Q: DHX Media and CMI C-Com Satellite Systems: I'm trying to pick between these two companies for a small position, and I've read all the questions on each. But I need some help. DHX: I like the fact that you know and respect management, that their library is valuable, and that it seems a bit more established and because of its business a bit less vulnerable in a weak market. But I don't like the fact that you say it is expensive (but perhaps worth it?). CMI: I like your most recent answer regarding sales, no debt, growth, and cash ($9 mm), and I especially like that you say the valuation is attractive. I also like the fact that management owns a lot of stock. I'm most interested in potential upside. As I write this I seem to be leaning toward CMI. What say you?
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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 Peter,
I need your opinion on HGN and its long term outlook. Why the price is coming down recently?
Thanks.
I need your opinion on HGN and its long term outlook. Why the price is coming down recently?
Thanks.
Q: Hi, I am trying to build a diversified portfolio and am a long term investor. The one area I am a little light is technology. I was looking for some broad market exposure to this sector in the form of an ETF. Do you have a recommendation for this sector?
Thanks.
Thanks.
Q: BB
I see that TD Waterhouse has a Book Value on BB @ $18.89 - shares closed @ $9.30 today. Does Book Value mean that if the company was sold it's assets would be worth $18.89/share. If that is the case wouldn't it be a good idea to keep my shares and hope for either a big turn around or a sale. BB is 2% of my portfolio.
Thank You
I see that TD Waterhouse has a Book Value on BB @ $18.89 - shares closed @ $9.30 today. Does Book Value mean that if the company was sold it's assets would be worth $18.89/share. If that is the case wouldn't it be a good idea to keep my shares and hope for either a big turn around or a sale. BB is 2% of my portfolio.
Thank You
Q: Hi Peter,
Could you comment on the news for CGI (GIB.A) announcing a 6 year extension on the contract to manage Interac services? Thanks for your useful insights.
Could you comment on the news for CGI (GIB.A) announcing a 6 year extension on the contract to manage Interac services? Thanks for your useful insights.
Q: hi peter&team could you please give me the top two robotic manufactures. do you not feel they should do very well due to the pickup of the auto sector.there was a good article in the post tue. thanks ed.
Q: Any reason for Goldman's downgrade of CGI group today? They are selling off a little because of it.
Thanks.
Thanks.
Q: Hello,
I purchased Constellation Software almost a year ago, and am quite happy with the progress. My only concern with this company relates to the threat from cloud computing companies; is this a significant risk going forward in your opinion?
I purchased Constellation Software almost a year ago, and am quite happy with the progress. My only concern with this company relates to the threat from cloud computing companies; is this a significant risk going forward in your opinion?
Q: Peter; With CGI earnings due July 31 would you sell into a dropping share price or hold untl they announce and decide then? Thanks. rod
Q: Given BB's current price, do you think a takeover is likely? And if so, what do you see it being sold for? Thanks as usual....you guys do a great job!
Q: Please share your thoughts on Corning Inc (GLW). Thank you.
Q: Hry guys just wondering if you have taken a look at nci ntg clarity networks at all.. they seem to be getting contracts more regularily and the the last couple quarters and the fanancials are looking decent considering it is trading around 35 cents. do you think it will finish the year strong if the contracts come to fruition
Q: What are your thoughts for Amaya as Bally buys SHFL?
Q: Hi Peter and Team,
Quick thoughts on a company called Aware Inc., AWRE. They have around $3.21 in cash/share.
Quick thoughts on a company called Aware Inc., AWRE. They have around $3.21 in cash/share.
Q: would you consider MSFT a buying opportunity on this selloff ,after disappointing earnings report?
Q: Hi Peter,
Looking to buy a full position in either ESL or CSU with no real holding time frame in mind (could be 6 months or 6 years), which would you go with at today's values? Thanks!
Looking to buy a full position in either ESL or CSU with no real holding time frame in mind (could be 6 months or 6 years), which would you go with at today's values? Thanks!
Q: Peter,
What are your thoughts on BSM Technologies (GPS)? Chart looks great, volume has been increasing. Looks like a nice little growth story. Recent Q2 revenue, 20% increase over the same period with a big jump in ebitda.
Zach
What are your thoughts on BSM Technologies (GPS)? Chart looks great, volume has been increasing. Looks like a nice little growth story. Recent Q2 revenue, 20% increase over the same period with a big jump in ebitda.
Zach
Q: whats your take on ABT please ...
Q: What is your opinion of the new listing VXS ? How would you rate the management ?
Q: QHR is hitting new highs after a long selloff.Is there a change in the company's prospects or is Telus on the hunt?
Thanks for your help
Bob
Thanks for your help
Bob