Q: Could you provide an update on Data Communication Management including its cash on hand and insider holdings/recent activity. Is the debt still high. Also what would it take to get some upward momentum on the stock. Thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you please provide some commentary on their previous quarter and update your outlook moving forward?
Thanks.
Thanks.
Q: Do you think it would be a good time to start a position in these two companies.
Q: Hi 5i Team - Should DCM's recent and steady decline be of concern and is its balance sheet in decent shape. Also is this a growth stock or more of a value stock. Some time ago it did an acquisition which had an immediate and continuing positive effect on the stock price but the enthusiasm seems to be fading. Do you expect there will more acquisitions in the coming months/years. Also is insider ownership fairly substantial and is it growing or declining. Thanks.
Q: While I like their growth profile, management and commitment to debt reduction, I just can’t figure out exactly what they do. I remember the old Moore Business forms when I would send out handwritten invoices ( many many years ago )and I see the word “ print “ in their presentations so I’m thinking they are in a declining business.
In plain words , can you tell me what they do. An example of how they would assist a customer would help. Thanks. Derek.
In plain words , can you tell me what they do. An example of how they would assist a customer would help. Thanks. Derek.
- Data Communications Management Corp. (DCM)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- InMode Ltd. (INMD)
- Celsius Holdings Inc. (CELH)
- Lumine Group Inc. (LMN)
Q: I have some TFSA funds to allocate to stocks that have potential for significant gain over the next 3 years. Based largely on 5i content/views, thinking of INMD, LMN and DCM. Thoughts? Alternative options you may prefer?
Q: Hi 5i Team - Could you provide an analysis and opinion of DCM's recent second quarter results. Also an update on fundamentals including cash on hand and debt. Even though it is a small market cap, would this be a good time to add to a relatively position. Thanks.
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Data Communications Management Corp. (DCM)
- The Trade Desk Inc. (TTD)
- Axcelis Technologies Inc. (ACLS)
- WELL Health Technologies Corp. (WELL)
Q: Hello 5i
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Dave
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Dave
Q: DCM had great momentum for a while but it seems to be breaking down. What are your thoughts on this company going forward?
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Data Communications Management Corp. (DCM)
- Decisive Dividend Corporation (DE)
- Titanium Transportation Group Inc. (TTNM)
Q: In response to my question on TTNM you said that earnings are expected to decline over the next few years but gave it an OK for a growth oriented TFSA, noting its small size. It seems the trucking industry is expected declining numbers as it this has been stated for TFII as well. Why would one buy a stock in an expected declining industry?
So now am looking at DE ( quite small company )which seems to be growing and is supported by a dividend. I see Bruce Campbell (2) is a director.
Should I take a small ( 1% total portfolio) portion of DE, TTNM, or 50 -50 split, or neither. Any other small caps with developing momentum you suggest ? Thanks. Derek
So now am looking at DE ( quite small company )which seems to be growing and is supported by a dividend. I see Bruce Campbell (2) is a director.
Should I take a small ( 1% total portfolio) portion of DE, TTNM, or 50 -50 split, or neither. Any other small caps with developing momentum you suggest ? Thanks. Derek
- StorageVault Canada Inc. (SVI)
- AutoCanada Inc. (ACQ)
- Exco Technologies Limited (XTC)
- Leon's Furniture Limited (LNF)
- Tamarack Valley Energy Ltd. (TVE)
- Chesswood Group Limited (CHW)
- Reitmans (Canada) Limited (RET.A)
- Cardinal Energy Ltd. (CJ)
- North American Construction Group Ltd. (NOA)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
- Data Communications Management Corp. (DCM)
- Geodrill Limited Ordinary Shares (GEO)
- ECN Capital Corp. (ECN)
- Stelco Holdings Inc. (STLC)
- Atlas Engineered Products Ltd. (AEP)
- WELL Health Technologies Corp. (WELL)
- Sagicor Financial Company Ltd. (SFC)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Quipt Home Medical Corp. (QIPT)
- Propel Holdings Inc. (PRL)
- ADENTRA Inc. (ADEN)
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Q: Please comment on their year end numbers. Company sounds promising.
- Data Communications Management Corp. (DCM)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Fobi AI Inc. (FOBI)
Q: Hi 5i Team - I plan to sell most of my Enthusiast Gaming and use the money for something with a better balance sheet and a decent prospect for growth. Do you have any suggestions for stocks that trade below $5.00 including any that might be under $1.00 which is where EGLX has been trading for some time now. Any sector or market cap is fine. Thanks you.
Q: Hi 5i Team - Since the price of DCM's shares has risen so quickly over the last couple of weeks do you think the new price of around $2.00 is sustainable or has the stock gotten ahead of itself. I'm assuming this is mostly due to its recent acquisition or do you see other factors at play here. Also would you consider this a long term buy at these levels. Thanks.
Q: Today's news seems transformative for the company. Your comments please.
Q: What's prompting the recent rise in DCM? Is it just following the market uptrend or is there a specific reason for the price increase? Thank you.
Q: Any thoughts on this company following AGM meeting today and new executive leadership.
Q: This looks like one that you have followed a bit in the past. I have read your comments and they expressed much concern regarding the debt. The last earnings release shows improvement on this front. You have also commented positively on the management but I note there has been a recent shakeup. Looking to see if these things, (or anything), has changed your view? They have an impressive client roster.
Q: Any idea why DCM jumped on Friday?
Q: Any thoughts on why DCM has more than doubled in the past week? Are you still extremely negative on the stock?
Thanks
Philip
Thanks
Philip