Today, Fabrice Taylor commented about whether PKT-X, CSPG-X, LAB-X, EL-X, LRN-X, VII-T, MO-N, EXE-T, VCM-T, TDG-T, AVO-T, ARX-T, GUD-T, REI.UN-T, EIL-X, BKD-X, DOL-T, CLS-T, INP-X, SYD-X, DIV-T, SCR-T, MCB-T, GSY-T, MSL-T, BDGI-T, BNS-T, SPN-X, ARE-T, AC-T are stocks to buy or sell.
They have a lot of cash. They put their cash into a deal and recycle the money. They get a bunch of warrants or shares and help the company pay the loan back. They sit on what could be an explosive opportunity if some of their big holdings do well. If they convince analysts they have a portfolio of companies that are going to do well, this stock will do well.
He is very confident that they are going to get their real estate division going and it will add incredible value. Their students come from overseas and they all need a place to live and this company has not addressed this before. Their parents don’t care how much their short term accommodations cost. He thinks you get the school business at a good price and the real estate business for free.
Acquired an Israeli company that makes some of the hottest fantasy games. This is not gambling, but fantasy gambling so there is no regulatory concern. Candy Crush, etc. are also amongst their games. They are transitioning to mobile from laptop and it is going well. It should do well as they build new games.
Changed their business model a few times in the last two years. They are going into the sports app business. Prefers the Score, who they will not be.