Profitable Growth: A Mid-Cap Staple (SIS) vs. A Micro-Cap Rocket (NCI) | Ep. 12
Description
This week, we're diving into two companies with proven, multi-year track records of profitable growth. We compare and contrast a stable Canadian mid-cap with a high-growth Canadian micro-cap dominating an international market.
Jon Brown looks at Savaria Corporation (TSX: SIS), a company capitalizing on the powerful demographic trend of an aging population with its accessibility solutions, fresh off a record-breaking quarter and a strategic acquisition. Then, Trevor Abes highlights NTG Clarity Networks (TSXV: NCI), a micro-cap IT solutions company that has delivered explosive revenue and net income growth while expanding its operations in Saudi Arabia.
This Episode's Picks:
Savaria Corporation (TSX: SIS): A leading mid-cap provider of mobility and accessibility solutions. A profitable growth story driven by an aging population and strategic acquisitions.
NTG Clarity Networks Inc. (TSXV: NCI): A high-growth micro-cap IT company with a dominant position in the Saudi Arabian market, showcasing a 7x increase in revenue and a 10x increase in net income since 2020.
Topics Discussed:
- Investing in companies with profitable growth.
- Comparing mid-cap versus micro-cap stocks.
- Demographic trends as an investment catalyst.
- The importance of strategic acquisitions for growth.
- High-growth international markets.
- Assessing companies with high insider ownership.
Further Reading & Resources:
- Small-cap surge: How Bank of Canada rate cuts are fuelling opportunity
- Savaria Presents its Strongest Q1 on Record
- Growth stock to watch NTG Clarity quadrupled profits in 2024
- NTG Clarity Announces Work Valued at $12.5 Million
- This week’s picks: TSX:SIS | TSXV:NCI
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Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.