| Comment | 11.020 | Robert McWhirter | 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 | Peter Hodson | 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 | Peter Hodson | (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 | Peter Hodson | 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 | Peter Hodson | (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 | Robert Floyd | 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 | Peter Hodson | 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 | Robert Floyd | Continue to announce new contracts. Thinks it can continue to go a little higher. | 2007-05-11 | |
| TOP PICK | 15.910 | Peter Hodson | 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 | |
| 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 | |
| Comment | 8.490 | Robert McWhirter | 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 | Robert McWhirter | 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 | Robert Floyd | Tends to avoid stocks like this as he thinks he would be late. | 2006-11-13 | |
| DON'T BUY | 6.000 | Robert McWhirter | 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 | Robert McWhirter | Product that allows you to know where your computer is because of theft. US privacy laws are changing to make it onerous if you lose your computer. Speculative. | 2006-09-15 | |
| WEAK BUY | 3.940 | Howard Sutton | Has been on a tremendous tear. They make a piece of code that goes into a laptop, that if the laptop is stolen, it can be traced when connected to the Internet. Doing well in retail in the US. More room to run, but he has been taking profits. Be careful. | 2005-12-22 | |
Experts that have talked about Absolute Software Corp.
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