Decibel Cannabis $DB.V is a $72M market cap stock that I have been buying recently. Today they completed a 1:15 reverse-split and share price dropped 12% this morning.
Looking at the opportunity / risk here I think long-term the split makes Decibel more appealing and in this
Viemed Healthcare $VMD is a $334m market cap profitable founder-led healthcare company that has been quietly compounding for years. I think the current setup is becoming increasingly interesting and I recently became a shareholder. In this post I will briefly explain why.
Of
No surprise to anyone following me that BioSyent $RX.V has become one of my favourite stocks lately.
Q2 earnings are out, and I came away with an interesting result. I scored the quarter 8.1 out of 10 which is one of the strongest earnings reports so far this season across my
Interesting to watch Decibel Cannabis $DB.V try to replicate the success of Auxly Cannabis $XLY.TO like a little brother trying to catch up to big brother.
✅ XLY 18% growth - DB gets 19%
✅ XLY does 14:1 share split - DB announces 15:1
✅ Both had 24% growth in EBITDA - but DB
Caldwell Partners $CWL.TO may be the best 'cheap' stock on my watchlist at ~8.3x TTM earnings and ~2.4x TTM EV/EBITDA growing revenue 18% with a ~21% FCF yield. $17.6M cash, no bank debt, a ~5.8% dividend yield, and a 2.0M-share NCIB they are actually using👍
Sabio Holdings $SBIO.V needs a miracle in the next 2 quarters. Once a consistent company now has a broken thesis as adTech continues to struggle. They desperately need cash production to pay off growing high-interest liabilities. I am cheering for them, but it's a HIGH risk bet!
