After a 3-month planned break, Perspectec has re-started. Our team has been busy finalizing some changes to our portfolio. As of November 29, 2019 prior to the market open we are: – We are upgrading Lightspeed (LSPD.TO) to a HOLD from a SELL. We believe Perspectec’s research was a primary driver in moving the stock price lower. – We are upgrading Aurora Cannabis (ACB.TO) to a HOLD from a SELL. We believe Perspectec’s research was a primary driver in moving the stock price lower. – We are moving Shopify (SHOP) from our Focused Portfolio to our General Portfolio. We have […]
Monthly Archives: November 2019
3 posts
We have launched coverage on Open Text (OTEX-Toronto) with this brief 18-slide Executive Summary powerpoint publication. We have looked at Open Text’s history of acquisitions, its acquisition pipeline and their new business model of self-funding acquisitions to grow in perpetuity. We expect to release a longer, more detailed version of this report in the coming weeks prior to making our report public. Open Text will now join our Focused Portfolio as a BUY. Perspectec has a history of moving billion+ dollar market capitalized companies share price once our research becomes public. Our most recent examples include the publications of Aurora […]
We have launched coverage on Docebo (DCBO-Toronto) with this 27-slide Docebo Powerpoint publication. This report involved detailed face-to-face and online discussions with LMS professionals. We expect to release a longer, more detailed version of this report in the coming weeks prior to making our report public. Docebo will now join our Focused Portfolio as a BUY. Perspectec has a history of moving billion+ dollar market capitalized companies share price once our research becomes public. Our most recent examples in 2019 include the publications of Aurora Cannabis (ACB.TO) and Lightspeed (LSPD.TO).