Q: Hello -- Am looking for a technology equity that has good growth over the past 1-3 years and is projected to continue on that path, with an associated dividend. Between the two mentioned, which would be the best choice for my TFSA. Also, it you think these are not worth considering, what would your recommendation within their current value? Thank you for your excellent coverage and support. Much appreciated. Jim Alsop
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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: Hi team!
I currently own Enghouse and would like to now if there is a similar company in the growth portfolio? Thinking of adding Open text(OTC) to my mix, but not if they both are too similar.
Or would maybe descartes(DSG) be a better option or something else?
ps..I don't mind riskier stocks because I am well balanced.
Thank you
I currently own Enghouse and would like to now if there is a similar company in the growth portfolio? Thinking of adding Open text(OTC) to my mix, but not if they both are too similar.
Or would maybe descartes(DSG) be a better option or something else?
ps..I don't mind riskier stocks because I am well balanced.
Thank you
Q: Any idea why Mitel has dropped so much this morning on large volume?
Q: Spectra has gained some momentum of recent with new products and "design ins". with the warrants out of the way and stronger capital position what do you think about SEV at this level?
Thank you
Thank you
Q: Skyworks has been a very clear winner in the last year or so. Is it still a good time to invest now?
Q: A BNN guest recently recommended this stock. It is new to me. Any thoughts?
Q: While forecasts of future revenue, hardware sales and software success remain soft, has the time come to put some faith in the CEO who has mostly delivered or overdelivered progress thru 4 or 5 quarters now, has got costs under control and distribution deals with major partners in place and says he is looking for acquisitions? FFH recently purchased indirectly another 45,000 shares which they would hardly do if they doubted his most recent forecast. Is it a buy to hold for at least 2 years?
Q: Hi Peter and Company,
I own Photon and I can't find any brokerages that cover them. Do you if there are any? And Photon just released 4th quarter and full year earnings and I'm wondering what the expectations were. Finally, if you could give me your thoughts on their earnings release, I would really appreciate it.
Thanks,
Michael
I own Photon and I can't find any brokerages that cover them. Do you if there are any? And Photon just released 4th quarter and full year earnings and I'm wondering what the expectations were. Finally, if you could give me your thoughts on their earnings release, I would really appreciate it.
Thanks,
Michael
Q: Another major European cable operator (today) signs up for Espial's solution to stemming the tide of "cutting the cord". With the recent addition of a high-profile VP of marketing and development as well, 2015 could turn out to be ESP's real breakout year. Comments?
Q: My apologies, as I tried to send an email from my phone earlier today, and had problems with service, and phone.
I thought I had completed my dudiligence on syz, and seemed like a great buy coupled with insider buying. Technicals indicate oversold, as well as RSI is low.
Markets were not good today, however what is wrong here, and should I be selling to average my loss.
Thanks for the great service
I thought I had completed my dudiligence on syz, and seemed like a great buy coupled with insider buying. Technicals indicate oversold, as well as RSI is low.
Markets were not good today, however what is wrong here, and should I be selling to average my loss.
Thanks for the great service
Q: I've made some good gains on Enghouse having owned this for the past 6 months. I am wondering what you think has better growth potential: Enghouse (ESL) or Open Text (OTC)? OTC fell along with the tech sector today, and I'm wondering if you would rotate out of Enghouse to pick up OTC "on sale".
Q: OTC dropped by more than $2 or 3% on high volumes today. I could not find any news releases to indicate why the market pushed the price down on OTC. Any guesses as to the steep decline today? Is this a good buying opportunity?
Q: Hello,
Considering that WIN is at 52 weeks lows and the 7% yield, do you think it's "safe" to use it as bond replacements?
Thanks
M
Considering that WIN is at 52 weeks lows and the 7% yield, do you think it's "safe" to use it as bond replacements?
Thanks
M
Q: Hi, Could you please provide your opinion on this stock? Thanks
Q: Can you comment on Goldman Sachs downgrade of the stock today, and recent insider selling? Would this change your generally positive view of the company?
"We view Nvidia as a high-quality company with best-in-class technology and strong management. However, we believe the market has become complacent about the risk of Intel licensing revenue going away (with few sell-side analysts highlighting licensing in analyst day takeaways)," said Covello.
"Our SanDisk, Qualcomm and pharma case studies suggest stocks see 15%-60% multiple compression going into binary events where licensing/patents are in jeopardy. We believe the near-term catalyst to refocus investor attention on longer-term normalized EPS will be weakness in PC fundamentals (which Nvidia noted it is not seeing at its analyst day). We highlight that business tied to the broader PC ecosystem is 55% of EBIT today, with PC OEMs particularly at risk (15%-20% of EBIT ex. licensing)," continued the analyst.
"We could become more positive if Nvidia were to drive enough scale in new segments to offset the $264 mn in annual licensing profit, though we believe that auto & datacenter are becoming more competitive (and drive <10% of EBIT today)," he added.
"We view Nvidia as a high-quality company with best-in-class technology and strong management. However, we believe the market has become complacent about the risk of Intel licensing revenue going away (with few sell-side analysts highlighting licensing in analyst day takeaways)," said Covello.
"Our SanDisk, Qualcomm and pharma case studies suggest stocks see 15%-60% multiple compression going into binary events where licensing/patents are in jeopardy. We believe the near-term catalyst to refocus investor attention on longer-term normalized EPS will be weakness in PC fundamentals (which Nvidia noted it is not seeing at its analyst day). We highlight that business tied to the broader PC ecosystem is 55% of EBIT today, with PC OEMs particularly at risk (15%-20% of EBIT ex. licensing)," continued the analyst.
"We could become more positive if Nvidia were to drive enough scale in new segments to offset the $264 mn in annual licensing profit, though we believe that auto & datacenter are becoming more competitive (and drive <10% of EBIT today)," he added.
Q: Hello Team, Can I get your thoughts on this company and does it look like this is something worthwhile accumulating. The metrics do not look bad except the debt to equity seems high to me. Its revenue and ebitda have been increasing over the last five yrs. It's paying a small dividend, PE is about 14, roe is about 28, price to cash flow seems a little high. It seems to be gaining market share and getting more revenue streams. Your thoughts please on this company for long term investment 5yr+
Q: I know you have expressed your own frustartions with this stock. Me too! So -
Decision time for me: -27% (-22% factoring in the dividend).
With WIN very near its 52 week low, do you see any upside catalyst that might generate a significant pop (10% or more) that would justify buying more. The charts suggest that it is very oversold - therefore a tempting buy.
Or would you recommend selling WIN and investing elsewhere; and if so do you have a strong recommendation?
Decision time for me: -27% (-22% factoring in the dividend).
With WIN very near its 52 week low, do you see any upside catalyst that might generate a significant pop (10% or more) that would justify buying more. The charts suggest that it is very oversold - therefore a tempting buy.
Or would you recommend selling WIN and investing elsewhere; and if so do you have a strong recommendation?
Q: The company plans to split into separate companies. Would you buy the stock?
It looks like they are gaining traction. They have been trading in a very tight range.
It looks like they are gaining traction. They have been trading in a very tight range.
Q: Can you please tell me the forward P/E and any other metrics that can help me decide to add to my position of SYZ or not. I have less than 2% position in my TFSA. I hold all the stocks in your model portfolio except T and FM at this point. Thank you for your expertise.
Q: Is there any news on SYZ to account for it's recent poor performance? Seems that there is absolutely no interest in the stock. Your assessment would be appreciated.