Investment Q&A

Q: Hi!
I have small positions in the above noted stocks and am wondering if you feel they are all worth keeping?
Thanks, QIS,KVT CTZ AYX RTX

Ian

Q: What do you think of this company? Is it a good buy at this price for a risk tolerant small cap position? Thanks

Q: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.

Q: Thoughts on QIS latest quarter and overall impression of the company in general? Thanks!

Q: Can you give me an update on QIS and the reason it would be down so much today after last week debacle and the good news of the dealership management system expansion on Feb 13th?
Thank you

Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?

Q: As of today, Quorum Information Technologies market cap exceeds $100 million. Should this attract more Funds to the story now given this Company is a profitable and growing SAAS business, with 90% revenues recurring and lots of cash on hand.

Q: What is 5i's current opinion on Quorum Information Technologies as the stock is trading at its all-time highs. They just recently raised about $10 million and had some good board additions. Several analysts have picked up coverage on the Company in 2019 too. The vast majority of Company's revenues are all recurring.

Q: What is 5i's opinion on Quorum's Q3 results and how does it compare to analyst expectations?

Q: What is 5i's opinion on Quorum Information Tech.'s Q2 results. Looks like a beat on all analyst coverage metrics. These seems like a very compelling micro cap investment given their growth, profitability and that 90% of revenues are recurring or locked in. Your thoughts on this investment as the market cap grows?

Q: Any thoughts on why Quorum Information Technologies stock price is moving upwards. It is up now 50% year to date.

Q: What is 5i thoughts about Quorum Information Technologies Q1 results? Revenues are growing nicely and 90% are recurring. The stock is also trading at a 52-week high.

Q: What is 5i's thoughts about Quorum Information Technologies and the Auto Canada agreement for its subsidiary Dealermine? Quorum seems to have a lot of good things happening, growing quickly from recent acquisitions, lots of recurring revenue and two new analysts picking up coverage with buy recommendations.

Q: Hi 5i. What is your thoughts about today's news, the acquisition of Dealermine by Quorum. They say the acquisition is acretive right away and it doubles the size of Quorum to a revenue base in excess of C$25 million, the majority of which is recurring SaaS revenue.

Q: I have a question about QIS. They've had really positive news recently. The stock responded by moving to new highs. That said, the price action is happening on low volume (16 K shares today). Looking at the valuation (Price/Sales, Price/Earnings for example), the price seems extended. counter that with seemingly very high growth. What do you think is a reasonable price or valuation to assign to this company given the growth profile.

Q: Starting a new portfolio of higher risk stocks to offset my more strategic long term investments. I have listed several juniors that are either in your Growth Portfolio or have been lately receiving considerable attention. Would appreciate your comments, order of preference & recommandations. Please deduct whatever number of credits you feel appropriate. Thank you.

Q: I would appreciate your opinion on their Q4 results and their outlook. Thanks.

Q: Could you please provide an update on QIS. It seems range bound and I am not sure if should keep it for it hasn't done anything in the past year. Would you switch it for KXS and why? Thank you!

Q: I see that Quorum Info Tech. (TSXV: QIS)is now on your watch list of interesting companies. They just released Q2 results and they appear very good. What is thoughts about the results?

Q: Filed on sedar yesterday was a disclosure that a US Fund owns 11% of the shares of Quorum Information Technologies (TSXV: QIS). It appears that this institutional investor has been buying this stock over the last year through Cantor Fitzgerald Securities. For such a small but profitable and growing Company, is this good sign when a US institutional investor is taking a big stake in a micro cap Canadian software company?