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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: Hi,
I know this is a busy time for you. When you have a moment, could you comment on ESN, as it just released its earnings on May 6, which were lower than expected. My view is that ESN is fine in the long term and that the dividend is safe, but I would naturally appreciate your view.
Thank you for your service,
Read Answer Asked by Robert on May 07, 2014
Q: Hi Peter and Team,

What are your thoughts on Crawford & Company, CRD.B. Firstly to me, they seem complicated with having two classes of shares where they distribute different dividends to. Anyhow, i await your thoughts.
Read Answer Asked by Graham on May 07, 2014
Q: Hello,

What do you think of Easyhome's q1reslts they just released? Looks to me that it was a nice quarter.

Greg
Read Answer Asked by Greg on May 07, 2014
Q: What are your thoughts on the Q1 report of FRC? Given its run since February would it be a buy, sell or hold?
Read Answer Asked by Mark on May 07, 2014
Q: Hi Peter: I'm curious about the the reasonably good review on CNE on May 7th. Using BMO Investorline I see the following
June 30 2013. June 30 2012
Revenue. 144. 192
Profit/loss. -120. +18
This doesn't look like a company I would invest in. Less revenue and less profit. Perhaps BMO is not using the latest financials, if so where's the best place to see good financials.

Thanks as always
Read Answer Asked by Valdis on May 07, 2014
Q: Avigilon AVO
I recall the same comments being said about another fantastic growth stock, Poseidon Concepts.
-market leading technology
-high multiple growth stock
-huge earnings growth

The timing is way too coincidental having the CFO resign right before releasing earnings. Unless he`s dead, health reasons is a bunch of BS.

Peter, is your team able to dig deeper and recognize any red flags for accounting irregularities? I noticed inventories have increased and they also recently did a share issue. Could the share issue have been one final grasp for cash?

The market is rarely wrong, over the longer term. CFO departures alone should not drop a stock 20% after the announcement.
Read Answer Asked by Terry on May 07, 2014
Q: Are AVO and HYG a hold, sell, or average down? In the case of AVO, how did they hide what appears to me to be ongoing problem? The stock was highly talked about and recommended in the media. In the case of HYG, I had a stop limit in at 4.12 - 4.06, which went through and continued down May 7th.
Your thoughts.
Dennis
Read Answer Asked by Dennis on May 07, 2014
Q: SW-T Sierra Wireless

Looks like Investors didn't like 2Q guidance and are carrying some concerns as you said regarding lighter than expected margins.

I still like SW and the Sector plus am looking for some opportunities to buy low and sell high... which tends to be the opposite of what most of us do... who knows why...

Could you give me an idea if you were going to add a 2% portfolio position in SW, what price you would target - be comfortable with?

Thanks for all you do.

Gord
Read Answer Asked by Gord on May 07, 2014
Q: Hello team,

FEYE (Fire Eye)fell by 25% today. It has been falling steadily over the past few weeks.

Yesterday on the webinar you mentioned that it wasn't wise to sit and wait for a stock to recover. Should I walk away with my 60% loss on this stock? Or is there hope in the future (ie a couple of years) once the company has the benefits of all the R&D spending? How about the growth in security technology from their competitors during the same time?

Thank you for all your calming insights....investment is not easy but it would be impossible without you.

Read Answer Asked by Saeed on May 07, 2014
Q: Hello,
I'd like to say thanks to Peter and Avrom for the webinar yesterday. It was very interesting and I learned a great deal from it. I would also like to ask your opinion on the following 3 dividend paying stocks as a 3-5 year hold.
sirius xm canada holdings
AGF management
Timber Creek Mortgage Investment
Thank you,
Dave
Read Answer Asked by David on May 07, 2014
Q: DD
DD wireless. there is an offer on the table for 2.25 from the majority owner. Looks good if not opportunistic. their quaterly result show a 10 cent profit per share, if we annualise this it makes for a very low P/E. is there any hope of better offer, or can keep my marbles in a good company. do the owner has a lot weight to bulldoze the minotity shareholders out at a good valuation for himself?
Thanks
Read Answer Asked by francois on May 07, 2014
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