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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Morning Peter and Team,
I found it interesting that Peter chose Micron as one of his top picks on a recent visit to a Canadian TV program. As it is a bit unusual to choose an American company I assume you are very positive about its future. Could you please give me more detail as to why you think this is an excellent American company to invest in. Thanks again for your continued appreciated guidance.
Read Answer Asked by Les on February 25, 2019
Q: Hi 5i,
Lumentum Holding did not report great quartly result, but the stock rebounded strongly after that.

What is your thought on the future of this company?

I held this stock at a 20% loss, small position, I know you do not like average down, but in view of the momentum of the stock, would you think it is time to add a little more to a reasonable weighting?

Thank you for your great service as always.
Read Answer Asked by Pui on February 25, 2019
Q: At bare minimum should Sangoma's stock price trade at least 1X sales based on the current sales quarterly run rate of $30M or $120M annually (which is a mix of recurring) just reported therefore a stock price closer to $2.30? The Company continues to exceed on revenue growth, EBITDA and cash flow expectations and trailing net income has little meaning for a company making big acquisitions because of one-time integration costs . From management comments the Company's outlook is very strong and they continue to execute on paying down debt. Other Company's trade at more then 3 times future sales with no track record! I am missing something?
Read Answer Asked by Charles on February 22, 2019
Q: I saw this company mentioned as a past pick today on Market Call and I would like to know your take on this stock. Would you buy it? Thanks for any info you can provide. Peggy
Read Answer Asked by Peggy on February 22, 2019
Q: Can you provide an update on RHT? It seems to have found a technical bottom since november and has made 3 successive higher lows as it moves up and down. What are the fundamentals like? How much of the fundamental strength that you initially saw still exists? Is this a dead (patient home monitoring type) company or just one that you lost patience with and could/should still go. I admit not to have looked into them beyond your recommendation so a summary of their potential catalysts and pitfalls over the next year would be amazing. Take a couple credits if needed to provide a full and thorough answer please.

Thanks
Read Answer Asked by Tim on February 21, 2019
Q: Can you expand more on your most recent answer regarding AYX. "Some analysts believe it has a unique solution with little real competition, which of course we like. "

What exactly do they do? what solution are you referring to? 6 questions/answers only showing for on this company (as you noted it hasnt been public for long), 5 in the last month, 5i seems quite "bullish" on the stock so I am very intrigued. Thank you!
Read Answer Asked by Michael on February 21, 2019
Q: Unfortunately, I doubled down on SIS, COV, TSGI and KXS. KXS is the only one where I am basically even. The others have magnified my losses. I run out of patience and sold TSGI a month ago. I like the US stocks that you like and am doing well with them. TTD over the last 2 days has gone between a low of $145 to a high of $165. Do you of any reason why? Thanks, Dennis
Read Answer Asked by Dennis on February 21, 2019
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