TheScore Inc.

SCR-X

CVE:SCR

0.81
0.14 (20.90%)
theScore Inc. is a Canadian digital media company that owns and operates mobile sports platforms ‘theScore, ’ and ‘theScore esports, ’.
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Analysis and Opinions about SCR-X

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 30, 2019
He would not short it or buy it. It had a big run this year on the idea of it getting into online gambling. He thinks it is real and could turn into a good situation but they will need some money to fund this roll out so see how they finance it. It is fully valued here.
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TheScore Inc. (SCR-X)
December 30, 2019
He would not short it or buy it. It had a big run this year on the idea of it getting into online gambling. He thinks it is real and could turn into a good situation but they will need some money to fund this roll out so see how they finance it. It is fully valued here.
DON'T BUY
DON'T BUY
November 25, 2019
A sports gaming bet since it was legalized in the states.. The company is a takeover target. Cash-flow is expected to be low. He wouldn’t look too closely at it. (Analysts’ price target is $1.00)
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TheScore Inc. (SCR-X)
November 25, 2019
A sports gaming bet since it was legalized in the states.. The company is a takeover target. Cash-flow is expected to be low. He wouldn’t look too closely at it. (Analysts’ price target is $1.00)
PARTIAL BUY
PARTIAL BUY
September 19, 2019
He once owned it and sold it too soon. That was a mistake. They have a lot of cash, a big user base, and online gambling now is a huge opportunity. Gambling may not spread as quickly as some expect, but more states are legalizing sports gambling.
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TheScore Inc. (SCR-X)
September 19, 2019
He once owned it and sold it too soon. That was a mistake. They have a lot of cash, a big user base, and online gambling now is a huge opportunity. Gambling may not spread as quickly as some expect, but more states are legalizing sports gambling.
COMMENT
COMMENT
August 29, 2019
Big breakout. Great for shareholders. He doesn't buy small caps. Overbought right now. Usually a stock goes sideways after that.
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TheScore Inc. (SCR-X)
August 29, 2019
Big breakout. Great for shareholders. He doesn't buy small caps. Overbought right now. Usually a stock goes sideways after that.
COMMENT
COMMENT
August 16, 2019
A past pick and a long-term hold though just sold his piece today. The valuation is no longer attractive and the company needs money to fund new sports betting initiatives. That said, he likes it long-term.
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TheScore Inc. (SCR-X)
August 16, 2019
A past pick and a long-term hold though just sold his piece today. The valuation is no longer attractive and the company needs money to fund new sports betting initiatives. That said, he likes it long-term.
PAST TOP PICK
PAST TOP PICK
May 31, 2019
(A Top Pick May 15/18, Down 6%) A play on two emerging growth themes -- e-sports and betting. He is very bullish on e-sports for younger consumers all around the world.
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(A Top Pick May 15/18, Down 6%) A play on two emerging growth themes -- e-sports and betting. He is very bullish on e-sports for younger consumers all around the world.
HOLD
HOLD
February 20, 2019
They are targeting sports betting into the US and they have a great following there. They have a decent cash position. The marketcap has just exceeded $100 million, which should bring some new investors.
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TheScore Inc. (SCR-X)
February 20, 2019
They are targeting sports betting into the US and they have a great following there. They have a decent cash position. The marketcap has just exceeded $100 million, which should bring some new investors.
PAST TOP PICK
PAST TOP PICK
December 20, 2018
(A Top Pick May 15/18, Down 25%) It's been up-down and done well this. The recent upside is about the online gaming space in the U.S. getting the green light. They will launch their own mobile gaming app--keep an eye on thhis. He likes management which owns a lot of stock--a good sign. He's long this stock.
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TheScore Inc. (SCR-X)
December 20, 2018
(A Top Pick May 15/18, Down 25%) It's been up-down and done well this. The recent upside is about the online gaming space in the U.S. getting the green light. They will launch their own mobile gaming app--keep an eye on thhis. He likes management which owns a lot of stock--a good sign. He's long this stock.
BUY
BUY
November 27, 2018
It popped big in May when sports gambling was legalized in the U.S. Score has 11 million subscribers in its app, which is great for live-event sports gambling. The Score will benefit from more people using the app.
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TheScore Inc. (SCR-X)
November 27, 2018
It popped big in May when sports gambling was legalized in the U.S. Score has 11 million subscribers in its app, which is great for live-event sports gambling. The Score will benefit from more people using the app.
BUY
BUY
August 28, 2018

He would not short this because there is an ongoing big run up in anything associated with sports gambling and it looks as though the US will legalize that. Market cap is $100 million which would be easy to buy. He expects this to be acquired--no longer publicly traded--within a year, probably at a higher price.

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TheScore Inc. (SCR-X)
August 28, 2018

He would not short this because there is an ongoing big run up in anything associated with sports gambling and it looks as though the US will legalize that. Market cap is $100 million which would be easy to buy. He expects this to be acquired--no longer publicly traded--within a year, probably at a higher price.

DON'T BUY
DON'T BUY
July 24, 2018

The stock popped significantly after the approval of online sports betting in the US. It then pulled back a little and has advanced again. There is a lot of optimism for the future of this stock. However, the two analysts that cover the company expect either break even or loss of a penny per share at year end in August 2019. Thus, even though the company is worth more than it was a few months ago, its P/E ratio is extremely high and the actual value of the company is uncertain. (Analysts’ price target is $0.52)

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TheScore Inc. (SCR-X)
July 24, 2018

The stock popped significantly after the approval of online sports betting in the US. It then pulled back a little and has advanced again. There is a lot of optimism for the future of this stock. However, the two analysts that cover the company expect either break even or loss of a penny per share at year end in August 2019. Thus, even though the company is worth more than it was a few months ago, its P/E ratio is extremely high and the actual value of the company is uncertain. (Analysts’ price target is $0.52)

TOP PICK
TOP PICK
May 15, 2018

This is the second-leading app in sports news and data in North America. The US Supreme Court effectively legalized sports betting today, causing a spike in theScore’s price. It has over 4 million unique mobile users but a market cap of only $75 million. The Stars Group, which has a market cap of $10 billion, was to heavily expand sports betting in the US and could easily tuck in theScore as its news feed. He expects this company to be sold for a much higher price. (Analysts’ price target is 0.30$)

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This is the second-leading app in sports news and data in North America. The US Supreme Court effectively legalized sports betting today, causing a spike in theScore’s price. It has over 4 million unique mobile users but a market cap of only $75 million. The Stars Group, which has a market cap of $10 billion, was to heavily expand sports betting in the US and could easily tuck in theScore as its news feed. He expects this company to be sold for a much higher price. (Analysts’ price target is 0.30$)

COMMENT
COMMENT
May 8, 2018

He loves the management team and used to own a lot more of this stock. It has proved very difficult to generate results from this type of app. In the short term, they have a lot of problems to fix.

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He loves the management team and used to own a lot more of this stock. It has proved very difficult to generate results from this type of app. In the short term, they have a lot of problems to fix.

WEAK BUY
WEAK BUY
March 26, 2018

He likes what has been happening with the company, but is disappointed with the share price. They were going to get into daily fantasy betting, he says, and that had given the company a bump up in value. He has been buying it back lately on weakness and believes the users of the sports content will stick with the company as customers. He thinks this makes the company an excellent take-over target.

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TheScore Inc. (SCR-X)
March 26, 2018

He likes what has been happening with the company, but is disappointed with the share price. They were going to get into daily fantasy betting, he says, and that had given the company a bump up in value. He has been buying it back lately on weakness and believes the users of the sports content will stick with the company as customers. He thinks this makes the company an excellent take-over target.

HOLD
HOLD
November 16, 2017

He is a long suffering shareholder. They are having trouble commercializing it and getting their revenues. It is tougher than they thought it would be. It’s a great management team.

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TheScore Inc. (SCR-X)
November 16, 2017

He is a long suffering shareholder. They are having trouble commercializing it and getting their revenues. It is tougher than they thought it would be. It’s a great management team.

COMMENT
COMMENT
June 23, 2017

As the growth slowed in the adoption of the app, the stock declined. However, the company still has plenty of cash and they are getting a big tax refund. Thinks they are going to be “break even” in the 3rd quarter this year. They’ve taken their user base of about 11 million people or so, and are starting to break into some really larger advertising accounts. Revenue growth has been quite nice, and he sees that continuing. They also have a good relation with Facebook (FB-Q) where they get a lot of traffic. Sees more upside than downside.

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TheScore Inc. (SCR-X)
June 23, 2017

As the growth slowed in the adoption of the app, the stock declined. However, the company still has plenty of cash and they are getting a big tax refund. Thinks they are going to be “break even” in the 3rd quarter this year. They’ve taken their user base of about 11 million people or so, and are starting to break into some really larger advertising accounts. Revenue growth has been quite nice, and he sees that continuing. They also have a good relation with Facebook (FB-Q) where they get a lot of traffic. Sees more upside than downside.

TOP PICK
TOP PICK
December 22, 2016

The CEO, who owns a significant amount of stock, has been purchasing even more recently. The end of tax loss selling plus insider buying and a cheap stock. You can’t find fast-growing app or software stocks that are trading at 1.5X sales. There is a significant amount of long term upside in this company. (Analysts’ price target is $0.55.)

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TheScore Inc. (SCR-X)
December 22, 2016

The CEO, who owns a significant amount of stock, has been purchasing even more recently. The end of tax loss selling plus insider buying and a cheap stock. You can’t find fast-growing app or software stocks that are trading at 1.5X sales. There is a significant amount of long term upside in this company. (Analysts’ price target is $0.55.)

WAIT
WAIT
November 3, 2016

It is too small cap for him, but it scores in the bottom 10 present on valuation and momentum. Negative ROE, and no price to earnings. Debt is not troubling, but they are not cash flowing. You want to see them making money.

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TheScore Inc. (SCR-X)
November 3, 2016

It is too small cap for him, but it scores in the bottom 10 present on valuation and momentum. Negative ROE, and no price to earnings. Debt is not troubling, but they are not cash flowing. You want to see them making money.

BUY
BUY
October 20, 2016

The core business has slow growth but they got to a critical mass were the advertising growth is significant. He is looking at purchasing it again. The valuation is sustaining them. Fantasy sports people love it.

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TheScore Inc. (SCR-X)
October 20, 2016

The core business has slow growth but they got to a critical mass were the advertising growth is significant. He is looking at purchasing it again. The valuation is sustaining them. Fantasy sports people love it.

HOLD
HOLD
September 9, 2016

This is an app run by a superb management team which has built and sold a couple of businesses. They own a lot of stock. Having a really hard time monetizing their traffic. Sports, sports betting and traffic is growing, it’s just the monetization that is tough for them. He thinks they will figure it out, but it is going to take time, so you have to be patient.

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TheScore Inc. (SCR-X)
September 9, 2016

This is an app run by a superb management team which has built and sold a couple of businesses. They own a lot of stock. Having a really hard time monetizing their traffic. Sports, sports betting and traffic is growing, it’s just the monetization that is tough for them. He thinks they will figure it out, but it is going to take time, so you have to be patient.

COMMENT
COMMENT
June 29, 2016

Still trying to grow the business, but are burning a lot of cash in the process. Has a very high respect for management, but a pure data company like this is a tough business to try and grow. The burn rate hasn’t diminished that much.

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TheScore Inc. (SCR-X)
June 29, 2016

Still trying to grow the business, but are burning a lot of cash in the process. Has a very high respect for management, but a pure data company like this is a tough business to try and grow. The burn rate hasn’t diminished that much.

DON'T BUY
DON'T BUY
May 12, 2016

He has never been a fan because of no revenue nor earnings. It is a highly competitive market. He would not invest in it. It is hard to value it when there is no earnings.

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He has never been a fan because of no revenue nor earnings. It is a highly competitive market. He would not invest in it. It is hard to value it when there is no earnings.

PAST TOP PICK
PAST TOP PICK
March 29, 2016

(A Top Pick March 25/15. Down 56.82%.) This has the 2nd leading sports app in North America, next to ESPN. They got caught up in the daily fantasy business, using their app users as a platform. Had believed business was going to do very well. Still likes it a lot. They can use the platform of app users for other products.

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TheScore Inc. (SCR-X)
March 29, 2016

(A Top Pick March 25/15. Down 56.82%.) This has the 2nd leading sports app in North America, next to ESPN. They got caught up in the daily fantasy business, using their app users as a platform. Had believed business was going to do very well. Still likes it a lot. They can use the platform of app users for other products.

COMMENT
COMMENT
March 1, 2016

This has gone through some business transformations over the last couple of years. It is now basically mobile apps and provides live scores to fans. What got the stock going about a year ago was fantasy sports, which was all the rage. Recently there were some legal issues in the US as to whether it is gambling or not, and will take a little while to sort out, and why the stock checked back. However, they still have the original business providing sport updates to fans, essentially an advertising business. They also are into E-Sports where people get together and have tournaments on video games etc. A solid business. If you are going to own this, you should have a longer-term point of view.

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TheScore Inc. (SCR-X)
March 1, 2016

This has gone through some business transformations over the last couple of years. It is now basically mobile apps and provides live scores to fans. What got the stock going about a year ago was fantasy sports, which was all the rage. Recently there were some legal issues in the US as to whether it is gambling or not, and will take a little while to sort out, and why the stock checked back. However, they still have the original business providing sport updates to fans, essentially an advertising business. They also are into E-Sports where people get together and have tournaments on video games etc. A solid business. If you are going to own this, you should have a longer-term point of view.

BUY
BUY
December 23, 2015

Just bought some last week. Likes the company and really likes the management team. Have big plans in all their areas whether it is E sports or fantasy gaming, where they can cross sell incrementally into these new platforms. Growth has slowed, but advertising has actually picked up as they have gotten more and more scale. Now they are going to be able to cross sell the fantasy sports and E sports to their users of the Score Sports app, which is roughly 11 million people. Still thinks there is tremendous upside. Thinks there will be upside in the next 6 weeks and then could go back to $.45-$.50, but longer-term, north of $1, is very reachable.

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TheScore Inc. (SCR-X)
December 23, 2015

Just bought some last week. Likes the company and really likes the management team. Have big plans in all their areas whether it is E sports or fantasy gaming, where they can cross sell incrementally into these new platforms. Growth has slowed, but advertising has actually picked up as they have gotten more and more scale. Now they are going to be able to cross sell the fantasy sports and E sports to their users of the Score Sports app, which is roughly 11 million people. Still thinks there is tremendous upside. Thinks there will be upside in the next 6 weeks and then could go back to $.45-$.50, but longer-term, north of $1, is very reachable.

SELL
SELL
November 19, 2015

(Market Call Minute.) Took this out of his portfolio. Has been disappointed about what is going on. A very expensive stock with only $3 million in revenues per quarter and $85 million market cap.

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TheScore Inc. (SCR-X)
November 19, 2015

(Market Call Minute.) Took this out of his portfolio. Has been disappointed about what is going on. A very expensive stock with only $3 million in revenues per quarter and $85 million market cap.

COMMENT
COMMENT
November 11, 2015

This stock is not doing well at all. He would have liked to have seen them get a lot of eyes on their app. Looking at the number of active users; it hasn’t done much in the last 6-7 months. They don’t have the same growth trajectory that they had 6 months ago. They need to execute and show that they can get there and make money off the initiatives that they have had.

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TheScore Inc. (SCR-X)
November 11, 2015

This stock is not doing well at all. He would have liked to have seen them get a lot of eyes on their app. Looking at the number of active users; it hasn’t done much in the last 6-7 months. They don’t have the same growth trajectory that they had 6 months ago. They need to execute and show that they can get there and make money off the initiatives that they have had.

BUY
BUY
October 8, 2015

It did quite well and then sold off with the stock market. It is one of the best management teams you will find in the micro cap area. They have a lot of brand recognition. They have millions of users, but have not quite monetized their user base. He thinks they get bought at some point. The CEO is buying the stock.

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TheScore Inc. (SCR-X)
October 8, 2015

It did quite well and then sold off with the stock market. It is one of the best management teams you will find in the micro cap area. They have a lot of brand recognition. They have millions of users, but have not quite monetized their user base. He thinks they get bought at some point. The CEO is buying the stock.

DON'T BUY
DON'T BUY
September 28, 2015

This is more of a concept stock. They are not making much money from the app.

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TheScore Inc. (SCR-X)
September 28, 2015

This is more of a concept stock. They are not making much money from the app.

PAST TOP PICK
PAST TOP PICK
August 31, 2015

(Top Pick Oct 17/14, Up 17.14%) The app growth is slow. They are focusing on additional product lines. They are just in the process of launching for this year’s NFL season. The app is growing but at a much slower pace. He bought more this morning. They might get into sports gambling.

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TheScore Inc. (SCR-X)
August 31, 2015

(Top Pick Oct 17/14, Up 17.14%) The app growth is slow. They are focusing on additional product lines. They are just in the process of launching for this year’s NFL season. The app is growing but at a much slower pace. He bought more this morning. They might get into sports gambling.

COMMENT
COMMENT
August 19, 2015

(Market Call Minute.) Longer-term he thinks this is great. The macro environment right now for small stocks is unfavourable. Thinks they will do the same thing with this that they did with the app they did with TV stations, build it up and eventually sell it out to somebody.

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TheScore Inc. (SCR-X)
August 19, 2015

(Market Call Minute.) Longer-term he thinks this is great. The macro environment right now for small stocks is unfavourable. Thinks they will do the same thing with this that they did with the app they did with TV stations, build it up and eventually sell it out to somebody.

WATCH
WATCH
August 11, 2015

He uses 2 tools for his analysis: the 40 week moving average and the trend line. In The Score, he can see the 40 week average still rising, but now the price has fallen below it and the trend line has broken. This is where the stock started to back off. Now the stock has developed a downtrend and until it breaks that downtrend line the stock will not stop falling. He thinks the support is around the 2014 trading range. So he believes that we are not far from it and buyers could probably come in. The stock is a little bit oversold. It is in a downtrend right now and you should buy stock when it is in a uptrend.

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TheScore Inc. (SCR-X)
August 11, 2015

He uses 2 tools for his analysis: the 40 week moving average and the trend line. In The Score, he can see the 40 week average still rising, but now the price has fallen below it and the trend line has broken. This is where the stock started to back off. Now the stock has developed a downtrend and until it breaks that downtrend line the stock will not stop falling. He thinks the support is around the 2014 trading range. So he believes that we are not far from it and buyers could probably come in. The stock is a little bit oversold. It is in a downtrend right now and you should buy stock when it is in a uptrend.

COMMENT
COMMENT
August 7, 2015

At the moment they are not profitable. Forecast by 3 analysts for Aug/2016 is that they will lose $.04. This is more about the gold rush to acquire viewers. The crack in the armour generally is that people had previously said sports was immune from the slim fast diet plan that was going on, as far as cord cutting, for people that had typically subscribed to cable TV. To their benefit they offer an opportunity where you can use your laptop or app, to keep on top of what is going on with your favourite team. Within the last 4 months they have acquired a fantasy sports crew, and hope to bring in some of their existing 10 million subscribers into the fantasy sports side. This gives access to their fantasy sports side much less expensively, and the ability of cross-selling their existing customer base. The fantasy offers a pretty good opportunity for them.

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TheScore Inc. (SCR-X)
August 7, 2015

At the moment they are not profitable. Forecast by 3 analysts for Aug/2016 is that they will lose $.04. This is more about the gold rush to acquire viewers. The crack in the armour generally is that people had previously said sports was immune from the slim fast diet plan that was going on, as far as cord cutting, for people that had typically subscribed to cable TV. To their benefit they offer an opportunity where you can use your laptop or app, to keep on top of what is going on with your favourite team. Within the last 4 months they have acquired a fantasy sports crew, and hope to bring in some of their existing 10 million subscribers into the fantasy sports side. This gives access to their fantasy sports side much less expensively, and the ability of cross-selling their existing customer base. The fantasy offers a pretty good opportunity for them.

HOLD
HOLD
July 3, 2015

Owned this in the past, but started seeing it breaking down in his technical process. From a business standpoint he thinks everything is going along nicely. It is more a fundamental market issue then a fundamental business issue. They are just getting into the electronics gaming where people watch video games as a sport, which is becoming a huge market. Over the next year or 2, he thinks that business will be bigger and the company will probably eventually end up selling it. They did this with their television network and will probably do it with this one.

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Owned this in the past, but started seeing it breaking down in his technical process. From a business standpoint he thinks everything is going along nicely. It is more a fundamental market issue then a fundamental business issue. They are just getting into the electronics gaming where people watch video games as a sport, which is becoming a huge market. Over the next year or 2, he thinks that business will be bigger and the company will probably eventually end up selling it. They did this with their television network and will probably do it with this one.

DON'T BUY
DON'T BUY
June 18, 2015

He used to own Score Media. He sold because it did not meet his criteria. They are burning through a lot of cash. They have a dynamic management team that has succeeded in the past. This is a much more speculative stock.

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TheScore Inc. (SCR-X)
June 18, 2015

He used to own Score Media. He sold because it did not meet his criteria. They are burning through a lot of cash. They have a dynamic management team that has succeeded in the past. This is a much more speculative stock.

COMMENT
COMMENT
June 2, 2015

To him this is the premier sports app in North America. Has 10 million users compared to Sprylogics (SPY-X) with only 200,00 or 300,000. Loves the management team. Expects this is going to do well long-term.

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To him this is the premier sports app in North America. Has 10 million users compared to Sprylogics (SPY-X) with only 200,00 or 300,000. Loves the management team. Expects this is going to do well long-term.

BUY
BUY
June 1, 2015

You don’t want to have it for a short time. He thinks they will start to monetize their customers over the next 3 to 4 years.

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You don’t want to have it for a short time. He thinks they will start to monetize their customers over the next 3 to 4 years.

PAST TOP PICK
PAST TOP PICK
May 26, 2015

(A Top Pick June 20/14. Up 94.29%.) Still likes this. Growth has been better than he had expected. Some of the things they are doing, like getting into daily fantasy sports and Esports, is going to continue to grow sales. They have quite a war chest of cash now, and wouldn’t be surprised to see them make an acquisition. At some point he could see them launching in Europe, which would be pretty interesting. They have a very valuable user base.

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(A Top Pick June 20/14. Up 94.29%.) Still likes this. Growth has been better than he had expected. Some of the things they are doing, like getting into daily fantasy sports and Esports, is going to continue to grow sales. They have quite a war chest of cash now, and wouldn’t be surprised to see them make an acquisition. At some point he could see them launching in Europe, which would be pretty interesting. They have a very valuable user base.

COMMENT
COMMENT
May 20, 2015

If you are prepared to tuck it away over the next year or 2, he thinks it is going to continue higher. Have obviously done a great job in sports apps, but now are getting into the high video gaming business, which is a huge market. Also, the fantasy sports market is really taking off in the US and globally. This always seems to trade with fairly significant valuations, but management has always executed very well. Management has recently been buying stock.

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If you are prepared to tuck it away over the next year or 2, he thinks it is going to continue higher. Have obviously done a great job in sports apps, but now are getting into the high video gaming business, which is a huge market. Also, the fantasy sports market is really taking off in the US and globally. This always seems to trade with fairly significant valuations, but management has always executed very well. Management has recently been buying stock.

COMMENT
COMMENT
May 15, 2015

The key here is using mobile apps in order to get at sports scores. Recently acquired a fantasy game company that allows you to create NHL and NFL games. Separate freestanding companies who have just the fantasy game portion, are trading at extremely high valuations. Thinks there is an opportunity for this company to take their 10 million subscribers, and have them access and use the fantasy part, which will then provide more opportunities for advertising and revenue growth. Management has done a good job historically. Think you will be happy with what will come.

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The key here is using mobile apps in order to get at sports scores. Recently acquired a fantasy game company that allows you to create NHL and NFL games. Separate freestanding companies who have just the fantasy game portion, are trading at extremely high valuations. Thinks there is an opportunity for this company to take their 10 million subscribers, and have them access and use the fantasy part, which will then provide more opportunities for advertising and revenue growth. Management has done a good job historically. Think you will be happy with what will come.

COMMENT
COMMENT
May 11, 2015

This is particularly good for its dynamic situation in sports Internet video presentations.

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This is particularly good for its dynamic situation in sports Internet video presentations.

WEAK BUY
WEAK BUY
May 6, 2015

(Market Call Minute.) He has the app on his phone and loves the product. However, the financial model and the lack of profitability is problematic.

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(Market Call Minute.) He has the app on his phone and loves the product. However, the financial model and the lack of profitability is problematic.

COMMENT
COMMENT
April 20, 2015

Chart shows a fair amount of volatility, but it is OK volatility. The basics are there. You are getting your stepladder higher highs and higher lows. Feels the last run it had over the past 6 weeks has been a little bit steeper than usual, so it might be due for a pullback. Your lows and highs are higher and the overall trend is in great shape. If you have a perspective that is a little bit longer than a week, you are probably going to do okay on this.

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TheScore Inc. (SCR-X)
April 20, 2015

Chart shows a fair amount of volatility, but it is OK volatility. The basics are there. You are getting your stepladder higher highs and higher lows. Feels the last run it had over the past 6 weeks has been a little bit steeper than usual, so it might be due for a pullback. Your lows and highs are higher and the overall trend is in great shape. If you have a perspective that is a little bit longer than a week, you are probably going to do okay on this.

PAST TOP PICK
PAST TOP PICK
April 9, 2015

(Top Pick Apr 21/14, Up 126.09%) Smart people with a track record that get their family and friends to write big cheques so it is easy to have confidence in them. He knows it will multiply in price and then they will sell it because that is what they do. They will add more users and find a way to monetize them.

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TheScore Inc. (SCR-X)
April 9, 2015

(Top Pick Apr 21/14, Up 126.09%) Smart people with a track record that get their family and friends to write big cheques so it is easy to have confidence in them. He knows it will multiply in price and then they will sell it because that is what they do. They will add more users and find a way to monetize them.

COMMENT
COMMENT
April 8, 2015

Continues to execute really well. Have ramped their users from a couple of million a year or so ago, to over 10 million now. Have gone into some new areas, so are moving into fantasy gaming. They are also moving into the e-video gaming stuff, so have a number of different areas they are working on. The one knock is that the valuation is starting to get really expensive and they need to grow into that. Now that they have 10 million users, they are hopefully going to start to really see advertising revenue ramp up. By late 2016-early 2017, they’ll actually be profitable.

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TheScore Inc. (SCR-X)
April 8, 2015

Continues to execute really well. Have ramped their users from a couple of million a year or so ago, to over 10 million now. Have gone into some new areas, so are moving into fantasy gaming. They are also moving into the e-video gaming stuff, so have a number of different areas they are working on. The one knock is that the valuation is starting to get really expensive and they need to grow into that. Now that they have 10 million users, they are hopefully going to start to really see advertising revenue ramp up. By late 2016-early 2017, they’ll actually be profitable.

TOP PICK
TOP PICK
March 25, 2015

They had $16 Million on the balance sheet but just raised equity and he thinks this is for an acquisition. In the mean time you have massive growth in the app. It is getting to that kind of scale where you are going to see big increases in their advertizing revenue. Ultimately, someone like FB-Q would take them out.

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TheScore Inc. (SCR-X)
March 25, 2015

They had $16 Million on the balance sheet but just raised equity and he thinks this is for an acquisition. In the mean time you have massive growth in the app. It is getting to that kind of scale where you are going to see big increases in their advertizing revenue. Ultimately, someone like FB-Q would take them out.

BUY
BUY
March 24, 2015

He likes it. They are very dominant in any sports related activities. They have to keep acquiring bits of software and maybe somebody someday buys them out.

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TheScore Inc. (SCR-X)
March 24, 2015

He likes it. They are very dominant in any sports related activities. They have to keep acquiring bits of software and maybe somebody someday buys them out.

COMMENT
COMMENT
March 19, 2015

10 million subscribers. The true users may be close to half of that. Can they turn that client base into free cash flow? They will benefit from the unbundling of channels as enforced by the CRTC.

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TheScore Inc. (SCR-X)
March 19, 2015

10 million subscribers. The true users may be close to half of that. Can they turn that client base into free cash flow? They will benefit from the unbundling of channels as enforced by the CRTC.

COMMENT
COMMENT
March 11, 2015

They are getting tons of traction. Fantasy Sports (network?) is a huge business in the US, and this company is supplying all the data for that market. Typically, after a financing has been done, there is an overhang. Once the digestion clears up, the stock will probably go higher. This is trading at a huge multiple, but you are looking at the number of users they continue to add to their database and their future. As they get a larger and larger registered user base, they are able to charge advertisers more.

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TheScore Inc. (SCR-X)
March 11, 2015

They are getting tons of traction. Fantasy Sports (network?) is a huge business in the US, and this company is supplying all the data for that market. Typically, after a financing has been done, there is an overhang. Once the digestion clears up, the stock will probably go higher. This is trading at a huge multiple, but you are looking at the number of users they continue to add to their database and their future. As they get a larger and larger registered user base, they are able to charge advertisers more.

DON'T BUY
DON'T BUY
February 5, 2015

He likes the product, but every time he hears something wonderful about this company, he looks at the financials and says No. It doesn’t work for him. Certain concept stocks can go a certain way, just because of the coolness and hipness of the product. This is high growth/high risk.

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TheScore Inc. (SCR-X)
February 5, 2015

He likes the product, but every time he hears something wonderful about this company, he looks at the financials and says No. It doesn’t work for him. Certain concept stocks can go a certain way, just because of the coolness and hipness of the product. This is high growth/high risk.