TSXV:NYX.DB - Post by User
Comment by
Ellesseon Dec 01, 2016 3:38pm
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Post# 25542536
RE:RE:RE:BNN - Eric Nuttall on at 11:10AM
RE:RE:RE:BNN - Eric Nuttall on at 11:10AMTOP PICK Eric Nuttall This is a company with the best product in their space, a space that is growing at 10%. Last quarter they organically grew by almost 30% plus you tack on acquisitions. It is mired by a stink due to 2 other companies, which are hopefully going to go very soon. Their next quarter is in November which will be the 1st clean quarter where you wont have M&A noise and be up to fully assess their organic business and their recent acquisition. Trading at less than half its peer multiple, despite having stronger growth rates, and at an almost 20% free cash flow yield. Has the best software in the business, and yet is trading at around 7X next years EBITDA. At 9X EBITDA, this is a $4 stock, about 100% upside from here.