Investment Q&A

Q: I would appreciate your analysis of their latest results. The market seems to have yawned in reaction. Thanks as always.

Revenue Increase of 32.6% and Adjusted EBITDA Increase of 143%
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Revenue for the first quarter ended March 31, 2019 was $39.0 million, an increase of $9.6 million over the prior year period.

Gross profit grew to $14.3 million in the first quarter of 2019, compared to $10.6 million in the first quarter of 2018.

Adjusted EBITDA(2) was $3.5 million in the first quarter of 2019, compared to $1.4 million in the first quarter of 2018.

Investor Conference Call on May 14, 2019 at 8:00 a.m. ET

Q: In response to my question re: byl and qst, you said qst was the better choice. Would you please give a more detailed analysis for this recommendation. Thank you.

Q: I see there are four buy recommendations on Baylin. What is you opinion of this company? Do they have much debt? Thank you.

Q: Considering all metrics,debt,growth etc. Which would you consider a better hold for 1 to 2 years? Thank you.

Q: I'm looking for a 'reasonable' way to approach the 5G world as it rolls out over the next few years. With so much being said about this technology, is there a way to approach this with Canadian companies? While the companies I note are not really comparable I mention them only as potential candidates to look at. Would you see an investor better off to be in a large cap such as BCE or lean towards a small cap such as BYL? Would the cable companies be worth a look? What other companies are likely to benefit from the 5G rollout that you would suggest looking at? I am comfortable with risk so small cap and volatility is ok.

I'm more interested in what companies I should be researching and potentially adding to my portfolio.
Thanks

Q: What's the best way to play 5G on the TSX ? Thanks.

Q: For a 5 year hold,would you please rank these companies on a risk/reward criteria.Thanks.

Q: Could you please comment on BYL's 2018 results that were released yesterday. Appreciate your efforts as always.

Q: Hi 5i Team,
I really appreciate the service
I'm looking to add to positions in the above companies this year. In what order would you recommend I fill out these positions?

Thanks

Q: Thinking of taking a position in Baylin - do you have any opinion if it is worth a go?
Sounds like they might do good when 5G use starts to get going?

Q: Good morning

Do you think the possible blacklisting of Huawei from many western countries is a significant event wrt the 5g rollout? If so, which non-China competitors do you think stand to benefit most.

Thanks
Peter

Q: Hi,

Your opinion on baylin's latest results and conference call.

Thank you

Q: both BYL and PBL are up, should I sell or hold, thanks

Cindy

Q: Would you start a position in HTL today or add to a position in BYL?
Thanks for the great service!

Colin

Q: Hi,
Could I have your analysis of Baylin's results ?

Thanks

Q: Greetings 5i Team,
Please comment on Baylin's latest acquisition and how you view its impact on this company. Thank you.

Q: Your analysis of baylin quaterly results

Thank you

Q: Investing in 5G network companies - I hearing a lot about this - do you have any suggestion of US or Canadian companies that I can invest in to take advantage of this? Thanks

Q: Hi, Pervayers of wisdom
Wondering if you have any insight into the rather negative response to Baylin's stocvk considering reasonably positive news.
Is the stock reaction related to the negative performnce of US semi's lately?
Cheers, Chris

Q: What would your choices be to invest in 5G
Is there an etf that would be better, spread the risk
Many thanks