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Bullboard - Stock Discussion Forum illumin Holdings Inc T.ILLM

Alternate Symbol(s):  ILLMF

illumin Holdings Inc. provides a journey advertising platform, which enables marketers to reach consumers at every stage of their journey by leveraging advanced machine learning algorithms and real-time data analytics. It enables advertisers to connect intelligently with audiences across online display, video, social and mobile campaigns. Its Programmatic Marketing Platform, powered by machine... see more

TSX:ILLM - Post Discussion

illumin Holdings Inc > Is Motley Fool Correct?
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Post by retiredcf on Mar 30, 2022 1:07pm

Is Motley Fool Correct?

The Motley Fool is highly recommending Acuity Ads as a strong buy with great potential and consider it a must have in your portfolio. What are your thoughts on this stock rebounding. Would you recommend buying at this price and do you share the same optimism?

We hold it in our Model Growth Portfolio and are considering raising its weighting since the position size has declined. AT has $100M cash and growing revenue. The stock is very cheap after a large decline, but seems to be stabilizing a bit these days. We think it is buyable, but there are risks, and its recent history has not been pleasant. But for the small cap sector we consider it 'pretty good' at today's levels, and there is upside potential. (5i)

Comment by retiredcf on Apr 01, 2022 7:25am
Yesterday, they did in fact follow through with their idea and increased their holding in the portfolio to 1.5%. Here was their reasoning. GLTA "We think the stock has settled and view this as a good time to accumulate shares. Shares continue to trade at an attractive valuation given its free cash flow generation and growth. The company's Illumin product continues to show good growth and ...more