Q: i realize that Sylogist [SYL] trades on the venture exchange and is also thinly traded.Do you think it could qualify as a stock that you could buy and forget about for about 5 yrs. or so? it does pay a nice dividend, thanks.
Q: WiLan - recently I've heard comments from an analyst who had liked this company, but in reviewing ths latest numbers now has a flat to somewhat negative outlook. Been waiting for a while for this return to its former heights - are you still comfortable with the A- rating
Q: WIN
I know it's probably your favorite company to get questions about :)
Seeking your input regarding the latest news coming out of WIN re: Alpha Networks and British Telecom
I found the info you provided to an investor question previously on Solium Capital (T.SUM) to be very interesting and led me to do more digging (an equally valuable part of this service!). Indeed Solium is carving out an ambitious and interesting niche for itself as the global 'go-to' organization for a wide swath of services regarding equity compensation (e.g. even extending past software to include brokerage, trust etc.)
Some factoids that I found of particular interest - 93% of revenues are recurring; management owns approx. 35% of outstanding shares (all acquired via cash purchases as there are no 'founder shares') and so very much aligned with shareholders.
SUM has finally attracted an analyst (Pardeep Sangha from PI) who has set a $4.50 target in his Jan 22 report. His basis for the price is that "Solium is currently valued on an EV/Sales ratio of 1.7x and an EV/EBITDA ratio of 7.1x FY13 estimates. Meanwhile, Solium’s peer group, is currently valued at an EV/Sales multiple of 3.4x and an EV/EBITDA multiple of 12.6x consensus FY13 estimates."
Question: is his EV methodology perhaps more useful than using a straight P/E analysis for assessing this type of high growth company.
Q: Could you please give me your opinion on INOD, 52 week trading range of 2.80 to 7.35, now at 3.92 with 11x pe. Is it a buy at this level? Thanks for your great service.
Q: Just a comment on the Amaya question from Frederick. On the last conference call I think they said they would report in April and at that time they would give guidance for the full 2013 year. I may have misunderstood but I think they said they hope to provide annual forcasts. Hope this is helpful. Joe
Q: Amaya and earnings releases.
Do you think the next release will be the annual and that it'll be in March?
If you have general info on when/why a company would release a 4th quarter vs having it included in the annual would be interesting.