MDF Commerce Inc. (MDF.TO) Buy, Sell or Hold

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MDF Commerce Inc. (MDF.TO)

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5.80

-0.00 (0.00%)

as of May 22, 2024, 7:57:23 pm Market Open.

144 watching

PAST TOP PICK

(A Top Pick Sep 22/20, Down 25%) A leader with big clients. Recent huge, transformative acquisition in the US. Should accelerate with the infrastructure bill. Trades cheaply. Great time to buy.

PAST TOP PICK

(A Top Pick Sep 22/20, Up 16%) It is growing nicely but what hit it was that they announced a very large acquisition. There is enormous synergies going forward. They have 80% recurring revenue. This is a really good time to get into this company.

PAST TOP PICK

(A Top Pick Jun 16/20, Up 72%) Benefiting from migration to e-commerce. Big clients, including global ones. Making acquisitions which are synergistic. High margin, recurring SaaS revenues. Dirt cheap at 2x revenues. Undervalued.

PAST TOP PICK

(A Top Pick Jun 16/20, Up 102%) One of his largest holdings. E-commerce solutions for complex organizations. Landed a huge contract in the UK for click and collect shopping. 80% of sales are high margin, recurring. Dirt cheap valuation of not even 2.5x. Long runway.

PAST TOP PICK

(A Top Pick Apr 28/20, Up 137%) They offer e-commerce services for big, complex companies like Sobeys and IGA (vs. Shopify which serves small businesses). They just scored a huge deal with Aldi (https://www.globenewswire.com/news-release/2020/12/14/2144279/0/en/Aldi-signs-agreement-with-mdf-commerce-for-the-implementation-of-Click-Collect-grocery-service.html). MDF also enables supplier to bid on government contracts. They do a lot of M&A in this segment. About 80% of sales are highly recurring, yet the stock trades at only 2.5x sales vs. Shopify's 35x. True, the smaller MDF isn't growing as fast as the bigger Shopify. MDF should be trading much higher. Growth is speeding up as businesses move online.

PAST TOP PICK

(A Top Pick Feb 24/20, Up 179%) They just cut a deal with a European food retailer. They are like Shopify. They announced a huge contract. The pandemic has accelerated digital transformation for a lot of retailers. They have a strategic sourcing platform to match suppliers with government contracts. It is at about 2.5 times revenues, so dirt cheap.

PAST TOP PICK

(A Top Pick Jul 29/20, Up 48%) Booming in this environment, and should continue to do well.

TOP PICK

Great company. Growing organically. Adding new clients. Providing e-commerce solutions to selling products online. Trades at a big discount. Recently raised capital. No dividend. (Analysts’ price target is $12.00)

TOP PICK

The AGM is tomorrow. They provide e-commerce software to big companies like Sobey's, just like Shopify does for smaller ones. Also, they enable suppliers to bid on government contracts; MDF just won a big contract in this business in the UK. 80% of their sales are recurring, but it trades at only 1.5x recurring revenues vs. 30-40x among peers. A no-brainer. You will do extremely well with this. Investors associate MDF with its hodge-podge of accumulated internet platforms over years, but new managers are focusing on their winning core platforms. He expects new contract coming, helped by the online trend. (Analysts’ price target is $8.85)

TOP PICK

Mostly a SAAS based business. They work with the government for strategic sourcing and unified commerce business that helps companies sell products online. The business is really booming, and there will be an acceleration in their business. (Analysts’ price target is $8.30)

TOP PICK

They provide and manage e-commerce platforms for Sobeys, IGA, Carfor and others. Trades at only 1x revenues vs. Shopfiy at 40x. They just raised capital to acquire smaller players. (Analysts’ price target is $7.40)

TOP PICK

Like Shopify, they provide e-commerce platforms to businesses, like Sobeys IGA, as well as in Europe. Also made platforms that let suppliers bid on government contracts. MDF is booming from the rush by corporations going online. Trades at less 1x revenues vs. Shopify 35x. Unlike Shopify's churn, MDF's businesses are highly recurring. He's been adding shares and now owns 5% of MDF. (Analysts’ price target is $7.30)

TOP PICK

They own some very valuable eCommerce platforms. There is the supply chain business platform and one for businesses to interact with suppliers and consumers. (Analysts’ price target is $7.80)

TOP PICK

A Quebec based technology company at a very cheap valuation. One business is an e-commerce platform for bidding on government contracts; the other parts are in decline and are a job site and a dating site. They are going to exit those declining businesses. They took a huge write-down on these in the summer and the stock crashed. They eliminated their dividend. He just bought a big block of this stock. They are going to be consolidating the B2B space. (Analysts’ price target is $8.85)

DON'T BUY

Stock has been disappointing even though the company has done OK. Extremely illiquid for a small cap stock. Prefers others.

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MDF Commerce Inc. (MDF.TO)