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: 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: 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.
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: 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
Q: your thoughts on Evertz and the planned takeover of Hai?
Would you buy ET here and is its dividend safe?
I always thought ET would be a takeover candidate itself,is this still the case.
What is the insiders position in ET and have they been buying lately?
Q: Good Morning,
I am under water with both isv and et and would like your opinion on their growth profile for the coming year. Also is there any possibility that they might increase their dividends this year? Do you think that et might give a special dividend this year?
Also, I am considering investing in gei. What do you think of this company?
Thanks for your advice.
Jane