Investment Q&A

Q: Evertz took a tumble on Tuesday, down 3% on no news that I could see and after the ex-dividend date, as well as the very recent good report.

Have you any news?

Q: Please provide your comments on ET's Q2 results. Thank you.

Q: Hello. My question may not be about Evertz per se, but a transaction.
I had a bid in for Evertz at $15.50 per share. The market closed with Evertz at 15.89 (I think). After 4pm a large volume was traded 19k vs 52k total as the daily total.
My order was filled at 4:09 at $15.11 per share. There were subsequent orders filled at higher prices. I’m not complaining, but what the heck happened? Was there a huge dump at $15.11 that scooped up my order? How late can orders be processed, particularly on a reporting day?
Well, while we’re at it.... could you comment on the reported results please?

Q: Good Afternoon, Any idea why the huge spike in volume for Evertz today? Rob

Q: Evertz acquired a private company but the news release was without details. Can you add anything here; price, size, number of employees? What about the acquired technology? Is this what the stock needs to move?

Q: Hi Everyone at 5i! Could I have your thoughts on the 3% purchase of EVS by Evertz? Should I add a little to my Evertz Holding ? Thanks, Tamara

Q: Q1 results - revs up in north America but down internationally, net earnings up but sales down, backlog is about the same as last year. What is your take on the report and recommendation?

Q: Hi, I like to raise some cash for new opportunities and have already trimmed some of my winners. However these companies have not done much in close to 2 years.
Wcp down 5000
XTC down 4500
Fsz down 2000
Et. down 1500
Sector not a issue, would you sell one or two of these or take a chunk out of each one?
Thanks

Q: any thoughts about the weakness in the stock. I can find nothing that would indicate why it is off so much.

Thanks

Q: Your thoughts about ET after earnings release and is the dividend safe here?
Would you buy it now?
Tell us some about their metrics here.
Also any thoughts about prospects in the future...is this a company that is looking at the future with potential.
I keep hearing that it might be taken over,so which company could be a good candidate to take them out?

Q: Good Morning 5i, What is your take on Evertz earnings as announced today? Do you still like the stock?
Thanks
Rob

Q: If I am correct, insiders own a lot of absolute software. What other companies would you recommend buying based on how much stock insiders own which would align them with shareholders and that is good value right now.

Q: We are divesting our last mutual fund worth ~$82K. It is currently providing ~$6300/yr as mainly ROC with a high MER. Not impressed. I am mainly an ETF purchaser having 88% of our total portfolio in ETFs and the 1 mutual fund. In comparing our holdings to the Canadian MoneySaver ETF portfolio we have about 15% in fixed income to CMM 20%, are low in utilities but generally our allocations correlate. I consider us conservative investors requiring income over growth as we are unemployed and needing to use income generated from investments. So not interested in holding US growth ETF. Realized that we do not hold any technology or consumer discretionary ETFs. In wanting to replace the mutual fund I have looked at 5i Income Portfolio and am thinking that taking about 1/3 of funds from sale into each of KWH.UN, ET and ECI. This would result in about 2%-2.5% allocation to utilities, consumer non-cyc and technology. This would bring our utility alloc to CMM ETF % and give more direct exposure to consumer and technology then small percentage that occurs in ETF holdings. What %/$ allocation would you consider appropriate for a sector overall? This allocation would provide ~$5600/yr income, the decrease is ok if consider that may get some growth over time. Intention is to not use capital for expenses for next 15 years. Have no pension plans. Would you consider the above as conservative direction to generate replacement income from fund or are there other alternatives in your opinion that could generate this level of income that may be a better option?

Q: Good afternoon:
From an income investor's point of view, could you provide recommendations of your favorite 7 to 10 companies each of which have little to no debt?
As a second question, could you also provide your top 3 to 5 growth company names, again with little or no debt.
Thank you
Ian

Q: What is your take on ET and future prospects.
What is their technology and are they staying in the lead with this?
Any takeover chances?
Do you talk to management?

Q: Hi 5i - WSP is in your income portfolio and I'm wondering, as it is declining, is it a good time to buy or could you recco another few income stocks instead.
Thx - Doug

Q: Could you recommend 5 growth and/or income companies that are debt free? I currently hold CGY which, I believe is debt free. Thank you.
Philip

Q: Earnings release looked fine to me, thus I stepped in on the pull back to now hold a 7% position. Divi is next week, which I will take and I expect ET to move back up into its regular trading range based on this earnings release. When that happens I will sell off half of my current position. Question, what do you think of earnings release and my short term strategy?

Q: This stock was talked about by an technical analyst at BNN recently. The chart was trending down for a long time and recently started to break out to the upside and he thought it would be a good time to enter this stock. Also, on BNN ET was a favourite. Could you give me your opinion on these two questions? Thank you very much. Long time member Dennis

Q: What are your thoughts here? Backlog has been promising from time to time but not sure it translates efficiently to the bottom line and chart has been range bound for a while. Thanks!