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Opinions Jason Del Vicario
Sangoma Technologies Corp.STC.TOPAST TOP PICKJan 21, 2019
(A Top Pick Jan 22/18, Up 14%) Have excess cash flow to buy other companies. STC itself is very small, so keep that in mind. He likes them. He hopes they breakabove $1.40. They've been going sideways lately, but are well-run.
Jason Del VicarioOwned
$1.28
Stock price when the opinion was issued
$5.06
As of Jun 19, 2026. Market Open.
Telecommunications
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BUY
Another tough one. Deep value play. Management changes. Still tons of free cashflow. Next quarter, should hit guidance. Doesn't look like a big deterioration in the business, will take time to work through. Buy at these levels.
James TelfserOwned
Telecommunications
HOLD
Communications provider for work. Growth by acquisition, one blunder 2 years ago now that multiples have compressed. 75% of its revenues now come from SaaS. Profitable, 17-20% margins. Generates 15-20% of its market cap in free cashflow each year. Will take a while to bounce back, no one cares about small cap tech right now.
Telecommunications
PAST TOP PICK
(A Top Pick Jun 09/21, Down 52%) Great business that is misunderstood by the market.
Recent selloff in the market has taken share price down.
Free cash flow yield is ~10% and business generates lots of cash.
Will continue to hold shares.
James TelfserOwned
Telecommunications
PAST TOP PICK
(A Top Pick Aug 16/21, Down 27%) They continue to execute, performing as well as US peers. The unified communication space has seen a big PE contraction, but the PE is better now. PE got really high in this space. They recently did a stock split. If they continue to execute, STC will do well. He recently trimmed his large position, but still owns this.
Jordan ZinbergOwned
Telecommunications
PAST TOP PICK
(A Top Pick Oct 15/20, Up 33%) Reported this morning. Completed a 7:1 role back. Pulled off an acquisition that was transformational and allowed them to compete with their US peers which trades at higher multiples. Still in a good place. Been impressed with them so far.
James TelfserOwned
Telecommunications
BUY ON WEAKNESS
He likes it. They made a big acquisition this year, which triggered a stock run, but recently a pullback when he picked up shares. Valuation is good vs. peers. They often exceed guidance and analysts' expectations. He targets $4.50-5.
Colin StewartOwned
Telecommunications
TOP PICK
Hardware, software and services to help integrate phone calls between phones, laptops, text messages. You should look for upgraded guidance in the fall. They may pursue a NASDAQ listing in the US. (Analysts’ price target is $5.57)
Jordan ZinbergOwned
Telecommunications
