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Bullboard Post History

by TallerCraig

V.NTE

Cash,Content & Contracted Backlog w Multi Bagger Potenial...

Heck, I wont pretend to have in depth knowledge of the entertainment...

July 28, 2018

T.STEP

Calfrac Q2 gave you the Green Light to Load up on STEP

Pumping sector dynamics in Q2 remain real strong especially in the US...

July 26, 2018

T.DCM

Finding Value at 1.5x EBITDA in a Tough Space…

Its been a tough two years for this story but I really think the story turned...

July 3, 2018

T.QIPT

Margin Expansion & Double Digit Revenue Growth...

Given that we have gone sideways for an entire month, I thought I would give...

June 30, 2018

VPYYF

RE:RE:RE:RE:Q1 results

Can someone explain the valuation arguement on this one. It makes no sense to...

May 30, 2018

T.AXIS

Could GSY.TO go out and Acquire AXIS.V???

I was thinking about the Canadian non-prime lending market some more this...

May 13, 2018

T.GSY

Could GSY.TO go out and Acquire AXIS.V???

I was thinking about the Canadian non-prime lending market some more this...

May 13, 2018

T.TTNM

Q1: 53% Revenue Growth w 71% EBITDA Growth – CRUSHED IT!!!

Top line growth associated with margin expansion and run rate guidance...

May 9, 2018

T.TTNM

Q1 Preview: 24% Revenue Growth w EBITDA Margin Expansion…

Love this story, the developments in the last 6-9 months industry wide has...

May 7, 2018

V.TRAK

Q1 Preview: Recurring Revenue up 50% w ELD Mandate Progress…

The movement in the stock price has made no sense, as it has leaked lower on...

May 5, 2018

V.TRAK

An Acquisition Story: CDN Trucking Trading @ 33% Discount...

This is one of my favourite industry groups for 2018 as on every single call...

May 5, 2018

T.TTNM

An Acquisition Story: CDN Trucking Trading @ 33% Discount...

This is one of my favourite industry groups for 2018 as on every single call...

May 5, 2018

T.MTL

An Acquisition Story: CDN Trucking Trading @ 33% Discount...

This is one of my favourite industry groups for 2018 as on every single call...

May 5, 2018

T.TFII

An Acquisition Story: CDN Trucking Trading @ 33% Discount...

This is one of my favourite industry groups for 2018 as on every single call...

May 5, 2018

V.TKX.H

Q2: Recurring Rev Growth 79% w GM Exploding Higher to 67%...

Has to be one of the best Qs I have seen in this reporting period. At least I...

April 24, 2018

V.YOO

RE:RE:Q4 Preview:100% Advertising Cloud Growth w EBITDA up 330%...

Well I got this Q dead wrong. That decel QoQ in Ad business is going to whack...

April 24, 2018

V.TKX.H

Q2 Monday Could be a Major Inflection Point in the Name…

With secular tailwinds in asset management and IoT averaging a CAGR w a mid...

April 21, 2018

V.TRAK

Q4: Revenue up 99% YoY w Recurring Revenue up 42%...

Real strong Q4 numbers were released today with no underlying stock volume...

April 13, 2018

T.HTL

Upside Greater Staying on Independent Acquisition Trail...

Scary part, I think analysts are still down playing the organic growth...

April 7, 2018

VMD

The Holy Grail: Savaria Corp Valuation of 16x EBITDA…

After poor numbers from another Canadian Healthcare name CHH.TO I keep...

March 24, 2018

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