| TOP PICK | 3.650 | Robert Floyd | Make small components for satellites. Continuing to unannounced some good contracts. Developing a very strong US franchise. | 2008-04-29 | |
| PAST TOP PICK | 3.640 | Robert Floyd | March 29 2007, UP 39% then $5.72
Thinks it's a very good place to be acquiring some shares.
Would buy now. Thinks it will get back to the $5 area. | 2008-03-20 | |
| PAST TOP PICK | 3.470 | Robert Floyd | (A Top Pick Mar 29/07. Down 40%.) Interesting juncture point for them. Just made a very good acquisition of a satellite component division from L3 Communications, which gives them a customer profile. Have product now that they can manufacture in their new US facility. | 2008-02-29 | |
| BUY | 3.210 | Peter Hodson | (Market Call Minute.) Thinks the stock has bottomed. Very cheap. The cycle is still in place. They got destroyed by the Cdn$. | 2008-01-31 | |
| TOP PICK | 3.350 | Robert Floyd | (A Top Pick Feb 1`3/07. Down 46%.) Got impacted because of the strong Cdn$ but now that the $ has dropped, there should be a better report card out of them. Backlog has gone to a record level of $146 million. Earnings and revenues are growing. End market is extremely strong. | 2008-01-15 | |
| PAST TOP PICK | 3.450 | Robert Floyd | (A Top Pick Dec 19/06. Down 46.3%.) Affected by the strong Cdn$, which really hurt earnings. They are doing very well in their own space. Extremely cheap and is a good entry point. | 2007-12-11 | |
| WATCH | 4.440 | Robert McWhirter | Strong Cdn$ continues to be a pain. Earnings estimates have been shaved by 13% over the last 90 days. October year-end earnings are expected to go from $0.17 to $0.35. Overall the stock looks cheap but still a bit early. Market for satellites should continue strong. | 2007-11-07 | |
| SELL | 5.050 | Peter Hodson | Stock is stiil at the same price as last year. | 2007-10-15 | |
| BUY | 5.060 | Robert Floyd | A great entry point. | 2007-10-12 | |
| PAST TOP PICK | 5.390 | Robert Floyd | (A Top Pick Sept 20/06. Down 5.3%.) US is their next growth platform and they are also expanding in Cambridge. Had a production problem on one contract and took a write-down of over $5 million. This has not been fixed. Backlog of $135 million and $60 million of contracts waiting for approval. Still a Buy. | 2007-09-14 | |
| PAST TOP PICK | 5.800 | Robert Floyd | (A Top Pick Aug 18/06. Up 16.8%.) Make components for the satellite market. Earnings are now looking good. Announced some new contracts. | 2007-08-10 | |
| BUY | 4.880 | Robert Floyd | Manufactures small components for satellites. Had problems with machinery earlier in the year and had to redo a large order. Since then, have announced a number of new contracts. Good price. | 2007-05-11 | |
| DON'T BUY | 4.830 | Brian Acker, CA | Never seemed to get going. Model price at $9.57, need to see good news on this stock. Need to see positive earnings going forward to even realize the 6 dollar level.
| 2007-05-02 | |
| PAST TOP PICK | 4.750 | Robert Floyd | (A Top Pick Dec 1/06. Down 25.8%.) One of their contracts had an overrun and it looks like they will have to redo it. The concern is that it could back up into some of their other contracts. 2nd quarter will be weak and show a loss. Hold. | 2007-04-19 | |
| TOP PICK | 5.720 | Robert Floyd | (A Top Pick Dec 6/06. Up 40.4%.) Showed very strong quarterly numbers at $0.08 per share. Revenues were up substantially. Have been making a lot of proposals for new business. Satellite market is strong. | 2007-03-29 | |
| BUY | 6.050 | Brian Acker, CA | His model price is $10.16, a 71% positive differential. A great time to buy it. | 2007-03-08 | |
| TOP PICK | 6.130 | Robert Floyd | Manufacture components for satellites. Fairly early in the satellite replacement cycle. Earnings are looking to improve quite dramatically. | 2007-02-13 | |
| TOP PICK | 6.170 | Alex Lane | The last satellite cycle ended in 1997 sell a new cycle is starting. These are generally 3 to 7 years long. | 2007-02-06 | |
| TOP PICK | 6.340 | Robert Floyd | Makes components for satellites. Went up very strongly last year. Expects higher highs. Earnings profile looks like $.40 this year and $.45 next year. 1st quarter can be little slow as they do have their seasonal downtime. Potential is for them to make an acquisition which would add to earnings. | 2007-01-19 | |
| HOLD | 6.510 | Bill Carrigan | The stock has had quite an advance, so wouldn't be adding at this point. Would almost be prepared to reduce. However, it is in a sector that he likes. | 2007-01-12 | |
| PAST TOP PICK | 6.490 | Peter Hodson | (A Top Pick Sept 22/06. Up 14.9%.) Continuing to deliver in terms of earnings and backlog. Balance sheet is great. Probably at the halfway point of the satellite cycle. Still likes, but the easy money’s gone. | 2006-12-28 | |
| TOP PICK | 6.430 | Robert Floyd | Manufacture satellite components. The satellite sector is strong and should extend for a number of years. Earnings moved up from $0.09 to $0.34 and he is looking for $0.40 for the current fiscal year. | 2006-12-19 | |
| DON'T BUY | 6.560 | Peter Hofstra | Has had a lot of strong news and has done well. Inherently a lumpy business. One of those businesses that when the news is really strong, or bad it won’t be the permanent new reality. His concern is that there is too much longevity built into the good news. A little nervous at these valuations. | 2006-12-06 | |
| TOP PICK | 6.400 | Robert Floyd | Makes a variety of components for transmitters, etc. for satellites. 3 Quarters reported have been extremely strong and looking for this quarter to also be good. Year to date reported $.26. | 2006-12-01 | |
| PAST TOP PICK | 6.340 | Robert Floyd | (A Past Top Aug 18/06. Up 23.4%.) Outlook is still extremely strong. | 2006-11-13 | |
| DON'T BUY | 6.090 | Peter Hofstra | Make satellite components and are involved in satellite launches and there's been a new roll out of HDTV through satellite broadcast. This has all been fantastic for them. A very cyclical business. Probably around fair value now. | 2006-10-30 | |
| BUY | 6.400 | Larry Berman CFA, CMT, CTA | Any time a stock is making a 52-week high, check the technical structure. This one is pretty clear in that it is making higher highs and trend lines are still well established. | 2006-10-11 | |
| TOP PICK | 5.640 | Peter Hodson | Com Dev makes computer components(including parts for space satellites) They have won 80% of the their contracts. They have high margins, a great balance sheet and a competitive advantage. He likes the price and is continueing to buy.
| 2006-09-22 | |
| TOP PICK | 5.600 | Robert Floyd | 3rd quarter was spectacular. $.26 year-to-date. Looking for $.35/.36 for the year. Manufactures small components that are sold to satellite manufacturers. Looking for further development of HDTV. Also a lot of satellites are looking to be replaced in the next little while. | 2006-09-20 | |
| BUY | 5.730 | Robert McWhirter | Ranks in the top 5% of his model. If you are confident of the market you can buy this. Believes it is not impacted by a market turndown. Have a very strong order backlog. In a 3 year replacement cycle for satellites. | 2006-09-15 | |
| STRONG BUY | 5.570 | Peter Hodson | Likes the company and has been buying it every week for a couple of months now. Really likes what's going on in terms of capacity utilisation. Putting more projects through a fixed cost base, so margins increase. Have great contract potential. Good backlog. Getting the recognition they deserve. | 2006-08-28 | |
| TOP PICK | 5.160 | Robert Floyd | Involved in making a number of components for satellites. Satellite market has been extremely strong. They are in the early phase of rebuilding some of the early satellites. | 2006-08-18 | |
| PAST TOP PICK | 5.520 | Robert Floyd | (A Top Pick Jun 2/06. Up 48%.) Thinks this will continue to go higher. A lot of satellites are being launched. They continue to report new large orders. | 2006-08-02 | |
| BUY | 5.250 | Robert McWhirter | Long-term play because satellite replacement cycle is one that continues. Earnings expected to grow from $.28 to $.34. Some of their end customers have announced some big contracts that could be positive for this company. Ranks in the top 1%. | 2006-07-25 | |
| TOP PICK | 5.140 | Robert Floyd | Makes components for satellites. This is the cycle for satellites. Need for high definition television is there which is creating a lot of launching of satellites. This has created a demand for this company. Earnings have been extremely strong this year. First quarter was $0.07, second-quarter $0.09 and expecting $0.30 for the full year. | 2006-07-14 | |
| PAST TOP PICK | 4.500 | Robert McWhirter | (A Top Pick Mar 13/06. Up 52%.) This is due to a dramatic improvement overall in the aerospace industry. Continuing good opportunity over the next couple of years. | 2006-06-21 | |
| TOP PICK | 3.840 | Robert Floyd | Making circuitry for satellites. Looking for growth much higher than was initially forecast. Was concerned about their streamlining of operations, but that is behind them. Have done a nice job of cleaning the balance sheet up. Order backlog is good. | 2006-06-02 | |
| PAST TOP PICK | 3.900 | Robert Floyd | (A Top Pick Dec 17/04. Up 52%.) Quarterly reports have been a little uneven so it has been difficult to hold. Had capacity issues. Still likes it. | 2006-05-16 | |
| BUY | 4.130 | Ian Ainsworth | He feels they will benefit from an upswing in satellite business. Have a fairly good market share. Won a fair number of new contracts recently. Could move a little bit higher. | 2006-05-09 | |
| WEAK BUY | 3.790 | Peter Hofstra | A supplier to the satellite industry. The big opportunity for them now is the broadcast satellite industry. Looking at this now. Probably around fair value, not a compelling value. There could be a spurt in spending with HDTV. Be very careful with this one. | 2006-04-11 | |
| TOP PICK | 3.020 | Robert McWhirter | ComDev is a good opportunity. It has 13% PE and strong profit margins. He has had owned some of this stock for the past 6 months and purchased more 2 weeks ago. | 2006-03-13 | |
| DON'T BUY | 2.410 | Peter Hodson | This is always a "next year" story. Not a fan of management. Doesn't like the balance sheet that much. Nat making any money off their revenues. | 2005-06-13 | |
| TOP PICK | 3.050 | Robert Floyd | Last quarterly report showed earnings were very strong. Guidance is for an up year, so looking for an increase of over 10%. Likes the satellite and HDTV sectors where they are moving in to. | 2005-01-07 | |
| TOP PICK | 2.860 | Robert Floyd | Provides sub-systems for satellites. Reported very good numbers. Can see revenues for '05 in the $130 million range and can generate earnings per share of about $0.23. | 2004-12-17 | |
| PAST TOP PICK | 2.490 | Robert Floyd | (A Top Pick Aug 3/04. Down 24%.) Got hit when earnings, which were actually $0.06 were reported as $0.03. Have also reported a write down on one of their holdings. Agreat buying opportunity. | 2004-10-19 | |
| BUY | 2.970 | Robert McWhirter | There is a question as to what their earnings will be and what is happening with their backlog. Ranks in the top 10% of the database. Sales growth up 41%. Earnings are expected to grow by 25%. | 2004-08-20 | |
| TOP PICK | 3.290 | Robert Floyd | (Past top pick June 1/04. Down 1%.) Feels the numbers can really start to accelerate here. The background of the company is very strong and the order book is improving. | 2004-08-03 | |
| DON'T BUY | 3.150 | Brian Acker, CA | Earnings were $0.06 a share and expect them to reach $0.18 a share for the year. Model price is $4.96. There always seems to be strange things happening with this company that they don't achieve their earnings. 3 1/2 X book is expensive. | 2004-07-30 | |
| WEAK BUY | 3.500 | Peter Hodson | Not a big fan of management, but likes the industry. | 2004-07-08 | |
| TOP PICK | 3.180 | Robert Floyd | The satellite business probably bottomed in 2002. The company has fixed up the balance sheet. Guidance is moving up. | 2004-06-01 | |
| TOP PICK | 3.000 | Andrew McCreath | Has been re-invigorated over the last 1 1/2 years. New management has cleaned house with unproductive assets, fixed up the balance sheet and delivered a material surprise with revenues/earnings ahead of expectations. Increased guidance. | 2004-05-31 | |
Experts that have talked about Com Dev International Ltd.
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