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Stock Opinions by Jordan Zinberg

COMMENT

Paying attention to US tech sector and recent earning results.
Earnings trends in major US tech companies(Apple, Amazon, Microsoft etc.) will affect Canadian holdings.
Cloud growth still at high 20% growth rate. 
Seeing lots of opportunities in markets, as recent selloffs have reduced share prices.



Unknown
TOP PICK

IT provider currently going through strategic review process.
Special committee meeting to determine sale of company.
Share price @$6 & sale of company would fetch $9.
Believes company can double in the next few years.

Technology
TOP PICK
Adentra

Recent name change from Hardwoods Distribution to change appearance on exposure to wood.
2021 massive acquisitions changed the financial profile of the company.
Current share price presenting value for long term holders.
Very strong company with excellent management team.

household goods
TOP PICK

Small oilfield services company.
Large supplier of frac sand to energy business.
Long term contracts that have recently rolled over at higher price.
High debt levels are coming down.
Cash flow being used to increase balance sheet strength.

Energy
PAST TOP PICK
Softchoice Corp.
(A Top Pick Mar 01/22, Down 24%)

Has since sold shares. Does not own anymore.
Better opportunities in tech space.
IT services provider.
Watching for cost savings in business. 


Business Services
PAST TOP PICK
(A Top Pick Mar 01/22, Up 2%)

Specializes in acquiring and managing small apartment buildings in Western Canada.
Not a REIT, rather a corporation that retains capital.
16,000 doors currently with minimal equity dilution.
18% compound rate of return.
Sub 2% debt levels that were guaranteed at low interest rate levels. 
Rental rate increases will positively affect business. 

property mngmnt / investment
PAST TOP PICK
Propel Holdings
(A Top Pick Mar 01/22, Down 20%)

Canadian based online lending company.
Large disconnect between fundamentals and current share value of company.
Trading at 4x earnings which is very low.
Low valuation presenting good buying opportunity for long term shareholders.
Management owns 50% of the stock.

Financial Services
HOLD
MDF Commerce Inc.

eCommerce aggregation business.
Does not own stock.
Growth and profitability not strong enough.
Paying down debt which is good for the company.
High valuation would suggest better names to buy.

computer software / processing
HOLD
Leon's Furniture

Flat revenue for past few years, but Covid-19 helped.
Key issue is long term growth for the business.
High single digit growth not enough during recession.
Higher interest rates makes it harder for consumers to pay for discretionary items.

specialty stores
DON'T BUY
Onex Corp

Very strong management team.
Hard stock to value. Private equity firm.
Trading at discount to net asset value.
High interest rates makes it hard for company to grow.
Better names to own.

mngmnt / diversified
HOLD
CloudMD

Tele-health company.
Has sold shares. Very high valuations.
Path to profitability slower than expected.
Recently selling assets.
Not sure path to profitability. 

Healthcare
DON'T BUY
Chorus Aviation Inc

Exposure to airline business without major airline liability.
Large dividends provide value in the past (suspended right now).
Better names to get exposure to increased travel activity.


Transportation & Environmental Services
DON'T BUY
BlackBerry

Results have been sporadic for a number of years.
Hard company to model going forward.
Better names to own in the tech sector (predictable earnings).
Not a strong business for the past 10 years.
Customers turning over etc.

electrical / electronic
BUY ON WEAKNESS
VitalHub Corp.

Healthcare tech company.
Has owned on and off over the past few years.
Very strong management team.
Multiple is high given current share price.
Defensive software name.

Healthcare
BUY ON WEAKNESS

Fantastic business, but high debt levels recently.
Currently going through a strategic review process.
Expecting a private equity business to purchase company.
Strong management team.

Healthcare
Showing 1 to 15 of 89 entries