Investment Q&A

Q: Good Morning.
Can you provide any information about this company? It looks like a nice business.

Linda

Q: What is your opinion on Avante Logixx? The Company has made 3 acquisitions (the latest being last week) which takes its annual revenues over $20 million (over 30% recurring). Also high insider ownership and now 3 analyst buys.

Q: Have you heard of this small company?

Q: I realize it's tiny, any opinion on this company?

Q: Hello team,

I have a question which may turn to a suggestion. You have just released a report on this company, which is generally positive for a long-term investor. I wanted to ask what you know about the management of this company. Have you seen them? What do you think of them? How much skin do they have in the game?

And with that, what do you think of having a section on Management in your coverage report? Like who they are? what is their background, past experience, education, etc? Have you met them or not and what is your overall impression of them? I think a section of this kind would add more value to your coverage report. I don't think I am the only one who believes more often than not it is the management that makes or breaks a company. I don't want to invest in a company which you (5i) do not have a good impression of. And if you put this information in the report, members would not have to email you and ask you the same.

Thank you as always 5i.

Q: May I please have a current opinion on ISV? I checked the Q&A section and it has been a couple of months since your last view was published. The dividend looks very attractive. Thank you again for your excellent service.

Q: Any further thoughts on SEV?

Q: Could you give your valued opinion on their fourth quarter and year end earnings, please?
Thank-you very much!

Q: A pair of recent announcements have peaked my interest of late. The Telefonica deal seems like a huge vote of confidence to me and the company has decent earnings. Is this starting to look interesting to you guys? Thanks

Q: I too am curious about this company but it is hard to get my head around the idea that it is apparently profitable, has been around for 30 years and is trading at $.29 ?? Could I get your analysis-- Would you buy this stock.? Thanx Robbie

Q: Hello 5i

Could I have your thoughts on the company and the latest earnings? Seems interesting. Earnings appear to be heading in the right direction although illumination was off a bit. Seeing as the stock is trading pretty much where it was a year ago would this be a good entry opportunity as growth from acquisitions is expected to continue?

Q: IWG is a Nanocap trading at 2x book. They have 14 straight quarters of profitability, are trading at 9x earnings, have consistently high margins, a board/CEO with history in the aviation industry, and contracts with many big aviation manufacturers. Also, based on what I can determine, North American government regulations require potable treatment on air vessels. I am hoping you can answer some or all of the following questions:
- The annual report 2015 indicates IWG has 1 major competitor in the Potable Water Systems & Water Heaters space, who are they?
- What is useful life of an IWG water system?
- What % of revenue comes from the maintenance costs of an installed IWG water systems?
- How many corporate jets are in service worldwide? Is "lower for longer" oil price seen as a corporate jet business catalyst
- Are Bruce Gowan (chairman, former Magellan CFO) and C. Edward Butterfield (CEO) known as "good" management in the aviation industry?
- They are implementing an ERP in 2016, what is the estimated cost?
It's a tall order, but your my research department :) I really appreciate what 5i offers!

Q: What is your view on this stock now that Karnalyte has received from India GSFC Ltd, a guarantee on payments of $700 million(US) in dept to finance the first phase of this mine? Is there still upside on this stock after the big return year to date?

Q: could i please have your thoughts on this c-hedged u.s. momentum fund.

thanks, david

Q: I would appreciate your comments as to whether GCL might be a good speculative investment.

Thanks!

Q: Peter - What are your thoughts on this company. They are small but growing with a plan to open 3-8 pods over the next year. They have $24 million in cash and appear to have a ceo and cfo who are very well educated and trained in the area of addition rehabilitation. I am already up quite a bit on this stock. What are you thoughts.

Q: Good morning,

Can you provide an updated investment opinion on this company.
It appears to be set up for some decent growth in the next few years.
In your opinion is it worth taking a small speculative position at this time.

Thanks
Tom

Q: This company was profiled in Canadian business under Canada's most innovative companies. Commercializes brilliant medical breakthroughs? Trades on venture. Have you heard of it and do you have an opinion on the company.

Q: Hi Peter, What do you think about Score now-a-days? I bought it from growth portfolio recommendation last year. I am down 75% from my buying price. This is .80% of my portfolio now. Should I just take the loss and move on. I am a Software Architect and recently went to a mobile conference and fortunately spoke to their SVP. He was saying pretty good things about their business and the team(his claim is his team is best in Canada after Google and Shopify). Anyways, I don't know, it is like asking barber if I need a haircut. I can hold on to this for 5 years as it is in My RRSP. But considering your business analysis do you think it is worth holding or should I just switch to something else? Your detailed analysis please.

Q: Intrinsyc Technologies just release Q4 results they were outstanding with significant revenue growth. The Company was fully profitable for the year earning $US0.03 EPS. Many non-profitable tech companies are trading at much higher multiples than ITC. What is your opinion about ITC and do think the company will get some more attention from the street even though they do not need any money.