Investment Q&A

Q: Since your last look a year ago, AcuityAds has been impressive in growing its business and in its most recent quarter, has actually turned EBITDA positive. And now while still small, current N.A. clients with European operations are asking them to expand into Europe while term loan lenders are chipping in by voluntarily proposing to defer interim payments in support of such a move.

Looks quite promising but was wondering if you're familiar with any of the management team.

Q: I am puzzled by the market's very negative response to Firan's release of 1st Quarter 2016 results this morning. The results were nothing special - perhaps they missed earlier guidance or expectations in a meaningful way - ?

Thank you,

John

Q: Peter:

Today RDM's market cap exceeded $100 million. As a former fund manager will this bring in more institutional investors into this stock and allow it to trade higher multiples?

Q: What are your thoughts on this company ? Does debt look manageable ? Is it a buy ?

Q: It's been over a year since you've looked at VersaPay (v.vpy). In the meanwhile, their move with ARC software is really starting to pay off, with acceptance/expansion to new customers and end-users developing even faster than the company itself had estimated just 3 months ago. What's your take?

Q: Could you please provide an update on QIS. It seems range bound and I am not sure if should keep it for it hasn't done anything in the past year. Would you switch it for KXS and why? Thank you!

Q: hi,

How the Tesla news will affect the graphite industry? Do you think that it is a good time to buy-in this Co?

regards,

Q: I am considering selling Direct Cash. But before making this decision, I was wondering if you could supply the following information. What are DCI's growth prospects? Is it in a dying industry? How safe is its dividend? Also,what is its debt load?
In your opinion is it a hold or sell.

Q: An update on your opinion on this stock would be appreciated. Many thanks.

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?