Q: At bare minimum should Sangoma's stock price trade at least 1X sales based on the current sales quarterly run rate of $30M or $120M annually (which is a mix of recurring) just reported therefore a stock price closer to $2.30? The Company continues to exceed on revenue growth, EBITDA and cash flow expectations and trailing net income has little meaning for a company making big acquisitions because of one-time integration costs . From management comments the Company's outlook is very strong and they continue to execute on paying down debt. Other Company's trade at more then 3 times future sales with no track record! I am missing something?
Q: I know they are not really your favourite stocks to talk about, but if you had to choose between holding VMD or PTQ which would you choose, and why? I currently own both, spun-off from old PHM. PS - neither is an option too....
Q: I am always on the lookout for small, profitable, ignored stocks. What do you think of Vitreous Glass (VCI)? They look profitable, pay out most of their earnings in dividends, and I can understand their simple glass recycling business. What are your pros and cons. Thanks.
What are your thoughts on this company and their latest quarter. I have a position at a loss, is there hope for it still? What is the inside ownership like?
Q: Hi- looking for some additional clarity on this - your comments were quite positive on the last results a few weeks back- but latest comment on the capital raise was rather cautionary
Q: i know these 4 companies are unrelated businesses but can you comment on viability of each and rate them in order of best to last for speculative investments or any others that would come to mind
Q: Stock down over $4 bucks after earnings yesterday. Is it oversold? At $19 it was trading at a p/e of around 11. Now it is around $14.50. A value trap or would you start nimbling? It has been a good money maker in the past but of course we need to look forward.
Q: Hello, I was wondering if you might have some news on Tornado Global Hydrovacs (TGH). It is up over 11 % after hours and I don't see any news. I am up 94% and wondering if I should take a little off the table or let it run. I appreciate your analysis.