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| DON'T BUY | 6.580 | Robert McWhirter | Ranks in the bottom 5% of his database. Expected to lose $0.27 in the current fiscal year. Provide Microwave for backhaul from towers. Challenge is that they have single customer concentration. Analysts chopped the earnings estimates by 15% in the last 90 days. | 2011-05-31 | |
| WAIT | 7.100 | Robert McWhirter | The reason it did so well and then pulled back is that it has extreme single customer concentration. Clearwire was the customer, who is going through financing to continue the build out in other cities. There are also concerns about there being a second supplier. Needs to see if they get a second round of business from Clearwire later this year. | 2011-03-15 | |
| DON'T BUY | 8.770 | Ian Ainsworth | They committed themselves to one customer. It’s hard for them to win as much with other customers. Good technology. Not confident in the stock. | 2011-01-10 | |
| PARTIAL BUY | 8.440 | Robert McWhirter | More of a bet because it is more of a backhaul on a wireless basis. Their biggest customer Clearwire (CLWR-Q) looks like they are going ahead with a gigantic financing to continue to build out their network, which would be positive for Dragon Wave. Speculative. | 2010-12-09 | |
| PAST TOP PICK | 7.550 | Robert McWhirter | (A Top Pick Sept 15/09. Down 1.3%.) Sold at around $10 because company has single customer concentration. Many companies are going to fibre optics versus direct line-of-sight microwave. On his watch list. | 2010-09-10 | |
| DON'T BUY | 6.720 | Ian Ainsworth | With data that is being developed by things like the smart phone, the amount of data that has to be driven back into the network is immense. Trend is to backhaul using new technologies this company develops and it could be the future. Clearwater is their major customer giving them 80% of the revenues and it is going down. | 2010-08-04 | |
| SPECULATIVE BUY | 6.240 | Jim Huang | They have one major client in the US and the network they built out is not proven. Given enough time this company will be able to generate revenue from more sources. They should do quite well, but there is a lot of uncertainty. | 2010-06-22 | |
| DON'T BUY | 6.440 | Robert McWhirter | Sold his holdings about 3 months ago. Huge amount of chaos is happening in cell phone attacking cell phone tower and carriers are trying to figure out how to get the information back to central office. This company provides a direct line of sight microwave capability. Single customer concentration and have not been able to get contracts from other clients so earnings are expected to deteriorate by 31%. Prefers Sandvine (SVC-T) or Redknee (RKN-T). | 2010-06-18 | |
| Comment | 6.350 | Michael Smedley | (Market Call Minute.) Need to spread their wings and get more clientele under the belt. Great company and beautifully run. On the cusp of great difficulty but think they may work through. | 2010-05-27 | |
| SELL | 8.300 | Derek Webb, CFA | Believes earnings were not good. Where there is smoke there is fire so he got out. | 2010-05-04 | |
| DON'T BUY | 10.590 | Robert McWhirter | Ranks well in his model. Has scaled back half his position because of stock price increase. Recently announced a small contract in Greece. Doing a stock buyback on approximately 10%. Longer-term growth is slowing. Huge customer in Clearwater but once this starts to burn off there is a question about replacements. Growth is flat for 2010. 13 PE with earnings $.89 in 2009 and $.88 forecast for Feb/11. | 2010-03-18 | |
| BUY | 13.600 | Martin Hubbes, CFA | Great story. A bit expensive here. These guys are at the right place at the right time for long-term investors. | 2010-02-18 | |
| TOP PICK | 11.810 | Peter Hodson | Telecom provider for backhauls. Clearwater is one of their biggest customers in this customer provided about 800% growth in the last quarter. Trading at about 12X earnings and have $100 million in cash with no debt. | 2010-02-04 | |
| BUY | 9.230 | Robert McWhirter | Microwave backhaul, which is much cheaper and faster than current methodology. Great opportunity as huge traffic returns to cell phones. Earnings up 485%. Expected to slow down but pretty brisk earnings forecast of 64% for 2010. 24% decline in earnings forecasted for 2011. | 2009-11-17 | |
| DON'T BUY | 9.710 | Andrew McCreath | Manufactures equipment to facilitate the BackHaul of wireless traffic in the WiMax market. Everyone is excited about WiMax because Intel (INTC-Q) is involved but there is enough new development so that speed/capacity will obviate the need for new standards. Not a big fan. | 2009-11-09 | |
| TOP PICK | 7.600 | Robert McWhirter | Makes basically a microwave backhaul. When everyone is using cell phones and sending video it overwhelms the current backhaul. Earnings are forecast at $.31 for Feb/10, almost doubling to $.58 to Feb/11. 12.5 PE. 22% ROE. Lots more growth to come. | 2009-09-15 | |
| Comment | 4.380 | Robert McWhirter | Backhaul for communications. One customer is doing a massive build out in the US for the next 2 years. Backhaul is becoming very important because of the overall explosion of volumes of video. Big earnings growth is expected. With the expected pullback you might get this a lower price in the next 3 months. | 2009-06-22 | |
| Comment | 0.970 | Duncan Stewart | (Market Call Minute.) Interesting technology. Starting to see that kind of technology being used more and more in congested wireless networks. | 2008-12-30 |
