TSE:STC

Sangoma Technologies Corp. (STC.TO)

4.96
-0.04 (0.80%)
as of Jun 8, 2026, 2:27:24 pm Market Open.
164 watching
0
BUY
Likes it. It's cheap vs. its peers. They did financing and have a lot of cash. Expect acquisitions. Own this for 4-5 years. Buy for now, but hold for that long. It will bounce around with the tech sector. They've done the right things this year to shore up their balance sheet.
PAST TOP PICK
(A Top Pick Jul 29/20, Up 13%) Continues to deliver. Beat expectations. Good cash position. Remains a prime takeout candidate. Growing organically despite Covid. Helps small and mid-cap companies with their phone and other communications.
TOP PICK
Collaborative communication space. Executing incredibly well. Revenue has doubled in last 2 years. Organic growth plus acquisitions in the cloud, so more recurring revenue. Good time to add it at these levels. Right space, right time. No dividend. (Analysts’ price target is $3.64)
BUY
Their speciality is IP phones and they have been doing well. Earnings will almost double from 4 cents to 8 cents, with further doubling in 2022. P/E is at 29x for 2021. If they are able to deliver it, the stock is attractively priced.
PAST TOP PICK
(A Top Pick Dec 17/19, Down 3%) It remains his top pick. They have done a good job over the last few months and have maintained their guidance for 2020. They have a good recurring revenue business. He expects them to make some acquisitions in the near term. He believes it will be a compounder for years to come.
TOP PICK
A comprehensive unified communication provider for SMBs. It is still relevant during the pandemic. The trend in investing in communication is here to stay. They have maintained their guidance for 2020, showing their resilience. (Analysts’ price target is $3.56)
HOLD
A growth by acquisition story. He sold in the Q4, though he wishes he still owned it. There's no big catalyst for this stock, but it will continue to perform.
BUY
They do a fair business in Asia in telephony. It's expected to grow in June 2020 from 7 to 9 cents, then 14 cents in June 2021. Good earnings growth. Boasts 8.5% free cash flow which is high for a tech stock, so they can buyback stock or raise the dividend. Analysts see 20% upside.
TOP PICK
They do unified communications (phone systems within a business), serving small/medium-sized companies. STC boasts a high 10% organic growth rate. Managers have acquired businesses well in recent years. STC itself is a prime take-out candidate by a bigger peer; if not, then STC will be a multi-year compunder. (Analysts’ price target is $2.99)
BUY

A company that specializes in telephone equipment for companies. They are expected to grow earnings by 12%. The PE is at 10 and he likes the stock. (Analysts’ price target is $2.99)

BUY
A big holding of his in a moderate-growth business. They just made a big acquisition and they grow by acquiring. It is a low-multiple stock and likely will stay low. They execute well.
BUY
He screened them from a financial metrics stand point. They seem undervalued. With these smaller companies they go through consolidation and then jump higher and repeat. They are too small for him. It is a nice little company. You have to be careful with position size.
COMMENT
Earnings estimates are $0.11 per share making this trading around 14 times earnings. Their recent acquisition has been successful and he believes there is more upside to come. (Analysts’ price target is $2.50)
BUY
They are internet phone protocol specialists. They have a 40 times PE, but the 2020 PE is estimated at 12 times. Technically it recently broke through resistance near $12. Great technology and cheap stock and he thinks it is getting traction.
PAST TOP PICK
(A Top Pick Sep 10/18, Up 24%) Reported a great quarter. An unloved company. Expects numbers will continue to improve.
Showing 31 to 45 of 56 entries