Investment Q&A

Q: Hi 5i,
A comment regarding "Stuarts" question.."Would you be a buyer today on the price drop".. I am interested in the answer but It does not appear like you have answered the question....or is the answer implied?

Thx
Jim

Q: Hi Guys

I see Absolute Software is down today 20% after their earnings announcement. After reviewing their quarterly report, and your answer on earnings this seems a bit overdone. Did you listen to their Conference Call? Just wondering your thoughts on what was the factor that has investors so worried? Would you be a buyer today on the price drop? Seems like the right software product for our times.

Thanks

Stuart

Q: I interpret your response to Guy to be that you see no reason for a 20% drop in SP today or do you have an explanation?

Q: What do you think of the target price cut by TD today?
Is this warranted based on their quarterly results? Seems excessive!
Thanks

Q: Hi,

Your thought on Absolute Software recent results ?

Thanks

Q: Do you know of a company (listed on the stock market)that is selling Cyber Security software in Canada or USA.

Q: MAGT After reading your earlier comments on the company, I got some interest and looked at the company's Investor Presentation and News etc at its website.
In one of the Slides in the Presentation, a page relating to 'Competition' had been deleted and a reference was made to the Preliminary Prospectus in Sedar, that I could not access. I have two questions:
1. While the past performance of MAGT is impressive, one needs to look at the future prospects. In this regard, we must know about the competitive mote this company has against others, if any. Do you have any information about the competition?
2. The top 3 executives own now 80% of the stock. Is there a possibility that they will unload their stocks, if stock price shoots up substantially. Also, how much one can trust on Jim Balsillie (former RIM founder) to stick with this investment.
Appreciate your reasoned comments and reply.
Thanks and regards
Antony

Q: In the Canadian stock universe, including the Canadian companies you follow, which would you say could be takeover candidates over the next year or two?

Q: I am up about 95% on ABST and was thinking of buying more.
Do you think the upward trend will continue/plateau or start to decline?
Thank you.

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

Q: Hi Guys
Wondering what your thoughts are on Absolute Software aquisition of Netmotion.

Thanks Stuart

Q: I need to raise some cash by selling a portion of one of the following investments: ATD.B, BYD or ABST. Please rank which have the best upside at this time.
Thank you for your help!
Albert

Q: What's up? High of $25.

Thanks

Q: Hi Peter, Ryan, and Team,
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.

Q: Hi,
I am considering selling ABST (in TFSA) and purchasing something in tech with more growth and it participates in cloud computing and cyber security. Would CRWD or MSFT be a good replacement. MSFT feels like a safer play, larger cap and with a 1% DY.

Q: Hi ,thanks for your great services. Are there other canadian companies involving cloud security other than otex?

Q: I am up 65% with Absolute Software. I tend to use tech for aggressive growth positions. Is it time to sell and move on? If so, please suggest another tech position.

Q: Seems there is a trend or investment opportunity to buy shares in small Canadian companies that are then acquired by US companies. What comes to mind are JPMorgan acquiring Solium Capital and Goldman Sachs putting in an offer for all of People. What other such small Canadian companies are liking to "suffer" this acquisition fate?.....Tom

Q: I like companies that are based on a subscription model. With recurring revenues and growth "banking" on acquiring new customers, it would appear to be a path towards increased profitability and less risk. Aside from the obvious candidates, Netflix, Adobe, Crowdstrike, Microsoft and even Disney, can you identify a few companies in the US and in Canada that receive their revenue largely on subscriptions, that are not mega corporations already but exhibit strong growth.

Q: Hi Peter, Ryan and Team,

My timing to begin a position in ABST wasn't ideal, and am now down 25% in an unregistered account. I am thinking to sell for tax loss purchases and would like a list of several proxies to purchase as a replacement. Would you re-invest in ABST after 30 days?

Thanks for your insight.