Top PickFirst stock in the clip. GLTA
https://www.bnn.ca/Video/player.aspx?vid=408908
Sandvine (SVC TSX) -
Recently purchased some at $3.60
Sandvine is a technology company that was in the penalty box for years and is now hitting its stride. They have reported very strong earnings for the past few quarters and should continue to do so. It is very inexpensive relative to its EPS growth rate and has a pristine balance sheet.
| 2014-07-30 |
TOP PICK |
Peter Imhof |
Turnaround story. The management team has learned from their mistakes and now have things right. Done well in terms of earnings over the last few quarters. Low multiple. $1 a share in cash. 12 times earnings. 50% earnings growth next year. Margins continue to increase. Multiple will continue to increase. There is a scarcity of technology companies in Canada and this one is a good take out candidate.
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Price:
$3.650
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes |