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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,

Can you share your thoughts on FireEye's quarterly results yesterday? With a half position in, is this a time to buy the other half following the decline? Could you also offer thoughts on Halyard Health growth prospects (recent spinoff from ? Would it be considered a growth company looking 2 years down the road (not considering Ebola effects)?

Thanks for the service.

BK
Read Answer Asked by Bekaye on November 06, 2014
Q: I currently hold only CSU (6% of portfolio) in the Canadian tech sector. Looking to add one of OTC, ESL or GIB.A. What would be your preference for a long term hold (5+ years)?
Read Answer Asked by ROB on November 05, 2014
Q: Peter and Team,

I've owned Constellation Software since the model portfolio was created and have done well with it... very happy, great pick!

Reading their quarterly results, it seems like they are firing on all cylinders still - cash is up, debt was reduced, they grew both by acquisition and organically, earnings per share are up - things look good and the company still seems like 'A' quality.

Am I missing anything?
Read Answer Asked by Marc on October 31, 2014
Q: This stock is beaten down quite a bit. I don't own it but would like your opinion before taking any position . Thanks
Read Answer Asked by S on October 30, 2014
Q: Hi Guys, I have owned Route 1 for 10 + years, long, disappointing ride!!! Could you please tell me the following;
1) Are they making money quarter to quarter?
2) Are they buying back shares (2014) and how many?
3) What percentage do insiders own?
4) Peter, from your previous life at Sprott, would this technology be of any value to the financial world?
thanks again,
Jim
Read Answer Asked by jim on October 30, 2014
Q: Peter and crew , news has come out on win and I think it is good but it dose show in the stock , It is down to- day . ????

What is your thought.

Jim.
Read Answer Asked by James on October 29, 2014
Q: Has there been anymore inside selling in this stock since your report. I understand that it tends to have large swings as it is thinly traded. Thank you for your service it has helped me enormously.
Read Answer Asked by Cheryl on October 29, 2014
Q: I own it. It is down on Q3 results and I can not pick up on the issues from the NR. Could you review the NR and comment. Much thanks.
Read Answer Asked by James on October 23, 2014
Q: The stock seems to be drifting downwards, any thoughts on it? I have had a good run but with no dividend makes me wonder if I should just sell and invest in a dividend bearing equity. Your comments please? Thank you Phyl
Read Answer Asked by Phyllis on October 23, 2014
Q: OTC is down 4% even though earnings look great. Any idea of why?
thanks
Read Answer Asked by hal on October 23, 2014
Q: Hi Guys, your thoughts on QCOM, I have held it in a non registered account for about 1 year, I'm basically flat. Should I keep it or move on?
thanks

Jim
Read Answer Asked by jim on October 22, 2014
Q: What do you think of the current valuation of Mitel, its offer to purchase Shore Tel and its growth prospects over the next 3-5 years. Is it a buy with that frame in mind?

Thank you,
Marc
Read Answer Asked by Marc on October 22, 2014
Q: Hi Peter and team,

What do you think of IBM after the recent big drop in its share price?

Michel
Read Answer Asked by Michel L on October 21, 2014
Q: Hi the GREAT Team,

Which of the following has the greatest growth potential in the short term (1 year): SWKS-Q, MU-Q, Or FB-Q.

All 3 seem to show a lot of insider selling. Is this cause for concern prior to upcoming earnings report release by each company? Which one do you recommend?

I have some US dollar to spend and I wonder if I should choose TRN, in the light of the drop yesterday,for the same kind of growth potential and far less volatility.

In tech stocks I already have shares of: CSU, DHX, AVO, BIDU, NXPI, DDD, AYA, FEYE,CMI,QIHU,PHO. I have fewer shares in industrial stocks: Boeing, TSLA, and Kelso,MX.

Thanks a million for putting me out of my misery in making this decision.
Read Answer Asked by Saeed on October 21, 2014
Q: Do you have any preferences/comments for the cybersecurity space looking at medium term growth (ie 5 to 10 years)? The leading names appear to be in the US (ie Intel, Cisco, IBM) and then there are the most recent names - PANW and FEY-Q.

thank you,
Janice
Read Answer Asked by Janice on October 20, 2014