Investment Q&A

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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.

Upvote 0

Read Answer Asked by Dan on August 15, 2023

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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.

Upvote 0

Read Answer Asked by karl on May 18, 2023

• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by Scott on May 18, 2023

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by Nishan on May 16, 2023

• StorageVault Canada Inc. (SVI $4.74)
  • $4.74 Cap: $1.73B
  • View SVI Profile
  • View Questions on SVI
  • View Reports on SVI
• AutoCanada Inc. (ACQ $23.75)
  • $23.75 P/E (TTM): 14.68X Cap: $535M
  • View ACQ Profile
  • View Questions on ACQ
  • View Reports on ACQ
• Exco Technologies Limited (XTC $6.76)
  • $6.76 P/E (TTM): 10.62X Cap: $253M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC
• Leon's Furniture Limited (LNF $28.30)
  • $28.30 P/E (TTM): 11.13X Cap: $1.94B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Tamarack Valley Energy Ltd. (TVE $8.03)
  • $8.03 Cap: $405M
  • View TVE Profile
  • View Questions on TVE
• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
  • View CHW Profile
  • View Questions on CHW
• Reitmans (Canada) Limited (RET.A $2.09)
  • $2.09 P/E (TTM): 215.0X Cap: $113M
  • View RET.A Profile
  • View Questions on RET.A
• Cardinal Energy Ltd. (CJ $8.73)
  • $8.73 P/E (TTM): 17.64X Cap: $1.38B
  • View CJ Profile
  • View Questions on CJ
• North American Construction Group Ltd. (NOA $18.72)
  • $18.72 P/E (TTM): 14.5X Cap: $560M
  • View NOA Profile
  • View Questions on NOA
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.51)
  • $160.51 P/E (TTM): 24.28X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A
• Richelieu Hardware Ltd. (RCH $39.99)
  • $39.99 P/E (TTM): 26.44X Cap: $2.20B
  • View RCH Profile
  • View Questions on RCH
  • View Reports on RCH
• Data Communications Management Corp. (DCM $1.67)
  • $1.67 P/E (TTM): 8.95X Cap: $92M
  • View DCM Profile
  • View Questions on DCM
• Geodrill Limited Ordinary Shares (GEO $3.97)
  • $3.97 P/E (TTM): 14.59X Cap: $187M
  • View GEO Profile
  • View Questions on GEO
• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.32X Cap: $853M
  • View ECN Profile
  • View Questions on ECN
• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
  • View STLC Profile
  • View Questions on STLC
• Atlas Engineered Products Ltd. (AEP $0.68)
  • $0.68 Cap: $47M
  • View AEP Profile
  • View Questions on AEP
• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Sagicor Financial Company Ltd. (SFC $9.37)
  • $9.37 P/E (TTM): 7.18X Cap: $1.28B
  • View SFC Profile
  • View Questions on SFC
• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
  • View AND Profile
  • View Questions on AND
  • View Reports on AND
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT
• Propel Holdings Inc. (PRL $24.88)
  • $24.88 P/E (TTM): 11.83X Cap: $979M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• ADENTRA Inc. (ADEN $34.47)
  • $34.47 P/E (TTM): 10.95X Cap: $826M
  • View ADEN Profile
  • View Questions on ADEN

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.

Upvote 0

Read Answer Asked by Dan on April 24, 2023

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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.

Upvote 0

Read Answer Asked by andrew on April 19, 2023

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by Robert on April 18, 2023

• Welltower Inc. (WELL $186.86)
  • $186.86 P/E (TTM): 127.4X Cap: $127.95B
  • View WELL Profile
  • View Questions on WELL
• CareRx Corporation (CRRX $3.85)
  • $3.85 Cap: $243M
  • View CRRX Profile
  • View Questions on CRRX
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by John on April 17, 2023

• Viemed Healthcare Inc. (VMD $7.29)
  • $7.29 P/E (TTM): 22.48X Cap: $280M
  • View VMD Profile
  • View Questions on VMD
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by Bradley on February 21, 2023

• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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.

Upvote 0

Read Answer Asked by John on February 21, 2023

• Viemed Healthcare Inc. (VMD $7.29)
  • $7.29 P/E (TTM): 22.48X Cap: $280M
  • View VMD Profile
  • View Questions on VMD
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Thanks!

Upvote 0

Read Answer Asked by Robert on February 17, 2023

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by Charles on January 25, 2023

• Verde Agritech Ltd. Ordinary Shares (NPK $0.98)
  • $0.98 Cap: $51M
  • View NPK Profile
  • View Questions on NPK
• Eventbrite Inc. Class A (EB $4.44)
  • $4.44 Cap: $433M
  • View EB Profile
  • View Questions on EB
• Haivision Systems Inc. (HAI $5.51)
  • $5.51 Cap: $150M
  • View HAI Profile
  • View Questions on HAI
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by Rick on January 06, 2023

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by Mike on January 04, 2023

• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• CareRx Corporation (CRRX $3.85)
  • $3.85 Cap: $243M
  • View CRRX Profile
  • View Questions on CRRX
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by John on December 06, 2022

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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?

Upvote 0

Read Answer Asked by Chris on September 20, 2022

• Savaria Corporation (SIS $23.22)
  • $23.22 P/E (TTM): 25.6X Cap: $1.66B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by Curtis on August 26, 2022

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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

Upvote 0

Read Answer Asked by Chris on August 18, 2022

• goeasy Ltd. (GSY $130.49)
  • $130.49 P/E (TTM): 9.6X Cap: $2.09B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ $117.19)
  • $117.19 P/E (TTM): 49.11X Cap: $13.63B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.30B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI $126.35)
  • $126.35 P/E (TTM): 1073.26X Cap: $10.47B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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?

Upvote 0

Read Answer Asked by Chris on July 26, 2022

• Quipt Home Medical Corp. (QIPT $4.82)
  • $4.82 Cap: $213M
  • View QIPT Profile
  • View Questions on QIPT

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.

Upvote 0

Read Answer Asked by Dave on May 20, 2022