Finally, our long-expected market pull-back and, typically, in just a few days of trading. The market may attach itself to the current negative sentiment and decline further. However, we are heading into the market’s usual strong performance period. December is usually a good month for the market, and this normally extends into the New Year. But this year could be different. By all means, take advantage of washed out quality companies, but be careful with your buying proclivities. [more]

We review different companies that compose the industry: the trends, issues, challenges, and their strategies. For this first edition, we will just provide an overview of the key points. Our ultimate goal is to identify companies and products that may have a strategic advantage in competing in this transforming industry.
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We have written a 19-page Update Report on DCM. The communications and marketing solutions provider continues its “Digital-First” strategy and leveraging its existing platforms for direct-to-print applications, marketing and workflow management, and DAM solutions. Revenue was $56.9M, up 3.1% from $55.2M in Q2/2021. Adjusted EBITDA was $9.4M and improved cash flow reduced debt in the quarter by $2.8M. We are maintaining a Buy rating and increasing the one-year price target to $3.75/share from $3.60/share. [more]

In this short video, Tracy Weslosky of InvestorIntel interviews Chris Thompson of eResearch about eResearch’s Update Report on Xortx Therapeutics pertaining to the Company’s recent $21 million financing and U.S. listing. [more]

The market is entering its historically strong seasonal period, which runs from late October until about mid-May. If this holds true again this/next year, the Indexes will be pounding out new all-time highs on a regular basis. While this could happen, we must also be on the lookout for the “promised” pull-back. [more]

New 25-page Update Equity Research Report on XORTX, with a Buy rating and one-year price target of $26.00/share. The Company has two potential late-stage drugs in development focused on kidney diseases with one drug that could be approved within the next 18 months and the other drug that could have an orphan drug indication on the market in 2025. [more]

October proved to be a good month for our Portfolio, and now we are heading into the market’s strongest period. Our excellent dividend-paying companies and the strong overall market performance combined to send our Portfolio up 8.2% since its inception last June 1. [more]

Canadian Utilities has an attractive dividend yield and also some appreciation potential from current levels. [more]