Opinions
Benj Gallander
Innodata Isogen Inc.
INOD-Q
TOP PICK
Dec 24, 2018
Stock price when the opinion was issued
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(A Top Pick June 28/16. Down 36%.) This was a bad pick all along. About every 3 years it has a spike, and the last one was around 2012 so it is now overdue. He is waiting for a catalyst. They have very little debt. It could take some tax loss selling before the end of the year, and he has it on his Buy list. Does digitization and a lot in the Tech Arena.
(A Top Pick Sept 22/16. Down 46%.) Has been horrible, but this has a tendency to pop about every 3 years. They do digitalization for e-books, etc. When you listen to conference calls, it always sounds like they are going to be doing really well. Unfortunately, on the last conference call, they seemed to lose their confidence to some degree. There is a reasonable chance it could come down further in the tax loss season. Remains on his watch list, and he continues to buy it. Wouldn't be buying this today or tomorrow, but would wait to see if there is more tax loss selling.
(A Top Pick Dec 22/16. Down 50%.) This deals with digitalization, things like e-books. On the conference calls, they are always super optimistic. In the last 2 conference calls, they weren’t. Sales have flatlined and they’ve been losing money. Expects that over the next 5 weeks there will be tax loss selling on this. He is happy to hold it, but it probably won’t pay off for quite a while.