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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: Is there any reason for the recent drop in CXI (I can't find any news) or is it just market noise. If so do you feel it's safe to add more. I have a very small position at present
Read Answer Asked by Luca on September 03, 2015
Q: Hi All,

I would like to add an engineering firm to my portfolio. is this a good time to do so? If so, which would you recommend?

Thanks so much.

Dennis
Read Answer Asked by Dennis on September 03, 2015
Q: Could I please have your thoughts on cpx?
Thank you
Read Answer Asked by manochehr on September 03, 2015
Q: I understand management rates poorly on Glassdoor. There is a question of whether AVO is experiencing more competition and margin compression. So my questions are:

How tight is the control of AVO - specifically how much does Mr. Fernandez own? If their products are superior and the share price low, what is the liklihood of a hostile takeover? Is there a big short position in the company?
Read Answer Asked by John on September 03, 2015
Q: Hi Peter and Team,

Post if you want but I wanted to add some commentary for the discussion on MDA. I had the privilege of working for MDA for 10 years in the middle of my career (I am a non-engineer). A couple of observations from my direct experience:
1. Dan Friedmann was not only a talented engineer but an extremely astute business mind and has always let the results speak for themselves.
2. MDA has a history of pushing the engineering boundaries of what's possible - something that requires a certain mindset to balance the risks/costs with innovation. Not easy to do without deep technical knowledge of what you are trying to build. Just look at CanadaArm or Radarsat from their early years.
3. As a company, they were the single biggest collection of really, really smart people who knew how to get things done that I have ever worked for.
4. I never experienced the 'difficult' to work for environment. There is nothing like working in an environment of people who are extremely bright but humbled by knowing the person next to you just might be smarter and able to share their experience or knowledge in trying to solve very complex engineering challenges.

This was my experience for what its worth!
Read Answer Asked by kelly on September 02, 2015
Q: What do you think of the current streamlined management just announced? Is this good? or is it another warning sign like when the CFO left right before Q1 earnings last year? Thanks.
Read Answer Asked by Bryan on September 02, 2015
Q: I know you answered a similar question back on August 25th - but am wondering if you still have "faith" in this company's ability to deliver, especially with the 10% drop today. The chart looks so ugly - it could keep going down for a while.

I keep on hearing what a jerk the CEO but that he is talented.

If AVO were not still in the portfolio I would have tossed it but am now really at a tipping point: if worth keeping I should probably buy more (?); but if it is likely going to be dead money for 2-3 years, then I should move on to something with more
short / nearer term potential like a CXI - BOS - DRT.

I would appreciate your thoughts on this dilemma.
Read Answer Asked by Donald on September 02, 2015
Q: Have 1/2 pos'ns in drt & boyd.un. Will move all into byd.un after I have heard your opinion (I'm very aggressive growth).
Thanks, Bill
Read Answer Asked by Bill on September 02, 2015
Q: I missed the ride from the mid-20s to the mid-30s and wonder if now might be a good time to get in, or is it likely headed lower (still rather high p/e)

Thanks,

Bob
Read Answer Asked by Lynn on September 02, 2015
Q: hello 5i:
I am VERY interested in ECI, after reading the latest report. BUTTT, I see on another site, that ECIs present P/CF is 6.7 vs a 5-year average if 5.2. So, there is growth already baked into the price. And present P/CF is -4.4. I'm having trouble putting together a negative CF growth rate with a higher P/CF. Please unwind this for me, so I can settle in my mind whether or not this company is fairly valued or overvalued. It just does not seem undervalued. what am I missing?
Read Answer Asked by Paul on September 02, 2015
Q: I've held this stock since last Nov., seriously under water now. Is it time to bail? Leonard
Read Answer Asked by Leonard on September 01, 2015
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