Q: What is you opinion on STC update release today? It implies revenue growth is returning for fiscal 2025 (as of July 1) and very low debt leverage less than 1.5 X EBITDA by yearend. Currently trading less than 1x revenues with big free cash flow, it seems like a good buy as new Management continues to execute its turnaround.
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Sangoma Technologies Corporation (STC)
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Western Forest Products Inc. (WEF)
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Magellan Aerospace Corporation (MAL)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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WELL Health Technologies Corp. (WELL)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I need to clean out the dogs and take some losses for tax purposes. In which order would you sell? Are there any keepers here?
Q: What is your thoughts on Q3 results. The cash flow generation seems big and the new analyst targets seem encouraging and net debt is down alot.