mdf commerce Ord Shs MECVF

My Thoughts on MDF

[AlwaysLong683]

I believe the reason MDF is not trading at a much higher valuation is because large investors / institutions do not fully appreciate what MDF has accomplished to date in their re-structuring under CEO Luc Filiatreault.

This company is no longer a mish-mash of various IT solutions of varying profitability or potential. They are now focused on just two areas (Unified Commerce for larger companies and Strategic Sourcing of procurements by government agencies) along with an eMarketplace platform that will likely become more and more of an afterthought over time.

As Takacsy has stated, they have won a number of sizeable recurring revenue contracts over the past year or so, but these wins take time and money to get up and running before you start seeing the full recurring revenue streams coming in from their clients.

I suspect that MDF's quarterly results will continue on an upward trend as the payoffs from existing contracts (and the anticipated additions of new ones) make their way through the accounting system, and I believe it's just a matter of time before MDF's results catch the attention of the investment community.......

[CandyC]

Just a hold for me for several years. E-commerce is going to be huge going forward. Might not get where Shopify is at but who knows 

[ferret_ca]

I think you are forgetting that mdf has less than a 400ml carket cap and many large investors , funds etf's and analysts simply don't cover anything under at least a 1b market cap.  once it gets up to that range then it will attract a lot more attention , as long as they keep executing. I like mdf a fair bit but sold out my position, 1/2 yesterday and 1/2 today. I had bought it for

[Dibah420]

Good for you and congratulations on the trade.  I too have been overweight in Canadian banks over the last year.  With all of them on DRIP they have acted more like explosive growth stocks. However, I still keep a couple of old trade slips from Yellow Pages as post-its, just to remind me of dividend stocks and their much vaunted safety. I have held a small position in MDF mainly