Q: In a June 28/19 answer to Jim 5I quotes a yield of 8.03 % yield on ERE.UN.... I'm assuming something changed between then and now as any source I can find shows 3.27 %... Could you explain what that was ? You also referred to a special dividend in April. What was that all about ? Thanks for your great work.
Q: Any thoughts why Sangoma still trades less than 1X revenues (on forward guidance) despite having almost half of its revenues recurring. The Company has grown a lot and Management has a history of making good acquisitions. Do you think the stock is due for a re-rating more inline with its peers?
Q: Hi team,
Any news on when the company's new facility will operate? It should be close to late December and would it be a good time now to add to my position?Is the company undervalued, would analysts cover it once the new plant gets going, and could it be a takeover candidate?
Many thanks,
Jean
Q: Don't own it, but it shows up on your tax loss list. Down 40% on a very dilutive offering. Would you touch this stock? Even though terrible for existing sharesholders, does this offering finally put them on better finanacial footing going forward? Or is debt still a problem for them?
Q: i know you do not like these 2 companies, but the home care market in the u.s. is on fire.
these 2 companies keep scoring new wins.
would you buy either or both.
do you a better choice, small cap.
dave
Q: This company has shown stronger results, more contracts and was slightly profitable for the last two quarters.However ,I am puzzled to see the weakness in the stock price over the last three months.What would be causing this and is it a good time to accumulate shares?
Thank you,
Jean
Q: Three months ago a .20 EPS quarter sent GSB to the $14's. Today, a .19 EPS quarter sent GSB to the $9's. Sales are up from last year, Gross Margin is up from last year, Costs are coming down, EPS is up over last year. They have zero debt, $13M in the bank, excellent FCF and high insider ownership. I can't see a problem with this company at all. Is the drop a "sell on news" story. The stock can be volatile and is a small cap security. Is it buyable in your opinion at these levels?
Q: I am interested in small and mid cap companies involved in ONLINE gaming. With the trend in new forms of gaming (legalized sport betting & E- Sports, pending), what do you have on your radar?
Thanks
rick
Q: Are the recent results (Oct 17/19) sufficiently on track to justify considering this company for growth? If not. what obstacles do you identify? Thank-you.