or
Remember me
Back
Haivision Systems (TSX: HAI) looks cheap at 5-6x EBITDA, especially with the expectation of higher revenue growth in the second half of 2025. I am a big fan of the management team. They've shown a willingness to think long-term and make tough short-term decisions, such as cutting unprofitable revenue streams. So far, they've executed everything they've said publicly. Their goal for the next few years is to reaccelerate the top-line growth. If they execute, I feel there's a good chance the market will reward them with a higher EBITDA multiple.
Another category I'm monitoring, which could fit in the "wildcard pick" category, is the Canadian cannabis space. The valuations in the industry have been very depressed lately and for good reasons. I'm not ready to share any specific names yet, but I'll aim to provide more details on my cannabis thesis in an upcoming post. Stay tuned for that!
Receive investor kits and email updates from Stockhouse and directly from these companies.
