STOCKCHASE

Alexander Lane, B Comm, C

Likes the company but not happy with the economy in terms of computer sales. Partners seem to be struggling a little bit. Good technology. In a true bull market, it could triple or quadruple.

2009-08-06

BUY

5.350

World-class technology company. LoJack software is embedded in the CPU and also has a software agent, which allows a stolen laptop to be located and secured. Have been signing international agreements. Strong balance sheet.

2009-06-29

WATCH

3.600

Jim Huang

Provides value added services to computer resellers, mostly in the security area. The problem now is that laptop and PC sales have a slowing momentum. Also, consumers are not apt to pay for the extra. Beyond the next couple of years, they will do quite well. Watch to see how the underlying industry sales go.

2009-03-27

HOLD

3.770

(Market Call Minute.) Their numbers were okay but they did a pre-warning for the first time in many years. Cash is half the value.

2008-11-07

HOLD

12.290

Duncan Stewart

Good business model and a lot of recurring revenues with some very strong partners. Small-cap tech stocks tend to be volatile.

2008-09-11

BUY

12.850

Last quarter was on track and pretty decent. You could take a look at it here.

2008-08-21

Comment

11.020

Stolen laptops software. Product is very good. Hard for his database to model it because there is no recurring revenue model. Moving to have the product into cell phones and RIM pagers over the next couple of months. Would like to see them acquire Route 1 (ROI-X) software.

2008-06-18

BUY

11.400

Howard Sutton

Software that recovers lost/stolen laptops. Some disappointments in how quickly it was ramping and the stock pulled back. Just announced they are getting in the mobile space for managing/erasing files on handhelds. Risk/reward is looking pretty good.

2008-06-17

HOLD

11.110

The business is fine. Still a takeover target.

2008-05-26

Comment

11.900

Greg A. Taylor, CFA, BBA

He is positive on the IT sector. A great sector to be in for the 2nd half of the year. A lot of companies try to increase their efficiencies by looking for IT solutions.

2008-05-07

BUY

12.640

Duncan Stewart

Volatile. Rumours on the street believed there was competition from Phoenix Technologies (PTEC-Q) for their low jack technology. Phoenix’s results just came out and they don't seem to have any sales or partners. Right now, this company is the dominant player in the space. Just got bundled with Fujitsu.

2008-04-25

DON'T BUY

12.260

David Burrows

Technology in recovery of laptops and will be very news driven. You don't buy it because of earnings but on deals going forward. Not the kind of market where people buy things that may happen over the next period of time. They want to see earnings, cash flow and predictability. Speculative.

2008-04-18

TOP PICK

14.730

Hugh Cleland, CFA

Their technology is used in laptop security applications, and laptop recovery. They have a very high recovery rate. An expensive stock on evaluation basis but the margins are huge.

2008-03-31

TOP PICK

14.290

Hugh Cleland, CFA

Their technology is used in laptop security applications, and laptop recovery. They have a very high recovery rate. An expensive stock on evaluation basis but the margins are huge.

2008-03-31

DON'T BUY

10.580

David Burrows

Stocks broken.

2008-03-19

PAST TOP PICK

10.850

(Top pick, March 12, 2007. Up 42%) Bought some more today. Customers are growing, balance sheet/cash flow are growing. A good take over target, over the next 18 months or so. A great product, Buy.

2008-03-17

PARTIAL SELL

15.450

Howard Sutton

The stock has been outstanding. Has software for the recovery of stolen laptops. The success of the company has been its channel of doing deals with Dell, HP, etc. There has been some volatility in terms of patent infringement. Feels it is probably fully priced. If you own, consider taking profits.

2008-02-13

Comment

10.400

Was $18 Dec 31 and is now about $10. Nothing has gone wrong with this company. Has $51 million in cash and are looking for acquisitions. Their business is basically a monopoly. Investors are worried about the quarter. The end game is a takeover.

2008-01-31

Comment

10.220

Jean-Francois Tardif

Their product is a little chip that goes into laptop computers. If the computer is lost or stolen, this company can remotely erase the hard drive as well as tracking its location. Made a deal with Dell. Revenues are expected to go up 100% this year. Free cash flow is about $.60 a share. Too expensive for him.

2008-01-21

DON'T BUY

37.230

Peter Hofstra

Remote security. A great area. Thanks there will be competition aggressively moving into this area. Hasn't been any consistency in earnings. Worth substantially less.

2007-12-03

PAST TOP PICK

32.940

(A Top Pick March 7/07. Up 112%.) Have executed well and have a global lead. Some competition, but it’s not making inroads yet. He will keep it until the competition causes a problem. Expect Symantic (SYMC-Q) will acquire it down the road.

2007-11-26

DON'T BUY

38.350

Announced a 2 for 1 stock split, which is always bullish for a stock. Looked at their numbers and thought they were a little bit thin to what they could have been. A little expensive.

2007-11-14

HOLD

38.660

Veronika Hirsch

For a high-tech portfolio, it would be a holding. The latest positive is that they will be able to service wireless applications as well. Not cheap, but a good growth stock.

2007-10-31

SELL

36.040

Peter Hofstra

Good Vancouver company, it has done well over the last year. Evaluation is pretty rich. Might be a good time to sell. Be careful with this one.

2007-10-16

BUY

35.370

Kenneth P. Norquay, CMT

A great stock. Going up fast. Reached a new high.

2007-10-12

BUY

25.820

David Burrows

A great product. Have owned it. One of the only Canadian tech socks interested in. Would buy stock

2007-09-19

BUY

27.650

Derek Webb, CFA

Earnings are accelerating and last quarter they beat earnings. Analysts have raised future estimates. The company is in a sweet spot.

2007-08-28

TOP PICK

25.640

Reported great earnings. Thinks that Symantic or McAfee will buy. Consistant cash flow. Will move their software in their pda market.

2007-08-17

BUY

26.400

Chyanne Fickes

Their product is a chip in laptops that can trace it if stolen. Recently got 2 contracts and one of them were in the financial sector. A good takeout story.

2007-07-05

BUY

24.180

Hugh Cleland, CFA

Creates a code to be installed in a laptop so it could be traced on the Internet. Have their installed base up to a level where synergies with large corporations could be significant. Accelerating free cash flow.

2007-05-24

Comment

22.670

Continue to announce new contracts. Thinks it can continue to go a little higher.

2007-05-11

BUY

15.910

Chyanne Fickes

Product tracks your computer’s location. Have a very good deal with Dell (DELL-Q). Expect there will be more deals coming down the ramp. The only downside with the competition, and not sure if there is any.

2007-03-12

TOP PICK

15.910

Just recently bought. Looks expensive, but when looking at the customer penetration rate, where the average is 2% and could go to 15% as well as the importance of their technology, the IP and their patents it's a good buy. Deferred revenue keeps growing and growing. Expect it will sell the company north of $20, maybe $30 in a couple of years.

2007-03-12

Comment

8.490

Ranks 380 in the model, which is just below half. Possibility of a potential substantial OEN contract in addition to what they presently have. Estimates show an $.18 loss in earnings for June/07, which will improve to a $.04 loss for June/08. Could move up if they get their new contract.

2007-01-25

DON'T BUY

8.050

Lost $.18 in June/06, expected to lose the same in 07 and improve to a loss of $.06 in 08. Fully priced based on earnings, but has good sales and cash flow momentum.

2006-11-28

DON'T BUY

9.300

Tends to avoid stocks like this as he thinks he would be late.

2006-11-13

DON'T BUY

6.000

Earnings expected to be reported in the next couple of days. Ranks 401 in the database. Cash flow positive. Not cheap.

2006-10-25

BUY

5.400