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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
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
Q: Tucows (an older pick of yours), has dropped a fair bit since it's last quarter results. Would now be a good time to enter a position for a 5 year hold ? or would you prefer an alternative ? I already hold CSU, KXS & OTEX.
Thank you once more for your valued advice
John
Read Answer Asked by JOHN on August 24, 2018
Q: Is this stock a buy or do you have another suggestion in the cyber security space ?
Read Answer Asked by Christopher on August 24, 2018
Q: I want to invest in the Cdn and US Tech sector, however I don't want to purchase stocks using US currency. I would like to have exposure to both US and Cdn Tech companies via the TSX. What do you suggest?

Thanks
Read Answer Asked by Gordon on August 24, 2018
Q: Good day! I have all of my stocks in Canadian dollars, except one position in US dollars, Blackberry. Looking at the recent drop in Facebook, I am wondering if a switch to FB might provide more short-term (1-2 years) growth for this one position. Your thoughts?
Thank-you.
Read Answer Asked by Kim on August 23, 2018
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