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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: I reviewed your recent answer to a question on Haivision and wanted to follow up. I have had some success profiting from DND on the IPO and a less pleasant experience with BBTV. I am wondering if you can dig a little deeper on Haivision to help me understand if it's more of an LSPD/DND/NVEI company in terms of opportunity vs BBTV which sounded exciting? Does Haivision have a large TAM and if so, is it a market already dominated by a few players or is Haivision a pioneer or one of the early entrants? Who do they compete against (US or Canada) and are they growing more quickly or more slowly than the competition? Lastly, if there are major competitors, does Haivision have any unique offerings that give them an advantage?

Thanks as always for your thoughtful and profitable replies!
Read Answer Asked by Tim on December 23, 2020
Q: For a 3- 5 year hold,please list the following companies,best first, for their potential to generate capital gains:bbtv,kxs,dnd,dcbo,real and nvei.Thanks.
Read Answer Asked by maurice on December 18, 2020
Q: I'm trying to get my old fart head around BBTV. { When my TV asks me to hook up to the internet I stare at it with a blank expression } . But I have read your blog on it and if I am reading it correctly it doesn't have " good " market share it has " massive " market share in their product. But just what is their product ? " What is " unique video " ? How big a market is this ? And reading further in the blog it explains how they make money . Well I don't see a whole lot of overhead there . Just take your cut . So why are the revenues they are reporting not profit ? As I read it they had $120 million revenue and lost $11.5 million . Why are they losing money ? Could you please briefly explain your blog assuming you are explaining it to a tech idiot { cause I am a tech idiot } . I see Mr Market is so far unimpressed and I'm wondering why ? If one were to put a per share valuation on the company based on what they paid for the part they didn't own. What would that share price be ?
Read Answer Asked by Garth on November 24, 2020
Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS
Read Answer Asked by Jacques on November 15, 2020
Q: your thoughts about this company.Its been struggling after the IPO.
Are they in the same field as Acuity or TTD?
What about Martello?would you buy here?
I am looking for a growth stock that has not been recognized yet.
Read Answer Asked by Josh on November 09, 2020
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