| PAST TOP PICK | 13.990 | Ben Stadelmann | (A Top Pick Sept 6/05. Up 2%.) Had this one as a Hold, not a Buy. It was acquired at $14 a share. | 2006-01-30 | |
| TOP PICK | 13.770 | Ben Stadelmann | This is a HOLD. Operationally the stock hasn't done tremendously well, but it's going in the right direction. Has attracted an offer from Harris Corp. (HRS-N) of $14 and it's worth holding for that extra little bit. | 2005-09-06 | |
| HOLD | 9.400 | Benj Gallander | Company has been turning a small profit. Good management. Had some lay offs which will negatively impact the bottom line going forward as they deal with the costs. Did a takeover recently. Would have to look long and hard before treating this as a good entry point. | 2005-06-07 | |
| DON'T BUY | 7.430 | Robert McWhirter | Coming up to report fairly soon. There are concerns with regards to margins in the coming quarter and earnings may be $0.02 less than expected. The overall rank in the model is slightly below half. A lot of question marks on the company. | 2005-02-11 | |
| WAIT | 8.000 | Mark Jackson, CFA | This is a critical year for this company. Attractive at these levels, but needs to do a little more work to see if it's the right time to own. Have had some issues getting costs under control. Would like to see another quarter. | 2005-02-01 | |
| DON'T BUY | 8.250 | Danny Tomka | Management has done a good job of cutting costs to keep the cost structure in line. Now they've got to fill the products they want. Most people look to them for an HD play. Long term, at this price, you'll make money, but in the short term, don't count on earnings turning up rapidly. Still a lot of work to do. Fairly valued. | 2005-01-26 | |
| WEAK BUY | 9.190 | Ron Meisels | A high tech stock that has done fairly well. Had hit a high of $28 in 2000 and sold off to roughly $5 in 2003, so looking for a 1/3 correction. Has come back to a little more than $9 and is resting a bit. At a point that it shouldn't be subject to too much selling and there is a chance that it can go back to $11 and maybe a little bit higher. | 2005-01-20 | |
| BUY | 8.590 | Ben Stadelmann | Got a bit ahead of itself and came off in November. Has gone through some difficult years and has had some management changes. Likes the new CEO. They are looking at getting into China and leveraging up on the olympics. | 2005-01-12 | |
| BUY | 8.120 | Mark Jackson, CFA | A disappointment with the earnings dropped the stock. Still thinks there's an opportunity. Getting to be attractive at these prices. | 2004-12-07 | |
| DON'T BUY | 8.000 | Martin Hubbes, CFA | Not sure if this company has had its fair share of digital television market. Has been volatile. New president is in place and is starting to do the right things. Too early to tell. | 2004-08-23 | |
| BUY | 7.580 | Steve Gold | Likes the space that they operate in. Getting contracts in China which is where the growth is going to come from. | 2004-08-11 | |
| HOLD | 8.790 | Robert Floyd | Looking for some guidance from the company for continuation of their recent sales profile which has been very good. | 2004-08-03 | |
| VAGUE | 8.850 | David Burrows | HDTV is coming. However, they are affected by the tech sector which is running into some headwinds and affects them. | 2004-07-20 | |
| WAIT | 9.330 | David Chapman | Has made a bit of a base, but it is too early to tell as some of these breakout and then have another pullback. Bases have to be tested. | 2004-07-16 | |
| WEAK BUY | 9.560 | Ian Ainsworth | Digitizing studios is way down the track so not sure the growth opportunities are as strong. | 2004-07-13 | |
| VAGUE | 9.470 | Robert McWhirter | Transition to HD. Not cheap stock. | 2004-07-09 | |
| BUY | 9.720 | Steve Gold | Has a wonderful product and you know it's in demand but the spending is the question. The money is allocated to move to HD TV growth. Clean balance sheet/no debt. Really good management team. Expect their growth will come from China. | 2004-07-07 | |
| WAIT | 9.400 | Steve Gold | And interesting turnaround story. As China integrates itself in the world economy, they'll help with a cell phone/digital TV boom. In a " show me" period with new management. | 2004-06-22 | |
| DON'T BUY | 8.880 | Stephen Masson | Would prefer more mature, higher growth companies. | 2004-06-18 | |
| PAST TOP PICK | 8.140 | Benj Gallander | holding, thinks they have a long way to run. | 2004-06-15 | |
| HOLD | 7.160 | Brian Acker, CA | Computer model is picking up a huge increase in earnings estimates. Model price is $7.72. | 2004-06-03 | |
| WATCH | 7.230 | Robert McWhirter | Ranks borderline in the top 1/4 of their database. Earnings estimates have gone up by about 20%. Year-over-year sales are down 32%. New management is well respected. | 2004-06-02 | |
| TOP PICK | 7.620 | Benj Gallander | Very clean balance sheet. Have confidence in the new management. A problem is that revenues have been in a decline. | 2004-04-19 | |
| WAIT | 6.750 | Bruce Campbell | Looks like digital TV is finally coming. New management looks decent. Still a " show me" stock. Wait until you see some results before buying. | 2004-04-01 | |
| TOP PICK | 6.770 | Peter Hodson | The industry is starting to turn. Consumers are starting to buy HD TV's. New management team looks good. | 2004-03-23 | |
| BUY | 7.000 | John Zechner | Management change gave the stock a boost. Have had a lot of trouble selling their upgrade equipment to broadcasters. A high risk/high reward situation. Not a lot of down side risks, but you may have to wait. | 2004-03-03 | |
| STRONG BUY | 7.150 | Peter Hodson | Could be a takeover, but they are still trading at up. Has to take some costs out of the equation, have new products and the drop in Canadian currency is helpful. This price is probably the floor. | 2004-03-02 | |
| TOP PICK | 6.610 | Peter Hodson | Doesn't even like the Company. A revolving door for management. They missed their earnings 9 out of 10 quarters. Thinks the company will be taken over in 2004. | 2004-02-20 | |
| DON'T BUY | 6.800 | Bruce Campbell | Has lagged. New management. Doesn't have any particular feeling that they are going to move up. | 2004-02-19 | |
| DON'T BUY | 4.120 | David Baskin | Revenues have stagnated. They’ve been having losses for the last three years. Failed to develop new products. Didn't have a strategy for sales when digital TV didn’t take off. Good company. | 2003-10-08 | |
| DON'T BUY | 4.370 | Robert McWhirter | Has been long on promises but short on delivery. Is basically trading at book value. Ranks extremely poorly in their database. | 2003-08-29 | |
| WAIT | 4.560 | Laura Wallace | Has just gone through some management changes.Likes the concept of the Company as we move towards a more digital age.Wait to see what the new management will do. | 2003-08-18 | |
| DON'T BUY | 5.410 | Mike Weir | Fully valued. Have some tough competition, so margins could be thin. | 2003-05-05 | |
| BUY | 5.300 | Ross Healey | Fair Market Value is $7. Decent balance sheet. Cheap. | 2003-03-04 | |
| DON'T BUY | 5.070 | Robert McWhirter | Ranks in the bottom 5% of their quant model. Earning estimates are down. | 2003-01-24 | |
| DON'T BUY | 7.510 | Brian Acker, CA | When earnings turn around it'll be a good stock. | 2002-09-11 | |
| PAST TOP PICK | 7.320 | Michael Sprung | (Was a top pick on May 14. Down 18%) Still likes. | 2002-09-10 | |
| TOP PICK | 9.690 | Michael Sprung | A leader in their sector. Selling at or below book value. No debt. | 2002-05-27 | |
| TOP PICK | 8.950 | Michael Sprung | Out of favour in the market. Price is now less than book value. Will be a good sector in a few years. | 2002-05-14 | |
| DON'T BUY | 12.800 | Glenn Paradis, BA, CFA | Good equipment, but can't seem to get their act together. New management. Wait and see. | 2002-01-17 | |
| DON'T BUY | 6.200 | Joe Connolly | Not moving very well. | 2001-12-02 | |
| DON'T BUY | 10.200 | John Zechner | Has a strong product, but switch to digital by TV has been slow. | 2001-11-27 | |
| DON'T BUY | 9.110 | Robert McWhirter | Broadcast studios have put a hold on spending. Digital is slow. Has competition. | 2001-10-26 | |
| DON'T BUY | 10.000 | Ross Healey | Has concerns on this sector. | 2001-10-24 | |
| DON'T BUY | 8.610 | Richard Stone | Product line is good, but have to wait for economy to turn around. Good management. | 2001-10-11 | |
| DON'T BUY | 10.200 | Martin Hubbes, CFA | Studios are delaying changing from analog to digital. Will take awhile. | 2001-08-24 | |
| HOLD | 12.490 | Gavin Graham | Deadline for digital keeps getting pushed back. Good underlying business. | 2001-08-15 | |
| HOLD | 13.750 | Gavin Graham | World class technology. Delay of digital is holding it back. | 2001-07-31 | |
| DON'T BUY | 14.400 | Mike Weir | Digital in a transitionary mode. Long term good. | 2001-07-20 | |
| DON'T BUY | 14.650 | David Burrows | Prefers Gennum. | 2001-07-16 | |
| DON'T BUY | 14.950 | David Baskin | Poor industry outlook. Earnings in decline. | 2001-07-12 | |
| PAST TOP PICK | 14.400 | Ray Steele | (Was a top pick on Jun 24/00 down 47%) Dropped with all techs. | 2001-06-22 | |
| DON'T BUY | 14.250 | John McColl | Too tricky. Can do better elsewhere. | 2001-06-18 | |
| PAST TOP PICK | 16.700 | Richard Stone | (Was a top pick on Jun 29/00 down 34%) Well positioned for moving from analog to digital, but having a tough time growing a revenue stream. Will be good. | 2001-05-30 | |
| BUY | 18.600 | Steven Misener | Volatile. At a good price now. | 2001-05-07 | |
| DON'T BUY | 20.500 | David Driscoll | Good company. Digitalizationwill take a long time. Owns rival Gennum. | 2001-04-30 | |
| WAIT | 18.700 | David Driscoll | Will take time to get accepted. Likes their product. Wait for earnings to start. | 2001-04-11 | |
| WAIT | 18.540 | Robert McWhirter | Spending a lot on R & D. Digital growth is slow. | 2001-03-09 | |
| TOP PICK | 17.500 | Pier Donnini | Earnings/revenues down but have some exciting things coming up. | 2001-03-06 | |
| DON'T BUY | 18.000 | Keith Graham | Reinventing itself. Could be interesting, but doesn't expect too much. | 2001-03-02 | |
| BUY | 23.800 | Ray Steele | Good technology and starting to pick up. Will do well. | 2001-02-14 | |
| WAIT | 24.950 | Glenn Paradis, BA, CFA | As digital TVs grow, they should do well. New mngmnt has to set up their business models | 2001-02-01 | |
| TOP PICK | 24.600 | Pier Donnini | A safe technology company. Well run. Have earnings revenues and interesting technology thats going to do well. | 2001-01-19 | |
| BUY | 23.900 | Ray Steele | Digital TV should come through. Has survived the tech drop. Good product | 2001-01-18 | |
| BUY | 25.700 | Ed Ho | Just boughtNew management is good. Digital equipment/servers going up | 2000-12-11 | |
| TOP PICK | 24.000 | Richard Stone | Will win in video broadcast sector. No debt. Can buy @ 25/31 X earnings. Good management | 2000-12-01 | |
| STRONG BUY | 22.900 | Pier Donnini | Great company Solid core of revenue and earnings Recently made an acquisition | 2000-11-29 | |
| WAIT | 22.000 | Robert McWhirter | Going through a transition$ into R & D so earnings down. Missed the internet explosion | 2000-11-10 | |
| BUY on WEAKNESS | 19.000 | Bruce Sellery | Down from Sept high. Earnings per share down. P/E 33. Analysts are bullish on their technology. Broadening their product line | 2000-10-30 | |
| BUY | 18.000 | Richard Stone | Strong, steady/sustainable growth. Good in a portfolio | 2000-10-25 | |
| BUY | 20.000 | Michael Sprung | Very good company. Well positioned in digital space | 2000-10-18 | |
| WAIT | 23.000 | Glenn Paradis, BA, CFA | A change in senior management Also a slow down in digital needs | 2000-10-13 | |
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