Investment Q&A

• Sylogist Ltd. (SYZ $5.56)
  • $5.56 Cap: $129M
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Q: 5i/Peter,
I noticed you recommended Sylogist as one of your top picks for capital appreciation. With the company continuing to hit 52 week highs, what would your return expectation be from current levels? Is 30-50% from current levels in the next 12 months attainable?

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Read Answer Asked by Sasha on May 23, 2013

• Gap Inc. (The) (GPS)
  • P/E (TTM): 12.16X Cap: $9.20B
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Q: Hi, May I have your views on BSM Technologies please?
This is an excellent website -- I have recommended it highly to others. Thank you

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Read Answer Asked by Margot on May 22, 2013

Q: could you recommend a number one choice for dividend and growth in the NY exchange?
Would like to put some US$ to work.or do you think its getting too risky out there.
Bought Wilan @ 3.94 just recently.Where would I put a sell order in.Or use stop losses and raise them?
Thanks Josh

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Read Answer Asked by Josh on May 17, 2013

• Descartes Systems Group Inc. (The) (DSG $114.45)
  • $114.45 P/E (TTM): 48.47X Cap: $9.83B
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Q: Hi Peter, with the recent spike in Softchoice (SO) would you recommend to continue to hold the stock or sell and enter into a name with better upside going forward. I was considering ACQ, AVO, DSG, DHX or DCI. Thanks for your insight.

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Read Answer Asked by Jonathan on May 17, 2013

• Sylogist Ltd. (SYZ $5.56)
  • $5.56 Cap: $129M
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Q: Sylogist's (V.SYZ) Q2 results look very nice to me. New high today and market cap now almost $100M. Is a move up to the TSX main board likely in the near future?

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Read Answer Asked by Richard on May 16, 2013

• Sylogist Ltd. (SYZ $5.56)
  • $5.56 Cap: $129M
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Q: SYZ just came out with earnings. They seemed impressive - the gross margins seemed to rise from 70% last year to 80% which seems really impressive. What is your take? Thanks again.

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Read Answer Asked by Michael on May 16, 2013

Q: Okay i have been sitting on Wi-lan for a while and after a year of losing patience there seems to some activity brewing up.Is it being caused by street speculation or is a base being formed from the recent more positive news. Thanks Doug

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Read Answer Asked by Doug on May 16, 2013

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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Q: In my TFSA with long time horizon and a small part of my portfolio, I am down 84% on Arcan ARN, would you keep it or top up on STN, CSU or one of my A- rated stocks?

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Read Answer Asked by William on May 16, 2013

Q: pls ask opinion on Q results on redknee rkn/t,stock sold off 10% but bouncing back a bit,thx again

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Read Answer Asked by John on May 14, 2013

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Amaya is down 6% this am? Please comment as to why.
Thx.

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Read Answer Asked by Tim on May 14, 2013

• Descartes Systems Group Inc. (The) (DSG $114.45)
  • $114.45 P/E (TTM): 48.47X Cap: $9.83B
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Q: Which would you buy for capital gain. Can you suggest an alternative
ESL, DSG or CSU.

Thanks

PB

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Read Answer Asked by Peter on May 13, 2013

• First Solar Inc. (FSLR $259.85)
  • $259.85 P/E (TTM): 19.18X Cap: $27.88B
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Q: Hi Peter/Team,relatively new (love it) and seeing solar stocks like first solar etc all skyrocket last week, do u follow/recommend any as there seems to be a turnaround in the sector and stocks have doubled/tripled in past few months,thx again jb,newcastle

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Read Answer Asked by John on May 12, 2013

• QHR Corporation (QHR $3.09)
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Q: QHR.What are your view on this stock now?Take out candidate?(Telus...?)Thanks again.

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Read Answer Asked by Gerry on May 11, 2013

Q: Hi team,

Is Terago (TGO) a good investment at the current 6.0 X EBITDA level?

Many thanks,

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Read Answer Asked by Rita on May 10, 2013

Q: Hello, I am wondering if you can comment on 3D printing. Do you feel it could be as big as some are saying? As well do you have a few stock picks that are in the 3D printing/development business? Any one stock you see as a pick to outperform it's current price? Thank you!

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Read Answer Asked by Gerald on May 09, 2013

• Avigilon Corporation (AVO $26.98)
  • $26.98 Cap: $18.39B
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Q: Peter, avo avigilon earnings looked very good to me, what do you think , would you be a buyer at 14.00.

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Read Answer Asked by david on May 09, 2013

Q: What do you think of tgo and axx.

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Read Answer Asked by yanick on May 09, 2013

Q: Peter,

EKD is trading at 9 cents but based on the acquisition by SYZ for $5M it should be valued at around 16 cents. Am I missing something here.

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Read Answer Asked by Imtiaz on May 09, 2013

• Enghouse Systems Limited (ENGH $19.97)
  • $19.97 P/E (TTM): 14.8X Cap: $1.10B
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Q: Hi Steve
I read the News Release "Enghouse Renews Normal Course Issuer Bid". Do you think this will result in higher sales price due to fewer stock?
Why would a company that is acquiring companies give up $40 million to buy stock that is paying out 1.5% dividends annually?
Can you help me make sense of this????
John

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Read Answer Asked by JOHN on May 09, 2013

• Sylogist Ltd. (SYZ $5.56)
  • $5.56 Cap: $129M
  • View SYZ Profile
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Q: Seeing that Sylogist (SYZ) is in your model portfolio, what do you think of their acquisition of Epic Data? Is this a fair price to pay for a competitor? Do you expect it to be highly accretive and when? Thanks and great service!

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Read Answer Asked by Michael on May 08, 2013