RE:Jason Donville
That's a blast from the past. I really liked Donville - he was accessible and I even emailed him several times and he was always responsive.
That being said, I found some of this picks to be a mixed bag. He was right on Constellation Software big time, but he also said on BNN to "back up the truck" on High Liner Foods (in subsequent years it fell significantly) as well as Direct Cash Payments (which fell as well and was either acquired or something like that).
I do like Donville's focus on fundamentals, and ROE is one of his biggest metrics.
The advantage of Sangoma here is the huge tailwind in the technology sector. I work in IT and there is a lot of traction for what Sangoma has to offer. As a shareholder I am very excited about the slow and steady growth of Sangoma. The latest acquisiton is icing on the cake.