Investment Q&A

Q: Would you buy QTRH and PTG today for income and growth and could you suggest a couple more on your small cap radar that look good . Thanx Robbie

Q: Can I please get your opinion of Pivot's latest results. Thank you !

Dave

Q: I realize you have better prospects than these but I am wondering if you can make a buy case for longer term holds. Could you also provide some of your current small cap favorites . Thanx Robbie

Q: Can I have your opinion on the recent results?
How safe is the dividend?
What are the prospects for long term growth?
Thanks.

Q: Can I please get your opinion of Pivot's latest results. Thank you !

Dave

Q: Are any of these a buy in your opinion and if so in what order ? Thanx Robbie

Q: Can I please get your opinion of Pivot's recent results. Thanks!

Dave

Q: Would you buy or add to these names today and if so in what order ? Thanx Robbie

Q: echelon wealth has pivot as one of is 5 top small cap picks for 2018 with a 5.50 target and a huge dividend that seems very safe.
you guys dropped pivot
saying you were concerned about mgmt.
what do you think of pivot now, would you buy it, would you recommend it and is the divvy safe. dave

Q: Will US tax reform benefit Pivot? Are you able to determine to what extent?

Regards and happy holidays.

Robert

Q: Would you add to any or all of these today and if so in what order ? Thanx Robbie

Q: I am doing some research on PTG and I am somewhat amazed to see that the companies market cap is about $100 million, but revenues clock in at over $1.3 billion. It would seem to me that they have a large degree of leverage to any cost savings they can wring out of their operations. Even a 1% reduction would equate to a significant % of their market cap. I was also thinking that this could make it attractive as a takeover candidate. I note, as well, that in a recent response you indicate that the fairly attractive dividend appears safe. I am looking at building an investment "thesis" if you will, and was wondering if you could add any comments as it does sound as though you have had access to management recently.
Kind Regards.

Q: Would you be comfortable buying ( or adding to ) any of these names and if so in what order Thanx Robbie

Q: Please comment on the results from these companies. Thanks

Q: Given the 10% plus drop today and the upcoming earnings release what would be the best play to divest ones shares. Thanks John

Q: thanks for putting covalon in the growth, i knew you would the way you answered previous questions on it.
it is a huge holding for me.
what is the rational for cutting pivot, echelon has it as a top pick for this quarter with a 6.00 target. will their earnings be poor, it seems like you know something , is the divvy safe. dave

Q: Hello 5i, Last year you indicated that PTG had a lot of debt and was priced for no surprises. I sold position and bought PHO. I am thinking of reentering PTG in a half position and selling half PHO,your comments please.

Q: please evaluate and compare prospects of these for a one year hold - thanks

Q: I am under water on these three stocks. I am looking for best possible growth. Risks are fine.
Keep any of these three stocks or replace with stocks offering better growth? Your suggestions please. Thanks.

Q: Hello,

PTG announced a partnership with Moogsoft recently which the market seems to like. Moogsoft looks like a very interesting AI software company. Moogsoft is private, but from what I can find publicly, appears to be doing very well. Your thoughts on the partnership?

Regards,

Robert