16 of The Most Promising Canadian Tech Stocks

DOGE has put the chill on companies with US government contracts. Stock's possibly fallen too much, as the company provides critical services. One of the best-run companies in Canada. Getting attractive. Before you buy, research how much US exposure it has. Long-term thesis is that everyone is looking to implement AI.He'd like to have more…

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…

Best software company in Canada. Growth by acquisition makes him pause, as things go well until that final acquisition hurts. Great job buying and integrating businesses. Growth being priced at an excessive premium. Solid growth but high, 40x multiple. 

(A Top Pick Mar 08/24, Up 43%) Pullbacks are great opportunities to add. Continues to invest in R&D. Payments is a big growth vector, still available in only a handful of countries. Secular rise in e-commerce still has room to run.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Its customers are facing difficulty with making decisions given the uncertain trade environment. We think that it will see increased uncertainties in sales and earnings guidance, but largely, it has navigated challenges well in the past (2020) and we would be comfortable holding or buying…

Extremely volatile chart. Second half of last was absolutely awesome, then a big selloff down 30% in a day because of DeepSeek, and a recovery bounceback. The tumble afterward is concerning. Near bottom of his RSI rankings. Trying to come back, so far so good.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Analyst estimates are rising, sales growth is still in the low to mid-double digits, and analyst estimates call for a continuation of that trend over the next few years. Earnings estimates are projected to grow even faster, and while gross margins have fallen over the…

Sold mobile unit. Leaders in embedded home, infrastructure, and satcom. Fixed balance sheet. Turned around, next year should be really strong with new product launches. Might be acquired. Excellent technology, solid clients.

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.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The stock is now flat for the week; the white paper outlines the opportunity in low power IOT technology, but this is not really new news. Following the stock's big rally in the past year, we would consider it a HOLD. With its small size…

Will its business be taken over by AI? That's a question every company should be asking. It takes a long time for technology to disrupt an industry. OTEX has to keep investing to stay relevant, and AI might be an opportunity. Not particularly high growth, but they chalk up free cashflow. Buys back 10% of…

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.