September 2021 Update – $OSS.v, $ISV.to, $STC.v, $FTG.to, $VMD.to, $URB/A.to, $MCR.v
TIKR
I use TIKR to quickly look through ideas and check comparable companies. Would recommend. Referral code below. They recently did an update that has added some more features.
https://app.tikr.com/register?ref=smob7c
Thoughts on Market Activity
Nothing worth noting.
What I’m Reading
I have been spending most of my free time this month focused on the build out of my garage gym. Shoot me a message if you ever want to chat lifting.
Posts this month
Developments on Companies Mentioned
OneSoft Solutions - $OSS.v
Very positive development
Notice of the CEO selling some shares
He still has about 8.8% of the outstanding
This is something to monitor if it continues
Information Services Corp - $ISV.to
Upped dividend from $0.80 to $0.92
Now yielding over 3%
Sangoma Technologies Corp - $STC.v
Held Special AGM and passed motion to consolidate shares in plans to uplist to US exchange
Released Fiscal 2021 results and held conference call
Results were slightly ahead of previous guidance
Issued new guidance for fiscal 2022
Higher than expected EBITDA margin
Slightly higher than I expected for organic growth
Continuing to pursue uplisting
I would have thought the stock would have responded better to this news
I’m going to listen to the call again to see if there is anything I missed
Firan Technology - $FTG.to
Viemed - $VMD.to
has been hitting new 52 wk lows consistently
Urbana Corp - $URB/A.to
Renewal of NCIB announced
Any purchases at this large of a discount to NAV should be highly accretive
NAV continues to march higher
Macro Enterprises - $MCR.v
Announced Subcontract for Trans Mountain Expansion Project
Revenue to reach 350 mil in 2021 with some additional investment in PPE
I thought the stock would have popped even more given how much visibility they have into next years revenue
Have a good one.
Dean
Long $OSS.v, $STC.v, $VMD.to, $URB/A.to, $MCR.to