RE:Microcap Review articlesWhat I like:
CTS has key strategic partnerships across the major cloud providers (Microsoft Azure, Amazon AWS, Google Cloud), hardware providers (IBM, Cisco, Dell/EMC) and software (IBM/Red Hat, VMware). Converge has become IBM’s second largest reseller partner in North America, ranks in the top 3% of Cisco partners with respect to technical capabilities and is a top 3 VMware partner.
CTS is trading at 6x forward EV/EBITDA vs US/ European comps at 9x/15x, respectively
What I Do Not Like:
At the end of the article the author stated: Ralph Garcea owns shares of QUIS and does not own shares of CTS.
Has that changed?
Exerts were taken from MicroCap Review Magazine,
https://convergetp.com/wp-content/uploads/2020/08/Global-IT-Spending-Expected-to-Decline-in-2020-Cloud-Will-Grow_Microcap-Magazine-Summer-2020.pdf