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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: Hello 5i Team. Your thoughts on Nokia NOK-z please
Thanks
Don
Read Answer Asked by don on February 02, 2013
Q: WiLan - recently I've heard comments from an analyst who had liked this company, but in reviewing ths latest numbers now has a flat to somewhat negative outlook. Been waiting for a while for this return to its former heights - are you still comfortable with the A- rating
Read Answer Asked by Lloyd on January 31, 2013
Q: WIN
I know it's probably your favorite company to get questions about :)
Seeking your input regarding the latest news coming out of WIN re: Alpha Networks and British Telecom
Read Answer Asked by Frederick on January 29, 2013
Q: Hello 5i I would like your opinion on The Data Group DGI-T as it dropped in price and cut the dividend.Would this be a buy right now.Thanks
Read Answer Asked by Michael on January 26, 2013
Q: Hi Peter, how do we deal with low trading volume? Example: your recommended MDF has 300 shares traded today. Thanks
Read Answer Asked by Karl on January 25, 2013
Q: Hi Peter,

I found the info you provided to an investor question previously on Solium Capital (T.SUM) to be very interesting and led me to do more digging (an equally valuable part of this service!). Indeed Solium is carving out an ambitious and interesting niche for itself as the global 'go-to' organization for a wide swath of services regarding equity compensation (e.g. even extending past software to include brokerage, trust etc.)

Some factoids that I found of particular interest - 93% of revenues are recurring; management owns approx. 35% of outstanding shares (all acquired via cash purchases as there are no 'founder shares') and so very much aligned with shareholders.

SUM has finally attracted an analyst (Pardeep Sangha from PI) who has set a $4.50 target in his Jan 22 report. His basis for the price is that "Solium is currently valued on an EV/Sales ratio of 1.7x and an EV/EBITDA ratio of 7.1x FY13 estimates. Meanwhile, Solium’s peer group, is currently valued at an EV/Sales multiple of 3.4x and an EV/EBITDA multiple of 12.6x consensus FY13 estimates."

Question: is his EV methodology perhaps more useful than using a straight P/E analysis for assessing this type of high growth company.

Sign me,

A happily renewed 5i subscriber!
Read Answer Asked by Richard on January 24, 2013
Q: $56.00 price target in 12 months,isn't someone putting there reputation or even job on the line about RIM?
Read Answer Asked by Pat on January 20, 2013
Q: Hi Peter@ Co. Do you have any opinion on 3D printing technology as well as an opinion on 3D printer DDD.
Read Answer Asked by andrew on January 19, 2013
Q: Could you please give me your opinion on INOD, 52 week trading range of 2.80 to 7.35, now at 3.92 with 11x pe. Is it a buy at this level? Thanks for your great service.
Read Answer Asked by Ian on January 19, 2013
Q: Do you have any opinion on TIVO. Yahoo shows that the company has more than $5 in cash and there is some chatter of a takeover.
Read Answer Asked by Imtiaz on January 18, 2013
Q: Have you any research on companies involved with robotics or suppliers to the industry? Great service thanks for your help.
Read Answer Asked by Dale on January 17, 2013
Q: Hello Peter: Can you give your advise on "Flextronics - FLEX". Buy, Sell or Hold ?.

Thanks in advance

Loni
Read Answer Asked by Loni on January 17, 2013