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Dec
28
Investorfile forecast for some of our Top Ideas
Posted by: Gerry Wimmer
12/28/2015
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2016 predictions focus on Intrinsyc Technologies (TSX: ITC), RDM Corporation (TSX: RC) and Quorum Information Technologies (TSXV: QIS).

The Investorfile blog began making its annual predictions in December 2012. Each year the blog had selected a few investment theses (that could occur in the year ahead) and matched them to some of the Investorfile Top Ideas. While 2015 was not kind to small cap stocks in general and, hence our predictions from last year, overall we had some success in forecasting the future even if our timing was off target a bit. That said, our enthusiasm to make a new set of focused predictions has not waned. Therefore, here we go again:

1. Our Top Ideas stock which could see strong organic revenue growth occurring in 2016.

PREDICTION: Intrinsyc Technologies Corp. (TSX: ITC - $0.91)

Why: We expect that Intrinsyc Technologies’ revenues could really ramp up in 2016 from the production of large quantities of its computer modules. The Company is a product development company in the high technology space and shares in the success of its customers, whose high-tech products make the transition from development to commercialization. The Company has publicly filed a report stating that revenues could rise materially in 2016. Recent news releases of computer module orders also indicate that revenues for Intrinsyc should be on the rise. Last blog post: Intrinsyc Technologies results and outlook show more than a promise

We note that two other Investorfile Top Ideas should deliver strong year-over-year revenue growth over the next 12-months too, driven by acquisitions. They include: Avante Logixx Inc. (TSXV: XX), last blog post: Avante Logixx's acquisition strategy shows signs of early success; Sangoma Technologies Corp. (TSXV: STC), last blog post: Sangoma Technologies' value becomes stronger with recent acquisitions.

2. Our Top Ideas stock, which could have a multiple of shareholder value-enhancing events occurring in 2016.

PREDICTION: RDM Corporation (TSX: RC - $3.90)

Why: RDM Corporation is a payment processing services company that generates a significant amount of cash from its operation. Already a payer of dividends to shareholders, we believe that the Company’s current business can support a higher dividend payout. We predicate that RDM will increase its dividend rate in 2016, which enhances the value of this stock for its shareholders. The Company is also cash rich (US $26.4 million) and positioned to make a major acquisition in 2016, another shareholder-enhancing event. RDM Corporation could also be subject to a takeover bid too. Last blog post: RDM investment returns top 400% and plenty more to come.

3. Our Top Ideas stock that could get discovered by the broader investment community in 2016.

PREDICTION:
Quorum Information Technologies Inc. (TSXV: QIS - $0.42).

Why: Quorum Information Technologies is a Software-as-a-Service (SaaS) company serving the auto dealership market in North America. Many investment pundits are predicating that small cap SaaS stocks as a group will perform well in 2016. Quorum Information Technologies is already profitable with a growing recurring revenue base. The Company recently raised some additional equity to expand its operations more quickly, which should attract attention from the investment community and have a positive impact on the stock price. Of note: A US hedge fund has accumulated about 18% of the Company’s stock. Last blog post: Quorum Information Technologies stock price could double again.

Author’s ownership disclosure:
TSX: ITC - Yes
TSX: RC - Yes
TSXV: QIS - Yes
TSXV: XX – Yes
TSXV: STC - Yes


Read Disclaimer:

This article is for informational purposes only. This article is based on the author's independent analysis and judgment and does not guarantee the information's accuracy or completeness. The information contained in this article is subject to change without notice, and the author assumes no responsibility to update the information contained in this article. The information contained within this article should not be construed as offering of investment advice. Those seeking direct investment advice, should consult a qualified, registered, investment professional. This is not a direct or implied solicitation to buy or sell securities. Readers are advised to conduct their own due diligence prior to considering buying or selling any stock.

Investorfile is not engaged in an investor relations agreement with Intrinsyc Technologies Corp., RDM Corporation,
Avante Logixx Inc., Quorum Information Technologies Inc., and Sangoma Technologies Corp. nor has it received any compensation from Intrinsyc Technologies Corp., RDM Corporation, Avante Logixx Inc., Quorum Information Technologies Inc., and Sangoma Technologies Corp. for the preparation or distribution of this article.

The author of this article has acquired and may trade shares of Intrinsyc Technologies Corp., RDM Corporation, Avante Logixx Inc., Quorum Information Technologies Inc., and Sangoma Technologies Corp. through open market transactions and for investment purposes only.

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Hi Gerry, Your philosophy is focused on principles that have been shown to produce above average results over time and your record has clearly proven that. Congratulations on a great blog and thank you for the hard work that you do in sharing and updating your ideas; it is much appreciated.