Jordan Zinberg Data Communications Management DCM-T WEAK BUY Jan 15, 2025

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). 
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These results were mostly pre-released in February and our comments in the link still apply. 
Debt is going down, growth has accelerated and it is becoming highly profitable. 
It took a while, but the highly committed management team (which we like) is starting to put things together nicely here and the new acquisition should keep momentum going in the medium term.  
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Used to own shares, but has since sold.
Traditional print company - moving towards digital business model.
Very strong customer relationships.
High debt levels a concern. 

He bought it after their last deal, which doubled the size of their business. It will take six quarters before we see the company is like after that deal. meanwhile, margins will probably expand. New management team is fantastic. Long term will easily double or triple over 3-4 years.

It did a transformational acquisition of a large U.S. player a year ago and this doubled the size of the business. Going forward there could be some one time costs. It is a fantastic business which is well run. It is not in a high growth area but will be a dominant player going forward.

Owns shares in this business. Printing business that has been around for a long time. Did some M&A about 1 year ago that is going well. Business has doubled the past year. Printing business is not a growth industry - but digital asset management business growing. Good for a short term trade - not a long term hold.