MDF Commerce Inc. (MDF-T)

(A Top Pick Apr 28/20, Up 137%) They offer e-commerce services for big, complex companies like Sobeys and IGA (vs. Shopify which serves small businesses). They just scored a huge deal with Aldi (https://www.globenewswire.com/news-release/2020/12/14/2144279/0/en/Aldi-signs-agreement-with-mdf-commerce-for-the-implementation-of-Click-Collect-grocery-service.html). MDF also enables supplier to bid on government contracts. They do a lot of M&A in this segment. About 80% of sales are highly recurring, yet the stock trades at only 2.5x sales vs. Shopify's 35x. True, the smaller MDF isn't growing as fast as the bigger Shopify. MDF should be trading much higher. Growth is speeding up as businesses move online.

(A Top Pick Feb 24/20, Up 179%) They just cut a deal with a European food retailer. They are like Shopify. They announced a huge contract. The pandemic has accelerated digital transformation for a lot of retailers. They have a strategic sourcing platform to match suppliers with government contracts. It is at about 2.5 times revenues, so dirt cheap.

The AGM is tomorrow. They provide e-commerce software to big companies like Sobey's, just like Shopify does for smaller ones. Also, they enable suppliers to bid on government contracts; MDF just won a big contract in this business in the UK. 80% of their sales are recurring, but it trades at only 1.5x recurring revenues vs. 30-40x among peers. A no-brainer. You will do extremely well with this. Investors associate MDF with its hodge-podge of accumulated internet platforms over years, but new managers are focusing on their winning core platforms. He expects new contract coming, helped by the online trend. (Analysts’ price target is $8.85)

They provide and manage e-commerce platforms for Sobeys, IGA, Carfor and others. Trades at only 1x revenues vs. Shopfiy at 40x. They just raised capital to acquire smaller players. (Analysts’ price target is $7.40)

Like Shopify, they provide e-commerce platforms to businesses, like Sobeys IGA, as well as in Europe. Also made platforms that let suppliers bid on government contracts. MDF is booming from the rush by corporations going online. Trades at less 1x revenues vs. Shopify 35x. Unlike Shopify's churn, MDF's businesses are highly recurring. He's been adding shares and now owns 5% of MDF. (Analysts’ price target is $7.30)