Investment Q&A

Q: ANY In the past you seem to have viewed this company in a positive light - albeit with qualifications regarding not knowing management well and this being a high risk investment. Given the scathing article in Seeking Alpha this week and the subsequent volatility how does this affect your opinion?
Do you know if the author is a credible source? Would you buy this stock? Or sell it if you owned it?
Thanks for your help.
Happy Easter.

Q: MNW Since your last comment regarding Mitel, they have posted results that apparently have disappointed the market. With the stock falling below $10, has this become a wait-and-show-me story, or is this possibly an attractive entry point, for someone with patience.
Thank you as always...

Q: SYLOGIST LTD
SYZ

Im seeing a downward trend that is worrysome, is this still a hold ??

Q: STX, Seagate on nasdaaq. I am nicely over 60% on this one. Should I sell and move on or hold for long term. I bought at $32. with 5% div. Thanks. Helen

Q: SYZ - significant insider selling by CEO and others just before and after recent secondary issue. Cause for concern?

Q: Just some general comments on AYA that some members might find useful from one who has been investing for 25+ years:
1) If you have followed the model portfolio, AYA should represent a max of 5% of your holdings
2) Not every stock in the portfolio is going to go straight up from the outset
3) It is very difficult to anticipate and "play" market sentiment swings, which is clearly affecting AYA presently. Stay focused on what the company is actually doing.
4) Don't check your stocks every hour. Better to evealuate monthly or quarterly, along with company information released.
5) We are all here because we believe in Mr Hodson's insight. Follow his portfolio, stay with his suggestions, and I believe you will have an excellent chance to outperform the market. That is all anyone could realistically ask for.
Good luck fellow investors!

Q: Hi, I am a new member since December. I bought avo and its down 15%. Suggestions?

Dan

Q: On Friday VFX (which had a market cap of $8 Million in November) announced it now has revenue of $500,000 per day. The stock rose 25%. Can you tell me what would be a fair market value of the stock?

Q: Good Day, for those who are wondering why ANY.v is tanking, this came out today.

http://seekingalpha.com/article/2140303-sphere-3d-investors-falling-for-the-same-old-tricks-fair-value-is-zero

Q: ANY Sphere 3D: Can you help me to understand or identify what I missed in reading today's news release? It looks very positive in terms of achievements and they are also applying for a Nasdaq listing and the stock promptly drops 10%. I am tempted to significantly add to my position - but want to make sure there is water in the pool - and no sharks in waiting - before I jump in.
Always a constructive learning experience. Thank you.

Q: Hi Peter and team,

I am looking to increase my weighting in technology and am wondering about the trade off between OTC and DSG. I know you have added DSG to the income portfolio but with OTC's recent correction and long term steady performance, would you still prefer DSG. I already own Syz, Eng, MDA, DH, GIB (value play).

Thanks for your continued great advice!

kelly

Q: Sandvine announced good earnings today and stock is up. Would you add to a position at this price. Thx

Q: I would appreciate your thoughts on GIB-A Thanks so much.

Q: Would you please analyze the 2013 Q4 results of PHO and give guidance on the stock? Thank you!

Q: Mr. Hodson, anything new on Wilan (WIN)? Very frustating stock, on which I lost 42% ? Surprisingly, First Call Earnings Valuation Report has 1 hold, 0 buy and 6 strong buy. Thomson Reuters provides a consensus recommendation of 1.57 (which is a strong rating). I believe you advised a hold on the stock. Any future there ?

Q: OTC
Open text seems to have lost its Mojo lately......what are your thoughts on the prospects for the company and the stock?

Thanks, Clay

Q: What are your thoughts on SPLK?Are there other companies that do what they do?

Q: Hello Peter and team;
I keep reading about the the next big thing: The internet of everything i.e. embedded wireless modules--I think also referred to as M2M and how it will connect the world just like the internet did. I would like to invest early for the future of this trend. What company would be at the forefront of this technology? Would it be Sierra Wireless (SW) OR PCN Technology (PCN) or even CSCO. Thanks you for your insight. First thing I turn on every morning is 5i research questions and answers.

Q: I am thinking of purchasing some more AVO. I would be "averaging down" as I am currently negative with AVO. I would be liquidating a 3% weighting in PWF and increasing my weighting in AVO to 4%. Of course PWF pays a dividend and AVO does not. Both stocks are down this year with AVO down about 8% and PWF down 5% which isn't suprising as AVO is more volatile. I have a relatively diversified portfolio except I am a overweight in financials...(BNS, TD & SLF)
Any cautions?
Thanks
Jim

Q: Could please give me up date one evertz tech et thank you