Q: Is there any HARD evidence regarding the actual sale & installation of any DBO systems in China? If so, where & in what cities? My contact in China couldn't verify anything. Thank 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: I'm trying to figure out the long term rationale for hanging on to DBO. From what I can gather, they've been a public company since mid-2006 and their highest stock price occurred somewhere in spring of 2007 at 84 cents. In 10 years, they don't seem to have built a lot ... either in terms of moving forward with their plans, or building stock holders value.
One question I have: Is it because it's a slow industry to break into, and it takes time to get such technology established ... or have they (perhaps) not been using their time and money wisely? In other words, how is the management in all of this?
Your comment to another member states: "The company has essentially developed a product that can drive higher margins for their customers (theatres that charge more for motion seats), has proven the business case and has relationships with some of the larger theatre chains."
What is their competitive edge, then? Are they assailed by lots of competition, or are they just not moving forward because nobody is quite sure they want this technology -- other than China -- which in itself might be years in the making.
I'm trying to figure out whether I should hang on for the long term (you quote a 5 year window) at these rates, and add when I see dips in their stock, or if I should just bail out now.
If there's lots of competition in the space, with better management, perhaps the answer is obvious.
Since you don't have a report on the company yet, I was curious as to the "backroom workings" of this company's management, and its moat.
Thanks for your expert advice!
One question I have: Is it because it's a slow industry to break into, and it takes time to get such technology established ... or have they (perhaps) not been using their time and money wisely? In other words, how is the management in all of this?
Your comment to another member states: "The company has essentially developed a product that can drive higher margins for their customers (theatres that charge more for motion seats), has proven the business case and has relationships with some of the larger theatre chains."
What is their competitive edge, then? Are they assailed by lots of competition, or are they just not moving forward because nobody is quite sure they want this technology -- other than China -- which in itself might be years in the making.
I'm trying to figure out whether I should hang on for the long term (you quote a 5 year window) at these rates, and add when I see dips in their stock, or if I should just bail out now.
If there's lots of competition in the space, with better management, perhaps the answer is obvious.
Since you don't have a report on the company yet, I was curious as to the "backroom workings" of this company's management, and its moat.
Thanks for your expert advice!
Q: DBO earnings came out yesterday and they were worse than I expected. Was a negative quarter expected with all the growth or did this catch you off guard as well? What are your thoughts going forward?Down 12% this morning.
Q: I am looking to by Loblaw in my SDRSP and DBOX in my TFSA. I'm wondering whether I should purchase tomorrow or wait until after the election as I understand markets usually decline after a US election. Also, WRT DBOX should I invest in ZCL in the meantime and wait on DBO? It seems DBO has remained stagnant for a while. Does it need some positive news to move?
Q: Hi 5i team, I would like to know more about your investment thesis on Dbox Technologies, one of your growth portfolio stock. It seems like there's growth ahead for them, so I am looking to buy half a position for now, and wait to see if it pulls back even further. Also, do you plan on publishing a report on it in the future? Much thanks.
Q: What do you make of the former senior sales executive of IMax joining the board of DBO? I view it as positive and wonder if it could develop a relationship between DBO and IMAX. Your thoughts please.
Thank You
Thank You
Q: Regarding DBO, is there any recurring cash flow benefit to DBO after the sale of the seat,such as service and tech support contracts etc? Is the sale a "one of event" ? How do they grow a steady cash flow stream?
Q: Hi Peter and Team - Could you provide me with an update on D-Box Technologies including the following: level of debt, cash on hand(is it still $13 million), quality of product, opinion of management, insider ownership. TD Waterhouse shows the number of shares at 175 million. Is this a reasonable number or do you think it is somewhat diluted and what is their history of issuing shares. Also could you comment on any major shareholders holding more than 10% - I think there are at least two. DBO appears to have good potential for growth but what would be the major downside possibility(s). Thanks as always for your excellent service.
Rob
Rob
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People Corporation (PEO $15.21)
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Element Fleet Management Corp. (EFN $35.85)
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ZCL Composites Inc. (ZCL $10.00)
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Premier American Uranium Inc. (PUR $0.60)
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D-Box Technologies Inc. Class A Common Shares (DBO $0.92)
Q: Hi 5i team,
I am diversified in my portfolio but I need one more stock to round out my TFSA. From the companies listed can you please rank in order based on your highest conviction in the company to be able to execute shareholder value over the next 5 years.
Thanks as always,
Jon
I am diversified in my portfolio but I need one more stock to round out my TFSA. From the companies listed can you please rank in order based on your highest conviction in the company to be able to execute shareholder value over the next 5 years.
Thanks as always,
Jon
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People Corporation (PEO $15.21)
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Element Fleet Management Corp. (EFN $35.85)
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Liminal BioSciences Inc. (LMNL)
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The Intertain Group Limited Exchangeable Shares (ITX $11.95)
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ZCL Composites Inc. (ZCL $10.00)
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New Look Vision Group Inc. (BCI $50.00)
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DIRTT Environmental Solutions Ltd. (DRT $0.95)
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Premier American Uranium Inc. (PUR $0.60)
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D-Box Technologies Inc. Class A Common Shares (DBO $0.92)
Q: Hi 5i team,
From the growth stocks listed above what would be your top 5 for expected stock performance over the next 3 - 5 years.
Feel free to take as many question credits as you feel necessary.
Much appreciated,
Jon
From the growth stocks listed above what would be your top 5 for expected stock performance over the next 3 - 5 years.
Feel free to take as many question credits as you feel necessary.
Much appreciated,
Jon
Q: Hi, could you please comment on D-Box earnings. Stock took a sharp plunge after last quarterly results (recovered after a few days). What's your take this time around ? Thanks
Q: Hi Peter;
please share your opinion on D-Box joining forces with China Film Studios.
Is this a game changer?
Thanks
Ron
please share your opinion on D-Box joining forces with China Film Studios.
Is this a game changer?
Thanks
Ron
Q: The company seems to be overpriced as they are still losing cash. They have many competitors in all their sectors. Also, IMAX just closed a huge deal with China's biggest cinema operator committing to 150 IMAX screens, which reduces available space for potential D-BOX screens. As mass market adoption of virtual reality isn't yet a sure thing, would it be safe to sell this stock and rebuy it when on a big pull back? Thanks!
Q: DBO is planning to get permission from stock holders at its annual & special meeting on Aug 17,2016 for a ten for one reverse split.In my experience this is never good for small investors because once the reverse takes place the value of the stock invariably drops.If it goes through, should I sell? Could you tell me why they are doing this other than to attract larger buyers who can't purchase stocks under 5 or 6 dollars.DBO has 175 million shares out. What do you think of that number? Does it need a reduction. As always thanks for your advice in advance.
Q: In your opinion, what sector is DBO in?
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IWG Technologies Inc. (IWG $0.43)
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D-Box Technologies Inc. Class A Common Shares (DBO $0.92)
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Spectra7 Microsystems Inc. (SEV $0.01)
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Lite Access Technologies Inc. (LTE)
Q: Can you give your opinion on the following micro cap stocks and which ones would you think have the highest potential and which ones should I weed out of my portfolio. Thanks
DBO
TLK (Frankly Inc)
IWG
LTE
SEV
AT
NLN
DBO
TLK (Frankly Inc)
IWG
LTE
SEV
AT
NLN
Q: Hi Peter
Don't publish this if you don't think it is appropriate.
Last night I went to the Cineplex and bought tickets for the new Tarzan movie. It was in 3-D and had the new D-Box technology. The two tickets cost $43.00 without food or drink.
I found the seat jerking up and down and sideways very annoying. Probably just me, but if anyone is thinking of investing in the technology they should go try it out first. Luckily I could turn it off. Good, fun movie otherwise.
Bryan
Don't publish this if you don't think it is appropriate.
Last night I went to the Cineplex and bought tickets for the new Tarzan movie. It was in 3-D and had the new D-Box technology. The two tickets cost $43.00 without food or drink.
I found the seat jerking up and down and sideways very annoying. Probably just me, but if anyone is thinking of investing in the technology they should go try it out first. Luckily I could turn it off. Good, fun movie otherwise.
Bryan
Q: Any reason for the nice pop today?
Q: Hi, could you please comment on its results and outlook as announced this morning. Also, does it reaffirm your position to start accumulating at today's levels. Thanks
Q: Considering purchasing but wondering if the price at these levels is too high???