Investment Q&A

Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.

Q: Greetings, I am thinking of selling ET and adding to OTEX to consolidate holdings in Canadian technology. How would you compare these companies in terms of their future runway for growth and current valuation? Do you think this is a wise move, or would you sell them both? Thank you.

Q: Good morning. Could you comment on Evertz earnings, please?

Q: Stock has increased almost 15% in 10 days which is an extraordinary move for this stock.

Can you tell why?

Thanks

Sheldon

Q: Hi Everyone,
I am retired and seeking dividends. I am considering selling ET and buying ENB in its place. Is this a good move?
Thanks for your service.
Jane

Q: Could I get your comments on the Q1? Sales and EPS are up but what will it take to get this share price moving?

Q: I realize that you have been pretty much non committal about Evertz Technologies, however, they released what look to be "blow-out" numbers yesterday with a record quarter, record annual revenue and record backlog. The market clearly likes it and I wonder if this might change your view of the company going forward.

Thanks as always.

Q: TFSA losers . ET down 27%, RMO 42%, RHC 37%, TCS 55%, FSZ 47%. Are any of these worth keeping? I thank you for your guidance,

Q: what do you make of this deal between Hai and ET?how far is this deal done?
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks

Q: What is i5R thoughts on Evertz as a growth investment. Thanks … Cal

Q: Good morning. What are your thoughts regarding "Evertz Reports Purchase Order in Excess of $152 Million?" This would be (on average) $30 Million / year for the 5 years of the deal, although the income may be received in a less even way!
Thanks.

Q: Hi 5i,
I have 3 different questions- please deduct accordingly.
1.) Since March 24 KEY (+12.46%) has outperformed each of ENB (+6.21%), TRP (+8.75) and PPL (+8.06%) by fairly substantial margins. I know that's a short time frame, but can you offer an explanation for KEY's better performance, and would you expect it to continue to lead the others over the next year?
2.) GSY is at or close to its lowest level since January 2021 - do you think the relevant company, sector and economy related bad news is now priced in and expect it to recover to the $150 range over 12 - 18 months, or do you think that's a pipe dream, and why or why not?
3.) In your opinion is ET likely to recover to at least the $14.00 level (where I bought it some time ago) this calendar year - and why or why not.
Thanks!
Peter

Q: your thoughts on Evertz and the planned takeover of Hai?
Would you buy ET here and is its dividend safe?
I always thought ET would be a takeover candidate itself,is this still the case.
What is the insiders position in ET and have they been buying lately?

Q: Evertz technologies have now more then 10% of the shares of haivision. In your opinion, what does this investment means ? Thanks

Q: Good Morning,
I am under water with both isv and et and would like your opinion on their growth profile for the coming year. Also is there any possibility that they might increase their dividends this year? Do you think that et might give a special dividend this year?
Also, I am considering investing in gei. What do you think of this company?
Thanks for your advice.
Jane

Q: Please your take on this company.With such a high ownership percentage is there a chance of going private?taken over?
Would you buy it here?
Can you mention 5 stocks as a possible take over candidate?

Q: Why down today ?

Q: Good morning, Thoughts and comments on the quarter from Evertz.
Thanks
Rob

Q: Your data on Evertz is not up to date - a dividend of $0.18 per share was paid on 29 September 2022 .
Evertz reports on 6 December . What are the expectations for sales and earnings ? Any hope of a special dividend ?

Q: I am a 60+ retired income investor,

I consider the above noted equities to be my riskiest holdings.

About 1,000 each - mostly in my cash account.

I understand SYZ reduced its dividend today and of course the issues with AQN.

Still up on AQN. Underwater on all the rest.

Looking for some advice - sell or hold by holding?

And of course any general comments would be appreciated.

Thanks very much.