Q: There seems to be some legal troubles surrounding Mitel's recent deal. Bit of a sell-off since the announcement. Do you still like the stock and the latest deal?
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Investment Q&A
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Q: Hi folks,now that Mitel announced takeover of Polycom,can please get your view of deal,ie good or overpay?. Going forward would you recommend Mitel as sold off 10% on announcement,what didn't investment community like about the deal. Thanks as always,jb
Q: The take-over of Polycom by Mitel has been widely rumoured, and apparently this will be structured as a takeover of PLCM by MNW. I thought that in general in a takeover the shares of the takeover would go down, and that of the target will go up as a premium would have to be paid. What is your view?
Q: I have a half position and my cost was $ 8.71 in US, today up between 4 to 5%. Based on Bloomberg it is a advanced talk merge with Polycom. Based on your previous comment it has a fair amount of debt already. On April 1 a Forida company has a target price of $ 12.57. Should I buy more from here?
Q: I have a 1.2% position,p/p $12.66.Thinking of adding 1% here,due to technical.Please advise.Thanks for your usual great opinion & services.
Q: Please comment on why the stock dropped so much this morning and what is your view on this company going forward. Thanks.
Q: Please provide your view on MNW's announcement on voluntary $25m pay down on its credit line from its strong cash [position,& its upward revised guidance.It really got hitn recently(even down today despite strong market recovery.Appreciate your usual great advice & services.Have a small holdings @ $12.66,so should I average down hare a bit; Further to my Q earlier tonight,Canadian Insider shows that on Jan 19,Richard McBee has a -500,000(in red) expiration of options @ US$5.16.Please advise meaning.Thanks for your usual great services & views.
Q: Please your opinion on MNW's results & guidance today.Thanks a lot for your usual great services & views.
Q: So Mitel reported non GAAP earnings of .12 but GAAP loss of .07.
They congratulated themselves on beating Street estimates of earnings of .08.
Does The Street consider both types of earnings equally valid? Are the self congratulations in order?
Thanks
They congratulated themselves on beating Street estimates of earnings of .08.
Does The Street consider both types of earnings equally valid? Are the self congratulations in order?
Thanks
Q: Just a comment.This is MNW's response to Elliott.MNW welcomed Elliott's interest & it shared the fund's view on consolidation in the industry.It does not comment on specific M&A discussion.As always,it look forward to creating value for all MNW'shareholders. Note that MNW management was very deligent in attending roadshows & conferences after release of last Q
Q: Mitel Networks in my thinking has been a growth company for sometime. Did you even consider it for your growth portfolio? With the current valuation and the activist interest do you think it is worth taking a position here?
Q: Mitel is up today, ostensibly on news that Eliott Management Corp has initiated a significant investment in MNW and combined with their holding in another similar company is urging the board, I think, to consider merging the two. (please correct me if I am wrong). This type of shareholder agitation is not new but I am wondering what to make of it. While not all cases will be the same, in general it seems to me that these types of action - whether it be calls for mergers, asset sell-offs, special dividends etc. are essentially a condemnation of current management since if these ideas are so good the management should have thought of them.
The market seems to like this latest move as the stock is way up but if it is such a good thing, why didn't the current management initiate it? Should we continue to have confidence in the current management or is someone like Elliott, who seem to have a good reputation, just a smart group that thought of something no one else did?
Your insight is greatly appreciated.
Paul F.
The market seems to like this latest move as the stock is way up but if it is such a good thing, why didn't the current management initiate it? Should we continue to have confidence in the current management or is someone like Elliott, who seem to have a good reputation, just a smart group that thought of something no one else did?
Your insight is greatly appreciated.
Paul F.
Q: Hi Peter and Gang,
Would you please comment on Mitel's recent price drops. I am down by about 25%, should I hang on to my Mitel holdings or bite the bullet -- sell it at a loss and move on to something else. As always, great work guys.
Regards,
H.S.
Would you please comment on Mitel's recent price drops. I am down by about 25%, should I hang on to my Mitel holdings or bite the bullet -- sell it at a loss and move on to something else. As always, great work guys.
Regards,
H.S.
Q: Would appreciate your comments concerning yesterday's earning release. The market does not seem to like it.
Thanks!
Thanks!
Q: MNW's ceo Rick McBee appeared on BNN this morning stating that the sell-off on Aug 6 does NOT reflect its growth.Solid growth in Cloud(21%) & Mobile(35%).Executing well vs profitable growth strategy.Recent acquistion,Mavenir is integrating well & will grow revenue. A report fr.CIBC today stating $13 target price basing on 12 x 2016 EPS of $1.10 & a rating of Sector Outperformer.Further,the street modelling is off due to acquistion & normal Q3 seasonality.(EPS--7-13 cents(MNW) vs 18(street)vs 11(CIBC) ).Likes as 1)revenue growth fr.Cloud & Mobile.2)EBITDA is tracking on expectations.3)trading @ 8 x 2016 EPS.Free cash flow yield of 11%. Your expert view & is this a good entry point.Appreciate your usual great services & views.
Q: Please advise if this is a good entry point.Your up-to-date comments on its recent acquistion,Mavenir.Think that it reports next week.Thanks a lot for your usual great services & views.Looking forward to see Peter on Aug 4
Q: Good Day,
Would you please comment on MNW's March 2015 results and what are your outlooks going forward.
As always, great work guys.
HS
Would you please comment on MNW's March 2015 results and what are your outlooks going forward.
As always, great work guys.
HS
Q: Any idea why Mitel has dropped so much this morning on large volume?
Q: Good afternoon,
MNW is down substantially today. I assume this is related to the news about the Mavenir. May I have your views upon this transaction and MNW at the current price level? Thank you.
MNW is down substantially today. I assume this is related to the news about the Mavenir. May I have your views upon this transaction and MNW at the current price level? Thank you.
Q: Good morning. Your comments on MNW earnings this morning.
Thx.
Thx.