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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 would appreciate your opinion of this fund, and how does its volatility and performance compare with other technology funds. Thanks.
Peter
Read Answer Asked by Peter on August 30, 2018
Q: I have some extra cash to invest and am interested in adding either TEAM, SQUARE or BOX to a well rounded portfolio. With a relatively high risk tolerance, which of these do you see as having a greater upside over a short and long time frame?
Read Answer Asked by Bob on August 29, 2018
Q: I invested in iRobot a few months ago at about $82 as a play in AI for my RRSP, planning on just sitting on it for years. It soon dropped into the $60's but I held on, and in the past couple of weeks it's been gaining day over day, now up over $115. Is there a valid reason for the quick rise in price? Or, should I be concerned that there is hype involved, and take some gains. You assessment please! Thanks, Kim
Read Answer Asked by Kim on August 29, 2018
Q: Hi
Sangoma recently announced the purchase of Digium for US28,000,000. Once the transaction is signed, Sangoma intends to finance the deal by borrowing approximately $21 million. The new credit facility will be drawn in US dollars, and will be repaid over 7 years and is expected to have an interest rate of 6.0% to 6.5% per annum at closing. What do you think will be the monthly or annual payments? Will the payments represent only interest costs or will they include a portion of capital?
On page 8 of the investor presentation, it is written that Digium has about $15,000,000 in tax NOLs. Is it fair to assume that Digium has lost $15,000,000 over several years and that Sangoma will be able to use the tax NOLs in order to avoid paying taxes on future US earnings?
Is the Nols considered an asset? Will it show up in Sangoma's balance sheet?
If Digium did not have $15,000,000 in tax NOLs, what would have been a fair transaction price?
What is the approximate value of $15,000,000 in tax NOLs?
What is the approximate percentage of the purchase price attributable to the $15,000,000 in tax NOLs?
Thank you and have a nice day.
Read Answer Asked by Gilles on August 29, 2018
Q: Hi Team

In Healthcare I own SYK GUD and COV. I would like to buy another US Health. Which of ILMN or ISRG would you recommend today. I have read all your recommendations but just cant decide...looking for the most growth of course. Dividends do not matter.

Thank you
Read Answer Asked by El-ann on August 28, 2018
Q: I'm currently invested in some "subscription model" Companies such as $APPL, $CRM, $MSFT, $AMZN.
Are there any other companies in Canada or the US that use a "subscription model" that you can recommend?

Thanks,

Valter
Read Answer Asked by Valter on August 27, 2018
Q: Hi Peter and Staff
I believe you consider both of the above a buy at present time.......family member has enough $ to start a small position in 1 of them. Which would you pick at present for long term hold and why.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on August 27, 2018
Q: I would love to buy Grubhub, Square and Salesforce to add to the FANGs that I bought a year ago at then "stratospheric" prices. Do you think these three are too expensive or in for similar one year gains? Please rank and comment. Thank you.
Read Answer Asked by Steven on August 24, 2018