
TSE:CTS
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has a relatively low valuation and long track record of top-line growth. They also hold good levels of cash. A more stable stock relatively. Can add to CTS here. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A higher risk name but offers good growth potential given its size and industry. Trades at 1.2x sales and 38x earnings, which is cheap. Good growth is expected. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A software-based IT and cloud solutions provider. Has completed numerous acquisitions since 2017. Strong revenue growth over the past quarters and increasing margins. A high demand space and it continues to grow revenues and execute increasing margins. Momentum should continue. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has momentum and looks good. There is decent growth expected on the top line over the next few years. Balance sheet concerns have been resolved now. Things are moving in the right direction and it is looking better. Unlock Premium - Try 5i Free
They're in cybersecurity and data management. Since 2017, they've been growing by 19 acquisitions which are accretive. It trades at a huge discount to peers like CGI, at 7.5x EBITDA and should be at 12-15x. So, the stock should be 50% higher. They report after today's close. If they miss, get in. If they beat, the stock will likely run. (Analysts’ price target is $9.67)
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The balance sheet has improved and valuation should continue to improve over time. Growth has been positive. On some metrics it is cheap, and shows very strong earnings growth. Acquisitions have been good and momentum is excellent. Insiders remain committed with 11% ownership. Unlock Premium - Try 5i Free