Investment Q&A

Q: Any news, thoughts, updates on Pivot and why it might be down 12% in less than a month?

Q: What is your assessment/recommendations for PTG ? Sell/add/hold ? Thank you

Q: Hi Peter and Ryan,

Can I please get an updated opinion of Pivot Technology. Buy, sell or hold ?

Thanks

Dave

Q: So, PTG just did a share consolidation. If I have this right, in the process they whacked their dividend by about 75%! Am I correct in this? I did not find anything on the net adding this rather pertinent piece of information- if I am correct.

Does any of this suggest much better performance or should I just get rid of it .... and buy SHOP?

Thanks. And once again .... very Merry Christmas to the 5I Team.

BTW- in typical classy 5i style I admire your initiative with the year end questionnaire.

No wonder 5i is So Great!!!

Q: viewing my portfolio today I noticed that ptg was up to 1.80 from .41. Is this due to moving to the tsx or has the stock consullidated 1 for 4 or both. thank you.

Q: I am considering moving some or all of these from a cash account to a TFSA. Would you agree with this move and if so is there a particular order or any that you would leave out. Thanx Robbie

Q: Pivot announced has conditional approval to list on the TSX as of Dec. 19. With a share price of only 41 cents, would this be permitted or do you expect a share consolidation to occur? Also, with a market cap of only $70MM, does this really qualify for TSX listing? Dividend at 1 cent quarterly is 9.6%, which is certainly attractive. Do you have any further thoughts since the last couple of questions on this stock?

Q: What is your opinion of buying PTG (as a higher risk investment) for the dividend and the potential of the new management turning it around ? Thanx Robbie

Q: What can you tell us about the newish management team at Pivot- specifically the new CFO who seems to have a stellar CV and good record of extracting shareholder value for his previous investors ? Thanx Robbie

Q: Your thoughts on Pivots acquisition of Teramach today

Thanks

Peter

Q: This is a follow-up to the August 10th question from kelsi. This question mentions a share buyback in place but I could not find any information about any share buybacks. Does PTG have a share buyback plan? Thank-you.

Q: you have refered to share consolidation on the way to explain possible pull back of stock price.Can you explain further but also, how does one get this type of info?
Thanks
Jean

Q: Pivot just appointed a new CFO (with a great resume) and will be starting a share buyback. There's also talk of moving from the Venture to the TSX. Lots of catalysts to give the share price a pop.
Do you feel comfortable with this name and the company's future?

Q: I'm thinking about buying PTG. Is today's price (0.39) a good entry point ? As always, thanks for your great advise.

Q: Hi Peter,what is your take on pivot here?would you recommend this for a tsfa or do you have any other suggestions?
I like the dividend,but is it sustainable?

Q: Your opinion about ptg's release today? Thanks

Q: What do you think of the last quarter results and the dividend raise?

Thank you

Q: Could I have your thoughts on buying PTG here.
Management has backed off ( I gather) and at least one analyst puts the value / potential share price at $1.50.

At 45 cents is the risk/reward look compelling?

Thanks.

Q: BUY SELL OR HOLD
1.) PIVOT
2.) VOGOGO
3.) DYCOM, DY.......U.S. LISTED COMPANY
Thanks

Q: Just a comment about the recent interest in PTG. Several years back when I had a broker account, they bought PTG (as some type of debenture I believe) for my account. The interest payments were good. I then left the broker taking the PTG holdings with me. In 2013 I was notified by PTG that the debentures were being turned in shares and was asked if I wanted cash or shares for my holdings. I opted for cash and a few weeks later I was told that cash was no longer and option - I would have to take the shares. Obviously I was not happy about this. The stock finally started trading. It came out around .75 cents and in a matter of a few days (when I finally found it it had started trading) it was down in the .29 cent area. With a break-even of .42 cents I held on and finally got out recently at .46 cents.
The bottom line of my story here is that I don't think this management is worthy of any level of trust. It's obvious that they will do whatever benefits them and cannot be trusted to keep their word. I wouldn't go near this company with a 10' pole!
Publish if you wish...