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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: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Read Answer Asked by Dan on April 24, 2023
Q: Currently have a small position in QIPT, and considering adding to the position. Have been following the remaining 3 and thinking of adding.
Can you please provide your thoughts and perhaps growth of these companies.
Thanks in advance
Read Answer Asked by Rick on January 06, 2023
Q: Looking to reposition out of Oil&Gas. The noted companies have been beaten down. How would you rank for a 3 year horizon. Highest to lowest. Any other names you would add to this list?
Read Answer Asked by Chris on July 26, 2022
Q: Would appreciate your views on this morning's blockbuster announcement. The SP has been very lethargic over the past year but this could finally move the yardsticks.

CINCINNATI, April 26, 2022 (GLOBE NEWSWIRE) -- Quipt Home Medical Corp. (“Quipt” or the “Company”) (NASDAQ:QIPT; TSXV:QIPT), a U.S. based leader in the home medical equipment industry, focused on end-to-end respiratory care, is very pleased to announce the execution of a national insurance contract with a top five health insurer in the United States1.

Management Commentary

“The execution of this national insurance contract with the largest commercial payer in the United States is a major milestone for Quipt and serves as a further accelerant to our ambitious long term growth plans. The national contract is expected to be meaningful as we continue to expand into new states, broadening our operating footprint over a much wider geography. When we make an acquisition, we will be able to immediately leverage the national contract, which is extremely powerful in terms of capturing as many eligible patients as possible,” said Greg Crawford, Chairman and CEO of Quipt. “Moreover, we feel there's still a lot of opportunity for us to go after more national contracts, which would provide the opportunity to add additional payers, and we will continue to work with other large commercial payers to help them better understand our strong patient centric model and the benefits to patients and payors alike. The new national insurance contract, extremely favorable demographics, and our robust operating platform, put us in an industry leading position to provide high touch at home clinical respiratory services throughout the country.”
Read Answer Asked by karl on April 26, 2022
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