Investment Q&A

Q: please comment on todays news of qipt acquisition and what it may mean
to stock valuation. i do not see how they are paying for it or what they paid, nor
the name of the company. pretty vague.
thank you.

Q: What do you think of QIPT as a part of a small cap portfolio? Results just out today after hours show a 64% revenue increase, and adjusted EBITDA up 80%, now at 23% of revenue compared to 21% last year. Big improvement in bad debt expense, down from 9% of revenue to 4% of revenue.

Q: At first glance, today's earnings look pretty good. But similar to WELL, we are again seeing a significant downward move on the SP. The difference is that the trading volume is pretty modest so it could just be a few retail investors that are "selling on the news." At any rate, would appreciate your views.

Q: Hi- would be interested in your analysis of Well vs. Qipt- if you had to choose one today for small cap healthcare

Q: Please your comments on the recent financing through shares at 20% below market price. Future prospects? Good value at current price?

Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.

Q: Why would they offer shares at such a hugh discount is it that could give friends shares in the private placemet at low price.

Q: Hi There,

With the stock price down to 7.85 approx due to the bought deal, all things considered would you advise a holder to add to holdings at this time?

Thanks! Rob

Q: I've had small positions in these three health providers since Covid. Are they worth keeping?

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?