16 of The Most Promising Canadian Tech Stocks

Opinion about GIB.A-T: Investor parents in late 80s, this name is down this year. Price target ~$155. Adviser pushing to sell and move into silver. Son is worried. Every client situation is different. For example, do these investors have their income needs taken care of or are they close to the edge? So he'll just…

Opinion about TC-T: Sold because its ROIC returns started to get a bit wonky. In fact in last 3 years, ROIC has been negative. Satellite internet access has eaten the lunch of fibre. Hard to form a moat around its domain business. Wait for ROIC to be in excess of 20% for at least 3…

Opinion about CSU-T: These guys buy SaaS as their general business model. Some concerns in Silicon Valley and other places that AI is going to replace a lot of what SaaS can do. That could be a problem for a company like this one. It's been a great play for the past decade.Going forward, there…

Opinion about SHOP-T: He made some nice $$ on it as it reached former peaks. But the stock blew by those and took out old resistance of 2021 highs. That's a breakout, and it's bullish, so nothing wrong with this stock.

Opinion about DSG-T: Is a nichy Constellation Software, concentrating on software for supply chains. The stock has seen strong growth, but at a high multiple. Tariffs are hurting short term, but should be good long term. Too nichy for him.

Opinion about CLS-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Analyst estimates continue to trend higher, sales and earnings growth are strong, and margins are expanding. It trades at a forward earnings multiple of 44X, which is not cheap, but this is a company that is benefiting from the AI revolution and…

Opinion about KXS-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research It has a strong balance sheet with $260M net cash. EPS is set to surge this year and rise another 25%+ next year. Cash flow is good and it is a relatively conservative company overall. As a supply chain software solution, it…

Opinion about BYL-T: Notoriously volatile. BYL has had a rough ride in recent years, but has fixed their balance sheet after selling their money-losing mobile business based in Korea. Are now focused on embedded antennas, infrastructure and satcom. They just announced a big stadium deal in South American for their wireless antennas, in which they…

Opinion about PTG-T: Payout ratio is 56%. Sales are declining by 25% and earnings have fallen by 67%. He would be cautious and would look elsewhere. Yield 13%

Opinion about ABST-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. The stock drifted along under $12 through 2022 to August when it moved up to about $16 which held to the start of November when it fell to its month-end close of $13.24. ABST is a leading provider of self-healing endpoint and…

Opinion about TSGI-T: (A Top Pick May 29/19, Up 66%) He sold out previously. He liked the 5 year forecast. As we came into late last year some of the volatility in the stock was not what he was interested in so he exited. He believes they will be stronger going forward.

Opinion about ITC-T: They sold their position due to the inconsistency of their results. He is watching it again, especially now that the momentum is improving. He is not buying yet, but will keep an eye on it.

Opinion about BEW-X: Caught attention of market as numbers continued to ramp up. Very big move, now consolidating. Will probably eventually get taken out for its technology and customer base. Trades thinly. May itself be looking for a small acquisition.

Opinion about OTEX-T: If you own it, hold on, but look for places to add at better levels -- $33 and, if you're really lucky ~$29. Embraced AI in a big way, which is expanding its own business as well as its clients. Able to maintain double-digit recurring growth rate.His caveat is that, from the…

Opinion about PHO-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Smaller, cyclical company. Rolling out new products. Share buyback potential. Fortunes tied to semiconductor industry.

Opinion about GC-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Takeover offer. Pandemic hit hard. Solid assets, but re-opening slowed. Healthy balance sheet.