Investment Q&A

Q: Hi,

Is AVO's cameras and software patented by them? I can't seem to find any info. If not, does this not create an opportunity for a bigger player in the space to simply copy what they are doing?

Q: Hi

PLUG was once a high flyer and yesterday the price was up more than 60%.
What`s your view on PLUG?

Thanks
Hersh

Q: Can you comment on the DSG results today, did they pre announce them last week because the abrupt retirement of their CEO?
Peter

Q: Hi Peter,

Can you comment on the Jim Chanos short and the related report he wrote on CGI?
Is there any merit to his points?

At what level would you say there is strong value?

Thanks in advance,

Q: Hi, just curious if you've heard anything about or follow Patent Properties (PPRO); Jay Walker the Priceline founder is behind the company and it seems he has his eyes focused on creating a patent licencing system to launch in the second half of 2014. The company is also earning revenues off of their existing patents (from licencing, settlements, and litigation). I understand this isn't a forum for US listed companies but any input would be appreciated. Thanks,

Q: Seems like a good time to be looking for up and comers having made good money from some of your picks this past year (AVO, BAD, CSU, ESL, MCR to name a few... Thank-you for those!), so I will ask thoughts on another VERY speculative stock - PHO (Photon Control). Again, looking for anything you can provide, especially inside ownership info if available. - Cheers.

Q: Looking for any additional thoughts other than VERY speculative that you might be able to provide on PRY (PyroGenesis), especially with regards to stock ownership. The functional technology looks promising. - Cheers.

Q: Peter and Team I have been following Flyght. FLY.v
since August and did not purchase due to concerns mentioned on the blog. Given the recent news on orders from the Chinese and other airlines can you pass along your thoughts, has your opinion changed ? Thank you


FLYHT Aerospace Solutions Ltd. ("FLYHT") (TSX VENTURE:FLY) are pleased to announce that we have agreed to provide through Datang Mobile Aviation division, the AFIRS(TM) 228 real-time data communications and SATCOM solution complete with FLYHTStream. The system for Satcom voice and all other data services has been successfully installed on the ARJ21 and used during icing tests for the final validation of the Type Certificate for this aircraft. The ARJ21 has been under development by COMAC and certification testing by AVIC for several years and to date, has orders 415 units from Chinese airlines, customers in Pakistan and various African countries. The first customer deliveries of the aircraft are expected in late 2014.

Mr Dong, General Manager of Datang Aviation stated that, "We are very pleased to be part of the role out of this major milestone in Chinese aviation history and our work with FLYHT has been very easy to come to a mutually beneficial solution for COMAC."

The AFIRS System will be standard fit on the production aircraft and will be used for performance measurement, warranty data monitoring as well as communication with the operations groups in the airline and air traffic control as allowed by regulation. It is anticipated that all customers will activate the data services on the aircraft to take advantage of the cost savings offered by the AFIRS UpTime solution set.

Mr. Wu of AVIC stated that, "The performance of the AFIRS unit during our trials was superb and we are excited to be providing this state of the art capability to our customers as part of our standard delivery. We are also pleased that the AFIRS unit will provide an approved solution to the Satcom mandate in China."

Bill Tempany, President and CEO of FLYHT stated: "This is a major milestone for our company. We told our investors that we were working to sign new commercial OEM's to our technology and this is a little ahead of schedule, which is unusual in our industry. We are very proud to be a part of the exciting future that COMAC and AVIC have embarked upon with this inaugural commercial aircraft launch."

We currently have an order for 4 units for final test and first delivery aircraft and the value of that order including 5 years services for these units is $560,000. When all 415 units have been delivered, the total value over the next 5 years for this agreement including services will be in excess of $40,000,000 USD. Those values will be achieved if all installation occur on time and the customer uses the services anticipated.

Q: I know you really like CMI and so do I but do you have any info as to why it has been getting steadily whacked since reaching it's all time high at $2.37, and especially today, all the way down to $1.70?

Q: I own shares in wilan and I was wondering what you think of it. also I would like to know should we not of heard of an offer already or is it too early still.

Q: Hi Peter,

Your views on baylin tech will be appreciated.

Thanks
Paul

Q: The Nov.25 issue of Canadian Business had a very positive piece on Avigilon and its CEO. It seems the potential for this technology to really take off is explosive. I currently hold a 2% position in AVO; any problem in going to 5%? Thanks, J.

Q: I have owned CGI Group for a long time and I am becoming concerned about the rumours of their accounting and reliablity of their stated earnings. It has been questioned by Veritas,and Deutsche Bank analysts lately and I noticed the Caisse sold a large block last week. Would you endorse a switch from CGI to Constellation Software or Enghouse?

Q: I would like to purchase a IT stock from your model portfolio for my son in his RRSP account. Which one would have the most potential at this time. Thank you for your great service.

Q: WAN. Hi, I have a small position in WAN and wanted your take on their news of Nov. 28: they indicated that an agreement was in place for a large chunk of shares to change hands. Was this related to the stock price increase on Friday (+14%)? If so, why? Thanks!

Q: NCR, thinking of buy for USD portfolio. Held MSFT but sold early at $32.00 as street negative on name-too exp. now to buy so was thinking of NCR as they are turning the ship around by focusing of software and consulting vs just equipment. Would this be a good buy for the recovery in EU and rest of the world?

Q: Is Amaya still a buy at this level and what kind of target are you looking at now. And they have been active do you see more projects in the works. Thanks.

Q: I would like to know your thoughts on brm as I think they have a unique product and I have held the stock for close to 2years. Also I have noticed trading volume has risen considerably in the past few weeks. Bob White.

Q: Hi, In my US acct I already own some KKR and some Qualcom. I want some more tech, so thinking of buying the ZQQ or XLK spider. Which would you prefer OR just add more Qcom? Thanks. Helen

Q: microsoft is this a good time to invest