PERI, PTG.TO (PVVTF) and PROM
I added significantly on my PERI position in fact I doubled it from a 1.5% position to a 3%+ position. This chance to buy some more in the .90's is something I wanted, I wasn't aggressive enough buying it at first and didn't have a big enough position. I still expect to see non gaap about .10 and gaap about .05. I see about .20 gaap next year, with better rev comps, now lets not get nuts here I'm not expecting rapid growth, but I do expect search revs to be flats and the ad business to grow mid single digits in my opinion.
I added to slightly to my PTG.TO (PVVTF) and PROM positions.
I think PROM is sitting on a .02 q4 and quite frankly I think they could do .08-.10 in fy 18 as they will benefit from the tax plan, yes the balance sheet is weak, but the stock is too cheap in my opinion at current prices, although I wish they would do a reverse splits to lower that share count, but that is another story. In the low .20's I think it is quite a bargain here.
PTG.TO (PVVTF) Probably ignored because it is canadian, but It pays a healthy divy and I expect big things as growth is starting to pick up in fact we know that by a pr several weeks back that showed the prosys unit really firing on all cylinders. I continue to add on weakness. Think they could do .40-.50 in fy 18, I get paid roughly 8% while I wait so I'm good with that. All is just my opinion, and I could always be wrong though.
AI
