Q: hi folks, opinions on Q results for Sangoma stc/t....no position yet but on radar...stay on the sidelines, or, ok to start a position...thanks as always, jb Piedmont QC
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Investment Q&A
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Q: Your opinion of this company please
Q: I recently sold an energy holding that has performed well.
I'm looking to re-invest some of the proceeds into Sangoma (STC) and/or EGLX, both of which I already own.
What are your current thoughts on Sangoma, given the decline in share price this year and its debt? Would I be better off adding that portion to EGLX instead?
This would be in a TFSA. Otherwise well-diversified investor in his late 50s with a cast-iron stomach.
Thanks as always!
Marc.
I'm looking to re-invest some of the proceeds into Sangoma (STC) and/or EGLX, both of which I already own.
What are your current thoughts on Sangoma, given the decline in share price this year and its debt? Would I be better off adding that portion to EGLX instead?
This would be in a TFSA. Otherwise well-diversified investor in his late 50s with a cast-iron stomach.
Thanks as always!
Marc.
- Sangoma Technologies Corporation (STC)
- Converge Technology Solutions Corp. (CTS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello
Do you have preference of these 3 stocks and in what order would you buy.
Thank you
Mike
Do you have preference of these 3 stocks and in what order would you buy.
Thank you
Mike
Q: Hello,
Thank you for all the help in these tough times. The advice from this service does help keep a person grounded in dark days. In anticipation of us reaching peak inflation and small caps beginning to turn around can you let me know which of these you would prefer? Both are trading close in stock price but CTS is much larger according to RBC website 1.3B vs 188M. Both are well down from their highs and both seem to still be growing at a good rate. Which in your view looks like the better horse? Or should a person pick both?
Thanks
Thank you for all the help in these tough times. The advice from this service does help keep a person grounded in dark days. In anticipation of us reaching peak inflation and small caps beginning to turn around can you let me know which of these you would prefer? Both are trading close in stock price but CTS is much larger according to RBC website 1.3B vs 188M. Both are well down from their highs and both seem to still be growing at a good rate. Which in your view looks like the better horse? Or should a person pick both?
Thanks
Q: Please comment on Q4 results released today & going forward. Today closed @ $7.75 -0.60. Is it still worthwhile holding. My purchase price is $22.75.Txs for U usual great services & views
Q: A good recovery from June low of some $9.50 to current $12.31,Any news? Is it timely to add to 1% position,p/p $22.75 ? Txs for u usual great services & advices
Q: Sangoma is an interesting case. Undertook a huge acquisition, with revenues massively increasing. Operating costs increased massively however, resulting in larger net earnings losses compared to before the acquisition. My questions:
1) was the acquisition wise in retrospect?
2) how easy is it to get out of this pickle of larger losses?
3) is this an example of management getting compensation for the large acquisition, but not an apparent benefit to shareholders?
4) is Sangoma a good five year hold here, or what would you look for in its earnings to make it a good investment?
Thx
1) was the acquisition wise in retrospect?
2) how easy is it to get out of this pickle of larger losses?
3) is this an example of management getting compensation for the large acquisition, but not an apparent benefit to shareholders?
4) is Sangoma a good five year hold here, or what would you look for in its earnings to make it a good investment?
Thx
- Sangoma Technologies Corporation (STC)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation (NVEI)
Q: Growth focused investor, high tolerance for volitility, trade very little, seems buy and hold works much better for me, except in the above mentioned stocks. I'm down 50% or more in them all. Stocks are held in either TFSA or RRSP. Considering getting rid of one or all, reentering LSPD? If you were selling, what stocks and what order?
- Sangoma Technologies Corporation (STC)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Dye & Durham Limited (DND)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Hi, I have very small positions in each of these. Do you think it makes sense to sell STC ANRG and WELL to add to DND and CTS ? I view them as «safer» compagnies if a recession comes and they have as much long term upside potential as the others. What are your thoughts ? Thank you.
Q: low share count price to book. 0.413 your thought on this as an investment or just focus on better stocks
- Sangoma Technologies Corporation (STC)
- Sylogist Ltd. (SYZ)
- Converge Technology Solutions Corp. (CTS)
Q: With the general sell off in tech stocks, I'm currently down about 40% on each of these companies. However, I remain long term positive on them and would like your opinion as whether now is the time to add to my positions or whether you feel there may be further pain ahead for the sector and I'd be better off biding my time?
Thanks, Rick
Thanks, Rick
- Sangoma Technologies Corporation (STC)
- TFI International Inc. (TFII)
- Miscellaneous (MISC)
- goeasy Ltd. (GSY)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.
- Sangoma Technologies Corporation (STC)
- Savaria Corporation (SIS)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
Q: These dogs of mine were barking today with Eglx the loudest at 14.8%(maybe due to activist).Any reasons? Is it timely to add in this market backdrop? Txs for u usual great services & views
Q: A few years ago I read Benjamin Graham's The Intelligent Investor. To make money in the stock market, one simple axiom he proposed was to buy a dollar's worth of a company for less than a dollar. Sangoma now has a P/B ratio of .43 so it would appear to be a perfect candidate to put Graham's axiom to work given a long enough time horizon. Notwithstanding the current poor market conditions for small-cap tech stocks, would you agree that today an investor can buy a dollar's worth of Sangoma for 43 cents?
Thank you as always for your answer.
Thank you as always for your answer.
Q: Hi folks, opinion on Stc/t Q3 results recently reported....stock continues to be sold off, on minimal volume/interest.....hold 1/2 position at C$20sh...would be good time to avg down??....or wait for a reversal...guess bottom line is BUY/HOLD/SELL....thx as always, jb Piedmont QC
- Mission Ready Solutions Inc. (MRS)
- Sangoma Technologies Corporation (STC)
- Questor Technology Inc. (QST)
- Pinetree Capital Ltd. (PNP)
Q: In a recent answer you mentioned there are better microcaps to own than MRS. Can you suggest 2 or 3 that are equally as beaten down but that have much better potential over the next 24 months or so.
- Sangoma Technologies Corporation (STC)
- Sylogist Ltd. (SYZ)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Reliq Health Technologies Inc. (RHT)
- HIVE Digital Technologies Ltd. (HIVE)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- Coinbase Global Inc (COIN)
Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris
Q: Hi, for TFSA which would be a better long term hold in your view, this would be for a portfolio clean- up, have too many positions.
Thanks
Thanks
Q: Would appreciate your review and opinion for these companies.
Are these buy, sell or hold?
Thank you
Are these buy, sell or hold?
Thank you