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| PAST TOP PICK | 22.820 | Robert McWhirter | (A Top Pick June 22/09. Down 7.49%.) Ranks very low. Has been extremely lumpy. Last year-over-year earnings down 70%. Expected to improve in July quarter and reporting $.65 compared to $.51. Would like more consistency. | 2010-06-18 | |
| HOLD | 31.780 | Martin Hubbes, CFA | Much of the money for build out of infrastructure is still to come. | 2009-10-21 | |
| HOLD | 21.160 | Peter Hodson | Came out 3 quarters ago and totally destroyed the numbers on the street and the stock took off on the assumption that they would continue to destroy estimates. They missed estimates and the whole thing reversed. Well run company and their cash position is high. You have to give it a couple of years. | 2009-08-06 | |
| TOP PICK | 25.700 | Robert McWhirter | Acquired some Nortel (NT-T) technology and made a ton of money. Make wireless phones for home and particularly office both on the DECT standard in Europe as well as VOIP protocol. Costs have dropped dramatically. Looks cheap based on analysts estimates for the coming year. $3.62 at 7.5X PE for 2009 and ROE at 17% and estimates have been cranked up by 128% for the last 90 days. | 2009-06-22 | |
| TOP PICK | 29.500 | Robert McWhirter | Recently reported much stronger earnings than expected. They are in the telephony area. 12% free cash flow generator. An extremely levered company. | 2009-04-29 | |
| PAST TOP PICK | 34.790 | Jean-Francois Tardif | (A top pick Oct 26/06. Up 16%) will become a growth stock. Have $7.00 of cash/share. Huge cash flow ($3.00/share). Possibility it may be taken over. | 2007-09-17 | |
| TOP PICK | 33.510 | Jean-Francois Tardif | Has almost $10 in cash. Downside is fairly limited. Expect them to make $4 in free cash this year. Not a lot of growth. | 2007-04-10 | |
| PAST TOP PICK | 31.610 | Jean-Francois Tardif | (A Top Pick Mar 16/06. Up 17.3%.) Extremely well managed and company has bought a lot of stock in the last 12 months. Will end up with $10 cash per share this year and will generate at least $3 free cash flow. Very cheap. | 2007-03-13 | |
| PAST TOP PICK | 35.640 | Jean-Francois Tardif | (A Top Pick Oct 26/06. Up 15.3%.) Good management. Should make $3.50 in free cash flow next year. Have $8 cash on the balance sheet. | 2007-02-26 | |
| PAST TOP PICK | 35.420 | Robert McWhirter | (A Top Pick Jan 12/06. Down 9%.) Model continues to rank it quite highly. It should hang in quite well. | 2007-01-25 | |
| TOP PICK | 35.200 | Jean-Francois Tardif | (A Top Pick Oct 26/06. Up 14.3%.) Just bought a million shares through a Dutch auction. Expect it will generate earnings of about $4. Launching new products. Lots of cash on their balance sheet. | 2007-01-10 | |
| PAST TOP PICK | 33.250 | Robert McWhirter | (A Top Pick Dec 8/05. Down 3.4%.) A very competitive industry. Will be doing a buyback of shares. | 2006-11-28 | |
| TOP PICK | 30.780 | Jean-Francois Tardif | A communication company that sells phone systems to businesses. Very large in Europe. Management is very focused and generates cash and free cash out of businesses. Have almost $10 of cash per share. Very cheap. Buying back shares. | 2006-10-26 | |
| DON'T BUY | 29.260 | Robert McWhirter | Recent earnings were disappointing with a negative earnings surprise of 19%. Earnings estimates have been shaved by 23%. Expected to grow from $1.59 to $1.73. Against a 17% P/E it is pretty pricey. The coming year earnings are expected to grow to $2.34. At the moment it looks reasonably priced. | 2006-08-15 | |
| PAST TOP PICK | 36.250 | Robert McWhirter | (A Top Pick Jan 12/06. Down 2%.) Ranks in the top 25%. Overall P/E is 16 X’s. Earnings growth of 39%. Still likes. | 2006-07-25 | |
| BUY | 34.500 | Jean-Francois Tardif | Likes this stock for the long-term. Extremely good management. Expect that they will have $10 cash on the balance sheet by the end of 07 and will be generating roughly $4 cash flow per share. | 2006-06-05 | |
| PAST TOP PICK | 33.240 | Robert McWhirter | (A Top Pick Jan 12/06. Down 15.8%.) Their numbers were mildly disappointing. Had a stop loss and sold his holdings. They continue to reduce expenses but he is in and “show me” mode. | 2006-05-04 | |
| TOP PICK | 38.200 | Jean-Francois Tardif | Aastra Tech has generated a lot of free cash flow. They have had a lot of acquisitions. It is the best management out there. He has a lot of confidence in this company. Great stock to own for mid and long term. Paid as high as$36.00-37.00. | 2006-03-16 | |
| PAST TOP PICK | 37.660 | Robert McWhirter | This stock is down 3%. Weaker than overall market. Continues to offer reasonable evaluation. Reduced holding and no longer owns. | 2006-03-13 | |
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| TOP PICK | 38.870 | Robert McWhirter | Continues to move out to new highs. Basically grow by acquisition. Earnings are expected to grow from $1.42 in '05 to $2.32 in '06. A 17 P/E. | 2006-01-12 | |
| TOP PICK | 34.640 | Robert McWhirter | 2006 earnings forecast to be $2.32, a 63% increase. 15 X P/E. ROE’s about 18%. | 2005-12-08 | |
| PAST TOP PICK | 28.460 | Jean-Francois Tardif | (A Top pick July 18/05. Up 22.5%.) Extremely well managed. Focused on making money. Generates a lot of free cash flow. Looking for it to be a lot higher in the next 2 years. | 2005-09-21 | |
| TOP PICK | 23.340 | Jean-Francois Tardif | About a year ago they were running about $250 million in sales. Made an acquisition in the last year which boosted their sales to $450 million. Have just acquired another business of about $200 million which takes them to $650 million. Haven't seen the results yet of these acquisitions. Just on the $250 million they were earning about $2.50 per share. Very cheap. | 2005-07-18 | |
| TOP PICK | 18.800 | Jean-Francois Tardif | Long term chart doesn't look that successful, but the sector has been in a big decline, so for the stock to stay level is a good sign. Recently bought a European company which will double the sales. Not including the acquisition, they have about $2 a share in earnings. Believes the management is very strong and can turn the company around. | 2005-06-21 | |
| PAST TOP PICK | 19.800 | Jean-Francois Tardif | (A Top Pick Feb3/05. Down 2%.) Still likes. Came out with a great 1st quarter. Very cheap. | 2005-06-01 | |
| WAIT | 20.980 | Robert McWhirter | Ranks bottom 3rd of the database. In the process of acquiring a European company which could to have a dramatic impact on 2006 earnings. Earned $1.24 in '04 and expected to earn $1.41 in '05, about a 14% earnings growth. Reasonable risk/reward but won't know for 6 months when the acquisition is digested. | 2005-02-11 | |
| TOP PICK | 20.250 | Jean-Francois Tardif | Has not done that well for the last 3 years because the industry was shrinking, but they still made money. Have just spent all their cash of about $110 million on a European acquisition. Sales should now double and cash flow should gorw to $3.50 per share. | 2005-02-03 | |
| PAST TOP PICK | 18.100 | Brendan Kyne | (A top pick Aug 26/03. Up 27.7%) Still likes. Had been unjustly put down in valuation. | 2003-11-19 | |
| BUY | 15.350 | Michael Sprung | Likes for the longer term. They are profitable and have selectively bought some businesses and technologies, which will add to their earnings. | 2003-09-25 | |
| WATCH | 14.950 | Robert McWhirter | Earnings surprise was a negative 15%. Estimates have gone down by 25%. Overall earnings are down 60%. If the earnings could stabilize, it would be a stock to watch. | 2003-09-16 | |
| DON'T BUY | 14.900 | Lou Schizas | Hasn’t kept up in the recent rally. Net sales have dropped from $56 million to $33.1 million. Profits are down. Continuing to find new lows. | 2003-09-11 | |
| BUY | 15.250 | Peter Hodson | New management has turned the company around. Starting to get an accelerating contract win situation. Winning market share. | 2003-09-09 | |
| TOP PICK | 14.100 | Brendan Kyne | Net asset value/book value is about where the share price is now.Have just made an acquisition in Europe that should be accretive to them.It a favor right now but the earnings should improve. | 2003-08-26 | |
| BUY | 18.100 | Peter Hodson | Well managed. Good valuation. 10 X earnings. | 2003-02-04 | |
| BUY | 18.000 | John Sinkins, CFA | Has held up well. Profitable. Cheap. | 2002-12-18 |
