Fund managers provide their top stock picks at the Cantech Investment Conference 2019
SmallCapPower | February 12, 2019: SmallCapPower attended the Cantech Investment Conference 2019 in Toronto, which took place from January 29 to 31, 2019. Here are some of the top stock picks from some of the Fund managers who presented:
Rob Ballard of Pathfinder Asset Management likes:
VitalHub Corp. (TSXV:VHI) – It is a healthcare IT play for niche verticals such as children’s mental health.
WELL Health Technologies Corp. (TSXV:WELL) – Has a good CEO, a serial entrepreneur. The Company is trying to direct towards a digital health technology platform. It is disruptive, will change the way healthcare is delivered over time. He says WELL is looking to monetize Fitbit data.
AnalytixInsight Inc. (TSXV:ALY) – It has partnered with a big bank in Italy. The Company can now commercialize the product across other countries.
Bill Burnham of Inductive Capital likes:
C-COM Satellite Systems Inc. (TSXV:CMI) – C-COM is a satellite antenna manufacturer. Many satellites are going to offer broadband Internet service.
Colin Fisher of StableView Asset Management likes:
iLOOKABOUT Corp. (TSXV:ILA) – A software technology play in the real estate space. The Company helps do mini valuations. iLOOKABOUT has experienced strong organic growth as well as growth through acquisitions. It also has a tight capital structure, 40% of the float is held by insiders.
Andrey Omelchak of LionGuard Capital Management likes:
Photon Control Inc. (TSX:PHO) – The Company manufactures optical sensors and systems to measure temperature and position. The 5G roll out will be big and sensors will be in everything. Big data will also drive demand as it will require lots of sensors to gather data. Artificial Intelligence (AI) is expected to grow at 30% CAGR. Photon Control has a market cap of about $140 million and has approximately $40 million in cash on hand.
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