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TSE:RKN

Redknee Solutions (RKN.TO)

DON'T BUY

The last quarter being well below consensus with a high multiple worries him,

HOLD

Infrastructure software company for mobile. Stock has had such as strong run that you are likely to get (or need) another down flag similar to what it had earlier this year.

WATCH
BUY
Good management team. A ton of opportunity for international expansion in driving their wireless billing solutions into emerging market wireless carriers. Reasonably valued.
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