Review of Dye & Durham Ltd

JUN 13, 2023 - DND is such an interesting player in the niche software market. We think DND possesses a portfolio of high-quality businesses with a decent gross margin of 87%. We believe that a combination of share buybacks, demand recovery, and cost-cutting can be a near-term catalyst for the share price to gain stability and even positive momentum. We are maintaining our rating at “B+”.

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Q: Everyone, I am interested in a small cap growth stock with big upside - high risk - what would you suggest? With the understanding that I could lose everything. I have a small position in cash and I don’t like having cash. Clayton

Read Answer Asked by Clayton on December 01, 2023

Dye & Durham Limited (DND)

Q: One of my advisory services informed me that Plantro bout $7,500,000 worth of DND stock last week. It already seems to own 10% so it's ownership will be pretty substantial.

Who are they and what do you think about that purchase?

Thanks

Sheldon

Read Answer Asked by Sheldon on November 06, 2023

Dye & Durham Limited (DND)

Q: Referring to your rather positive response to Gregory on DND results.

Wondering why you suggested removing it from the portfolio just before earnings when it was down -60% YTD already.

It was a 50/50 chance of being a good report.

Sheldon

Read Answer Asked by Sheldon on October 31, 2023