TeraGo Inc. (TGO-T)

(A Top Pick March 26, 2018. Down 3%). This is a play on peoples’ smartphone addictions. Their main current business is a data center that provides cloud services. They also hold a number of licenses of spectrum that will be useful for the 5G expansion. Using the valuation, for its spectrum, that Comcast recently paid for spectrum, this asset brings $10 per share to the value of Terago. He still likes Terago quite a bit at this price. However, the price is based on a catalyst and it is yet to be seen how that will shake out.

The base business is fairly valued he thinks around $5-$6. He sees other assets that worth $10 per share and therefore sees catalysts for more upside in value.

(A Top Pick Dec 23/15. Down 11.76%.) They have 2 main businesses. 1.) A basic connectivity business for Internet services etc. into apartment and office buildings, and 2) a Data Centre type of business, where they host Cloud services, which is growing quite nicely. Took a hit because the original connectivity business had slowed more than expected, but thinks the growth in the data centre business on a go forward basis offsets that, and the stock is quite cheap. Likes the new CEO, so has been buying more recently.

(Top Pick May 26/15, Down 20.96%) The legacy business is shrinking, but generating nice cash flow and the data center business has some upside in cloud services. He still likes it. There is a potential for an activist situation in this one.

(A Top Pick March 25/15. Down 37 4%.) Provides high-speed Internet service as well as media storage for high-speed data and network virtualization. The storage business is growing quite fast. Ridiculously undervalued. Probably a really strong take over candidate.

Acquired Rackforce Networks recently and there is also new management. They are changing their direction from just offering data access to companies, to also doing web hosting and cloud services. Have hosting centres right across Canada now. The only independent company to have that. You are going to see good organic growth with this company, filling up those Rackforce data centres. When they do that, you could easily see the company going for sale, and it could be a double.

Originally a pure connectivity play. They acquired a company recently and are now cross selling to the acquired company’s customers. It could cause the stock to double at some point.