Investment Q&A

Q: re: AVO Avigilion & Alexander Fernandes comments on Business Day

It seems AVO is getting into the habit of providing a surprise each time they report.

What are your thoughts (if you watched/read) on Mr. Fernandes' comments today on BNN's Business Day?

Thank you for all you do

Gord

Q: Re your appearance on BNN on 7/29,my lady investing friend & I were elated to see you still looking good & sharp as ever after your accident.Was unsuccessful to get on the show to thank you for your great site & ask a question as many people ahead. Txs for your advise to buy SJ before release of results.It was up $1.88. In my humble opinion,Alex,CEO of AVO is a strong reason for a bigger drop of price after the latest 2 q results due to his personality & poor conference call.He did not generate cofidence & evasive @ times.He is very driven & maybe he is going to make an acquistion soon.As a copmarison,Paul Colbourne of SGY is very open & generates confidence besides his continuos buying in the market.Thanks a lot

Q: Hello 5i team,
I looked at Avigilon's results today; Sales, Gross margin, Ebitda and adjusted earnings are all up except Net earnings.
The market obviously does not like it; what is your take?
Thanks,
Tony

Q: Good morning, AVO, at its current price and yesterdays reports, is this a buying opportunity or hold?

Q: Avigilon's (AVO)spring share offering appears to have reduced its quarterly earnings by about 1 cent a share. Have they given any indication what they plan to do with all their cash?

Q: Good afternoon, re AVO, Avigilon, do you consider it a good buy after today's drop? Thank you

Q: What are your thoughts on the numbers from AVO?
Thanks

Q: AVO is down 5% to-day. Released news of conference call and earning on Aug 7. Could this be an indicator of what is to come in the report???

Q: There is a report out today by Veritas who has placed Avigilon on its "accounting watch list"and besides the departure of Bradley Bardua there is reference to aggressive revenue recognition. Do you have any comment and should an investor be concerned?

Q: I was reading some information about Avigilon (AVO) a few days ago. Apparently, Veritas suggests some issues that could affect AVO are channel stuffing (something to do with collaboration between AVO and its channel intermediaries) and early revenue recognition. Veritas also was concerned about uncommon auditor review practices. As a consequence to its review they are suggesting caution. It seems to me that these are probably consequences of a fast growing company rather than something I should be particularly concerned about; however, the frequency I get burnt by trusting my instincts is too high so wished to get your valued opinion. Thank you

Q: re: AVO + reporting Aug 8

based on

(estimated only)

Earnings per share $0.166, sales $65.8 mm

Last quarter was $0.19 and $55.8 mm

How do you think the market will react should these numbers be reported as reality?

thanks for all you do

Gord

Q: AVO.Please advise when it will release financial results,& expected revenue & eps(please compare to previous quarter).Thanks a lot.

Q: Has there been any indication what AVO plans to do with the money it raised from its stock offering a few months ago? I believe you indicated that if this money was not put to work within a reasonable period it might affect your view of the company. Has it? Thanks.

Q: What is your take on the interview of Fernandes, ceo of AVO on Market sense,BNN on 6/26?Will it materially affect the stock price.Txs a lot

Q: So i am going to ask a question on avigilon a different way than john did, if you did a growth portfolio today would you include avo. Dave

Q: In many instances you have mentioned AVO (Avigilon ) as one of your top growth picks, yet it is not in your model portfolio. Why not?

Q: Hi Team: todays guest on BNN was quite negative on AVO, (short) and claimed their growth rate is declining rapidly due to new competition. Wanted your take on this ... thanks

Q: Hi 5i,
I bot AVO jun 18 & down 10%. Can we assume that this is a sign of another earnings miss is in the cards next month?
thx

Q: Peter; I read your June 15 AVO comment and am wondering if todays high volume sell off is a buying
opportunity ? Thanks. Rod

Q: In Avigilon’s (AVO) recent annual meeting circular, they are proposing an amendment to the corporation’s by-laws which would indemnify the Directors and officers in the event of any criminal or civil proceedings against them. Normally I wouldn’t give this a second thought, but in consideration of the recent abrupt (and mysterious) departure of the CFO it causes me concern. I am far from a conspiracy theorist, but it leaves the impression that something shady might be going on, hence the CFO departure the day before the release of quarterly results, and now a move to better insulate the officers from any liability. I’ve read all the Q and A as well as the AVO report that you just updated and it is clear that the recent CFO departure doesn’t seem to concern you, but what if anything do you read into the company’s move (and the timing of it) to amend their by-laws to better protect the Officers?