| BUY | 48.830 | John Zechner | One of his core holdings in the technology group. Finally got the HIP (Home Inspection Program) off the ground in England. Data is going to be the key to growth going forward. A little bit rich on current earnings multiples. | 2007-09-12 | |
| BUY | 49.400 | Norman Levine | Aerospace products and land Registry in Europe. Had a big falloff in the spring and is slowly coming back. | 2007-09-11 | |
| TOP PICK | 48.000 | Nick Majendie | Electronic software. Best known for its defence division with high revenues. Also involved in the US in real estate and insurance electronically. In the UK with its HIPS program. Tremendous history of growing earnings. Expects them to continue to grow at | 2007-08-29 | |
| BUY | 48.420 | Stephen Carlin | At a very interesting inflection point right now. Very exciting growth opportunity between 2007 and 2008 in the UK. | 2007-02-14 | |
| BUY | 39.900 | David Driscoll | As people go from hard copy, handwritten land registry to a software platform, it will be better and more economically viable. In a good situation. | 2006-11-09 | |
| DON'T BUY | 38.790 | Michael Sprung | More of the technology stock then a value play. A growth investor would be interested in this. It looks to be an expensive stock. | 2006-09-19 | |
| PAST TOP PICK | 25.500 | Robert McWhirter | (A Top Pick Oct 8/04. Down 12%.) Has ben a disappointment. Reduced their earnings lower than expected. Longer term thinks there is still opportunity, but have sold their holdings recently. | 2004-12-09 | |
| TOP PICK | 28.510 | Robert McWhirter | Have had some new good contracts. Positive earnings surprise. 12% year over year sales growth. | 2004-10-08 | |
| TOP PICK | 25.500 | Robert McWhirter | Earnings are expected to grow 20% in 2004 and another 20% in 2005. | 2004-08-20 | |
| TOP PICK | 25.750 | Glenn Paradis, BA, CFA | Attractively valued. Starting to see some acceleration in earnings. Well-run. | 2004-03-18 | |
| TOP PICK | 21.830 | Glenn Paradis, BA, CFA | A nice growing, attractive business that has lagged the market. Just reported numbers and they were in line. Earnings should continue to improve. Foreign exchange can be a risk. Good balance sheets, cash flow and management team. | 2003-10-24 | |
| WEAK BUY | 22.250 | Robert McWhirter | Ranks neutral in their quantum database model. Good management. Profitable. | 2002-12-10 | |
| PAST TOP PICK | 20.490 | Joe Connolly | (Was a top pick on April 2. Down 25%) Still likes. Has a lot of opportunity. | 2002-10-01 | |
| TOP PICK | 24.250 | Joe Connolly | Solid fundamentals. Half of their revenues are coming from a re-curring base. | 2002-07-12 | |
| TOP PICK | 26.700 | Joe Connolly | Great product and service line. Very profitable. | 2002-04-02 | |
| TOP PICK | 23.500 | Joe Connolly | Expecting huge orders. Good price. | 2001-12-02 | |
Experts that have talked about MacDonald Dettwiler & Assoc.
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