Analyst Articles

NEW UPDATE REPORT – DCM – MediaValet Acquisition Multiple Bodes Well for DCM’s Valuation as its Pays Down Debt and Focuses on Tech Strategy

We have written a 12-page Update Report on DATA Communications Management, a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The report highlights how STG Partners’ acquisition of MediaValet Inc. for $79 million showcases a favorable valuation trend for Canadian SaaS and DAM sectors. DCM’s valuation could benefit as it enhances its SaaS offerings and focuses on a Print-to-Digital transition. The Company has also successfully completed a series of sale and leaseback transactions, raising $37.8 million, and aiding in debt reduction. DCM’s recognition in the 2024 OTCQX Best 50 underscores its market performance and strategic positioning. We are maintaining our price target and recommendation. [more]

Palantir Q3 2023 Financials
Analyst Articles

Palantir: The #1 Vendor In AI, Data Science, and Machine Learning

Palantir (NYSE: PLTR) is not just a key player in government intelligence and data integration, it’s a burgeoning force in the private sector, with a 23% growth outpacing its government revenue growth. Its Q3/2023 earnings reflect a 210% YTD stock price increase, ranking it among the top Artificial Intelligence (AI) stocks. With the launch of its AI Platform and other innovative products, Palantir is rapidly expanding its customer base and commercial footprint. Analysts see a large TAM, predicting significant revenue growth and a potential stock upside, as Palantir leverages AI to redefine its industry. [more]

2023-11-13 DCM - 2023-Q3 Update Report
Analyst Articles

NEW UPDATE REPORT – DCM – Revenue & EBITDA Growth Continues to Benefit from MCC Acquisition; Deal Synergies Now Targeting up to $35M

We have written a 15-page Update Report on DATA Communications Management, a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The update report provides highlights of the Company’s Q3/2022 financials and an update on integration activities and synergies after merging with Moore Canada Corporation. [more]

AMD Introduces New AI Accelerator Computer Processors
Analyst Articles

AMD Launches Its New – Incredibly Powerful – MI300 Chip

AMD’s MI300 series, blending CPU, GPU, and memory, is poised to challenge Nvidia’s dominance in the AI accelerator market. AMD’s MI300 series of accelerators, introduces two distinct models to cater to diverse market needs and specifically targeting the AI and large language model (LLM) market. [more]

Electronic Brain - The Second Wave of the AI Chip Boom
Analyst Articles

A Way to Invest in the Second Wave of the AI Chip Boom

Nvidia’s stock surge underscores the AI chip industry’s evolution, with a pivot towards specialized AI applications. This shift highlights the importance of Electronic Design Automation (EDA) software in developing custom AI chips. As the EDA market anticipates robust growth, companies like Synopsys and Cadence emerge as key players. Investors are eyeing valuation metrics closely, as these tools become critical in assessing the burgeoning sector’s financial health and growth potential. [more]

Canadian M&A Companies - FI
Analyst Articles

NEW INDUSTRY REPORT – Roll-Up Strategies in the Canadian ICT Industry

We have written a 22-page Industry Report on “Roll-Up Strategies in the Canadian ICT Industry; Your Guide to Understanding and Investing in M&A-Focused Public Companies”. In this report, we provide a brief overview of the ICT industry and 11 companies in Canada that are executing an M&A roll-up strategy as part of their core business strategy. The report also highlights Ciscom Corp. (CSE: CISC), Canadian-based holding company that executes a M&A roll-up strategy focused on solutions and related services in the ICT industry. [more]

Navigating Geopolitical Risks in Israeli and Global Investments
Analyst Articles

Navigating Geopolitical Risks in Israeli and Global Investments

In an interconnected global economy, geopolitical events can send ripples across markets, affecting investment strategies and outcomes. From the Ukraine-Russia conflict to sudden escalations in Israel, investors find themselves navigating an ever-evolving landscape. This article covers recent events, with a spotlight on Israel-based businesses. [more]

DCM - 2023-Q2 Update Report
Analyst Articles

NEW UPDATE REPORT – DCM Acquisition Provides 75% Revenue Jump & Cash Flow Growth as Merger Synergies Drop to the Bottom Line

We have written a 14-page Update Report on DATA Communications Management, a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The update report provides highlights of the Company’s Q2/2023 financials and the recent acquisition of Moore Canada Corp. and a full summary of our valuation methodology. We maintain the Target Price of $6.90. [more]

DCM - 2023-Q2 Update Report - Video
Analyst Articles

VIDEO: Chris Thompson of eResearch talks about DCM Closing its Merger with MCC, $26.1M Financing, $23.1M Facility Sale, and Q1/2023 Financial Results

In this short video, Chris Thompson of eResearch talks about DCM closing its Merger with MCC and eResearch’s 18-page Equity Research Report that covers an in-depth analysis of the company and a detailed overview of its $26.1 million financing, $23.1 million facility sale, and Q1/2023 financial results. [more]