16 of The Most Promising Canadian Tech Stocks

It's hoping to win more contracts as well as benefit from AI. Every single company is trying to implement AI into their products. Slow-growing business, more acquisition-based. Hasn't knocked it out of the park. A quite reasonable valuation. Actively looking at, would love to buy on a material pullback.

Sold because its ROIC returns started to get a bit wonky. In fact in last 3 years, ROIC has been negative. Satellite internet access has eaten the lunch of fibre. Hard to form a moat around its domain business. Wait for ROIC to be in excess of 20% for at least 3 years in a…

There is an uptrend in place along with tests of the trendline. You could buy at the beginning of up bounces but don't buy in the troughs.

Strong company with good outlook. Stock has a lot of upside. Trading at premium so would recommend holding for the long term. Founder led with a large amount of skin in the game. 

Digital logistics. Almost fully priced. Don't buy here, but look under $127-128, $131, and then $134. Wait. (Analysts’ price target is $141.50)

Probably overbought here, up 240% in last 12 months. 21-22x forward earnings, 15-16% EPS growth rate. Not really expensive. Likes it.

Recent quarter fairly good. A lot of metrics increased. Share price fairly high - would recommend waiting for a slight decrease. Better/cheaper names to invest in. Overall, a good company. Wait before buying. 

They sold their Vietnam business and original mobile antenna business, volatile, but kept good businesses--satellite communication, embedded antenna and infrastructure. The stock has been rising the past 3 months. It's a prime take-out candidate.

Payout ratio is 56%. Sales are declining by 25% and earnings have fallen by 67%. He would be cautious and would look elsewhere. Yield 13%

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. The stock drifted along under $12 through 2022 to August when it moved up to about $16 which held to the start of November when it fell to its month-end close of $13.24. ABST is a leading provider of self-healing endpoint and secure access solutions.…

(A Top Pick May 29/19, Up 66%) He sold out previously. He liked the 5 year forecast. As we came into late last year some of the volatility in the stock was not what he was interested in so he exited. He believes they will be stronger going forward.

They sold their position due to the inconsistency of their results. He is watching it again, especially now that the momentum is improving. He is not buying yet, but will keep an eye on it.

Asset trackers. New iteration uses cell, not Wi-Fi. Helps cell phone companies boost revenue, as price of phone plans decreases. Before stepping in again, he's looking for a big ramp up in the trajectory of revenue and earnings.

It made an acquisition which the market didn't like and the stock has fallen significantly. It is a growth by acquisition company and tends to have bumpy revenue post acquisition. He thinks it is under-priced here and there is more upside, but it is a show-me story.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Smaller, cyclical company. Rolling out new products. Share buyback potential. Fortunes tied to semiconductor industry.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Takeover offer. Pandemic hit hard. Solid assets, but re-opening slowed. Healthy balance sheet.