Investment Q&A

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: Hi
Great service.
Regarding AVO: would you still be buying at this price for a longer term hold (3 years), or wait for a pullback.
Do you think this could be a takeout candidate in the future?
Thanks once again.
Hersh

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Read Answer Asked by Hersh on November 07, 2013

Q: thanku to everyone there for your great advise, my question to u is, do u think mechatronics and robots companies are good stocks to invest in as well as computer and it companies. could u advise me of any good ones to buy.

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Read Answer Asked by dale on November 06, 2013

Q: Can I have an opinion on IMRIS (IM)? At 1.50 is this worth looking at. THANKS.

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Read Answer Asked by John on November 06, 2013

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: Hi team, I bought AVO on Monday after looking at your recommendations, for $20, nice pop today. I bought for the long term but 25% in two days is reasonable. I can't find the pop reason, any news? Earnings, takeover. Your research/ideas are just terrific. Many thanks.

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Read Answer Asked by Cameron on November 06, 2013

Q: Hi Peter,
Almost ready to throw in the towel, wave the white flag on Wilan. I only hang on because of your comments. What do you think of earnings etc...Still hang on?
Thanks as always, you guys are wonderful.

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Read Answer Asked by Debbie on November 06, 2013

• BlackBerry Limited (BB $5.18)
  • $5.18 Cap: $3.08B
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Q: I bought Blackberry on the way down over the past few weeks to average down cost per share and thus my potential loss if the $9.00 per share offer worked out. We now know the sale to Fairfax didn't happen. Would it be wise for me to now sell all of my stock, and wait 30 days to get the tax loss, and re-evaluate at that time if I even dare to entertain owning shares in Blackberry ever again? Surely even if Mr Chen is a miracle worker it would be unlikely to happen that fast. comments please

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Read Answer Asked by john on November 05, 2013

• PulteGroup Inc. (PHM $132.28)
  • $132.28 P/E (TTM): 9.38X Cap: $26.10B
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Q: Any comments on the new release by PHM? Their results look pretty impressive, though not much visibility on next quarter. what would you need to see to warrant a buy rating?

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Read Answer Asked by Scott on November 05, 2013

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: Avigilon, AVO - Just halted the stock at the time of the Q3 conference call. Have you ever seen this before?

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Read Answer Asked by Kel on November 05, 2013

• International Business Machines Corporation (IBM $239.43)
  • $239.43 P/E (TTM): 38.74X Cap: $225.51B
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Q: What is your position on IBM as a long-term hold?
Thank you.

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Read Answer Asked by Michael on November 05, 2013

Q: I have 3 for you if you don't mind.PLI-T & NCI-V & RKN-T. Thanks for your help. Andy

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Read Answer Asked by Andy on November 05, 2013

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi Peter and team,

With the recent drop in Amaya, which it sounds like relates to the previous financing, where do you see the floor on the current selling? I am looking to take a half position, although, I'm tempted to wait until the stock stabilizes.

Thanks as always,

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Read Answer Asked by Jonathan on November 05, 2013

Q: Hi,

With regards to your reply to my question on RDL, in one of the previous posts you said that it has fallen a lot considering the CEO departure. With regards to the cashflow being negative, how do we find this information. Is it becuase their revenue in the next quarter is going down. Should that not be factored into the prices when the news came out on 29 October. I purchased this at 4.30 so I am losing nearly half the value and wondering what went wrong.

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Read Answer Asked by Imtiaz on November 05, 2013

• Open Text Corporation (OTEX $44.70)
  • $44.70 P/E (TTM): 13.15X Cap: $11.48B
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Q: Hi Peter and team,

What's your thoughts on the Open Text acquisition?

Thanks,

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Read Answer Asked by Jonathan on November 05, 2013

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Hi, What's going on with MDA? What is your expectation of the share price in what period of time?

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Read Answer Asked by Brenda on November 05, 2013

Q: HI,

RDL is falling like a cliff. Is it time to bail out or buy more. Thanks

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Read Answer Asked by Imtiaz on November 05, 2013

Q: I have a question about Wi-Lan Inc. The price closed at $3.46 today and an exit would seem in order. Is it best to cash out now or wait and see if further developments give a little boost to the price.

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Read Answer Asked by Jim on November 05, 2013

Q: Hi Peter and Team,

Wanted to ask you about Urthecast (UR) and whether the commercial potential is similar to MDA's Radarsat. I realize it is still high risk as its camera's with streaming HD Video of earth are not deployed yet, but wanted to see if you and your team have looked at the commercial potential on this one.

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Read Answer Asked by kelly on November 04, 2013

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi
do you have any opinion on why AYA is trading down today?

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Read Answer Asked by Bryon on November 04, 2013

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: What is up with AYA lately? I have done well owing it and will continue to own it, but this recent yo-yo bounce has me thinking it's time to add some additional. Thoughts on recent volatility would be appreciated. Cheers.

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Read Answer Asked by Philip on November 04, 2013

• BlackBerry Limited (BB $5.18)
  • $5.18 Cap: $3.08B
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Q: BB is down hard today...at $6.70 does the risk/reward look appealing? Thanks as always...

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Read Answer Asked by Curtis on November 04, 2013