed out by Veritas. http://www.theglobeandmail.com/globe-investor/investment-ideas/avigilon-silences-the-doubters-or-at-least-most-of-them/article21465928/

Is this another case in which naive shareholders like me will have to learn the truth well after the share prices have completely collapsed? I look forward to your reassuring perspective. Thank you!

Q: Avigilon reports Net INCOME ,EPS and EBITDA with both GAP and adjusted data. To study EPS. ROE or PEG which should a person use , adjusted or not adjusted?


Regards

Q: Hi. Some education please. In an answer yesterday you said "EPS of $0.147 and actual EPS of $0.24 (adjusted and diluted)". What do you mean by adjusted and diluted? Does it have anything to do with the $100 million they raised by selling shares? Thanks.

Q: Looks like great results & focus on profit as well as revenue growth to $500m by end,2016.Had not heard the conference call. Your expert view please.Thanks a lot.

Q: I believe the 3rd quarter results are very good. Will this be the catalyst to light a fire under the share price?

Q: I currently have a half position in each of these companies. Would this be a good time to purchase the other half position. I am a long term investor.

Thank you for Help

Q: Thanks to 5i & Russ who provided an excellent source of closing Block trades. Demonstrates the power of informed forums.

I asked the question in respect of AVO trading. The data has raised the question of what do they mean.

I assume that if the buyer is different from the seller, they are interested in disbursing the Block to retail according to their views on what is likely to happen to the price. But what is the reason for the same Brokerage firm selling to it's self?

Perhaps there are other motivations? For me it is interesting that buyers & sellers are interested in making Block trades, but can the transactions be interpreted to mean anything?

Your personal experience with this please.

Ernie

Q: Just passing on info.On Oct.20,TD Bank's rating is BUY & $30 Target Price.

Q: Would you buy one or both of Avigilon,Badger for a person who doesn't need income and is still buying green bananas and has a well diversified portfolio.Thanks for your continuing good service? Don.

Q: On Oct 7,Andrea Horan recommend AVO as a buy on BNN.On Oct 14, Motley Fool stated-Buy AVO as bargain price will not last forever. AVO is releasing its report on Nov 4 after market close. A source said that 3 sectors--Tech.,Financial & Industrial---will have to lead out of this sell off. Thanks a lot for all you do esp.in this market

Q: Can you advise whether it is time to buy AVO now or should I wait ?

Insiders showed significant support for the stock in May 2014 at a price of around $20. Since then, however, the stock price has continued to trend downwards and for the past few days has been around $14. The most recent financial reports seem to have disappointed investors. From a technical point of view, it seems to me that the stock has support in a range of $11 to $12, and if it goes that low I would be inclined to buy.

90 % of analysts reported at TD Securities rate the stock as a Buy or Strong Buy, but analysts on BNN seem to be a bit more cautious and generally take a “show me” position.

I like your analysis of the company and it seems like a good investment. Without trying to pick an absolute low, what is your recommendation as to a reasonable entry point ?

Q: Just wondering what you thought of the CIBC report on Oct.8? It was a sizeable lowering of their target price. Specifically, I was wondering what you thought of the idea of AVO's sales growth slowing and how that might effect the growth multiple?

Q: Hello Peter et al,
Avigilon recently announced they had received patent approval.
Earlier I recall Mr. Fernandes stating that they didn't want to apply for patents because they would have to reveal the details of their unique technology.
Is this a change of direction?
Thanks Dave