Sangoma Technologies Corp. (STC-T)

Very high free cash flow yields. Major transition in company as it moves away from M&A growth model. New CEO will be interesting to watch. Recent change in earnings guidance a little bit of a concern. Would recommend holding stock. 

A favourite of his 3-4 years ago, but sold it after an acquisition, but paid a lot for it and that hit their profits. Also, executives sold a lot of stock. Decent company but there is better Canadian tech.

Another tough one. Deep value play. Management changes. Still tons of free cashflow. Next quarter, should hit guidance. Doesn't look like a big deterioration in the business, will take time to work through. Buy at these levels.

Owns shares in the beginning, but not anymore.
Large acquisition last year has negatively affected company financially.
Recurring revenue strong.
Stock in penalty box right now and makes it hard to raise money.
Waiting to see what happens with the company.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent sell of is probably due to it being associated as a COVID play. The company has a long track record of revenue growth, even more than prior to the pandemic. Margins are expanding. At 2x sales, you could start a position here. Unlock Premium - Try 5i Free