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Sangoma Technologies Corporation (STC)
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H2O Innovation Inc. (HEO)
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B2Gold Corp. (BTO)
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Capstone Copper Corp. (CS)
Q: Peter,
There seems to be some love returning to the beleagured Canadian small/micro cap stocks. Given how much they have declined, it looks like there is decent upside if the recovery continues.
On this note, do you see STC as a name that has not yet joined the party (with PAY, NVEI, LSPD, DTOL, DCBO, etc., already on the move) and has some decent potential here?
What would be your top three picks in this space at this time?
Thanks for your outstanding service,
David
There seems to be some love returning to the beleagured Canadian small/micro cap stocks. Given how much they have declined, it looks like there is decent upside if the recovery continues.
On this note, do you see STC as a name that has not yet joined the party (with PAY, NVEI, LSPD, DTOL, DCBO, etc., already on the move) and has some decent potential here?
What would be your top three picks in this space at this time?
Thanks for your outstanding service,
David
5i Research Answer:
STC has certainly lagged, and is due for a bounce IF the small cap party can continue. Weak execution and high debt could still hold back its (relative) gains. WELL has not exactly lagged, but we still think it qualifies in the top of small cap potential names. Some small cap names that we like under $10 which have robust fundamentals and we feel can perform well are: CS, HEO, CTS, BTO