Investment Q&A

Q: What is your position on IBM as a long-term hold?
Thank you.

Q: I have 3 for you if you don't mind.PLI-T & NCI-V & RKN-T. Thanks for your help. Andy

Q: Hi Peter and team,

With the recent drop in Amaya, which it sounds like relates to the previous financing, where do you see the floor on the current selling? I am looking to take a half position, although, I'm tempted to wait until the stock stabilizes.

Thanks as always,

Q: Hi,

With regards to your reply to my question on RDL, in one of the previous posts you said that it has fallen a lot considering the CEO departure. With regards to the cashflow being negative, how do we find this information. Is it becuase their revenue in the next quarter is going down. Should that not be factored into the prices when the news came out on 29 October. I purchased this at 4.30 so I am losing nearly half the value and wondering what went wrong.

Q: Hi Peter and team,

What's your thoughts on the Open Text acquisition?

Thanks,

Q: Hi, What's going on with MDA? What is your expectation of the share price in what period of time?

Q: HI,

RDL is falling like a cliff. Is it time to bail out or buy more. Thanks

Q: I have a question about Wi-Lan Inc. The price closed at $3.46 today and an exit would seem in order. Is it best to cash out now or wait and see if further developments give a little boost to the price.

Q: Hi Peter and Team,

Wanted to ask you about Urthecast (UR) and whether the commercial potential is similar to MDA's Radarsat. I realize it is still high risk as its camera's with streaming HD Video of earth are not deployed yet, but wanted to see if you and your team have looked at the commercial potential on this one.

Q: Hi
do you have any opinion on why AYA is trading down today?

Q: What is up with AYA lately? I have done well owing it and will continue to own it, but this recent yo-yo bounce has me thinking it's time to add some additional. Thoughts on recent volatility would be appreciated. Cheers.

Q: BB is down hard today...at $6.70 does the risk/reward look appealing? Thanks as always...

Q: I'm curious of your thoughts on a base for Blackberry. I understand the company does not have a direction, but I am curious as to your calculations to it's "true" base, based on assets and market position. At some point there is a line that if it goes below, it makes sense to invest I would think? Thanks.

Q: thanku for your advise on csiq, the stock is climbing very fast. any thoughts on at what point should i take some money out, and do u think it will go higher and higher. thanku

Q: I figure you still like MDA at todays prices but wanted to check if this is still the case.

Q: What is the street consensus for MDA's Q3?

Thanks,
Sandy

Q: Hi Peter and Team,

Quick thoughts on Extreme Networks, EXTR.

Q: When I analyze the 5i Model Portfolio and the assignment of securities to sectors I see that some stocks get tagged with "Services" which could just as easily be tagged with something else. For instance AYA and CSU ("Services") are ones I would tag "Technology" along with ESL and SYZ and if they were thus tagged it would make Tech a 20% portfolio weighting based on cost and 23% based on current value (Sept.30). If you agree with this assumption would it be an indication that 5i highly favours the Tech sector over others, even though Tech is less than 2% of the TSX Composite? There's no doubt the performance of the 5i portfolio going forward is going to be vastly different than the TSX where 72% of the composite is Financials, Energy and Materials.

Q: GPS-buy, sell or hold as a very small part of a portfolio. Peter, would you buy this one for your own portfolio??

Q: Do you have any knowledge or opinion on Urthecast (UR.TO)? There is very little stats information on them for an investor. They do have a great story that sounds investment worthy.

Thank you and I highly value your opinion on this!
Shane