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Bullboard - Stock Discussion Forum illumin Holdings Inc T.ILLM

Alternate Symbol(s):  ILLMF

illumin Holdings Inc. provides a journey advertising platform, which enables marketers to reach consumers at every stage of their journey by leveraging advanced machine learning algorithms and real-time data analytics. It enables marketers to connect intelligently with audiences across video, mobile, social and online display advertising campaigns. Its Programmatic Marketing Platform, powered... see more

TSX:ILLM - Post Discussion

illumin Holdings Inc > David Driscoll on BNN today
View:
Post by Sellthedream2 on Oct 08, 2021 1:39pm

David Driscoll on BNN today

who is a large cap guy mainly even said there is a lot of value in small caps right now with a drop in price across the board in many names. Seems like there is more and more agreement on this outlook these days from many different investors. 


torontojay- I know you touched on this as well, interested in your opinion on the OECD deal I just seen come through with the 15% minimum global corporate tax rate. Wonder if this can be another factor in acclerating more money to small caps in the next while. The conglomerates like google/Facebook/apple will obviously be fine as a business, they have the money, but maybe some investors money trickles out because their numbers won't be as good without sheltering everything. Small caps aren't making an obscene amount of money like those guys and can put their money to grow instead of paying taxes. The big guys make so much profit there's nothing they can do, and it looks like they will keep getting targeted for more and more money. 


On a side note the three stooges really have it out for you lol Im sure many recognize that you've had the most intricate financial/number crunches assessments on here and it's appreciated obviously..

Comment by Torontojay on Oct 09, 2021 3:01pm
Hi Sellthedream, I think you hit the nail right in the head. Any increase in corporate tax will further expand the PE ratio of these large cap companies. In addition to this, The divergence between large caps and small caps has never been larger than in the last 20 years. The Russell 2000 PE ratio is trading at less than 90% of the PE ratio of the Russell 1000 index. I see tremendous value in this ...more  
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