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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: Hi,
Last year around this time, you were asked to guess a few names in the US or CDN Market that had 100 bagger potential. Some of the names mentioned were WELL, TTD, LSPD, XBC, MGNI, PLTR, VEEV, PINS, KRR, & STC. Just wondering if there were any names you would add or delete from this list? I realize identifying the next 100 bagger is next to impossible, just for some fun.
Thanks
Read Answer Asked by Curtis on November 23, 2021
Q: How would you rank these Canadian small cap tech stocks for (a) new money now and (b) future growth prospects?

Thanks!
Read Answer Asked by James on October 20, 2021
Q: Hi team,

What are your thoughts on these Canadian beat up tech cos (AT, WELL, WE, STC, CTS, SFTC)? How would you rank them in terms of quality and your favorites at current price?

I look at AT and 12x F22 ev to ebitda. That is 5x less than TTD!!! Seems insanely cheap.

CTS also seems to be out growing their peers and have an attractive 10.6x F22 ev to ebitda.

And WE has Bill Ackmans backing!
Read Answer Asked by James on October 19, 2021
Q: Why would POW issue new PWF preferred since PWF is now part of POW? To redeem old issues may be?

Any news of the Sep23 meeting for STC share consolidation? Strange it takes so long.

Thanks all
Read Answer Asked by Denise on October 08, 2021
Q: Hi guys, got a nice profit in L in the last year. Thinking about a rotation in small cap like stc, exlc or mdf that are down significantly recently. Your thoughts and how do you rate the small cap stocks mentioned.
Thanks for your reply.
Read Answer Asked by Sonny on October 06, 2021
Q: As an owner of both the above companies, I wonder your thoughts of ENGH going after STC via acquisition for the UCaaS software, and spinning off the rest of the hardware and services side?

It's not their style, but I think value could be had for both here. ENGH could use debt to finance it, and use the proceeds of a spinoff to pay down / off debt.

Would a transaction like this make sense? I personally would love to see ENGH make larger buys given their cash generation.
UCaaS seems like a good opportunity to braoden for them.

Just trying to get both of these companies going again....

Read Answer Asked by JAIME on September 16, 2021
Q: Hi, for my TFSA I primarily hold small dividend with steady growth companies, to keep things somewhat stable. STC is the exception. I have room for one more company.
With that in mind could you suggest 3 stocks that may fit in with what i already have, keeping sector diversity in mind. ( I also have ATD.B in another account)
Thanks, really enjoy your platform and service to the small investors.
Read Answer Asked by Brad on September 14, 2021
Q: I am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.

Dave
Read Answer Asked by Dave on September 03, 2021
Q: Hi folks..thoughts on news that Sangoma going to consolidate shares (23 Sept vote) to pursue a U.S. Listing...and are U still comfortable that Sangoma & Star2Star Technologies are good fit?? Pre-lim results seemed good, and I think audited results are due in Sept?...Should U wait to see how consolidation..& Q results appear, before starting/adding to position...Buy,Hold or Sell...Thanks as always, jb Piedmont QC
Read Answer Asked by John on September 01, 2021
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