Q: Hi Peter
I'd like your opinion ref the announcement from ESL dated March 4th of its purchase of IT Senix AG of Germany at the price of 7 million Euros.
Is this a good fit and a good price?
Would you be a buyer of ESL after this announcement?
Thanks,
Ron
Q: Hello Peter :
I'm curious to know what you think about this:
BlackBerry (BB.TO) recently ousted Thorsten Heins as CEO in November and now has John Chen at the helm of the company. Since that time the stock has been steadily increasing with slow and steady short term growth. Chen has announced a new BlackBerry (Q20) taking the company back to its core business and what it does best...the QWERTY keyboard, which will be released the second half of 2014. Do you see this stock as a short-term hold for a quick profit turnaround until the launch of the Q20 and before first sales numbers are released or would you buy in now and hold for a longer period of time?
Thank You.........Paul
Q: Another question about BLD. Is it getting frankly ridiculous? Up 250% in two months? 20% today alone after 13% yesterday? I know you've expressed a lack of confidence in this stock, and I know electric batteries have some enthusiasm behind their movement, but I'm not seeing others in the industry rise this swiftly on no real news. Do you have any idea what's driving it and would it be incredibly dangerous to jump aboard?
Q: I bought Akamai a U.S. stock 8 months ago at 45.00 it is a tech. stock it has offices in several countries I don't have trouble with the financial statements,What I do have is finding Which country's they are in.
Q: Peter,
I know you don't think highly of DWI's(Dragonwave) management. But on valuation and potential for their product, is it worth $1.50? I sold around $2.00 and just got back in.
What do you think of PXL (Palliser Oil)? Will it be a survivor?
Lastly, NII (Norsat) is trending up. What do you think of this stock?
Thanks for the great work. Keep it up. You and your team bring great value to the investment public.
Q: hi 5i,
what is the potential downside if AVO misses? is it already built into price right now? it was trading near 35$ after 3Q results. also, good luck to peter on the bike trip! if you're training in kingston at all this spring/summer let me know, i will take you on a good ride around k-town area.
chris
Q: Hi 5i,
I see that CSU and ESL both report earnings this week. Is there any reason to suspect less than stellar results from these companies? Which would you prefer? I do not hold either - yet...
Thanks!
Q: As a shareholder of Constellation Software (CSU), I wonder why they don't do a stock split this would encourage more small shareholders to buy in, not many people want to buy 10 or 15 shares. Their volume each day is very low and it seems that this can allow a few shareholders to affect the stock price. Recently on no news other than some analyst from RBC downgrading the company from a buy to a hold the stock had a large drop. Would you have any comments? Thanks
Q: The satellite tech space (please excuse the unintended pun)does seem like an interesting area these days. Of the three you have mentioned recently - MDA, CDV and CMI - which would you favour most? I am looking for long-term growth and I do like dividend paying stocks.