Jordan Zinberg

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.

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.

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.

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.

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

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. 

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.

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.

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.

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.

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

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.

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.

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.

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.