Q: Currently I hold WIN (5%) and SYZ (12%) in a small, aggressive growth (taxable) portfolio (Majority of my funds are in other well balanced portfolios). Heeding your advice about paring down individual positions that become overweight, I need to sell some of SYZ and acquire another Growth Tech stock. What would your top 2 picks be ? Thanks again for a terrific service.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: If it's too good to be true??? etc... Could you please comment on SWIR and the whole M2M & IoE thing.
Q: re: CSU... read your report and thank you for that. Share Price at the time of your report (Oct 2012) was around $104, yield at $1, it was priced then at 15 times earnings and you estimated adjusted earnings would grow to $8/share in 2013. Was this growth realized and do you consider this an expensive stock at it's present valuation?
Thank You
Thank You
Q: Hello 5I Family. I am sure there have been questions asked about CGI Group, especially lately. The symbol I have is "GIB" yet it comes up no questions asked in "search by Symbol."
Could you please clarify & ty
Could you please clarify & ty
Q: BlackBerry BBRY... Citron has put a target price of $15 on this stock with John Chen taking over and his focus to change BBRY to a enterprise Software company. Can you comment please?
Thank You
Thank You
Q: Re whether CSU may split to make it more accessible to retail investors, TD Waterhouse on line has had no problems buying the stock for me in very small amounts with a broker fee of 9.99 per order.
Q: Hello 5i
I have a small amount of $6000 left to invest in what I believe to be a balanced portfolio. I am trying to decide between vrx & csu although the higher stock cost vs the small amount of money seems silly. Would you pick either of these for growth or would there be a better choice for this amount of cash.
Thank you as alway
Craig
I have a small amount of $6000 left to invest in what I believe to be a balanced portfolio. I am trying to decide between vrx & csu although the higher stock cost vs the small amount of money seems silly. Would you pick either of these for growth or would there be a better choice for this amount of cash.
Thank you as alway
Craig
Q: Good morning:
Is there any chance of CSU doing a split to make the shares more affordable for the retail investor?
Thank you
Mike
Is there any chance of CSU doing a split to make the shares more affordable for the retail investor?
Thank you
Mike
Q: Peter do you think that CSU and Open Text may be overvalued now? Wondering if its a good time to take some profit off the table or keep these as long and keep adding to the position during the dips?
Q: AVO.Price dropped from fr $34 high in 1/14.Results on Mar.4.Please comment.Is it time to buy.Thanks.Peter
Q: Could you expand on your reasoning for prefering OTC over GIB.A?
I hold MG, ACQ and BYD.UN. I'd like to reduce auto exposure and add OTC or EFN. What is your preference between ACQ and BYD.UN and why?
Thank you.
I hold MG, ACQ and BYD.UN. I'd like to reduce auto exposure and add OTC or EFN. What is your preference between ACQ and BYD.UN and why?
Thank you.
Q: Is AGYS (Agilyssys Inc) a buy after a but of a pull back
Q: Vcm
Hello what is your opinion on their latest quarter?
Thank you
Greg
Hello what is your opinion on their latest quarter?
Thank you
Greg
Q: Thanks for looking at this..I seen your response to 3D and I have xone do you feel that this is on that could make it or should I put a stop on this...thanks ...
Q: Interested in your thoughts on ANY Sphere 3d. Seems to be putting all the right pieces in place to have some serious potential. Market seems to really like this company. Your thoughts on management too please. Any plans to cover this company in the near term understanding it does have more risk than most companies covered. I know there are quite a few members looking for a little torque for a small position. Thanks
Q: Hello,
The exposure to the tech sector is 17% of my portfolio; the securities are AVO, CSU, DSG, ESL, GIB.A, MDA and SUM. Is there any another one that you would recommend to replace one of the above?
Thanks
Tony
The exposure to the tech sector is 17% of my portfolio; the securities are AVO, CSU, DSG, ESL, GIB.A, MDA and SUM. Is there any another one that you would recommend to replace one of the above?
Thanks
Tony
Q: Fete
Hi Peter
Fire eye reported . Can I have your take on this .
Candi
Hi Peter
Fire eye reported . Can I have your take on this .
Candi
Q: Has anything changed with Solium Capital (TSE|SUM)?
Seems like the stock has been steadily giving up a few percent a day for the past few weeks, feels like the up trend from last year is loosing its momentum. Im still up on the trade overall, thinking of either booking the profit or buying more. Your thoughts please
Seems like the stock has been steadily giving up a few percent a day for the past few weeks, feels like the up trend from last year is loosing its momentum. Im still up on the trade overall, thinking of either booking the profit or buying more. Your thoughts please
Q: DDD... 3D Systems Corporation : This really seems to be the stock of the future . that is the only answer,.. the rest are questions .
Is it the best in what it does, or should I be looking elsewhere ? ... It really plunged on a selloff, so it may be a good timing play now ? ... is it liquid enough or ridiculously risky ? Is $66.66 a good omen or a bad one ? it bounces 5% in a day .
... Thanks /Cheers
Is it the best in what it does, or should I be looking elsewhere ? ... It really plunged on a selloff, so it may be a good timing play now ? ... is it liquid enough or ridiculously risky ? Is $66.66 a good omen or a bad one ? it bounces 5% in a day .
... Thanks /Cheers
Q: Reading through my Enghouse 2013 Annual report. EPS of 0.94 which is up 15% over 2012. This implies a P/E of 33.85/.94 = 36 times. With duplicate growth in 2014 of 15% this implies a P/E of 33.85/.94 X 1.15 = 31 times. QUESTION - Does 31 times not seem a little rich for forward earnings?
Glad you put a limit on questions. Although occasionally insightful your time spent on company analysis is much more valuable. Thank you.
Glad you put a limit on questions. Although occasionally insightful your time spent on company analysis is much more valuable. Thank you.