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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 Peter,
I'm looking to redeploy some of my PLB funds into MDA. (Thanks BTW) According to your answers on various questions, you seem very positive on this company for a long term hold. At first glance, I agree, however my question is about the SSL part of the business. It seems to my amateur eyes that besides adding a ton of revenue, not much has been able to fall to the bottom line as of yet.

Is this a case of costs being accounted for before synergies are realized? I just want to double check in terms of true value being present for at least a three year hold.

Thank you Peter for providing this awesome service!

Read Answer Asked by JAIME on November 08, 2013
Q: Please comment on my attempt to trim. 100 shares of CSU was purchased at $116. Present value is $196. It is now 9.8% of my portfolio which is about $200,000. If I sell 30 shares at $196 that would reduce the holding to 6.9% of my portfolio. Is this worth the effort?
I also own 600 shares of ESL @ $27.76. This is 8.3% of my portfolio. If I sell 100 shares that would reduce this holding to 5.4%. Alan W.
Read Answer Asked by Alan W. on November 07, 2013
Q: Hi Peter, new to your service and really finding it informative. I've been looking for an opportunity to buy Points International (PTS) all summer, their quarter looked solid to me, is this sell off a good chance as a long-term entry point?
Read Answer Asked by Jay on November 07, 2013
Q: Good Morning Peter and Team,
My question is about Avigilon (AVO- TSX). At first I could not understand why it was rated B+. It seemed so extremely expensive. Now I fully understand. I have learned from 5i Research that the great growth companies almost never get cheap. From your vast experience how do you think the AVO story will play out over the next 3-5 years ??? Thank you. DL
Read Answer Asked by Dennis on November 07, 2013
Q: "Watch financings. Stay away from most companies that issue stock at lower levels than the last financing. This is horrible for shareholder value." From your answer this AM would this apply to AVO "have agreed to purchase, on a bought deal basis pursuant to the filing of a short form prospectus, an aggregate of 2,489,800 Common Shares at a price of $24.10 per Common Share (the "Offering Price") for aggregate gross proceeds to Avigilon of $60,004,180."

Thank You
Read Answer Asked by Craig on November 07, 2013
Q: thanku to everyone there for your great advise, my question to u is, do u think mechatronics and robots companies are good stocks to invest in as well as computer and it companies. could u advise me of any good ones to buy.
Read Answer Asked by dale on November 06, 2013
Q: Can I have an opinion on IMRIS (IM)? At 1.50 is this worth looking at. THANKS.
Read Answer Asked by John on November 06, 2013
Q: Hi Peter,
Almost ready to throw in the towel, wave the white flag on Wilan. I only hang on because of your comments. What do you think of earnings etc...Still hang on?
Thanks as always, you guys are wonderful.
Read Answer Asked by Debbie on November 06, 2013
Q: I bought Blackberry on the way down over the past few weeks to average down cost per share and thus my potential loss if the $9.00 per share offer worked out. We now know the sale to Fairfax didn't happen. Would it be wise for me to now sell all of my stock, and wait 30 days to get the tax loss, and re-evaluate at that time if I even dare to entertain owning shares in Blackberry ever again? Surely even if Mr Chen is a miracle worker it would be unlikely to happen that fast. comments please
Read Answer Asked by john on November 05, 2013
Q: I have 3 for you if you don't mind.PLI-T & NCI-V & RKN-T. Thanks for your help. Andy
Read Answer Asked by Andy on November 05, 2013