| DON'T BUY | 8.680 | Robert Floyd | (Market Call Minute.) Limited clientele base. Not enough diversification. | 2008-01-15 | |
| BUY | 9.670 | Robert Floyd | Ran into a huge problem with Wal-Mart and the stock was hit hard. Quarterly earnings numbers were down. Probably reasonable valuation at this level. Continuing to grow their sales, but not at the fantastic rates that they had in the past. | 2007-12-11 | |
| Comment | 10.770 | Hugh Cleland, CFA | Wasn't aware that they have $6 in cash and are winning back Wal-Mart business. If you were buying this, it would be as a trade rather than a core, long-term hold. Will be looking at this. | 2007-11-23 | |
| SELL | 14.550 | Brian Acker, CA | Negative 31% differential. Earnings need to go up further. | 2007-09-20 | |
| BUY | 12.750 | Michael Smedley | Camera surveillance. Coming out of the wilderness. New contracts keep coming. They are a very hot company in being able to sell and market. This is a tremendous space for replacement of analog with digital services. | 2007-09-10 | |
| DON'T BUY | 12.870 | Brian Acker, CA | He is finally seeing positive estimates on this one. For April/08 he has a mean estimate of $.12 and for April/09 he has $.31. Model prices coming back (currently $8.50), but is still below (35%) its current selling price. | 2007-08-30 | |
| DON'T BUY | 11.900 | Robert McWhirter | In the bottom 10% of his database because year over year earnings had been down about 107%. Loss of a Wal-Mart contract affected the stock. Have announced new contracts with other retailers, which are significant. However, earnings estimates have been chopped by 165% in the last 90 days. | 2007-07-26 | |
| WEAK BUY | 80.490 | Peter Hofstra | Got spanked when it lost the Wal-Mart contract. Interested in it and has been tracking it. | 2007-07-09 | |
| Comment | 13.400 | Jeff Parent | This is a stock that will be moving on news. Technically difficult to assess. There is a very strong resistance point at the $12 level. | 2007-07-06 | |
| BUY | 9.300 | Michael Smedley | Has gone down progressively since before their news on Bombardier. Not much downside left. There is $5 of cash in the company. Has secured a new retail client. Earning about half the money it earned with Wal-Mart. Will eventually be taken out. | 2007-06-27 | |
| PAST TOP PICK | 10.850 | Charles Lannon | Lost their sales to Walmart.
Value the stock at around $12 $13.
Fairly valued at these levels.
Still holds, feels that the price reflects nothing but bad news, which means it's a pretty good time to buy.
| 2007-06-07 | |
| SELL | 12.070 | Brian Acker, CA | His model price is $6.59. It still has about 45% to drop. It needs some good news here. | 2007-05-24 | |
| WEAK BUY | 12.000 | Jeff Parent | Was on a downslide from the beginning of 2006. Had a big drop around the beginning of January with a huge volume. Because it is trading around $12 mark, there may be more positive news coming up. Good buying moment right now. The drops below $10.50, it is not a good story. | 2007-05-23 | |
| Comment | 12.130 | Bruce Campbell | Closed circuit security camera business (highly in the UK). Market had gotten carried away with the growth. Good product. Seems a little undervalued now. Wal-Mart cancellation hit them hard. | 2007-05-09 | |
| PAST TOP PICK | 11.340 | Charles Lannon | (A Top Pick Jan 9/07. Down 43%.) Lost a large amount of business from Wal-Mart. At these levels, he would continue to Buy and Hold. | 2007-03-01 | |
| HOLD | 11.100 | Michael Smedley | Trades in a range of $11-$12. Really took a bath when Wal-Mart contracted a 2nd supplier. Excellent contracts with Bombardier (BBD.B-T), which in the long-term could be larger than its Wal-Mart contract. | 2007-02-22 | |
| DON'T BUY | 11.300 | Larry Berman CFA, CMT, CTA | It had pretty strong support at $20 but it gapped down in January. You now have to wait for the stock to do something, which it is not doing. | 2007-02-21 | |
| HOLD | 11.000 | David Driscoll | High beta stock with lots of volatility. Likes the company and the product. Market is very large for its digital surveillance cameras. Will probably go sideways 6 months to a year. Have been hiring sales staff, which creates high overhead. | 2007-02-15 | |
| DON'T BUY | 11.210 | Alex Lane | Has been a disappointment with its loss of the Wal-Mart contract. Doesn't have as much software as a component of their business as other companies. Very good technology. | 2007-02-06 | |
| DON'T BUY | 11.950 | Robert McWhirter | Provide digital video recorders for surveillance systems. Had a substantial haircut and will take a while for the market to come back. Lost a lot of their Wal-Mart business. Ranks in the bottom 5% of the database. | 2007-01-25 | |
| DON'T BUY | 12.110 | Michael Decter | Took a real pounding on the loss of the Wal-Mart business. Would still have some concerns on it. With a slowing US economy, he would be very nervous going into this one. | 2007-01-18 | |
| TOP PICK | 19.650 | Charles Lannon | A provider of Internet protocol based digital surveillance hardware and software. The need for security is very obvious. Tremendously undervalued. | 2007-01-09 | |
| Comment | 20.840 | Hugh Cleland, CFA | Planning on spending some time on this one in the new year. Has been beaten up and may have some potential. The space they are in is tough to maintain a competitive advantage. Could be treated as a 6 or 12-month trade if the valuation is good. | 2006-12-14 | |
| BUY | 20.840 | Ian Ainsworth | Looking at buying it. Weakened because the contract with Wal-Mart (WMT-N) is now shared with a competitor. Getting more competition. Likes the deal with Bombardier (BBD.B-T) that gave them the ability to do monitoring on mobile platforms, such as rails and subways. | 2006-12-14 | |
| BUY | 20.850 | Peter Hofstra | Do video surveillance and are able to digitalize it. A business that he is interested in. Potential is very good. Probably good value. | 2006-12-06 | |
| BUY | 24.000 | Ian Ainsworth | Good company. Best positioned for mobile and digital TV surveillance. | 2006-11-09 | |
| BUY | 24.010 | John Zechner | Had a large contract with the TTC recently. The business is growing and generating earnings. | 2006-11-08 | |
| BUY | 22.200 | Michael Smedley | They suddenly got a great contract and expects they will win more contracts. | 2006-10-19 | |
| BUY | 23.560 | John Zechner | There has been some insider selling lately. For him, it is an illiquid stock. If you have a long-term view, it is a decent stock to own. Multiple is a little high. | 2006-10-16 | |
| PAST TOP PICK | 18.850 | Michael Smedley | (A Top Pick Aug 11/05. Down 51%.) The company is doing extremely well so he feels it is an outright Buy. | 2006-09-21 | |
| BUY | 22.640 | Michael Smedley | A very high quality company and a very strong business in camera surveillance in digital. All the analog systems around the world are having to convert to digital. Winning new contracts. | 2006-08-24 | |
| WATCH | 22.000 | Jean-Francois Tardif | Sold his holdings when the price got too high. Is not ready to buy back yet. Some forecasts are predicting $.76 a share because they have to start paying taxes next year. Top line should continue to grow at a very good rate. There are concerns that their largest client, Wal-Mart, might disappear on them. | 2006-08-08 | |
| WAIT | 20.530 | Robert McWhirter | A leader in its area. Estimates have been shaved by about 9% in the last 90 days. Ranks 509, bottom 30% of the database. Earnings expected to drop from $1.34 to $.89 currently in then grow to $1.08 in the coming year. Looking out 3/6 months for a possible entry point. | 2006-07-25 | |
| BUY on WEAKNESS | 19.950 | Brian Acker, CA | He has a model price of $20.47 which is at 2% positive differential. At $17.30 he would try to initiate a position. | 2006-07-21 | |
| BUY | 20.480 | Michael Smedley | Has bogged down. It's winning contracts. You have to be patient with it. | 2006-07-20 | |
| PAST TOP PICK | 23.240 | Michael Smedley | (A Top Pick Apr 20/06. Down 12%.) Solid company. Getting new contracts and going into new areas. Converting analog surveillance to digital. | 2006-06-22 | |
| DON'T BUY | 23.000 | Robert McWhirter | Long-term, there is good opportunity for this company, but wouldn't buy at the moment. It ranks 499 out of 700 which is the bottom third of his database. Earnings estimates have been chopped by 25% and are expected to drift down from $1.29 to $.81. Have just announced a contract that will be quite significant. Expensive. | 2006-06-21 | |
| STRONG BUY | 21.250 | Michael Smedley | Has been hit more than he would have expected. | 2006-06-16 | |
| DON'T BUY | 24.650 | Gordon Higgins, CA, MBA, CFA | At 30/35 X earnings, it is an expensive stock. It will be volatile. | 2006-06-07 | |
| HOLD | 24.650 | John Zechner | Has been under pressure recently. Valuation is still somewhat high. Earnings are growing at a decent rate. | 2006-06-07 | |
| WAIT | 26.290 | Jean-Francois Tardif | The growth rate was so high before, it will have to come down. As they sell mostly hardware, there is not a lot of repeat business. High-tech, high multiple than have to rely on growth. May buy after he sees what the next quarter does. | 2006-06-05 | |
| BUY | 25.150 | Michael Smedley | Video surveillance. Can't see anything but upside to this situation. Expanding. Good price. | 2006-05-10 | |
| VAGUE | 23.060 | Ian Ainsworth | A very good Canadian growth stock. Have a strong position in digital surveillance equipment. There will be a lot of competition in this space. Can be volatile. Valuation got ahead of itself. | 2006-05-09 | |
| DON'T BUY | 25.900 | Robert McWhirter | In the bottom 15% of his model. Earnings estimates have been chopped by 23% over the last 90 days. Great technology but negative earnings growth. | 2006-05-04 | |
| TOP PICK | 27.840 | Michael Smedley | You have a nice relaxation here down at this price. One of the world's leaders in surveillance. Margins have been a little bit crimped lately and you have a buying opportunity. | 2006-04-20 | |
| BUY | 26.200 | Jean-Francois Tardif | Has dropped and is hitting its 200 day moving average. The company has grown and it is more difficult to grow. There is also the fear of competition. The company is growing at a very good rate. Wal-Mart is its biggest customer. At a good price. | 2006-04-19 | |
| DON'T BUY | 35.250 | Brian Acker, CA | He has a model price of $22.14 which is a -30% differential. He expects downward revisions on this company. | 2006-03-29 | |
| HOLD | 35.250 | Michael Smedley | Camera surveillance, digital replacing analog. Has life ahead. They'll do a couple of small acquisitions this year. | 2006-03-29 | |
| BUY | 35.000 | David Burrows | One of the few growth stocks that can be found in the Canadian marketplace. The stock probably got a little bit ahead of itself and this is the first correction since it went public. Not expensive. We'll be volatile. | 2006-03-23 | |
| WATCH | 34.270 | Robert McWhirter | March Networks is involved with video cameras that watch you. They have good network products. It is a very small company. Ranks well. Possible 4% earnings growth. Believes security is a growth industry. It is on the watch list because of possible market pull-back. | 2006-03-13 | |
| BUY | 39.000 | David Burrows | Stock is acting well. The company does security network systems internationally. Possibility of real growth. Recommends buying today. | 2006-02-27 | |
| BUY | 38.350 | Peter Hodson | Great manager who made a lot of money for a lot of people in his previous company. This company is into digital video recording and they have a robust solution that works very well and is starting to displace other competitors. Not outrageously expensive looking at the forward earnings. | 2006-02-01 | |
| TOP PICK | 31.950 | Michael Smedley | And easy to understand technology company. This is digital camera surveillance work. The company is growing at a tremendous rate. The growth is there. | 2006-01-19 | |
| WEAK BUY | 33.050 | Robert McWhirter | The outlook on this depends on your timeframe. The stock appears to be expensive at this point but was a top pick for 2006 at a recent convention. If you're going to hold it for over a year, it's okay to buy at this time. Fairly fully priced in the near term. | 2006-01-12 | |
| TOP PICK | 32.700 | Peter Hodson | Its product is digital recorders for all sorts of applications, security, education, transportation, asset management, etc. Their revenue is starting to ramp. The key thing is, they are starting to replace the competition. | 2006-01-05 | |
| PAST TOP PICK | 32.900 | Michael Smedley | (A Top Pick Sept 27/05. Up 77%.) This one seemed very obvious when it was at $13/15. They are into surveillance cameras which should continue to grow. If you don't own, you could still buy. Great growth. | 2006-01-03 | |
| WEAK BUY | 26.980 | Robert McWhirter | Has almost doubled in price from Oct/05 because they have a very visible backlog of their product with potential new business in railways. Still has reasonable opportunities, but the easy money’s been made. | 2005-12-08 | |
| BUY | 25.410 | Jean-Francois Tardif | Security cameras manufacturer. Sales are growing substantially. Outstanding results every quarter. | 2005-11-29 | |
| BUY | 22.570 | Ian Ainsworth | Their product isa wireless video digital recorders for buses, trains, etc. security. Good product. This is the largest portion of their sales and this is where there will be more competition and more costs. They have to layer on services above this to lock in their customers. Stock has run up a lot. | 2005-11-16 | |
| TOP PICK | 22.860 | Michael Smedley | A very exciting company which is in camera surveilance. Has a very big contract with Wal-Mart (WMT-N). Expanding. Great growth. | 2005-11-10 | |
| BUY | 17.350 | Robert McWhirter | They provide recording boxes to what is happening in stores, banks and ATM's. Rumoured to have a contract with Union Pacific for the front of their trains. Have a 3 year contract with a very large retailer in the US. Close to buying this stock and is just trying to get more comfortable with their market outlook. | 2005-10-27 | |
| TOP PICK | 18.250 | Michael Smedley | Camera surveilance. Got a lift at the time of the London tube tragedies. A lot of the cameras are analog while this company's is digital. Getting good contracts. Good earnings. Trading ahead of itself, but difficult to find buying price. | 2005-09-27 | |
| BUY on WEAKNESS | 19.200 | Robert McWhirter | Sold their holdings at $18. Interesting company because they have a very visible backlog. They do very sophisticated video surveilance for both security side and conventional retail. Expects a slowdown in the market for both Sept/Oct and this stock could fall back. Would like it at $16. | 2005-09-15 | |
| DON'T BUY | 20.350 | Mark Jackson, CFA | An interesting company, but has had a big run and is fully valued. | 2005-09-12 | |
| TOP PICK | 17.050 | Michael Smedley | Video surveillance type work. $0.20 earnings per quarter. Signing up store chains in the US for marketing purposes. (Follow you to see what goods you are looking at.) They also have the services revenue for servicing their equipment. | 2005-08-11 | |
Experts that have talked about March Networks Corp
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