| PAST TOP PICK | 22.650 | David Burrows | (A Top Pick Aug 9/07. Down 29%.) Got stopped out at about $28. | 2008-08-05 | |
| Comment | 21.980 | Duncan Stewart | Love this company but it is a utility stock these days. Thinks there could be 50% in this stock if there is a sense that the global economy is doing better. | 2008-07-28 | |
| PAST TOP PICK | 21.820 | David Burrows | (A Top Pick Aug 9/07. Down 30%.) Technology is a pretty good space. In this case, business did not turn out as well as predicted. | 2008-07-11 | |
| DON'T BUY | 26.430 | David Driscoll | Usually goes back to its previous highs anytime there is a business turnaround. Suffered because US business has been dwarfing what they have been doing internationally, even though 60% of revenues is outside of the US. Outlook is very strong because of their high definition products. Not a fan of tech stocks currently, as they don't usually pick up until August. | 2008-06-09 | |
| PARTIAL SELL | 27.540 | Ross Healey | Lots of upside potential. Stock has been moving up in the general NASDAQ rally and could continue a little further. Excellent company and beautiful balance sheet. We are in a recession and it is deepening so he expects equipment sales to slow down. He would consider taking profits. | 2008-06-05 | |
| TOP PICK | 26.350 | David Garrity | Provides the infrastructure that powers the Internet. With concerns about inflation/high energy prices people will want to find the fastest way and least expensive to communicate and do business. | 2008-06-02 | |
| TOP PICK | 25.580 | Paul Harris, CFA | The best of all the global networking companies. Made some very astute acquisitions when competition was in difficulty. Broad product range. You pay 16X earnings that he feels is growing at 25%. The kind of company you want to own when banks etc. start spending money on infrastructure. | 2008-05-22 | |
| BUY | 25.370 | Pierre Bernard | If you want to start technology in the US and global environment, this is a great pick at the current price. Dominant player in their own field. Very high-quality company. Strong management. | 2008-05-21 | |
| BUY | 25.780 | Greg A. Taylor, CFA, BBA | Really a play on the Internet, its growth and everything digital. They are the top IT company. He is positive on the tech companies and this company. $24 billion in cash on the balance sheet. | 2008-05-07 | |
| TOP PICK | 26.030 | Paul Harris, CFA | Trading at 15X earnings. A great company. In the networking sector, they have been the best. Still have very high gross margins. Broad product range where they can supply a lot of different clients. Took advantage of Nortel, Lucent and Alcatel distressed situations that they were actually able to grow their franchise. Over the next 3 to 5 years should grow at least 15%-20% if not more. | 2008-04-24 | |
| BUY | 23.110 | Michael Sprung | Selling at a relatively reasonable multiple for a technology stock. Long-term demand and the capital expenditures going into the IT sector are going to sustain something like this company, which is more of a general product availability. | 2008-04-15 | |
| TOP PICK | 24.770 | Paul Harris, CFA | Trading around 15 times earnings, cheap. Have very strong growth prospects. Have a great portfolio of assets. Have been growing over seas. Very good tech stock at a very good multiple. | 2008-03-20 | |
| STRONG BUY | 25.140 | Gordon Reid | A tremendous growth story. Looking for 20% growth in earnings. They are at the sweet spot of the technology revolution. Trading at only 14X earnings. Could easily trade at 22 or 25 times earnings. | 2008-03-12 | |
| TOP PICK | 24.400 | John O'Connell, CFA | A play on the growth of global communications. Manufacture set-top boxes. Leading manufacturer of routers. Spending a lot of their time growing their business in the less developed parts of the world. Very cheap at 15X earnings. | 2008-03-03 | |
| PARTIAL BUY | 24.950 | Brian Acker, CA | The model price is $28.59, a positive differential of 18% or 19%. A long ways down from its $35 price in November. Not enough of a differential for him to get into his portfolio. | 2008-02-27 | |
| SELL | 24.070 | Norman Levine | There is weakness in the telecom areas where they are selling. This area is slowing down dramatically. | 2008-02-26 | |
| BUY | 23.190 | Paul Harris, CFA | Love the company. One of the premier companies in its space. As blown away the competition over the last several years. Revenues went down after the last bubble, but they still maintained margins at 65% or so. Made some very good acquisitions. Have a broad spectrum of products that they offer. Think they will continue to grow and aggressively overseas. | 2008-02-21 | |
| TOP PICK | 24.060 | Howard Sutton | A defensive play. Dominates its space. Had a bad quarter but still ended up 1.3% on the day. It's safe and liquid. Trading at 15X 2008 earnings and 13X next year's. | 2008-02-13 | |
| DON'T BUY | 24.360 | Laura Wallace | Vulnerable. Could see it turning lower in the short term but in the long term could go back over $30. | 2008-01-30 | |
| PAST TOP PICK | 24.360 | Gordon Reid | (A Top Pick Oct 16/07. Down 32.6%.) Was trading at 12.5X earnings which is outrageous on a company that is growing revenue at 16% and earnings at over 20%. A tremendous buy. | 2008-01-30 | |
| TOP PICK | 25.110 | Paul Harris, CFA | One of the biggest technology companies in the world. Trading at about 15X earnings. Great balance sheet. Lots of cash. No debt. Made some very astute acquisitions. Can offer a great stream of products to customers. | 2008-01-24 | |
| TOP PICK | 24.030 | Peter Hofstra | An incredible franchise. Great global sales force. Much greater than 50% of their revenue comes from outside of North America, so should be fairly resilient to any slowdown in the US. | 2008-01-23 | |
| PAST TOP PICK | 24.300 | David Burrows | (A Top Pick Aug 9/07. Down 22.5%.) His focus last year was large cap global growth stocks. This one did not work. Got out with a stop/loss of about 10% or 12%. | 2008-01-18 | |
| TOP PICK | 25.150 | Don Lato | Probably at an all-time low in its PE multiple. Great revenue growth and looking for 14%-15% growth this year. 15%-20% earnings growth. Selling at 14X earnings. | 2008-01-16 | |
| Comment | 28.150 | David Baskin | Will depend very much on building a business infrastructure as it always does. If there is a recession in the US, then investments in infrastructure will slow. They have a terrific global franchise, wonderful products and a good track record of surviving ups or downs. If you want to own a tech name, this is certainly one that you can buy with some confidence that it will be in business. | 2007-12-18 | |
| HOLD | 28.650 | Jeff Parent | Started moving up at about the same time the Cdn$ started to rally, so if you own there is a good chance that you haven't made any money. | 2007-12-14 | |
| TOP PICK | 27.790 | David Driscoll | The new thing coming out for them is Internet TV and they are right in the middle of video that is coming out to the computer and TV. Have been growing their profits by 37% and generating almost $1 billion a month in revenues. Huge cash flows. In the last 5 years they have bought back 20% of their float. It also looks like NASDAQ is about to turn to the high side. | 2007-12-06 | |
| TOP PICK | 27.790 | Mark Grammer | Was oversold by the market. Company's growth is right on track. Over half the revenues come from outside the US. Very good value. | 2007-12-06 | |
| WAIT | 28.250 | Paul Thornton | Would like to see it hold up over the $27 - $28 range. Has been a pretty good stock in the last year. Going forward longer term, this would be a good choice. Use the market as your guide and keep it on your short list. | 2007-11-21 | |
| DON'T BUY | 28.580 | Norman Levine | This has been one of the best stocks on NASDAQ. Had a good run and the valuation got a little high. Their most recent earnings release and comments indicated that things are going to slow. Too early to stick your toe in the water. | 2007-11-09 | |
| SELL | 28.580 | Kenneth P. Norquay, CMT | One-year chart took out the August low. Long-term chart shows a long uptrend for 1.5 years. It pulled back in the past, so is the current one a normal pullback or not? The uptrend line is not a good one as it only has 2 points. | 2007-11-09 | |
| STRONG BUY | 29.630 | Don Lato | Dismayed by the almost 10% drop in the price today as he felt their report was positive. One area of weakness was the US enterprise division, which is what the market seemed to focus on. 17% revenue growth targeting 20% earnings growth at under 20X earnings is a great buying opportunity. | 2007-11-08 | |
| TOP PICK | 32.290 | Peter Hofstra | It is leveraged to global economy. The company has the whole system approach. Predicts 15-20% upside from here. | 2007-10-16 | |
| TOP PICK | 32.290 | Gordon Reid | Wonderful time for a company like Cisco, the "plumber of the Internet".
Stock is trading at very reasonable rate. Cisco is at a sweet spot.
Internationally as well as domestically. Only 25% of the households in the US are on broadband, so there is a huge up side.
| 2007-10-16 | |
| BUY | 32.649 | Ross Healey | Lots of upside and a heck of a balance sheet. With Nortel (NT-T) out of the picture and a lot of other companies that really didn't make it, they're really the last man standing. | 2007-10-05 | |
| TOP PICK | 32.150 | David Burrows | (A Top Pick Jan 8/07. Up 14.3%.) A global growth leader. Infrastructure for internet has to change to support the growth in bandwidth. Growing in 7 out of 8 geographical regions. 8 out of 9 of their major product areas are growing at 15%. | 2007-10-04 | |
| BUY | 32.150 | John O'Connell, CFA | If you had to own 1 technology company, this would be one. It's so insidious the way it is installed on our day-to-day business in terms of the growth of traffic on the Internet. Reasonable multiple at around 22X earnings. Strong balance sheet. | 2007-10-04 | |
| HOLD | 32.160 | Norman Levine | Has been a phenomenal company over the last year or so in the networking business. | 2007-09-11 | |
| Comment | 31.100 | John O'Connell, CFA | Will be one of the major beneficiaries of the increased traffic over the Internet. They are the dominant player in this area. 22X earnings is a little on the rich side, so there is definitely a risk here. | 2007-08-27 | |
| BUY | 30.830 | Mark Grammer | Very optimistic on their prospects. Have upped their guidance for sales growth from 10%-15% to 12%-17% on the long-term. Have a dominant market share with both the carriers and enterprise. Very high profit margins. Extremely well run. A boatload of cash. | 2007-08-13 | |
| TOP PICK | 31.400 | David Burrows | Environment has never been better. 15 out of 20 of their major product groups are growing at over 15%. Have tons of cash. They are the plumbers behind the Internet and are talking about Web 2.0, which, as opposed to 1 to 1, is many, to many. Not expensive. | 2007-08-09 | |
| TOP PICK | 29.760 | Brendan Caldwell | This is the 800 pound gorilla in the communications infrastructure business. Consistent management. Will be a leading provider of all the new communications equipment. | 2007-07-24 | |
| TOP PICK | 27.300 | John O'Connell, CFA | Now has a much lower PE, but still a very good growth stock. The acquisition of Scientific Atlanta last year is really paying off. The adoption of high-definition TV is driving the set-top box phenomena. Have also gone into wireless routers for homes and small business. | 2007-06-19 | |
| PAST TOP PICK | 26.740 | Peter Hofstra | (A Top Pick Jun 15/06. Up 34%.) Still sees 10%-15% upside, but is finding better bargains elsewhere. | 2007-04-30 | |
| WEAK BUY | 26.550 | Pat Naccarato B.Math, MBA,CFA | Hit a low of about $15 became “deep value”. Had a lot of cash. Probably one of the best technology companies in performance from that point. Still sees upside of about 15% but is no longer deep value, only moderate value. | 2007-04-26 | |
| PAST TOP PICK | 26.580 | Paul Harris, CFA | (A Top Pick Apr 18/06. No change.) Relative to its competitors, suffered slower growth, but still kept its margins. Made some very astute acquisitions. Feels they will beat expectations. | 2007-04-23 | |
| DON'T BUY | 25.930 | Bill Carrigan | You have to be frightened when you see a big name like this breaking down. It is a bellwether. | 2007-03-27 | |
| BUY | 26.370 | Peter Hofstra | They have done nothing but execute consistently. Tons of cash. Buying back stock. | 2007-03-22 | |
| PAST TOP PICK | 25.990 | Paul Harris, CFA | (A Top Pick March 30/06. Up 18.3%.) Have done a very good job of growing their business. Made good acquisitions. Consistent management, consistent margins. Still likes. | 2007-03-16 | |
| BUY | 25.850 | Charles Lannon | It's rare to come across a company that is so dominant in all of its businesses. Acquisition of Scientific Atlanta is really starting to pay dividends. Generates a tremendous amount of free cash. Fantastic balance sheet. Buying back its shares at a phenomenal rate. | 2007-03-01 | |
| WAIT | 25.710 | Norman Levine | Great company. Had a great run earlier and got ahead of itself. Expect with the current market weakness you will have a chance to buy it on the way down. | 2007-02-27 | |
| DON'T BUY | 26.980 | Brian Acker, CA | The model price is $25.28 a negative 6.3% differential. | 2007-01-17 | |
| TOP PICK | 28.920 | Paul Harris, CFA | Have made some great acquisitions. Way ahead of their competitors. Looking for a lot more corporate spending over the next little while. | 2007-01-15 | |
| BUY | 28.690 | Ian Nakamoto | This is the tech stock to own when you're looking at things like U2. There is a greater demand for bandwidth by telephone and cable companies. | 2007-01-11 | |
| DON'T BUY | 28.680 | David Baskin | Not crazy about it. | 2007-01-10 | |
| TOP PICK | 28.630 | David Burrows | This is the core network company. If you believe there is accelerating demand for video for telecom service providers, this will be the key supplier. Trading at 20 X earnings. Attractive growth rate. | 2007-01-08 | |
| Comment | 27.330 | Jeff Parent | It was very encouraging when it moved from below $18 to above $20 last August, continued a nice upward trend and had a significant gap-up in November. Now is in a sideways motion indicating a consensus valuation. Could drop down to $26 or move up to $28. Can’t see any big moves for a little while. | 2007-01-02 | |
| DON'T BUY | 27.290 | Brian Acker, CA | He is a little over market weight on US technology. This one is too expensive for him. Model price is $24.93, which is a negative 9% differential. | 2006-12-21 | |
| BUY | 27.560 | Kenneth P. Norquay, CMT | Chart shows a short-term uptrend and today going to a new high. This is the kind of thing you want to be on board. If you are a short-term trader wanting to know when to Sell use the old high as a guide. | 2006-12-15 | |
| TOP PICK | 27.310 | Ian Ainsworth | On a valuation basis, the US large cap technologies are pretty cheap. 19 X next year’s earnings. Video traffic is using 60% of the internet. They are the leader in internet protocol. | 2006-12-14 | |
| TOP PICK | 27.080 | Paul Harris, CFA | Executing incredibly well relative to its peers. Made some very astute acquisitions. Looking for corporations to have a large tech spend over the next several years. 65% gross margins. Strong balance sheet. | 2006-12-12 | |
| WEAK BUY | 27.090 | Peter Hofstra | This is the large cap tech that has executed the best since the bubble burst. Acquisitions have worked out extremely well. Very strong product line. An OK entry point. He has been taking a little bit off the table. | 2006-12-06 | |
| BUY | 27.090 | Bill Carrigan | A fantastic stock. A bellwether. Will probably work higher. | 2006-12-06 | |
| BUY | 27.040 | David Driscoll | Generates free cash flow of $1.16 per share. Operating margins are 25%. Has about 25% debt to equity, which is very manageable. Accounts receivable turnover is very good. | 2006-12-05 | |
| TOP PICK | 26.910 | Paul Harris, CFA | (A Top Pick Nov 28/05. Up 54.1%.) Best company in their sector. Took the time to make good acquisitions. Consistent management and high margins. | 2006-11-30 | |
| DON'T BUY | 25.800 | John O'Connell, CFA | High-growth, high P/E stock. Trades at a huge multiple to its sales. Have done a fantastic job of growing their business and being at the cutting edge of technology. A little expensive for him. Would prefer around $20. | 2006-11-27 | |
| TOP PICK | 26.910 | Arthur Heinmaa | Generates a tremendous amount of cash flow. If it grows by 2%, you will get roughly an 8% to 9% real rate of return. There is a lot of upside if it does better than this. Expect a dividend will be declared. | 2006-11-23 | |
| BUY | 26.710 | David Driscoll | Likes the long-term outlook for the company. Video conferencing and video on demand is all the rage right now. No debt and about $18 billion in cash. | 2006-11-09 | |
| BUY | 26.710 | Ian Ainsworth | Dominate position in the enterprise and increasingly growing its presence in the carrier space. As internet protocol traffic becomes more and more the dominant carrier of data, it is the best positioned. | 2006-11-09 | |
| BUY | 24.840 | Ian Nakamoto | An excellent company. Very good products. | 2006-11-07 | |
| PAST TOP PICK | 23.900 | Peter Hofstra | (A Top Pick Oct 27/05. Up 37%.) Moving more into the home with the Link-Sys. | 2006-10-30 | |
| TOP PICK | 24.550 | David Driscoll | Hardware for the communication networks. Competition has been struggling and Cisco has picked up market share. Video on demand is growing. No debt. Bought back almost 20% of their share float in the last 4 years. Have about $17 billion in cash. | 2006-10-20 | |
| BUY | 24.160 | David Burrows | Over the last 5 years, large cap technology stocks were not the best performing parts of the market. An absolute leader and it is now Moving higher. This is an indication of a beginning. | 2006-10-19 | |
| BUY | 23.930 | Paul Harris, CFA | Made some very astute acquisitions when their competition was under a lot of pressure. Good valuation. | 2006-10-04 | |
| BUY | 23.500 | Paul Harris, CFA | It's at $23 now could go to the $30's. | 2006-09-26 | |
| PAST TOP PICK | 21.680 | Peter Hofstra | (A Top Pick Oct 27/05. Up 26.8%.) Still some upside to come. Still likes. | 2006-08-29 | |
| BUY | 21.240 | Paul Harris, CFA | An interesting story at these levels. | 2006-08-22 | |
| PAST TOP PICK | 20.650 | Paul Harris, CFA | (A Top Pick Mar 30/06. Down 4%.) Recent numbers show they are way ahead of what their competitors are doing. Made very strategic acquisitions. Still likes. | 2006-08-15 | |
| PAST TOP PICK | 19.780 | Brad Willock | (A Top Pick May 11/06. Down 4.5%.) Expect it will work its way a bit higher from here. | 2006-08-09 | |
| TOP PICK | 20.220 | Peter Hofstra | Quality technology name. Good price to earnings, price to book. They have done the best job of maintaining their core business, routers and switches. Just made a big acquisition of Scientific Atlantic which will broaden their reach into the home. | 2006-06-15 | |
| DON'T BUY | 19.770 | David Baskin | Not crazy about this company. Increasingly commoditised and increasingly difficult to get the kind of margins that they used to get. | 2006-05-25 | |
| TOP PICK | 20.050 | Brad Willock | Has over $3 a share in cash. Was trading in a high teens multiple until recently, when it started to rise. He is betting that people will want more speed in their internet. Not expensive. | 2006-05-11 | |
| WEAK BUY | 20.290 | Ben Rogoff | You could have a position in this but wouldn't include it in your top 10. Last generation by nature. Has no fears on the earnings front. It will generate above market returns but not the returns he's looking for over the next five years. | 2006-04-24 | |
| TOP PICK | 21.470 | Paul Harris, CFA | This company has been profitable all through the cycle, and good free cash flow. While all the others where in trouble, they made some very astute acquisitions. Have a broad spectrum of products to offer everyone. | 2006-04-18 | |
| TOP PICK | 21.970 | Paul Harris, CFA | (A Top Pick Jan 9/06. Up 13%.) They've always made money. Good free cash flow. No debt. While Nortel (N-T) and Lucent (LU-N) were having troubles, this company was making some very astute acquisitions. A cheap stock. Will have much better growth down the road. | 2006-03-30 | |
| TOP PICK | 21.620 | Paul Harris, CFA | Valuation wise - it's not excessively expensive. Don't have a lot of legacy issues. They've made some astute acquisitions, done when their competitors are at a disadvantage. Consistant management and cashflow. They bought originally at $16 to $18. Thinks it will go to high 20's short term, long term even higher. | 2006-03-18 | |
| TOP PICK | 19.550 | Howard Sutton | A worldwide global leader in routers and telecom infrastructure. Their quarterly results shows that spending is back and they are getting a good share of it. | 2006-02-09 | |
| TOP PICK | 18.510 | Paul Harris, CFA | Corporations are flush with cash and will probably spend it on technology which will help increase productivity. Made a couple of very astute acquisitions over the last few years moving them into newer areas. | 2006-01-20 | |
| BUY | 19.200 | Peter Hofstra | This is a great time to buy the stock. A great buy below $20. | 2006-01-12 | |
| TOP PICK | 19.060 | Paul Harris, CFA | Corporations around the world are flush with cash and expect the will do capital expenditures on their businesses to help productivity growth. Have made some acquisitions over the last couple of years which expands them into newer areas. Trades at a relatively cheap multiple at about 16 X earnings. No debt. | 2006-01-09 | |
| DON'T BUY | 17.850 | David Burrows | They have seen a compression in their price/earnings multiples because the expectation for future growth has been moderated. However, they absolutely dominate their industry. Typically, in the 4th quarter you see some surprises by way of new orders. That didn't happen this year, so their revenue guidance hasn't been particularly good. | 2006-01-04 | |
| SELL | 17.500 | Ross Healey | Has been trading dead sideways for 2/3 years. Doesn’t see the stock going anywhere. Not particularly cheap from a historical point of view. | 2005-12-13 | |
| BUY | 17.480 | Bill Carrigan | Had a bear, a bull and another bear. Now entering a new cycle. The long-term picture of this stock looks good. When the sector wakes up, which he thinks it is, this should go up. | 2005-11-28 | |
| TOP PICK | 17.480 | Paul Harris, CFA | Cheap at 16 X earnings. The growth profile over the next few years is going to expand. Likes their Scientific Atlanta acquisition. | 2005-11-28 | |
| BUY | 17.270 | Mark Jackson, CFA | Trading at a fairly attractive valuation. Well positioned in its market and has a lot more upside. | 2005-11-15 | |
| BUY | 17.750 | Howard Sutton | Likes this company. Out of favour, that is, not the headline any more. At a historically low multiple. Strong balance sheet, lots of cash and making money. Have been buying at the $17/18US. | 2005-11-09 | |
| TOP PICK | 17.050 | Peter Hofstra | The theme in the Top Picks tonight are based on Large Cap Tech as there's great value to be had. Penetrating a lot of the new markets. Undervalued. | 2005-10-27 | |
| WATCH | 16.930 | Brian Acker, CA | His model price is $19.45 which is a 13% positive differential. The stock could go as low as $14.10 depending on how bad it could be on the tech side of things. Tech does not do well during a monetary tightening. | 2005-10-20 | |
| DON'T BUY | 17.920 | Norman Levine | Growth rate has been slowing. Stronger competition. | 2005-09-28 | |
| BUY | 17.690 | Peter Hofstra | A great franchise. The growth is there. They have pledged double digit earnings growth over the next 5 years. Lots of opportunities ahead. Their recent acquisitions are working out well. Good price. | 2005-08-22 | |
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