Mediagrif Interactive Techn

A Quebec based technology company at a very cheap valuation. One business is an e-commerce platform for bidding on government contracts; the other parts are in decline and are a job site and a dating site. They are going to exit those declining businesses. They took a huge write-down on these in the summer and the stock crashed. They eliminated their dividend. He just bought a big block of this stock. They are going to be consolidating the B2B space. (Analysts’ price target is $8.85)

Stock has been disappointing even though the company has done OK. Extremely illiquid for a small cap stock. Prefers others.

Just reported and their earnings were fine but the stock didn't do much. Great balance sheet with $2 a share in cash. Just a matter of time. Good risk return.

Likes the company, but has always been a little bit ahead of what he wants to pay for it. Good earnings. Fairly priced. Still watching.

Québec-based e-commerce. Doesn't have a high profile, but has broken out from the $7.50 level. Five-year contract with the federal government. Well run.

(A top pick July 31/03. No change.)

(Top pick Jul 18/03. Up 15%.) Still likes.

(Was a top pick July 29/03. Up 8.84 to 9.05%) Still likes. Making money. Generating Cash. Great balance sheet.

Still has some good upside. Ranks in the top 10% of the database. Earnings estimates have gone up 6%. Earnings momentum is up 180% year-over-year. Just renewed their contract with the federal government. Thinks the stock will tread water for a while

Earnings are expected to grow. 12.5 P/E.

47% earnings growth last quarter.

No debt. Growing.