Investment Q&A

Q: Hello 5i Team,

Considering the recent rise of VMD share value, would you endorse a switch to the other former PHM spinout, QIPT. How do you rank them in comparison? I see that you are feeling more confident about VMD recently, but recognize that it's considerably more expensive. Thanks, Brad

Q: Would you switch out WELL for QIPT? In you answer if you could provide financial metrics of each to support the answer. Thank you.

Q: Hi for growth momentum and overall risk over 1-2 years which of these 2 would you prefer?

Thanks!

Q: Can you comment on the latest deal by this company and its prospects go forward? Would you consider it a buy, sell or hold? Thanks

Q: Currently have a small position in QIPT, and considering adding to the position. Have been following the remaining 3 and thinking of adding.
Can you please provide your thoughts and perhaps growth of these companies.
Thanks in advance

Q: Does the recent acquisition have a significant impact on QIPTs prospects?

Q: These are all huge losers for me. Is it worth keeping all of them, or lightening up? If so what would you let go?
John

Q: Can you provide your thoughts around QIPT's closing of the Senior Credit Facility. How do you like its growth potential and risk/reward profile for future stock potential?

Q: I would like to start a position in one of these two companies. Which one do you think has better upside potential?
Thanks

Q: Quarter and future looks bright with new credit facility. View on performance and future prospects?

Q: Looking to reposition out of Oil&Gas. The noted companies have been beaten down. How would you rank for a 3 year horizon. Highest to lowest. Any other names you would add to this list?

Q: Morning
Your opinion on earnings please, I have a small position and want to slowly add to healthcare for the next leg up whenever that might be.

Q: Would appreciate your views on this morning's blockbuster announcement. The SP has been very lethargic over the past year but this could finally move the yardsticks.

CINCINNATI, April 26, 2022 (GLOBE NEWSWIRE) -- Quipt Home Medical Corp. (“Quipt” or the “Company”) (NASDAQ:QIPT; TSXV:QIPT), a U.S. based leader in the home medical equipment industry, focused on end-to-end respiratory care, is very pleased to announce the execution of a national insurance contract with a top five health insurer in the United States1.

Management Commentary

“The execution of this national insurance contract with the largest commercial payer in the United States is a major milestone for Quipt and serves as a further accelerant to our ambitious long term growth plans. The national contract is expected to be meaningful as we continue to expand into new states, broadening our operating footprint over a much wider geography. When we make an acquisition, we will be able to immediately leverage the national contract, which is extremely powerful in terms of capturing as many eligible patients as possible,” said Greg Crawford, Chairman and CEO of Quipt. “Moreover, we feel there's still a lot of opportunity for us to go after more national contracts, which would provide the opportunity to add additional payers, and we will continue to work with other large commercial payers to help them better understand our strong patient centric model and the benefits to patients and payors alike. The new national insurance contract, extremely favorable demographics, and our robust operating platform, put us in an industry leading position to provide high touch at home clinical respiratory services throughout the country.”

Q: What is your take on the quarter? Is the company on a cash burn rate or generating free cashflow if you normalize or remove acquisitions? Thanks

Q: Do you still prefer WElL .ca to QUIPT for an investment today?

Q: Can you provide a full recap of your thoughts with QIPT's most recent results. Please include future growth and possible market cap targets 3-5yrs forward. thx as always.

Q: Dear 5i team.

Can you help me understand what is going on a Qipt?
I read that a management cease trade order was approved and they are not in compliance with some reporting requirements for the Nasdaq.
When do they report next.
Appreciate your help deciphering this.

Q: Hello Peter and Team

I have above stocks in my TFSA account. I am down CAE 10%, NVEI 47%, ENGH 17%, KXS 24%, LSPD 12%, QIPT 18%.

Normally I will consider all of them as good growth stocks but with the rotation now hapening in the market, I am wondering if I should keep them for the next 12 months or I should switch to more value stocks.

I value you opinion

Raouf

Q: Thoughts on these 3 companies going forward?

Thanks!

Q: Question about insider activity. Does activity in warrants, rights and options indicate a postive or negative outlook on company performance.
Tx in advance. Ken