Investment Q&A

Q: Good morning, how harmful would 25% tarrifs be to Evertz? I am guessing most of their competitors are US based firms and their US sales are pretty significant.

Q: Could you comment on earnings. Revenues and other numbers are up sequenceally but not up versus same q 2023... is this concerning?
Buy sell or hold?

Q: I am thinking of selling half the position before earnings or would you recommend holding through tax loss selling. Do you have a replacement suggestion for a long term income account. Keith

Q: Please comment on most recent quarter.

Thanks,

Q: Sell or hold
pdfs,inmd,smci,yumc ,N ,And ET-T

Q: Is Netflix an actual or potential customer or is it a competitor in the space that the company works in ?

Q: The reaction today the 20th is not consistent to reported results.
Any insight to make sense of the trading.

Q: Hi, Can you give me yoiur thoughts on ET-T and PHX-T are they a buy and hold?

Thanks,

John

Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.

Q: Greetings, I am thinking of selling ET and adding to OTEX to consolidate holdings in Canadian technology. How would you compare these companies in terms of their future runway for growth and current valuation? Do you think this is a wise move, or would you sell them both? Thank you.

Q: Good morning. Could you comment on Evertz earnings, please?

Q: Stock has increased almost 15% in 10 days which is an extraordinary move for this stock.

Can you tell why?

Thanks

Sheldon

Q: Hi Everyone,
I am retired and seeking dividends. I am considering selling ET and buying ENB in its place. Is this a good move?
Thanks for your service.
Jane

Q: Could I get your comments on the Q1? Sales and EPS are up but what will it take to get this share price moving?

Q: I realize that you have been pretty much non committal about Evertz Technologies, however, they released what look to be "blow-out" numbers yesterday with a record quarter, record annual revenue and record backlog. The market clearly likes it and I wonder if this might change your view of the company going forward.

Thanks as always.

Q: TFSA losers . ET down 27%, RMO 42%, RHC 37%, TCS 55%, FSZ 47%. Are any of these worth keeping? I thank you for your guidance,

Q: what do you make of this deal between Hai and ET?how far is this deal done?
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks

Q: What is i5R thoughts on Evertz as a growth investment. Thanks … Cal

Q: Good morning. What are your thoughts regarding "Evertz Reports Purchase Order in Excess of $152 Million?" This would be (on average) $30 Million / year for the 5 years of the deal, although the income may be received in a less even way!
Thanks.

Q: Hi 5i,
I have 3 different questions- please deduct accordingly.
1.) Since March 24 KEY (+12.46%) has outperformed each of ENB (+6.21%), TRP (+8.75) and PPL (+8.06%) by fairly substantial margins. I know that's a short time frame, but can you offer an explanation for KEY's better performance, and would you expect it to continue to lead the others over the next year?
2.) GSY is at or close to its lowest level since January 2021 - do you think the relevant company, sector and economy related bad news is now priced in and expect it to recover to the $150 range over 12 - 18 months, or do you think that's a pipe dream, and why or why not?
3.) In your opinion is ET likely to recover to at least the $14.00 level (where I bought it some time ago) this calendar year - and why or why not.
Thanks!
Peter