Sylogist Ltd.

SYZ-X

Analysis and Opinions about SYZ-X

Signal
Opinion
Expert
BUY
BUY
May 2, 2019
He screened them but is not an expert in what they do. They meet his metrics. They went through a period of consolation and it looks like a good time to add them to the portfolio.
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He screened them but is not an expert in what they do. They meet his metrics. They went through a period of consolation and it looks like a good time to add them to the portfolio.
BUY
BUY
March 29, 2019
They do enterprise software. Good management team and get strong consistent return on equity. No debt on balance sheet. Material insider ownership. They issue their quarterly reports, and then you do not hear from the company until the next earnings release. Good company.
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Sylogist Ltd. (SYZ-X)
March 29, 2019
They do enterprise software. Good management team and get strong consistent return on equity. No debt on balance sheet. Material insider ownership. They issue their quarterly reports, and then you do not hear from the company until the next earnings release. Good company.
BUY WEAKNESS
BUY WEAKNESS
October 30, 2017

An enterprise software company that made a bunch of acquisitions over the last few years. You are investing in management and their ability to deploy capital. He likes it. He cautions that you have to pay the right price for the stock.

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Sylogist Ltd. (SYZ-X)
October 30, 2017

An enterprise software company that made a bunch of acquisitions over the last few years. You are investing in management and their ability to deploy capital. He likes it. He cautions that you have to pay the right price for the stock.

HOLD
HOLD
March 27, 2017

A software company in a number of different areas such as healthcare and government management. It has been weak recently. The last quarter was a bit of a miss. They have gone on pause a bit. No debt and they are looking for an acquisition for their cash.

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Sylogist Ltd. (SYZ-X)
March 27, 2017

A software company in a number of different areas such as healthcare and government management. It has been weak recently. The last quarter was a bit of a miss. They have gone on pause a bit. No debt and they are looking for an acquisition for their cash.

BUY
BUY
December 5, 2016

They do a lot of very niche software where there is not a lot of competition. They have pricing power. They just keep generating cash flow. He owns about 9% of the company.

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Sylogist Ltd. (SYZ-X)
December 5, 2016

They do a lot of very niche software where there is not a lot of competition. They have pricing power. They just keep generating cash flow. He owns about 9% of the company.

HOLD
HOLD
September 29, 2016

He recommended it at $2 his first time on BNN. It is too illiquid for the size of the fund he is managing. He likes the management team and thinks the stock will eventually go up.

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Sylogist Ltd. (SYZ-X)
September 29, 2016

He recommended it at $2 his first time on BNN. It is too illiquid for the size of the fund he is managing. He likes the management team and thinks the stock will eventually go up.

COMMENT
COMMENT
September 7, 2016

They deal with a lot of payroll management systems, and with the retail systems for some gas stations. They do everything from municipal assets to fracing. A very small company, but do a lot of things that people just don’t do or care about. It falls below the radar. Hopefully over time they will be able to find further deals. When they bring a company on, they essentially aim to better price their products and get a lot of cash flow from it.

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Sylogist Ltd. (SYZ-X)
September 7, 2016

They deal with a lot of payroll management systems, and with the retail systems for some gas stations. They do everything from municipal assets to fracing. A very small company, but do a lot of things that people just don’t do or care about. It falls below the radar. Hopefully over time they will be able to find further deals. When they bring a company on, they essentially aim to better price their products and get a lot of cash flow from it.

COMMENT
COMMENT
August 3, 2016

He covers this in his model portfolios, and really, really likes the company. They have great software for many different clients. Good management. Pays a good dividend which has had a very, very good growth rate. Revenues are starting to increase. They are buying back stock. Yet no one really cares, which is quite surprising. Business is starting to pick up. They signed a deal with Microsoft (MSFT-Q), which creates long-term opportunities. He wouldn’t get over excited about it this quarter, but it is a good deal to have for small Canadian company.

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Sylogist Ltd. (SYZ-X)
August 3, 2016

He covers this in his model portfolios, and really, really likes the company. They have great software for many different clients. Good management. Pays a good dividend which has had a very, very good growth rate. Revenues are starting to increase. They are buying back stock. Yet no one really cares, which is quite surprising. Business is starting to pick up. They signed a deal with Microsoft (MSFT-Q), which creates long-term opportunities. He wouldn’t get over excited about it this quarter, but it is a good deal to have for small Canadian company.

COMMENT
COMMENT
October 13, 2015

A software company that really hasn’t done a whole lot this year. Has it in his model portfolio. Investors are waiting for them to do an acquisition. Sitting on more than $40 million in cash and paying a nice dividend. Valuation is okay. A solid company. Insiders are starting to buy again. It is relatively expensive, but their past performance justifies that premium.

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Sylogist Ltd. (SYZ-X)
October 13, 2015

A software company that really hasn’t done a whole lot this year. Has it in his model portfolio. Investors are waiting for them to do an acquisition. Sitting on more than $40 million in cash and paying a nice dividend. Valuation is okay. A solid company. Insiders are starting to buy again. It is relatively expensive, but their past performance justifies that premium.

COMMENT
COMMENT
August 4, 2015

A software provider that focuses on government entities, CRM, healthcare and education. They basically just make their clients software work a little better in data access management. Relatively small. Pays a dividend. Sitting on $41 million in cash. Have done a couple of good acquisitions. Has a very solid reputation of raising their dividends. They have high margins. However, it has had a tough year being down 20%-25% this year. Thinks investors are just waiting for that next acquisition. You’ll probably see another deal in the balance of this year. Nice little company.

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Sylogist Ltd. (SYZ-X)
August 4, 2015

A software provider that focuses on government entities, CRM, healthcare and education. They basically just make their clients software work a little better in data access management. Relatively small. Pays a dividend. Sitting on $41 million in cash. Have done a couple of good acquisitions. Has a very solid reputation of raising their dividends. They have high margins. However, it has had a tough year being down 20%-25% this year. Thinks investors are just waiting for that next acquisition. You’ll probably see another deal in the balance of this year. Nice little company.

BUY WEAKNESS
BUY WEAKNESS
May 6, 2015

(Market Call Minute.) Software company based in Calgary. Does a lot of stuff with the government. Stock is expensive, otherwise it is great. Look to buy at something closer to $5.50-$6.

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(Market Call Minute.) Software company based in Calgary. Does a lot of stuff with the government. Stock is expensive, otherwise it is great. Look to buy at something closer to $5.50-$6.

COMMENT
COMMENT
April 15, 2015

For about 4 years, this stock went straight up. Kept raising the dividends and made good acquisitions, and then it sort of stalled a little. This is a company that has made solid progress, created lots of shareholder value, the dividend has been raised 5 or 6 times in the past 4 years, and now it has paused. Sitting on about $41 million in cash. It is really a question of getting to the next acquisition or getting a large contract. Not cheap, but you don’t mind paying more for a company that has performed very, very well over 5 years. He likes this.

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Sylogist Ltd. (SYZ-X)
April 15, 2015

For about 4 years, this stock went straight up. Kept raising the dividends and made good acquisitions, and then it sort of stalled a little. This is a company that has made solid progress, created lots of shareholder value, the dividend has been raised 5 or 6 times in the past 4 years, and now it has paused. Sitting on about $41 million in cash. It is really a question of getting to the next acquisition or getting a large contract. Not cheap, but you don’t mind paying more for a company that has performed very, very well over 5 years. He likes this.

PAST TOP PICK
PAST TOP PICK
October 24, 2013

(A Top Pick Sept 28/12. Up 133.42%.) Still likes the operations of the company. Made a couple of acquisitions that he expects will be quite accretive going forward. They continue to raise their dividends. There are no analysts following the story, but are a few other mutual funds that are moving into the story. Expect they will continue to grow their cash flows over the next couple of years.

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Sylogist Ltd. (SYZ-X)
October 24, 2013

(A Top Pick Sept 28/12. Up 133.42%.) Still likes the operations of the company. Made a couple of acquisitions that he expects will be quite accretive going forward. They continue to raise their dividends. There are no analysts following the story, but are a few other mutual funds that are moving into the story. Expect they will continue to grow their cash flows over the next couple of years.

PAST TOP PICK
PAST TOP PICK
July 11, 2013

(Top Pick Sep 28/12, Up 84.17%) He is taking a little off the table. Management owns 40% and he owns 7%. Not sure if management team needs analyst overage. 2.9% yield, recently increased. In next quarters people will be surprised by the margins.

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Sylogist Ltd. (SYZ-X)
July 11, 2013

(Top Pick Sep 28/12, Up 84.17%) He is taking a little off the table. Management owns 40% and he owns 7%. Not sure if management team needs analyst overage. 2.9% yield, recently increased. In next quarters people will be surprised by the margins.

COMMENT
COMMENT
April 3, 2013

One of his favourite stories. A software company that continued to do very well on top line and bottom line. Increased their dividend. Cash flows are very strong. Has started to see price increases on their software. Expects you will see margins expand over the next couple of quarters. 3.5% dividend yield.

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Sylogist Ltd. (SYZ-X)
April 3, 2013

One of his favourite stories. A software company that continued to do very well on top line and bottom line. Increased their dividend. Cash flows are very strong. Has started to see price increases on their software. Expects you will see margins expand over the next couple of quarters. 3.5% dividend yield.

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