Review of Tecsys Inc.

JUL 16, 2024 - TCS has demonstrated strong organic growth, and it has a healthy balance sheet and a strong backlog. Its recent results came in below expectations, but long-term demand looks healthy, and its updated guidance helped to support the stock price. It trades at a premium valuation to its peers, but we feel its strength lies in its niche healthcare vertical market, and if it can continue to grow its sales pipeline and expand its margins, that its premium valuation can be justified. We are maintaining our rating of ‘B+’.

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Q: One of my children (early 20's) has funds in a TFSA they are looking to put in a high risk/high return stock. I'd asked them to do some homework on their own and they've (with some back and forth) come up with 3 names; 2 of which do not register when symbols entered.

Already owned are ASCU (1/2 position), Full positions of BN, LMN, RY, TCS, 1.5x positions of TVE, GOOG and 3x position of NVDA.

Biotech or tech seem to be the preferred themes but are not "must own" if there is something better,

The top 3 names so far are Coveo, Cardiol and Oncolytics Biotech. I would appreciate your thoughts on these 3 options, perhaps place them in order of preference and add 2 you would recommend as a high risk/high reward test.

Great work all....thank you.

Read Answer Asked by Dave on January 30, 2025

Q: How would you rank the following four companies at current valuations? Which ones would you be comfortable buying a full position in?

Read Answer Asked by Schoombee on January 08, 2025

Q: Hi There,

Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.

Is it prudent to own both for growth in a diversified portfolio or too much overlap?

Ok thanks so much!

Read Answer Asked by Robert on November 22, 2024