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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: With the USA,s ruling on net neutrality, how do you think this will affect Sandvine Corp.

Thanks
Read Answer Asked by Greg on February 27, 2015
Q: I am still deliberating on which US tech stock to buy with some recently released funds (2.5% of portfolio). I have been passively following all those stocks listed below and recognize that we may be looking at apples and oranges, but I am assuming that if the Tech sector is improving, they should all benefit. Would you please give your ratings on the following stocks and prime reason for your preference:
Arm Holdings PLC ARMH.US
Adobe Systems ADBE.US
Apple Inc. AAPL.US
Cisco Systems CSCO.US
SanDisk Corp SNDK.US
Seagate Tech. STX.US
Western Digital WDC.US

Thanks for your help.
Read Answer Asked by John on February 27, 2015
Q: What is your take on the results released yesterday? I own it. Thank you.
Read Answer Asked by James on February 27, 2015
Q: Hi Peter & Team,

Nov 4 2014 saw SUM miss on revenues & earnings resulting in an immediate 19% drop in share value. It appeared to bottom out on Jan 21 @ $6.60 26% below it's high back in Nov prior to the last report.

Since then it has slowly started to regain some momentum on sporadic trading which has increased over the past couple of days. It is being covered by a number of analysts who for the most part are fairly bullish on expectations with an average target price of $8.94.

On Dec 1st you said "The most recent quarter was not the greatest and concern over future growth has arisen. We would not consider the valuation as cheap but some decent growth is expected."

Your advice was to not rush in and to wait and see what happens with the next quarter.

Right now I am slightly ahead with SUM scheduled to report March 18.

I was wondering if you could tell us what the street expects, whether you would consider SUM a Sell/Hold/Buy, and what your advice for me would be moving forward. My weighting is 3.6%.

Thanks for all you do

Gord
Read Answer Asked by Gord on February 26, 2015
Q: Hello Peter & Team

CDV up 3+% today and up 10% over the past 10 days with a substantial increase in volume yesterday & today.

Street appears to be somewhat bullish with 60% calling it a buy and 40% saying hold.

Is there a reason you can see for the recent strength? I can't find any insider trading info... can you?

They report March 9th - what should we expect?

Thanks for all you do

Gord
Read Answer Asked by Gord on February 26, 2015
Q: Keep up the great work.
Quite a while ago you gave me 2 names AYA and SYZ, both did very well as you know,(although SYZ is off lately)

Could you please give me just one U.S. stock the might replicate either of the above - preferably AYA.

This is not part of my well balanced portfolio its just a bit of US cash I need to do better on than where it currently sits, this can be more of a high risk name.
Read Answer Asked by Peter on February 26, 2015
Q: Hi Peter,

Sylogist declared quite good results and they did an equity offering for 11 cad. They did a few acquistions too if I am not mistaken. Conventional wisdom states that a company grows by acquistions case in point csu,valient, Amaya so why is sylogist not following. They also increased their dividend what else do they have to do to increase their share value your
comments will be appreciated.

Thanks
Paul
Read Answer Asked by PAUL on February 25, 2015
Q: Please provide comments on their earnings and how the stock might react? Any change in the future picture?
Read Answer Asked on February 25, 2015
Q: I would appreciate your thoughts on this stock. The company is provides cloud based services to life sciences industry. Does the company have growth potential?
Thanks
Read Answer Asked by satish on February 25, 2015
Q: Investors are loving Apple and neglecting Google these days. My position in Apple has doubled. It is still not overweight in the portfolio. Thinking of selling half of the Apple position to diversify into Google. Google has stalled lately and there is an expectation of a capital return program that may get the stock moving. Or just leave the Apple position alone?
Read Answer Asked by Joel on February 24, 2015
Q: Can you please comment on Sylogist results released this evening.Do you see an improving trend ? Any thoughts on : "During the past year we deferred opportunities in our Canadian public sector unit and payment solutions operations to invest in our foundational technology, moving Sylogist products well ahead of market competitors. We are encouraged by the early financial success of these investments as noted in our MD&A"
Read Answer Asked by rajeev on February 24, 2015
Q: Could you give me a short list of your preferred US ETFs that contain stocks like Apple, Google Intel Qualcomm Oracle and the likes.
Thanks
Read Answer Asked by Walt on February 24, 2015
Q: Since your last update on NeuLion the shares improved a little, then fell back once again.

I know it is not a long period of time since the last update but I am wondering if your views have changed. In particular I am think about selling Neulion and buying Espial. Your thoughts on this swith would be appreciated

Thank you

Don
Read Answer Asked by Donald on February 24, 2015
Q: What do you think of cantor fitzgerald's take on Tecsys:
http://www.cantechletter.com/2015/02/tecsys-double-triple-says-cantor-fitzgerald/
Too optimistic? Should I switch my Sylogist for TCS for a three to five year hold? Thanks again.
Read Answer Asked by Michael on February 24, 2015
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