| HOLD | 13.050 | Robert McWhirter | Stable and pays a dividend. Forecast for Sept 08 is to go from $1.08 to $1.13, a slow 4%. 12 P/E is attractive, but unfortunately the 4% earnings growth is not exciting. Ranks #161 but he is more interested in growth. | 2007-11-07 | |
| Comment | 12.750 | Hugh Cleland, CFA | Illiquid making it difficult to trade. Did a good job in transitioning from some real problems in 1998-2002 to developing a very strong business generating good cash flow. 3.8% dividend yield. | 2007-09-07 | |
| PAST TOP PICK | 12.680 | Jean-Francois Tardif | (A Top Pick Dec 27/06. Up 4.3%.) Slow growth, but high-quality company. 2 businesses, staffing for engineering and producing parts of satellite systems. Should make $1-$1.10 in 2007. $2 cash on the balance sheet. Low PE/high growth. | 2007-04-10 | |
| BUY | 13.050 | Jean-Francois Tardif | 2 businesses. 1) Staffing for engineering and 2) production of parts for satellite systems. Recently got some new contracts. Earnings will be around $1.10 for 07. Very cheap. Looking for 10% growth per year. Good dividend. | 2007-03-13 | |
| BUY | 12.770 | Jean-Francois Tardif | Has about $2.50 in cash on the balance sheet. $.40 dividend. Every $1 in earnings is free cash. Recently got some new contracts. Margins are expanding. Cheap. | 2007-01-10 | |
| BUY | 12.350 | Peter Hodson | A value tech name. Have increased their dividend. Nice government contract. Well priced at 11 X earnings. | 2006-12-28 | |
| TOP PICK | 12.150 | Jean-Francois Tardif | Generates a lot of free cash flow. Have 2 businesses. A staffing business for engineering and producing parts of satellite systems. Came out with earnings guidance of $1.05 for 07. Have $0.40 of dividend a year. Also announced they are going to buy back shares. Has $2 of cash per share on the balance sheet. Limited downside. Just announced a new contract. | 2006-12-27 | |
| WEAK BUY | 12.600 | Robert McWhirter | The stock is treading water. Pays a dividend. Ranks neutral in his database. Earnings estimates have been shaved by about 7% in the last 90 days. Estimates for growth are modest. Sept/06 year-end, earnings are expected to go from $0.97 to $1.02 but a relatively reasonable P/E of 13 X. | 2005-12-08 | |
| PAST TOP PICK | 12.340 | Jean-Francois Tardif | (A Top Pick Sept 21/05. Down 14%.) Reported about $1 per share in earnings. They have $2 cash per share on the balance sheet. Have guided to $1 earnings for next year, but is hopeful they make more. This company could become an income trust. Worth $20 as an income trust. | 2005-11-29 | |
| TOP PICK | 13.590 | Jean-Francois Tardif | Has 2 important divisions. Engineering design for clients world wide and engineering staffing. Earnings have grown substantially. Expects earnings this year will be about $1. They have $2 cash per share. Generates a lot of free cash fow and by the end of next year, expect they will have $3.50 cash per share. Could be a great candidate for a trust conversion. | 2005-09-21 | |
| DON'T BUY | 11.500 | Robert McWhirter | Has been a disappointment after they finished their radar contract with the US military. No re-initiation of that contract. Earnings are down. Ranks just below the mid-point on his database. Trades at a 10 X P/E. Have new health contracts and if they can show stability, earnings are expected to grow at 19%. | 2005-07-21 | |
| BUY | 14.830 | Werner Muehelemann | Good company. Very service oriented. May rely too much on government contracts, but trading pretty cheaply. Big new contract which will possibly be extended over many years. Looking at it. | 2005-01-06 | |
| BUY | 14.100 | Peter Hodson | Had a big ramp up last week on a giant contract. If it goes through 2005 and 2006, earnings could see a big ramp up in 2006. Would prefer buying below $14. Good dividend. | 2004-12-20 | |
| TOP PICK | 10.950 | Duncan Stewart | Has a technology side that demonstrated some pretty good growth. SDE is aimed at defense department. Significantly profitable. Should make a $1 this year which is only 10 X earnings. Good dividend. | 2004-11-12 | |
| HOLD | 9.600 | Peter Hodson | As an income story it's a pretty good play. Dividend is 3.3%. Easy money is gone. | 2004-11-04 | |
| BUY | 10.500 | Robert McWhirter | Has just acquired Titan Consulting which fits in well. Earnings estimates have declined 7% in the last 90 days, in spite of sales increases of 26%. Awaiting a contract, but may take 6 months. Dividend. | 2004-10-08 | |
| VAGUE | 10.440 | Jean-Francois Tardif | Had a few problems, but have now gone back to their core where they know best how to make money. A lot of free cash flow and cash on the balance sheet. May be down for a few quarters because of expiring contracts, but a good company long term. | 2004-09-29 | |
| BUY | 10.900 | Robert McWhirter | Has good revenue on the services side. Have "low to the ground" radar for homeland security aspects. 2.3% dividend. | 2004-08-20 | |
| WEAK BUY | 12.850 | Robert McWhirter | Good opportunities, very inexpensive. | 2004-07-09 | |
| PAST TOP PICK | 12.850 | Robert McWhirter | (Was a past top pick june 2, 2004, is down 3%) | 2004-07-09 | |
| TOP PICK | 13.250 | Robert McWhirter | Still good upside. Has technology with possible homeland security opportunities. Ranks in the top 5% of their database. Earnings estimates are rising. | 2004-06-02 | |
| DON'T BUY | 13.100 | Robert Floyd | Has done a very nice job over the last couple of quarters on revenues, profits, etc. Probably pretty much fully valued at this time. | 2004-06-01 | |
| BUY | 13.580 | Peter Hodson | Dividend. US comparables are doing exceptionally well. 24 month outlook for revenues/earnings is rocksolid. | 2004-04-08 | |
| TOP PICK | 13.700 | Robert McWhirter | Dividend. Earnings estimates are expected to grow by 22%. Low PE. | 2004-02-27 | |
| TOP PICK | 13.400 | David Kramer | Has very strong visibility. Earnings that exceeded expectations last quarter. Have raised guidance for the last five quarters. Dividends. | 2004-02-13 | |
| PAST TOP PICK | 14.200 | Robert McWhirter | (A top pick Nov 21/03. Up 45%.) Thinks there is still very good opportunity for this company. | 2004-02-12 | |
| PAST TOP PICK | 11.950 | Robert McWhirter | (A past pick November 21/03. Up 12.4%.) Still likes. Good outlook. Ranks high in the database. Very cheap. | 2004-01-15 | |
| BUY | 10.890 | Peter Hodson | The company has been changed. Pays a dividend. There are rumors of new contracts to be signed. A buy and hold stock. | 2003-12-04 | |
| TOP PICK | 10.050 | Robert McWhirter | Earnings were better than expected and guidance has been increased. Just completed a $25 million contract. ROE is 23% based on earnings estimates. | 2003-11-21 | |
| PAST TOP PICK | 8.800 | Robert McWhirter | (A top pick July 31/03. Down 9.5%.) Still ranks well in their database. Thinks that investors will be pleasantly surprised when they report their numbers. Still likes. | 2003-10-10 | |
| TOP PICK | 9.720 | Robert McWhirter | (Was a top pick on June 6. Up 28%.) Expects more upside. Dividend has been increased. | 2003-07-31 | |
| WEAK BUY | 8.770 | Lou Schizas | Had a good run. Thinly traded. Margins are less than 20%. Trading above its 200 day moving average. 7 consecutive quarters of positive earnings. Use a stop/loss. | 2003-07-15 | |
| TOP PICK | 8.560 | Robert McWhirter | (Was a top pick on May 16/03. Up 25%.) Ranks in the top 5% of their database. Still likes. Pretty good growth potential. 20% ROE. Dividends could be increased. | 2003-07-09 | |
| TOP PICK | 7.400 | Robert McWhirter | Earnings momentum. A reasonable investment. ROE is 20%. | 2003-06-06 | |
| TOP PICK | 6.750 | Robert McWhirter | Earnings growth of 3%. 2.4% dividend yield. Good opportunities to continue to grow. | 2003-05-16 | |
| BUY | 6.760 | Peter Hodson | Has done well, because the market has recognized that they had a great balance sheet and a great long term stable business. Limited competition. | 2003-05-12 | |
| PAST TOP PICK | 6.100 | Robert McWhirter | (Was a top pick on Feb 11. No change.) Still likes. Expects more news by June. | 2003-04-03 | |
| TOP PICK | 5.350 | Robert McWhirter | (Was a top pick on Nov 29. Up 9%.) Has diversified. Sales and earnings are ahead of estimates. Good contracts. | 2003-01-24 | |
| TOP PICK | 5.190 | Robert McWhirter | Increasing earnings. 10 X P/E. | 2002-12-10 | |
Experts that have talked about Calian Technology
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