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| PAST TOP PICK | 12.620 | Peter Brieger | (A Top Pick Oct 18/05.) Sold at $12.48. Was acquired by another company. | 2006-10-16 | |
| PAST TOP PICK | 12.800 | Peter Brieger | (A Top Pick Oct 18/05. Up 19.5%.) Sold it at $12.48. | 2005-12-28 | |
| PAST TOP PICK | 12.600 | Peter Brieger | (A Top Pick Oct 4/05. Up 16%.) Sold his holdings at $12.48 as it is being taken over. | 2005-12-15 | |
| SELL | 12.510 | Peter Brieger | Sold as he didn't think they were going to get a better offer. | 2005-11-29 | |
| BUY | 10.370 | Paul Harris, CFA | Very interesting at these levels. Trading around 11 X earnings. Management has done a very good job. The markets they are involved in are growing. A free cash flow yield of about 10%. | 2005-11-02 | |
| DON'T BUY | 10.360 | Robert McWhirter | Ranks 423 out of 700 in his quant model. Earnings estimates have been chopped 7% in the last 90 days and 12% in the last 60 days. Earnings growth year over year is down by 21%. Earnings are expected to drop from $0.87 in Apr/05 to $0.79 in '06. Looking out to '07, the forcast is for $0.81. | 2005-10-27 | |
| TOP PICK | 10.600 | Peter Brieger | Its peak of $12.40 was in anticipation of a takeover offer. The company is in play. | 2005-10-18 | |
| TOP PICK | 10.800 | Peter Brieger | $0.75/0.80 is your base rate of earnings. If the street pays 15 X, that gets you to $12. They have about $2.25 in cash. In the event of a takeover, it's probably around $14/15. | 2005-10-04 | |
| DON'T BUY | 10.850 | David Burrows | Not a significant grower. Underperforming. Very hard to find a Canadian technology stock that actually looks very good. | 2005-09-22 | |
| BUY on WEAKNESS | 10.850 | Brian Acker, CA | His model price is $16.70 which is a 54% differential. It will probably go to about $10.40 on this last pull back which will be a good price. | 2005-09-21 | |
| Comment | 10.900 | David Baskin | Stock has done very well over the last year or so. Hasn't heard of any take over rumours as the caller suggested. | 2005-09-19 | |
| TOP PICK | 10.800 | Peter Brieger | Has $2 cash per share. Expects $0.80 earnings. Would exit at $14. | 2005-09-15 | |
| DON'T BUY | 10.900 | Mark Jackson, CFA | Limited upside at this point in time. | 2005-09-12 | |
| DON'T BUY | 11.950 | David Cockfield | Cut his holding back because of the internal wrangling. Wouldn't buy until it's clarified. | 2005-09-01 | |
| DON'T BUY | 12.140 | Peter Hofstra | Has had a good run and may be time to lock in your profits. Would have concerns on its growth trajectory. 50% of the business is services driven by software sales. If the software sales are not there, then the service revenue will eventually be hurt. | 2005-08-22 | |
| DON'T BUY | 11.910 | Peter Brieger | Have not bought any recently. $12.50 target price in the short term by a couple of brokers. New York company Crescendo took a 5% interest in the company with a view to shake up management. | 2005-08-17 | |
| PAST TOP PICK | 11.370 | Robert McWhirter | (A Top Pick Apr 14/05. Up 6.5%.) Continues to do well. | 2005-07-21 | |
| TOP PICK | 10.510 | Peter Hodson | Had a pretty good year, but a lot of people still don't like it. 8 X earnings. $2 a share in cash. Revenue decline has stopped. Cash flow is pouring in. Starting to cross sell their customers different products. Turning around and the underlying earnings power is much higher than what the street thinks. | 2005-06-13 | |
| DON'T BUY | 11.100 | David Baskin | Had done little better than he expected. He always thought it had a natural cap around $10. Still not one of his favourites because a lot of their products are old products. | 2005-05-24 | |
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| BUY | 10.820 | Peter Brieger | Price target on the fundamentals is $12/12.50 based on $0.90 to $1 makes it relatively cheap. No debt. Also have around $1/1.50 cash per share. | 2005-05-18 | |
| BUY on WEAKNESS | 10.900 | Peter Brieger | Selling at a pretty low P/E. Earns anywhere from $0.80 to $1. By far the cheapest of the software companies. Haven't bought it since it went through $10. On a pullback below $10 would be buyers. | 2005-04-26 | |
| DON'T BUY | 10.850 | Peter Hofstra | Looks cheap with 9 X trailing earnings, but you look at that business software/services state, it is consolidating rapidly. You want to participate in the leaders. This may be what the market is saying. What will sustain them? Nothing compelling about this stock. | 2005-04-19 | |
| TOP PICK | 10.610 | Robert McWhirter | (A Top Pick Feb 11/05. Up 5%.) Have hired new sales people to focus on license growth. Low PE stock. 3 month earnings revision up about 3%. Year-over-year earnings were up about 9%. Earnings are expected to grow on April/04 from $0.75 to $0.99 which is about a 32% earnings growth. | 2005-04-14 | |
| WEAK BUY | 11.200 | David Burrows | A cash flow story and the market is looking for cash flow, so it has done well. Not buying anything in the technology area because the market doesn't seem to be rewarding well for it. This stock has acted really well compared to the rest of the sector. | 2005-04-12 | |
| BUY | 11.250 | Ron Meisels | Has been very pleased with its behaviour. Stock has just broken into new recovery high territory. Technically, a very interesting story. Had a big selloff in 2000. Had a normal kneejerk reaction, finished that and now is in a new all time channel territory. Current upside target is $12, maybe going to $13 | 2005-04-11 | |
| BUY | 11.310 | John Zechner | Can't see any more upside. Earnings growth has flattened out. | 2005-04-06 | |
| WEAK BUY | 11.200 | Peter Brieger | Getting close to his target so not buying any more at this time. At 12/13 X earnings it is cheap. | 2005-04-05 | |
| BUY on WEAKNESS | 9.940 | David Baskin | Volatile, Buy on dips. Legacy product not enough to propel stock. | 2005-02-28 | |
| BUY | 9.800 | Peter Brieger | Took it off the BUY list when it went through $10, but it is now back on the BUY list. The cheapest among all the software companies. Management is buying stock. | 2005-02-24 | |
| TOP PICK | 10.400 | Robert McWhirter | Earnings estimates have gone up by 7% in the last 90 days. | 2005-02-11 | |
| WAIT | 10.170 | David Baskin | Has had a terrific run. If you're planning on buying it, WAIT to see the earnings which are due out soon. If they're good, the stock probably won't go up that much, but if they're bad, it could give back what it had grown. | 2005-02-08 | |
| BUY | 10.690 | Ron Meisels | One of the two strongest stocks among the info techology. Above its 200 day moving average. Current target is $12 and then will have to look at it when it gets there. | 2005-02-01 | |
| TOP PICK | 9.570 | Ron Meisels | Starting to break out. Unique among the high tech stocks as it is doing much better than many others and has just hit a new recovery high. Shows great promise. Should be good support between $8.50 and $8.75 which is the zone that should not be violated. | 2005-01-20 | |
| BUY | 8.800 | Peter Brieger | Has been suffering because some of its basic business is atrophying away because it's out of date. Working very hard to build up licensing revenues in new areas. | 2004-12-31 | |
| PAST TOP PICK | 8.740 | Robert Floyd | (Top pick Oct 19/04. Up 4%.) Reported their earnings and the bottom line was quite strong. Have really good control on the cost side. Top line could have been a little bit stronger and they are trying to push some of their new products. Very cheap. | 2004-12-17 | |
| WEAK BUY | 8.660 | John Zechner | Have been reducing their position on this stock. Their earnings were a little lighter than expected. Not a high growth company. Trades at 11/12 X earnings, so is not expensive and generates a lot of cash. | 2004-12-08 | |
| HOLD | 9.150 | Bill Carrigan | Most tech stocks made their bottom in '02, but this stock made its bottom on '02. This was a signal that this was performing better than other techs. Currently in an uptrend. | 2004-11-26 | |
| BUY | 8.270 | Ian Nakamoto | Extremely low P/E. Would prefer something with a higher P/E such as Cognos. | 2004-11-02 | |
| BUY | 8.050 | Brian Acker, CA | Value here. Should grow over time if the earnings continue quarter after quarter. | 2004-10-26 | |
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| TOP PICK | 8.480 | Robert Floyd | Have a decent cash war chest and linesof credit that can be used to make acquisitions. Looking for $0.55 earnings and $0.60/.65 next year. | 2004-10-19 | |
| PAST TOP PICK | 8.400 | Robert McWhirter | (A Top Pick July 9/04. Down 10%, but as a basket performance his picks were down 2%.) Ranks in the top 1/3 of the database. Reasonably priced. | 2004-10-08 | |
| TOP PICK | 8.240 | Robert Floyd | A fairly cheap stock. Have been making a number of interesting acquisitions. Looking for about $0.66 earnings this year and $0.75 next year. Good cash position and can continue to make acquisitions. Fairly low multiple. | 2004-10-06 | |
| DON'T BUY | 8.540 | David Baskin | Has a number of legacy products and the only way they can progress is by making a number of acquisitions. Growth and revenue is depressing. | 2004-10-04 | |
| BUY | 7.950 | Peter Brieger | Environment for software companies has been dreadful but things are starting to turn. Basic business is atrophying so are trying to take on new licenses. Believers. | 2004-09-29 | |
| BUY on WEAKNESS | 7.780 | Larry Berman CFA, CMT, CTA | A very strong base pattern developing. Over the last one/one and a half years have been seeing higher highs and higher lows. Probably in the early stages of a bearish cycle which could mean a small temporary swing down. Try to buy at $7.25/7.50. | 2004-09-20 | |
| BUY | 8.460 | Brian Acker, CA | Model price is $12.87. | 2004-09-10 | |
| BUY | 8.020 | Glenn Paradis, BA, CFA | Valuation is very attractive. Many doubt ability for this company to grow organically going forward. | 2004-08-26 | |
| DON'T BUY | 8.100 | Robert McWhirter | Cheap with a PE of 9X. Ranks in the top 25% of the database. Earnings estimates have been reduced. Sales growth has dropped. Company is buying stock back. | 2004-08-20 | |
| STRONG BUY | 7.850 | Peter Brieger | Software companies generally have been weak. The cheapest going forward on a price-to-earnings ratio. Management and directors bought a large amount at $9 which is a strong endorsement. | 2004-08-18 | |
| TOP PICK | 8.100 | Werner Muehelemann | Cheap at 9X forward earnings. Average software companies are at 15X to 20X earnings. A turnaround story. Likes the new management. | 2004-08-09 | |
| TOP PICK | 8.830 | Peter Brieger | Likes that they have stemmed the attrition of existing business. Have been winning some good contracts. Management has been buying their stock like crazy. A good sign of a possible takeover. | 2004-07-20 | |
| TOP PICK | 9.150 | Robert McWhirter | Growth is coming into equation. New management. | 2004-07-09 | |
| BUY | 9.050 | Brian Acker, CA | Worth around $14.50. No one seems to care about good results. | 2004-07-06 | |
| TOP PICK | 9.250 | Robert Floyd | Amazed at their last quarterly report. Stock is cheap. Their strategy of acquiring companies is working out. Have a lot of cash for future acquisitions. | 2004-06-28 | |
| DON'T BUY | 9.120 | Ed Ho | Management has done a great job in bringing this company back from the dead. Not sure how much they can grow. Probably fairly valued. | 2004-06-21 | |
| TOP PICK | 8.610 | Peter Brieger | Winning important new major contracts which will produce ongoing maintenance revenues for future years. | 2004-06-17 | |
| WEAK BUY | 8.510 | David Baskin | Existing products doesn't provide much in a way of incremental revenue/profit growth. It has to grow by acquisition. Hasn't been much excitement recently. | 2004-06-02 | |
| WEAK BUY | 7.670 | Peter Hodson | Not a bad company, but priced pretty well. Prefers faster growth models. A nice stable cash flow business. Cheap. | 2004-05-17 | |
| WEAK BUY | 8.050 | Michael Smedley | A solid company. There are probably more exciting companies. | 2004-05-12 | |
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| TOP PICK | 8.280 | Peter Brieger | Debt free and about $1 cash per share. Turn around story. Earning power of $0.70 this year and $0.80 next. Horrible reord of management turn around, buy hopefully the newest will stay. | 2004-05-04 | |
| DON'T BUY | 8.180 | David Burrows | Has had a wonderful run over the last several months and has pulled back a little bit with the sector. Fairly predictable cash flow and revenues. When you see some strength come back in the sector, that would be a time to consider. | 2004-04-30 | |
| HOLD | 8.650 | Benj Gallander | A well-run company. Not on their watch list any more. | 2004-04-19 | |
| STRONG BUY | 8.680 | Peter Brieger | One of the favorite software companies. A turnaround story. Have been doing a great job of writing new contracts. Very cheap. | 2004-04-14 | |
| BUY | 8.950 | Peter Hodson | Have lots of cash and tons of cash flow. A cheap stock. Growth is returning. | 2004-04-08 | |
| HOLD | 8.670 | Bill Carrigan | Has had higher highs and higher lows and is near the top of the channel so may level off for a while. | 2004-04-01 | |
| TOP PICK | 8.600 | Peter Brieger | Great story in terms of building. Take time to develop. Price target of $10-11 this year | 2004-03-31 | |
| BUY | 8.500 | Robert Floyd | Has been going through a difficult time, but likes the outlook for it. Feels their stable customers are firming up. | 2004-03-25 | |
| WEAK BUY | 8.650 | Glenn Paradis, BA, CFA | Has seen it restructured too many times so doesn't get too excited about it. A very slow growth type tech company. Reasonable valuation and it could go higher. | 2004-03-18 | |
| BUY | 8.650 | Ron Meisels | Had a huge base and is now starting and up trend. Good stock for a long-term investor. | 2004-03-17 | |
| PAST TOP PICK | 8.300 | Peter Brieger | (A top pick Feb 4/04. Up 8.6%.) A wonderful turnaround story. Signing up a lot of new licensing agreements. Now listed on NASDAQ so there is new US interest. | 2004-03-16 | |
| BUY | 8.580 | Kyle McKay | Trades at about 9 X next year's earnings. Finally accomplishing all the goals that they had set. Doesn't expect a lot of growth. | 2004-03-09 | |
| TOP PICK | 7.950 | Peter Brieger | A very cheap software company. Making great strides at adding new clients. Stock is cheap. | 2004-03-01 | |
| BUY | 7.700 | Michael Smedley | Has turned into a good solid company. Not sure how much further it can go. | 2004-02-25 | |
| VAGUE | 7.800 | Ross Healy | Fair market value has been bouncing back quite strongly recently. Seems to be turning the corner. FMV = about $12. | 2004-02-23 | |
| DON'T BUY | 7.700 | Robert McWhirter | Ranks very well in their database model. Earnings estimates have drifted up about 4% in the last 90 days. Have some new products. Some analysts do not feel the picture is as rosy as it would appear. | 2004-02-12 | |
| PAST TOP PICK | 7.620 | Peter Brieger | (Top pick December 15, 2003, up $1.35) New management. They can hold onto existing business. | 2004-02-04 | |
| TOP PICK | 7.720 | Peter Brieger | Tremendous progress with new contracts. | 2004-02-04 | |
| STRONG BUY | 7.550 | Peter Arender, CFA | Very attractive upside. High risk holding. One of the cheapest stocks. 40% upside | 2004-02-04 | |
| DON'T BUY | 7.280 | Robert McWhirter | Ranks fairly well in the database. Earnings have eased off about 3%. They may have difficulty in growth. | 2004-01-30 | |
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| DON'T BUY | 7.390 | David Baskin | Has had a great run on not much news. A stock that has been driven by acquisitions. Not much growth with their product. | 2004-01-22 | |
| TOP PICK | 7.270 | Peter Brieger | Have worked very hard to sign up new customers and license agreements, which is giving them additional revenue. | 2004-01-20 | |
| TOP PICK | 6.650 | Peter Brieger | A turnaround story. Has just announced a closer working relationship with Microsoft. Increasing their business. | 2003-12-30 | |
| TOP PICK | 6.420 | Brian Acker, CA | Slowly emerging. Model is $13.50. Very cheap. | 2003-12-24 | |
| TOP PICK | 6.270 | Peter Brieger | (A past top pick Nov 25/03. Down 13%.) Very cheap at less than 10X. Management is turning the company around.Considers it a strong buy at this price. | 2003-12-22 | |
| TOP PICK | 6.330 | Peter Brieger | Felt that the last quarter was very positive. Attrition in the existing business was slowing down dramatically. New businesses licensing has stepped up significantly. Getting costs under control. Undervalued. | 2003-12-10 | |
| TOP PICK | 7.130 | Peter Brieger | (A top pick Oct 8/03. Up 7.6%.) Still likes. This is a recovery play in a very tough market. | 2003-11-25 | |
| TOP PICK | 6.820 | Peter Brieger | Going through a recovery stage. Getting a lot of new contracts and making new developments. | 2003-11-12 | |
| DON'T BUY | 6.800 | Michael Sprung | Always seems to be looking for that next product or next area. Looks relatively inexpensive at 10 X earnings. You have to believe their strategy if you are going to own. | 2003-11-11 | |
| TOP PICK | 6.850 | Peter Brieger | Analysts are calling for $10. They are selling and licensing their software plus getting servicing as well. There should be some legs to this stock. Starting to get some good recognition. | 2003-10-15 | |
| WEAK BUY | 6.710 | Robert McWhirter | Ranks in the top 10% of their database. Not growing at a dramatic pace, but earnings rates have started to stabilize. Earnings estimates are $.72 for 2004 and $.75 for 2005. Trades at 8/9 PE. Would like to see more growth. | 2003-10-10 | |
| TOP PICK | 6.570 | Peter Brieger | This company is turning around. Developing new products through the acquisitions they've made. Has allowed increased sales to existing customer base. Increases the revenue base for the long-term. | 2003-10-08 | |
| BUY | 6.300 | John Zechner | Won't be one of the more buoyant stocks in technology. Generates great cash quarter after quarter. A slower growth company, but at a decent valuation. | 2003-09-23 | |
| PAST TOP PICK | 6.400 | Robert Floyd | (A top pick Jul4/03. Up 22%.) Still likes. Has modest valuation. They are on track with their growth strategy. Making some nice acquisitions. Good earnings expectations. | 2003-09-22 | |
| WEAK BUY | 6.610 | Laura Wallace | Looks quite cheap on a multiple basis at 8 X earnings. Has a history of disappointing investors. Will take time for confidence to build re-consistency of earnings. | 2003-09-19 | |
| TOP PICK | 6.150 | Peter Brieger | $.77 earnings per share. Have two new programs, which should increase their earnings. | 2003-09-17 | |
| WEAK BUY | 6.210 | Robert McWhirter | There is some concern with potential liability. The company is reporting reasonable earnings. Ranks in the top 5% of their database. Looks like it's turned the corner. | 2003-09-16 | |
| DON'T BUY | 5.810 | Michael Sprung | Have been going through a lot of changes and market has responded positively. Near a historic high, so expect it will take a pause. Trading at 5 X book value. Earnings are strong. | 2003-09-11 | |
| PAST TOP PICK | 5.060 | Peter Brieger | (Was A top pick Jun 16/03. Down 5.7%.)Still aggressively buying.New management change which is normally a red flag, but likes them. | 2003-08-27 | |
| DON'T BUY | 5.090 | Brendan Kyne | CEO has quit which is a red flag. | 2003-08-26 | |
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| BUY | 4.550 | Peter Brieger | New management.They intend to digestive their acquistions and aggressively bring out new products.Putting a hold on new acquisitions. | 2003-08-13 |
