Stockchase Insights
Data Communications Management
DCM-T
BUY
Mar 08, 2023
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.
In addition to the recent acquisition, which investors seem to love, the company came out with preliminary numbers for 2022. Sales rose 15%+, EBITDA rose 41%+ and more important debt declined 35%. The management team (33% ownership) has done a very good job improving profitability during a rough macro environment. This is still a management bet here. But they have made us lots of money on past ventures (when we could buy Canadian stocks) and we would still be OK investing with them, for very high risk investors (it is still a small company with lots of debt). Unlock Premium - Try 5i Free
(A Top Pick Apr 12/18, Down 24%) They have engineered a turnaround and it has turned the corner but it is not getting the love it should. They have a bit of a debt problem and they are reducing it. It has a lot of really great customers, moving from a print based model to a marking and electronic model. He thinks it is grossly undervalued and should trade higher.
Your Watchlist
Add stocks to watchlist to monitor them daily and get important alerts.
In addition to the recent acquisition, which investors seem to love, the company came out with preliminary numbers for 2022.
Sales rose 15%+, EBITDA rose 41%+ and more important debt declined 35%.
The management team (33% ownership) has done a very good job improving profitability during a rough macro environment.
This is still a management bet here.
But they have made us lots of money on past ventures (when we could buy Canadian stocks) and we would still be OK investing with them, for very high risk investors (it is still a small company with lots of debt).
Unlock Premium - Try 5i Free