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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: Hi 5i,

I've done a bit of desktop work on CMI, but wanted to get your views. I know you've commented on it in the past, so my ask is more around i) what do you think of valuations today ii) the sector in which they operate in iii) management.

Have you ever met management. Are you familar with any of the board members and their affiliations with other companies (good or bad?)
Read Answer Asked by Sasha on August 29, 2013
Q: hi 5i'
can you expand on gib.a's homeland security contract benefits, besides financial of course? do you know what the contracts are about. do they mean more great spying on US citizens and probably canadian citizens? that sounds great if that is the case, but are they going to do even more? perhaps more renditions, and sending those "terrorist" types off to cuba prisons with no trial. wouldn't that be fantastic. please tell me more!
Read Answer Asked by chris on August 28, 2013
Q: Hi,
Regarding AYA and it's move to the TSX; would this increase the likelihood of it becoming a dividend payer in the future; if so, any idea when (i.e. what kind of data points would lend themselves to determining this)? I know the financials and company strategy don't lend themselves to this right now but I would be curious as to your thoughts on this.
Thanks for the awesome service!
Cheers,
Mike
Read Answer Asked by Mike on August 26, 2013
Q: ET

What is your outlook for Evertz Tech. Thank you
Read Answer Asked by Tova on August 26, 2013
Q: Do you have an opinion on Sphere 3D symbol ANY
Read Answer Asked by Charles on August 24, 2013
Q: Hello 5i,

What are your thoughts on the cloud computing sector? After IBM recently bought softlayer - Do you foresee more takeovers in the near future?

As a side note it would be helpful on the website to have a search function that isn't restricted to a stock symbol only.
Read Answer Asked by Peter on August 24, 2013
Q: AXX announced agreement to sell its interest in Open Net. Do you see this as a positive development such that company can start dividend or distribute proceeds to shareholders. Is the stock a buy. Thank-you
Best Regards
Harold
Read Answer Asked by Harold on August 22, 2013
Q: Re win
Do you think holders WIN will take a tax loss come Dec. I do not dislike win and would like to be in for next year but I am currently over exposed. Is there any upcoming reasonably predictable buying opportunities such as a late year repurchase.
Read Answer Asked by Glen on August 21, 2013
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