| PAST TOP PICK | 8.250 | Robert Floyd | (A Top Pick Aug 8/07. Up 26%.) Was acquired by Telus (T-T). | 2008-07-23 | |
| PAST TOP PICK | 8.250 | Robert Floyd | (A Top Pick May 30/07. Up 27% at time of acquisition.) Acquired by Telus (T-T). For those now holding Telus, continue to hold. | 2008-05-30 | |
| PAST TOP PICK | 8.250 | Robert Floyd | (A Top Pick May 30/07. Up 27%.) Acquired by Telus (T-T). | 2008-04-29 | |
| PAST TOP PICK | 0.001 | Robert Floyd | March 29 2007, up 25% Then 6.42
Emergis, acquired by Telus.
| 2008-03-20 | |
| PAST TOP PICK | 8.250 | Robert Floyd | (A Top Pick Mar 29/07. Up 29%.) Acquired by Telus (T-T). Sold his holdings at $8.15. Made a good gain. | 2008-02-29 | |
| TOP PICK | 6.970 | Robert Floyd | Basically involved in health solutions by providing e-business solutions to a lot of the insurance and pharmacy companies and is showing decent growth. Very strong cash position. Earnings are looking at about $.31 for the year. Have been buying back stock and making some small tuck in acquisitions. | 2007-11-14 | |
| TOP PICK | 6.550 | Robert Floyd | Provides back-office solution for some financial companies and health related companies. Just reported and numbers were good. Made a couple of acquisitions. Strong cash position. Earnings outlook is $.31 this year and should grow to $.43. | 2007-08-10 | |
| PAST TOP PICK | 7.000 | Robert McWhirter | (A Top Pick July 25/06. Up 35%.) Recently added to his position. Has gone through a revolving door of management teams. New management is stable. Cheap. | 2007-07-26 | |
| TOP PICK | 6.360 | Robert Floyd | Back-office settlement of pharmacy companies and health care operations. Have a major contracts with insurers. Likes the recurring revenue theme. Doing a good job of building new orders. Strong balance sheet. | 2007-05-11 | |
| TOP PICK | 6.420 | Robert Floyd | Recurring revenue model. Focusing on the high-growth area. Earnings outlook continues to look good. Very strong balance sheet and close to $100 million in cash. | 2007-03-29 | |
| PAST TOP PICK | 5.680 | Robert McWhirter | (A Top Pick July 25/06. Up 12.5%.) They have a variety of contracts they are still working on. | 2006-10-25 | |
| TOP PICK | 4.940 | Robert McWhirter | A fair amount of their business is geared towards the health side of life. One at $25 million contract with Newfoundland and are bidding on a couple of others. Quebec contract may be awarded in September. If they get this one, it could boost their earnings by 8/12% for 2007. | 2006-08-15 | |
| TOP PICK | 5.130 | Robert McWhirter | Has a backlog and is gearing up to the health side. Analysts are expecting earnings of $.04 this Friday. Earnings for 06 are expected to increase from $.16 to $.25 in 07. | 2006-07-25 | |
| DON'T BUY | 3.130 | Robert McWhirter | Has unfortunately had a revolving door of management over the last 4 years. Ranked 547 out of 700 stocks in his database model. Earnings are suffering, but are expected to improve from a loss of $0.21 to a loss of $0.02 in '05. Sales have gone down by 33% year over year. Earnings are forcast to be $0.01 in '06. Against a stock of $3, it puts a PE multiple in excess of 200 X. | 2005-04-14 | |
| SELL | 3.350 | David Burrows | About 64% owned by BCE. Have seen about 10 quarters in a row of declining revenues. | 2004-12-10 | |
| DON'T BUY | 3.590 | Ross Healey | Fair Market Value is negative because there is no visible earnings. Balance sheet keeps being eaten by the business. | 2004-09-17 | |
| DON'T BUY | 3.800 | David Baskin | Doesn't see any compelling reason to own the stock. A very competitive space. | 2004-07-29 | |
| DON'T BUY | 4.070 | John Zechner | Lack of growth is a killer in technology and they have no growing applications. Doesn't expect much downside. | 2004-06-23 | |
| WEAK BUY | 4.070 | John Weatherall | If everything worked out, it could be a very successful investment. At this time, it's not certain that they will. Significant risks. | 2004-06-23 | |
| BUY | 5.300 | Pierre Bernard | Good cash flow. Paying a special dividend. | 2004-06-16 | |
| DON'T BUY | 5.280 | David Driscoll | Stock has done poorly over the last 3/4 years. They have some problems in their core business. Not a fan of management. | 2004-06-08 | |
| DON'T BUY | 4.800 | Robert McWhirter | Stock dropped when BCE sold their shares. The question is, can management turnaround the existing businesses to get you a reasonable return on equity. Changes of management have not been able to deliver. | 2004-06-02 | |
| WAIT | 19.550 | Norman Levine | The government change has caused a panic overnight in India. The fear of the Communist party is probably unfounded. An overreaction. | 2004-05-17 | |
| DON'T BUY | 4.950 | Laura Wallace | Revenues are declining. Has to reinvent itself. Voice over Internet is a great growth area, but it's hard to tell to the winners are going to be. | 2004-05-10 | |
| DON'T BUY | 5.150 | Ian Nakamoto | Not exactly sure what they do or how they get their revenue. Would prefer B.C.E. | 2004-05-07 | |
| VAGUE | 6.150 | Bill Carrigan | Had a spike in 2000 and has been dropping and started building a base in 2002. Has a series of higher lows along with a downward trend line forming a wedge. Preferably you'd like it to break through the upper trendline. | 2004-04-28 | |
| TOP PICK | 6.310 | Andrew McCreath | A turnaround situation. Net cash on the books represents 1/2 of the share price. A speculative investment. | 2004-04-20 | |
| DON'T BUY | 5.890 | Ross Healey | Not earning any money. No upside potential. Selling at its book value, so could be attractive on a speculative basis. | 2004-03-29 | |
| BUY | 6.320 | John Sinkins, CFA | Likes the software enterprise space. Have contracts with some industries that are poised to grow. They should be good going forward. | 2003-12-08 | |
| DON'T BUY | 6.650 | Ross Healey | Has had a nice recovery, but is selling above its Fair Market Value. | 2003-11-28 | |
| DON'T BUY | 5.160 | Ben Stadelmann | It's difficult to know to what extent B.C.E. is going to support them. Too new for them to look at. | 2003-10-23 | |
| DON'T BUY | 5.300 | Rob Callander | Like it as a concept stock but has been very disappointing. Has not been winning contracts. Considering selling their holdings. | 2003-10-01 | |
| HOLD | 5.650 | Robert Floyd | Last quarter indicates they are on track. Not showing substantial growth. Need to see expansion of their lines, particularly in the financial and health-care areas. Want to see more profitability. | 2003-09-22 | |
| DON'T BUY | 5.750 | Gavin Graham | Some contracts have been reduced or they are being squeezed on price. An interesting play, but would prefer playing this through BCE which gives you exposure plus you hold Bell shares. | 2003-09-18 | |
| DON'T BUY | 6.320 | Robert McWhirter | In the bottom 3% of the database. Forecasted to have pretty good earnings next year. The stock price is not reflecting this. | 2003-08-29 | |
| BUY | 6.240 | John Sinkins, CFA | Earnings were a little bit soft. Hurt by Cdn$. Sees some upside. Profitable now. | 2003-07-28 | |
| DON'T BUY | 5.940 | Laura Wallace | Their numbers were disappointing. The contract with BCE is declining substantially. | 2003-07-23 | |
| DON'T BUY | 5.940 | David Baskin | Volatile. Making some money. Risky. Wireless technology could be trouble for them. | 2003-07-23 | |
| DON'T BUY | 7.580 | Robert McWhirter | Ranks in the bottom 10% of the database. Overall return on investment forcasted earnings of $0.23 is only about 4%. The big contract with BCE is slowly winding down. | 2003-05-16 | |
| WEAK BUY | 7.600 | John Zechner | OK for the long term. Field has to grow. | 2003-01-21 | |
| BUY | 7.700 | Pierre Bernard | New managemtn and new vision. On a 5 year time horizon, it should do well. | 2003-01-20 | |
| HOLD | 7.980 | Robert Floyd | Wait for build out of contracts. Should have some upside. | 2003-01-15 | |
| DON'T BUY | 9.450 | David Burrows | The group has been firming up recently. Hasn't been the leader in their sctor. | 2002-12-16 | |
| DON'T BUY | 5.900 | Mike Weir | Not sure how their business plan will make any money. | 2002-10-02 | |
| DON'T BUY | 6.600 | Brian Acker, CA | No earnings. | 2002-08-22 | |
| DON'T BUY | 5.400 | Robert McWhirter | Facing problems. New management/deals. Earnings losses are forcast this year. | 2002-08-03 | |
| DON'T BUY | 6.760 | Brian Acker, CA | BCE was their only customer. | 2002-07-04 | |
| DON'T BUY | 6.150 | Mike Weir | Can't understand their business or how they make money. | 2002-07-03 | |
| DON'T BUY | 6.070 | Ted Macklin | Has concerns on BCE's reorganization. | 2002-06-28 | |
| WAIT | 9.250 | Ted Macklin | Doesn't expect any growth short term, but long term yes. Management changes. | 2002-06-05 | |
| DON'T BUY | 9.440 | David Burrows | Sector is still weak. If you have shorted the stock, HOLD. Could drop further. | 2002-05-31 | |
| DON'T BUY | 10.430 | Mike Weir | Doesn't understand their business and can't see a future. | 2002-05-15 | |
| BUY | 9.900 | Michael Sprung | Will probably remain as one of BCE's strategic entities. | 2002-05-14 | |
| DON'T BUY | 11.750 | Michael Smedley | Will take a long time to recover. Competent management. | 2002-04-29 | |
| DON'T BUY | 13.400 | Robert Floyd | Have to wait a couple of quarters to see how they do. | 2002-04-25 | |
| DON'T BUY | 13.510 | Laura Wallace | Questions if they will get more funding from BCE. | 2002-04-24 | |
| WEAK BUY | 13.510 | John Zechner | Likess. Good price. May take a while. | 2002-04-24 | |
| DON'T BUY | 14.450 | Glenn Paradis, BA, CFA | Likes their business model. Growing. Want to see what they do going forward. | 2002-04-18 | |
| DON'T BUY | 14.650 | Ian Nakamoto | Rethinking their business strategy. | 2002-04-17 | |
| DON'T BUY | 14.980 | Mike Weir | Very speculative. Have to prove themselves. | 2002-04-16 | |
| DON'T BUY | 14.400 | Ted Macklin | Difficulties with recurring revenues. Re-evaluation at this time. | 2002-04-15 | |
| DON'T BUY | 11.800 | Bruce Campbell | Expects it to drop further. Trades at 40 X earnings. | 2002-04-08 | |
| DON'T BUY | 12.250 | Robert Floyd | Likes their business plan. Will wait for the next quarter or two. | 2002-04-05 | |
| DON'T BUY | 10.700 | John Sinkins, CFA | Has concerns over lack of visibility. Wait for their announcements on their future. | 2002-04-04 | |
| DON'T BUY | 10.700 | Arthur Heinmaa | Can't see any value. | 2002-04-04 | |
| DON'T BUY | 11.900 | David Driscoll | No non-recurring revenues. Will drop a lot further. | 2002-04-03 | |
| DON'T BUY | 12.110 | Joe Connolly | Will probably be profitable in the latter part of this year. Wait until the middle part of the year before considering. Buy at $12. | 2002-04-02 | |
| DON'T BUY | 12.500 | Steven Wippersteg | Will take a couple of quarters to get back on track. | 2002-04-01 | |
| DON'T BUY | 12.200 | Ross Healey | Outlook is up in the air. Will flounder for awhile. | 2002-03-28 | |
| DON'T BUY | 13.490 | David Burrows | In trouble. | 2002-03-22 | |
| DON'T BUY | 13.490 | Ross Healey | Has dropped through two very strong technical support levels in one day. Not sure what FMV will be. | 2002-03-22 | |
| DON'T BUY | 15.000 | Joe Connolly | Until they generate some revenues, they will stay down. | 2002-03-21 | |
| BUY | 26.640 | Rob Callander | Likes this sector. Aggressive growth is slowing down this year, but should pick up next year. Speculative. | 2002-03-20 | |
| TOP PICK | 27.250 | Robert Floyd | Revenues will grow well. Very cheap. Strong management. | 2002-03-14 | |
| WEAK BUY | 28.800 | John Zechner | Likes for the long term, but may be a little high now. | 2002-03-05 | |
| BUY | 29.990 | David Baskin | Funded by BCE so should be safe. Difficult to evaluate. Would buy BCE instead which would give you some ownership. | 2002-03-04 | |
| TOP PICK | 26.100 | Glenn Paradis, BA, CFA | Thinks its bee beaten down too far. Has a great business model. | 2002-03-01 | |
| DON'T BUY | 26.000 | Ross Healey | Fair Market Value = $31. Getting to a cheap level, but could drop to $19/20. | 2002-02-28 | |
| DON'T BUY | 24.150 | Steven Wippersteg | Improving their sales in financial services/health care, but valuation is still too high. Could drop further. | 2002-02-27 | |
| WAIT | 24.650 | Brian Acker, CA | The balance sheet is large for the earnings its getting. On a technical basis, if it holds at $24.50 it could go up to $34. | 2002-02-25 | |
| BUY | 25.500 | Michael Smedley | Great company. Diversifying. Should rebound. | 2002-02-21 | |
| DON'T BUY | 27.250 | Robert McWhirter | Has dropped substantially. Earnings estimates are down. | 2002-02-20 | |
| BUY | 28.450 | Nereo Piticco | There is too much business tied in with their parent, but should expand out to other areas. Has dropped to a good level. | 2002-02-19 | |
| DON'T BUY | 28.000 | David Burrows | Have provided limited guidance. Will take awhile. | 2002-02-15 | |
| DON'T BUY | 28.350 | Michael Sprung | A very uncertain sector now. BCE may not support in future. | 2002-02-11 | |
| TOP PICK | 27.800 | Robert Floyd | Good price. Earnings are OK. | 2002-02-08 | |
| DON'T BUY | 30.350 | Mark Jackson, CFA | Higher risk. Prefers First Data or Concord EFS. | 2002-02-05 | |
| TOP PICK | 31.400 | Robert Floyd | Good contracts with BCE. Lack of guidance dropped the price too far. Good valuation. | 2002-02-01 | |
| TOP PICK | 30.950 | Rob Callander | Likes the e-commerce sector. A good price. | 2002-01-31 | |
| DON'T BUY | 32.500 | Ross Healey | Fair Market Value is $36/37, so its too rich now. | 2002-01-29 | |
| DON'T BUY | 33.790 | Andrew Cook | Some question marks on this stock. | 2002-01-24 | |
| BUY | 40.200 | John Zechner | Business has been growing at 25% a year. Trading at 5 X revenue. | 2002-01-22 | |
| DON'T BUY | 43.200 | David Baskin | Prefers to own through BCE. BCE has reaffirmed their commitment to them. Some volatility. | 2002-01-18 | |
| PAST TOP PICK | 43.680 | Glenn Paradis, BA, CFA | (Was a top pick on Oct 31 up 14% ) Still likes. Good management with great opportunities. Buy in low $40's. | 2002-01-17 | |
| WEAK BUY | 45.000 | Richard Stone | Building revenues and giving good customer service. Expanding into the US. Volatile. | 2002-01-10 | |
| BUY on WEAKNESS | 44.880 | Brian Acker, CA | Had a nice run. | 2001-12-28 | |
| DON'T BUY | 44.700 | Ted Macklin | Too expensive. Good company. Has too concentratedcleintele. | 2001-12-27 | |
| PAST TOP PICK | 44.240 | Robert Floyd | (Was a top pick on Sept 19 up 55%) Still likes. | 2001-12-21 | |
| DON'T BUY | 47.100 | Arthur Heinmaa | Up because of tech growth. Doesn't think techs will pay off. | 2001-12-07 | |
| BUY | 9.050 | Joe Connolly | Becoming profitable. Could do well. | 2001-12-02 | |
Experts that have talked about Emergis Inc.
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