Q: Blackberry closed above major resistance on decent volume.
I am holding a 2% postion, but am down over 40%. Does the OTPP news change the outlook much? Would averaging down make sense here?
I have some US dollars to be invested, and I am looking at US Tech sectors, specifically about UBNT and SWKS. What's your opinion on those two companies and do you prefer one over another? Thanks!
Q: According to Cramer ,"Qualcomm has become a lawsuit stock. I can't take the risk."
It is down .48% again today ... After holding this for a year I am now down 5.55% with prospects of it gong down further. (???) The problems with the Chinese has been know for months ... Do you think QCOM will just erode away from here ? What would you do if you were in my shoes ? My US investments so far have been an total disaster thanks to GTAT , GSK, and RIG .
I just keep on picking bad situations .
Is it a LULL as you said in October, or is this something to be more concerned about. Thanx
Q: Last question april.
Since then the stock just about tripled and went back where it started. Not unusual for a micro cap, but since then, the news have been on the positive side.
What is your take on this company 7 months later?
Q: Peter, is current price level a good entry point to buy? Has gone lower since the last quarter result. Your take on the company is very much appreciated. Thanks in advance.
Q: I am wondering what you think of CMI for a purchase at the current price (opening a position). 2 negatives I see are the 17% sales in Russia and increased share count (36 from 35 mil). Positives are declining CDN$, 4% div and cash @30% of stock price. Valuation appears better now than your report in February.Would you note anything else to consider?
Many thanks
Mike
Q: Hi Guys,
What's happening to this company. It has been in a steady downdraft since you recommended it in February with a B- rating. Is it time to bail?
Q: Hi folks,can I please ask opinion on Q results for Halogen,were there any encouraging signs to hang onto stock or is this a good tax loss seller,holding higher prices and they seem to be executing plan but say not profitable till believe 2016,thx as always jb
Q: Do you think Kinaxis is overvalued here? I realize it is in a sexy area, cloud computing, but the earnings growth doesn't seem to be high enough to warrant the current valuation. Thoughts?
Q: Google has been flat for sometime now and I'm wondering if it is dead money. I'm 50% up on the stock but can't help thinking I should sell and put the money in a similar IT stock, Canadian or US. Suggestions please!
Can you share your thoughts on FireEye's quarterly results yesterday? With a half position in, is this a time to buy the other half following the decline? Could you also offer thoughts on Halyard Health growth prospects (recent spinoff from ? Would it be considered a growth company looking 2 years down the road (not considering Ebola effects)?
Q: Avigilon reports Net INCOME ,EPS and EBITDA with both GAP and adjusted data. To study EPS. ROE or PEG which should a person use , adjusted or not adjusted?
Q: I currently hold only CSU (6% of portfolio) in the Canadian tech sector. Looking to add one of OTC, ESL or GIB.A. What would be your preference for a long term hold (5+ years)?
I've owned Constellation Software since the model portfolio was created and have done well with it... very happy, great pick!
Reading their quarterly results, it seems like they are firing on all cylinders still - cash is up, debt was reduced, they grew both by acquisition and organically, earnings per share are up - things look good and the company still seems like 'A' quality.