Investment Q&A

Q: Hi there, with today's court decision re Apple, do you it makes a material difference to the stock?
Thanks

Q: Hi Peter and company. Could you take a look at the numbers released for this company. I listened in on the conference call and it seems like the balance sheet is improving and will continue to do so. My issue is the revenue and block trades of selling lately. Have you herd of downgrades or institutional selling. If possible I would like to know if you will be updating your model portfolio soon in light of the sell off...new companies to purchase with this pullback etc.
Thank you Jason

Q: On April 15 I asked you about significant insider selling. More took place (at $11) on the 24th just past. Is the selling timed to avoid any drop on the announcement of closing a financing and/or issue of new shares? Should we worry that the CEO's shareholding has dropped in stages from 2.4million back in February to 370thousand now?

Q: Hey Team

Have been patient with Sprylogics and have been waiting for it to make a move upward considering it is developing software integral to chat rooms making money. And people love chat rooms.

Has done very little since April when it was around $0.40. Now since the beginning of the week it is up 40%. Is there a reason you know of for this pleasant jump? And what do you see for SPY moving forward?

Thanks for all you do

Gord

Q: Hi Peter,

AVO took a beating when the CFO suddenly left immediately before earnings were released in May for "health reasons". It is now four months later and the company has yet to announce the hiring of a permanent replacement. Smells a bit fishy to me. Is this long delay a further cause for concern for AVO shareholders? How long should it take to hire a qualified and suitable CFO???

Thanks for the reply.

Q: When are we gonna hear about the apple/win case?
And what are the chances for win to defeat apple in court?

Q: i would like your opinion on the company neulion and wonder if it has room to grow or possible takeout target in the mobile media space.i have made money on this stock but it has been trending lower for some reason.i dont think they have competition in this space .

Q: re: SUM Solium Capital

Saw a significant jump for SUM this week. Any reason for this?

Thanks for all you do

Gord

Q: This is regarding WIN.T I thought the last two news releases were decent. The last two days it got sold off. Any thoughts on this company. Thanks......

Q: Hello 5i team,
How do you explain the steady drop in share value despite a good quarterly report and a good order backlog that would suggest a good next quarter?
Greetings,
Tony

Q: Please provide an update on Micron Technology MU and Open Text, I'm thinking of starting a position in one or both of these companies.
Thanks,

Q: Svc tse
Stock has fallen sharply this week with poor earnings report but they say this will improve in next quarter. Previously there had been analyst estimates of a 4.50 price next year. Any comment

Q: Hi Guys
SVC (Sandvine) is down so far today. Do you think this is a good entry point? There is some share buyback happening and a few good orders/contracts for the company and they have some cash. Also I am hoping to know why the quick drop of 10%. Is it because of overreacting traders? What is your opinion please. Thanks as always for the great things you do.

Q: SVC just announced a major order plus a share buyback proposal. However, 3rd Qtr guidance has dropped. Still seems like a very good company. Thoughts?
Murray

Q: Hi 5i Team!

I have a few questions about RedKnee Solutions (RKN). I had a position in it last year and made a great return. I'm considering getting back in if the stock goes cheap enough for the risk/reward. I understand the risks and it would be only a small position.
What PE multiple are they trading at now?
How is their free cash flow?
What's their ROE?
I understand their balance sheet is still good.
Any other important info would be greatly appreciated.

Also I'm thinking of "doubling down" on EngHouse (ESL) one of my core positions. Is it a good idea at the current price? When is the next earnings report? I doubled down earlier this year on OTC and last year on CSU which both worked out nicely.

Thank you for your great advice!
Shane

Q: i think Big Data will be an important trend for the future. I am looking for ways to invest in this concept but so far have only found Wanted. Do you know of any other investible companies which are big data or have a significant big data component?
Bryon in Elmira

Q: Hi Peter: In the tech sector I own CSU, MDA, OTC, ESL and AVO. I am thinking of selling AVO and buying DSG or perhaps something else for a 2-3 year hold if you suggest it. Your thoughts are appreciated. Thanks.

Q: Hi - any comments on ftnt.us would be appreciated- they are apparently well positioned in the IT security space. thanks

Q: Peter, what do you think of the upcoming ipo for Ali Baba? What are your thoughts on when and how much to pay when demand will be massive and the price will likely be driven up rapidly?

Thanks.

Q: Hi Peter

What do you think of buying Mobileye (MBLY) as a way to get in on a fast growing area?

Thanks Peter and all the best on your upcoming ride.