| TOP PICK | 42.230 | Chris Smith | Feels technology will be one of the leaders going out of this turmoil. Long-term, not a bad place to be. World-class company. One of two major business intelligence players. Earnings growth is probably low teens at best but you're not paying a high multi | 2007-08-30 | |
| DON'T BUY | 42.670 | Robert McWhirter | Ranks 288 which is roughly the middle of the pack. Earnings are expected to grow by 15% against a 21 P/E gives you a P/E to growth of about 1.3, which is fairly pricey. The business is stable and growing and there is a clear need for their product. Better opportunities elsewhere. | 2007-07-26 | |
| DON'T BUY | 42.530 | Michael Sprung | Like a lot of companies in the technology field, they tend to sell at pretty high multiples. A well positioned player in the business intelligence field and data mining. Have some excellent products out there. Multiple is too rich for him. | 2007-07-13 | |
| PARTIAL SELL | 46.520 | Bill Carrigan | It violated the upward trend line in February. Thinks the tech sector needs a break. We'll take some money off the table. | 2007-03-27 | |
| Comment | 47.400 | Jeff Parent | Had a correction and dropped about one third of its former uptrend. You want to see it break above $50 in a couple of months. If it doesn't, it means the trend is likely to fail and you enter a consolidation phase. It was a pretty powerful trend, which is a good sign. If it breaks through the $50, the target is $60. | 2007-03-09 | |
| BUY | 51.290 | Larry Berman CFA, CMT, CTA | Chart shows a strong uptrend. Broke out to a new high in Nov/06 and if this is a good break out, we should not get below the old high of about $48-$49, which would be a technical weakness. For new money, put stops below that level. | 2007-01-17 | |
| HOLD | 51.670 | Steve MacInnes | Should be a good hold for the next year or two. Goes through different product cycles and its latest product is just getting out into the marketplace. Could have a good healthy year of strong sales. | 2007-01-11 | |
| BUY on WEAKNESS | 51.670 | Ian Nakamoto | Has done very well in a short period of time. This company tends to do well in a softer economy. Try to buy $1-$2 cheaper. | 2007-01-11 | |
| PAST TOP PICK | 48.620 | Ian Ainsworth | (A Top Pick May 6/06. Up 18.2%.) Still likes. Their transition to Cognos8 is taking time to get traction, but it is happening. | 2006-12-14 | |
| BUY | 43.550 | Ian Ainsworth | Stock is nicely positioned. Have gone through a process that allows them to integrate new features much faster than their competition. This will allow them to o after large scalable opportunities on business intelligent applications. | 2006-11-09 | |
| HOLD | 42.230 | Peter Hofstra | Had a decent move, still some upside. | 2006-10-30 | |
| BUY | 41.730 | Robert McWhirter | Rumoured as a potential takeover candidate. #150 in his model which is in the top 20%. Analysts have increased earnings estimates 12% in the last 90 days. Expected to be $1.82 for Oct/07 giving a 23 P/E. Reasonable price. | 2006-10-25 | |
| WAIT | 39.100 | Ian Nakamoto | His analyst is still strong for this company. Wait for a bit of a pullback. | 2006-09-11 | |
| PAST TOP PICK | 34.750 | Jonathen Wellum, B. Comm, B. Sc | (A Top Pick July 19/05. Down 23.3%.) Exited his position shortly after that with a slight loss. Has started dabbling in it again. A very strong company and well managed. A potential takeover candidate. | 2006-08-17 | |
| DON'T BUY | 32.050 | Robert McWhirter | The outlook continues to be murky. Ranks 577. Earnings dropped 29%. | 2006-07-25 | |
| BUY | 31.450 | Peter Hofstra | SCC is probing their financial statements on Revenue Allocation so the stock has dropped. Probably a good time to do some bottom feeding. He has been adding to his position. | 2006-07-10 | |
| DON'T BUY | 32.700 | Robert McWhirter | In the bottom 1/4 of the database. Earnings have been shaved by about 3%. Earnings growth is expected to be modest. | 2006-06-21 | |
| SELL | 30.980 | David Burrows | There were a number of growth technology companies that were doing very, very well earlier this winter. This was not one of them. an under performer. | 2006-06-15 | |
| HOLD | 30.980 | Peter Hofstra | Dropped on the news of an SEC investigation on revenue reporting. A bit risky. As far as he can tell, there will be no change to profitability or free cash flow. Good price. | 2006-06-15 | |
| DON'T BUY | 31.990 | John Zechner | Tech stocks have been under a lot of pressure. With the SEC investigation on accounting practices, not sure you should be going into this one at present. Trading at a high multiple of 20 X earnings. | 2006-06-07 | |
| DON'T BUY | 33.510 | Chris Smith | Going through a rough time with a messy investigation. The poster child for Canadian software companies that have been incredibly successful. Trades at a premium. Finds the valuation is too high. | 2006-05-29 | |
| TOP PICK | 40.890 | Ian Ainsworth | Company is going through a transition to Cognos8 which is a really good product. Traction is there for the next couple of quarters. Great balance sheet and lots of cash. | 2006-05-09 | |
| DON'T BUY | 39.400 | David Burrows | Software in general is underperforming to some degree. 1st quarter were software companies does not tend to be a good one. This company has been underperforming to date which is another strike against them. A 3rd strike is that with the new RRSP legislation, investors are looking more on a global aspect. | 2006-01-04 | |
| DON'T BUY | 39.700 | Brian Acker, CA | Expensive to him. His model price is $33.62. A 14% negative differential. | 2005-12-21 | |
| DON'T BUY | 39.490 | David Baskin | The whole software area is a difficult environment. There are a number of suppliers and they are all beating each other into the ground. Has been a disappointment. | 2005-12-19 | |
| TOP PICK | 39.190 | Jonathen Wellum, B. Comm, B. Sc | Very well positioned in the business intelligence space. This is a consolidating space where large businesses are centralizing and this is the best company for that. | 2005-12-02 | |
| DON'T BUY | 40.400 | Bill Carrigan | Has had an uptrend since 2001 and into 2005. It looks like there has been an ABC correction now. That might be it for the stock. We may be in an area of support. | 2005-11-28 | |
| BUY | 40.370 | Pierre Bernard | A high quality name. Good growth company in the business intelligence segment of the market. It's a pretty fragmented market, so they can achieve a good growth profile. Have a very interesting family of products and software. | 2005-11-23 | |
| PAST TOP PICK | 40.700 | Ian Ainsworth | (A Top Pick Jan 20/05. Down 17%.) Still likes. They missed the 1st quarter and their product introductions are really good. A little worried about the next quarter as their targets are a little ambitious. | 2005-11-16 | |
| DON'T BUY | 40.150 | David Burrows | This is a stock that's hitting new lows against a market that's rallying in the software stocks over the last short while. You don't want to own under performance. | 2005-11-11 | |
| BUY | 44.000 | Pierre Bernard | A good entry point. One of the highest quality software companies in Canada. A good long term hold. | 2005-10-17 | |
| BUY | 42.800 | Peter Hofstra | A business that he likes at this valuation. Canada's best technology company when you look at the history of profitability, cash flow, being a leader in their sector. Good management. | 2005-08-22 | |
| BUY | 48.290 | Martin Hubbes, CFA | One of their main competitors Business Objects (BOBJ-Q) just reported very strong numbers. The business intelligence sector is a growing area and there has not been a lot of consolidation in this sector and thinks it is coming. Even if it doesn't come, it has a very strong product offering. | 2005-08-02 | |
| WAIT | 46.910 | Laura Wallace | An excellent company, but has missed on earnings and are having some execution problems, re working with some acquisitions. Still not very cheap for what she thinks for what could be a 2/3 quarter experience. Now in a "show me" stage. | 2005-07-25 | |
| TOP PICK | 46.800 | Jonathen Wellum, B. Comm, B. Sc | A few weeks ago missed on one of their numbers and the market completely oversold it. Good price. Good products and growth over the next several years is going to be substantial. A leader. No debt. Good free cash flow. | 2005-07-19 | |
| TOP PICK | 42.310 | Peter Hofstra | Business intelligence software certainly continues to be a growth area. This is probably Canada's best technology company today. People do not like to switch their business intelligence software. | 2005-06-29 | |
| BUY | 43.950 | Gavin Graham | Has a software intellegence system that tells you where you are or are not making money. Stock price has not done anything at all. Still feels it is a world class company. Profitable. | 2005-06-08 | |
| DON'T BUY | 46.070 | Andrew McCreath | Has had a few challenges lately. Threats that Microsoft was going to get into its space. License revenues were pretty disappointing. Cream of the crop company, but in the short term it will continue to suffer. | 2005-05-04 | |
| HOLD | 50.680 | Bill Carrigan | Long term chart lines show a channel growth with a persistant uptrend. Not a great perfomer, but wouldn't be a seller. | 2005-04-27 | |
| TOP PICK | 52.470 | Gavin Graham | A quality tech stock. Expensive at 28 X which is the major danger. Have a good product that works very well. | 2005-03-22 | |
| WEAK BUY | 53.220 | Robert McWhirter | Ranks roughly in the top 3rd of the database. Earnings growth was up 31%. P/E suggest that it's not a super barn burner. ROE is attractive at 24%. Feels that it wil participate in the rally expected over the next couple of months. | 2005-02-11 | |
| BUY | 53.220 | Peter Brieger | A premier software company and can be bought for short term trades and long term holds. | 2005-02-11 | |
| TOP PICK | 50.260 | Ian Ainsworth | Business intelligence software is becoming very important for companies. Law requires them to sign off on financial statements and in order to have a better control and insight, companies need the software. Cognos has built an integrated reporting product that is a good year ahead of the competition. | 2005-01-20 | |
| BUY | 51.300 | Ian Nakamoto | The market leader in the software space. More and more recognition by US investors will further increases in the stock price. | 2005-01-05 | |
| TOP PICK | 51.630 | David Burrows | Better strength in software. Enterprise software is more attractive than other areas. Based n their quantitative models, this comapony stacks up better than any other. They are seeing strong sales in business intelligence software. | 2004-12-10 | |
| HOLD | 51.240 | Don Vialoux | Just broke above its key resitance level and into a 4 year high. Volume is high. Seasonality is from end of Sept. to end of Jan. If you had done this trade during the last 10 periods, you made 6 profits out of 10 with an average return per period of 12%. Hold until the end of January. | 2004-12-06 | |
| BUY | 45.590 | Gavin Graham | The one software company they feel relatively comfortable with. A very solid, conservatively managed company. | 2004-11-08 | |
| BUY | 47.840 | Ian Nakamoto | Prefers over Geac. | 2004-11-02 | |
| VAGUE | 46.840 | Peter Brieger | Recently all the software companies have been beaten up rather badly and are starting to recover. Possible takeover. | 2004-10-13 | |
| DON'T BUY | 44.950 | Robert McWhirter | Ranks borderline top 1/3 in their database. Year over year sales growth up 12% & earnings up 50%. Not cheap with a 28 PE. Stock is fairly valued at this time. | 2004-10-08 | |
| HOLD | 46.000 | Robert Floyd | Their problems revolve around one individual and his involvement with another company. Feels that he can be replaced easily if needed. | 2004-10-06 | |
| VAGUE | 41.350 | Peter Brieger | The company has been under a lot of pressure. | 2004-09-02 | |
| DON'T BUY | 42.050 | Bruce Campbell | Analysts are split between this and Open Text. Prefers Open Text with its international exposure and its broader product line. | 2004-08-25 | |
| BUY | 44.980 | Ian Nakamoto | The stock has exceeded their expectations. Outlook continues to be quite rosy. | 2004-07-27 | |
| BUY | 47.420 | Peter Brieger | If you have a three-year view of investments, this is a great buy. | 2004-07-05 | |
| BUY on WEAKNESS | 44.000 | Stephen Masson | You will see good numbers out of this company as there is good demand for business intelligence software. Hard to put a valuation on this. | 2004-06-18 | |
| BUY | 46.250 | Larry Berman CFA, CMT, CTA | There is a long uptrend from the middle of 2001 to the present. There are constant higher lows but no higher highs which has created an ascending triangle which is a bullish pattern. There should be a breakout. | 2004-05-31 | |
| WEAK BUY | 46.230 | Peter Arender, CFA | Has been doing a relatively well during this period of technology weakness. Good fundamentals. | 2004-04-21 | |
| BUY | 43.830 | Peter Brieger | A great, well-run company. | 2004-04-14 | |
| PAST TOP PICK | 42.500 | Ian Ainsworth | (A top pick Jul 24/03. Up 11.5%.) Still likes. | 2004-03-26 | |
| TOP PICK | 40.800 | Ted Macklin | Roughly 27X earnings so somewhat inexpensive. Executing very well. Strong management. Good balance sheet. | 2004-02-26 | |
| TOP PICK | 42.050 | Ted Macklin | Have operated very well in a difficult software environment. Competitive landscape has improved in their favor. Good management and clean balance sheet. | 2004-02-12 | |
| WEAK BUY | 40.500 | Andrew McCreath | Delivering applications to their customers, which give a very quick payback. Somewhat expensive. | 2004-01-26 | |
| WEAK BUY | 41.600 | Pierre Bernard | Likes management and the product. Very expensive, so won't be a lot of growth. Treat as a core holding. | 2004-01-13 | |
| BUY | 40.100 | Peter Brieger | Is doing very well but has recently dropped. Prefers Geac, but there's nothing wrong with this stock. | 2003-12-22 | |
| DON'T BUY | 42.200 | Brian Acker, CA | They have a model price of $30 on this stock. | 2003-12-17 | |
| BUY on WEAKNESS | 41.800 | Peter Brieger | A favorite. Would consider buying on a pullback. | 2003-12-10 | |
| TOP PICK | 36.770 | Ian Ainsworth | (Was a top pick on Jun 13/03. Down 4.9%.) Strong product line. Business intelligence is one of the fastest growing segments. | 2003-07-24 | |
| BUY on WEAKNESS | 36.800 | Robert Floyd | Very good company. Will probably be making some acquisitions. | 2003-07-04 | |
| TOP PICK | 39.100 | Ian Ainsworth | Has had a big run, so be a little cautious in the short term. Long term, its a stock you should own. | 2003-06-13 | |
| BUY on WEAKNESS | 36.250 | John Zechner | Have delivered better than almost any other Canadian and have recovered better too. Likes the long term growth outlook. | 2003-05-16 | |
| HOLD | 34.220 | Mike Weir | In a tremendous competitive position. | 2003-03-05 | |
| PAST TOP PICK | 35.530 | Mike Weir | (Was a top pick on Oct 2. Up 26%.) Still likes. | 2003-02-10 | |
| BUY on WEAKNESS | 35.110 | Ted Macklin | Would buy in low $30's. | 2002-12-11 | |
| DON'T BUY | 33.270 | John Zechner | Would consider at $30. | 2002-12-05 | |
| BUY | 18.590 | Mike Weir | Good management. Cyclical. | 2002-11-01 | |
| DON'T BUY | 31.000 | David Baskin | Has real profits and real revenues, so less speculative. Doesn't see a lot of growth in this sector. | 2002-10-31 | |
| TOP PICK | 31.000 | Ted Macklin | Good new products. Good management. | 2002-10-31 | |
| TOP SHORT | 31.160 | Howard Sutton | Use in conjunction with a "long buyl" on their competition, Business Objects. Their stock is 21 X earnings while this one is 28/29 X earnings. Cognos price is twice as much Business. This gap is too wide. | 2002-10-30 | |
| TOP PICK | 27.430 | Martin Hubbes, CFA | Risky. Has done well in a tough environment. | 2002-10-09 | |
| TOP PICK | 27.150 | Robert McWhirter | Has a good product and is experiencing good growth. Ranks in the top third of their quantitative model. | 2002-10-04 | |
| TOP PICK | 26.980 | Ted Macklin | Doing well in the US market place. At a low. Solid management. | 2002-10-03 | |
| TOP PICK | 27.580 | Mike Weir | | 2002-10-02 | |
| WEAK BUY | 24.850 | Laura Wallace | Has done well. 30% of sales are in Europe which could make them vulnerable. Not a cheap stock. | 2002-09-25 | |
| DON'T BUY | 30.500 | Ian Nakamoto | Good company. Have to wait for business spending to go up. | 2002-07-04 | |
| BUY on WEAKNESS | 31.160 | Richard Stone | Strong product line. Well run. Market is a problem. Treat as a trading stock for now. | 2002-07-02 | |
| STRONG BUY | 36.800 | Mike Weir | A leader in software. Very bright future. Good price. | 2002-05-15 | |
| DON'T BUY | 35.290 | Robert McWhirter | Earnings have dropped. | 2002-05-10 | |
| TOP PICK | 35.210 | Ted Macklin | Very strong. Strategic market positive. Relatively expensive, but worth the present price. | 2002-04-29 | |
| BUY | 38.830 | Michael White | Should have a nice bounce on a tech rally. Stronger than GEAC. | 2002-04-23 | |
| TOP PICK | 42.970 | Mike Weir | Tremendous track record of profitability. Software spending could go up. A leader. Good price. | 2002-04-16 | |
| DON'T BUY | 41.700 | Ted Macklin | Have given profit warnings. Good company. Wait for a recovery. | 2002-04-15 | |
| DON'T BUY | 45.000 | Ted Macklin | Valuatioon may be a little high now. | 2002-03-15 | |
| WAIT | 41.100 | Robert McWhirter | Going well. Earnings are expected to grow at 73% against 375 P/E. A reasonable growth ratio. Expects a further drop before moving up. | 2002-02-20 | |
| DON'T BUY | 43.640 | Steven Wippersteg | Has moved up quite a bit. Could be volatile. | 2002-02-01 | |
| DON'T BUY | 41.690 | Malvin Spooner | Had a good run, but a little high now. | 2002-01-31 | |
| PAST TOP PICK | 34.770 | Mike Weir | (Was a top pick on Oct 17 up 58%) Still likes. Good potential. | 2002-01-23 | |
| DON'T BUY | 39.750 | Ted Macklin | Has had some good earnings and will have some upgrade in products in January/February. Too high. | 2001-12-27 | |
| BUY on WEAKNESS | 31.400 | Bruce Cooper | Good long term but fully valued now. | 2001-11-29 | |
| WEAK BUY | 26.810 | Robert McWhirter | A quality company. Have lagged in product development and now playing catch up. | 2001-10-26 | |
Experts that have talked about Cognos
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