Donville Kent ManagementJust received their latest news letter in the mail this morning.
After speaking about the latest high tech trends, they mentioned a total of nine Canadian companies. Many of them were microcaps (five were below $100M).
NVEI was far and away the largest of the companies mentioned.
They concluded by stating:
We have entered an era where companies literally cannot operate without their software. These business models are superior to almost any other business model out there. They are asset-light, sticky, scalable and high margin. If you want to outperform and get outsized returns, prioritize investing in markets that are growing exponentially.