Opinions
Steve DiGregorio
Com Dev International Ltd.
CDV-T
TOP PICK
Oct 30, 2015
$5.660
Stock price when the opinion was issued
Telecommunications
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He used to own this. He was interested in the West Africa play, but he was looking for a higher grade play instead. Right now West Africa is not a safe play geopolitically speaking. This is probably impacting the share price. Infrastructure constraints make it more expensive in their area as well -- power comes strictly from diesel.
Mining
A smaller cap business. He is always looking for businesses with a market cap of $400-$500 million, that could eventually get big enough to get on the TSX index. Their core business, satellites, is rock solid. They also have a business called Exactearth that is growing top line of about 50%-20% a year, which will drive EPS going forward. Dividend yield of 2.1%. Have been rumoured to be possibly strategically acquired.