Q: I would like your thoughts on NTG Clarity Networks (NCI), a small company that has been profitable for a few years now, and is showing triple digit growth in revenue, EBITDA and profit for 2024, yet trading under 10 times earnings. Today they put out an interesting wrap up of their activity in 2024. Is their concentration in Saudi Arabia a big risk?

Q: Hi there. I was intrigued by the reply to a recent question which led to you providing a list of these six companies:
US: RSSS, BUKS, MCEM
Canada: HME, NCI, KUT

Can you please pick your 3 favourite regardless of country and provide a summary of why you think they hold potential as well as how each rank BOTH in terms of growth and risk with 1 being low risk/growth and 10 being high.
Thank you!

Q: Good day, are there any microcaps, both on the US side and in Canada, that you find particularly interesting at the moment? If so, why?

Regards