Mike Arnold
Long only, small-cap, tech, growth at reasonable price

Dream Dreaming On Going Higher

Executive summary:

  • Dream Unlimited [(DRM.TO)(OTC:DRUNF)] reports solid 2013 results, provides road map for dramatically improved profitability by the end of 2016.
  • Dream remains under the radar, due in part because it is less than a year-old spinoff from parent company, Dundee Corporation [(DC.TO)(OTCPK:DDEJF)] and is domiciled in under followed Canada.
  • Two disparate businesses (1) land/real estate development and (2) asset management are both attractive, but difficult to value on a consolidated basis.

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I have been on the record a couple of times here and here, discussing my bullishness on shares of Dream Unlimited, a little known land/real estate developer and asset manager in Canada. The recent pullback in the share price, and a solid...

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