| HOLD | 4.240 | Peter Hodson | (Market call minute.) New management. Closing operations. In a turn around phase. | 2008-07-08 | |
| DON'T BUY | 3.200 | Brian Acker, CA | (Market Call Minute.) Model price is $2.75, a -13% differential. | 2007-12-20 | |
| Comment | 3.300 | Alex Ruus | Made a big acquisition about 2 years ago, which basically almost blew the company up. There were a lot of money-losing contracts that they have been trying to clean up. Eventually it will probably turn around, but the question is will they get it done in 08 or 09. | 2007-12-13 | |
| PAST TOP SHORT | 3.450 | Peter Hodson | Then 5.50
Had a premium valuation that they no longer deserved. He shorted and it paid for him.
It's going to be a long hard turn around. | 2007-08-17 | |
| PAST TOP PICK | 4.020 | Bill Carrigan | Then 5.95
Stop loss at 5 20.
If a stock goes below the stop loss, then if it doesn't recover within a week, it's time to move on.
Don't buy right now. Bottom fishing. | 2007-06-13 | |
| SELL | 4.500 | Michael Sprung | Big disappointment to investors. Doesn’t see any prospects for an immediate recovery. Earnings forecasts for the next year or so are only in the $.20 range. | 2007-03-16 | |
| DON'T BUY | 5.260 | Veronika Hirsch | This was one of her most successful Shorts last year. Would not be a buyer. | 2007-02-07 | |
| PAST TOP PICK | 5.390 | Bill Carrigan | (A Top Pick Aug 11/06. Down 8.1%.) It is probably at the bottom of a trading range and it will probably work up to the upper band. | 2007-02-01 | |
| DON'T BUY | 4.920 | David Burrows | This is not a stock that you want to look at. It couldn't rally with The market that we had over the last 4 years. A bottom fish play. | 2007-01-08 | |
| DON'T BUY | 5.300 | David Driscoll | A beat up company that deserves to be beaten up. Porto Rico acquisition turned extremely sour. Have had a revolving door in the executive office. Large debt. | 2006-11-09 | |
| HOLD | 5.420 | Bill Carrigan | It is in the bottom of a trading range. Thinks it will rally back to the top so wait to see if it breaks out of its range. | 2006-09-15 | |
| TOP SHORT | 5.500 | Peter Hodson | This is a situation where they don't have a CEO. High debt level. Manufacturing problems in Puerto Rico. Making no money and even if they make money next year, it is trading at about 40/50 X next year's earnings assuming all the problems are fixed. | 2006-08-28 | |
| TOP PICK | 5.950 | Bill Carrigan | This is a torpedo stock and the best time to buy is after the torpedo. OBB numbers are rising. Likes this sector. Have a Stop in at $5.20. | 2006-08-11 | |
| HOLD | 5.600 | Larry Berman CFA, CMT, CTA | If there is a lower low then on the previous bottom, the longer term downtrend is still in place. Could be a potential for a double bottom. That would be pretty major and could result in a 50% retrace of its major decline. Be patient. | 2006-07-24 | |
| DON'T BUY | 7.230 | David Baskin | Has been a management change. Old management lost all credibility. Announced mediocre earnings. Made a disastrous acquisition in Porto Rico. Would want to see at least 2 or 3 quarters of accelerating earnings. | 2006-06-06 | |
| WEAK BUY | 7.450 | Larry Berman CFA, CMT, CTA | There has constantly been failure to hold support levels. Clearly, the trend is heading lower. If you like the stock, technically it is setting up for a rally. If it drops below $6, you want to be stopped out. | 2006-02-08 | |
| DON'T BUY | 5.520 | Peter Hodson | They have screwed up so badly with their latest Puerto Rican acquisition. They had 4 acquisitions in a role that were very good and the stock took off and then they blew their brains out on the last one. Dead money for a while. | 2006-01-05 | |
| DON'T BUY | 5.490 | David Baskin | Their acquisition in Puerto Rico turned out to be a disaster. Profits have been lower than anticipated. No institutional investor will buy this stock until they see three or four quarters of positive growth. | 2006-01-04 | |
| DON'T BUY | 5.320 | Brian Acker, CA | His model price is $8.91. Unfortunately, the earnings have been going down in lockstep with his model price. There doesn't seem to be any bottom. If you want to trade it, it will probably have a small bounce from $5. | 2005-12-21 | |
| DON'T BUY | 5.320 | Bruce Campbell | Their primary problem is with their plant in Puerto Rico. Looking at $.22/.25 earnings this year and maybe $.40 next year. Given that big hiccup it is now a “show me” story. | 2005-12-21 | |
| HOLD | 5.500 | David Baskin | Has come under year-end selling pressure. The stock is probably worth $6 or $7 and possibly a bit more. You might see a rise in January. Consider selling for a tax loss or holding end selling in January. | 2005-12-19 | |
| DON'T BUY | 5.900 | Michael Sprung | Had a number of things working against them. Some of their products were coming of patent. Haven't been able to fill the void as was expected. Hoping that this is a short term blip. | 2005-12-07 | |
| WAIT | 6.950 | Brian Acker, CA | Earnings for Oct/05 is still coming up and he has a mean estimate of $0.25 and for Oct/06 it is $0.43. His model price is about $11. He is tempted to wait until the year end when they announce their earnings. | 2005-10-20 | |
| DON'T BUY | 6.630 | David Baskin | 3 strikes and your out. 1) The CFO resigned. 2) They had a lousy quarter. 3) They now have problems with the FDA regarding one of the factories they purchased in Porto Rico which looks like it was not a great purchase. | 2005-09-19 | |
| DON'T BUY | 7.140 | Ross Healey | Had a big fall from grace and rallied recently, but it's still too early to buy. Would like to see the stock thoroughly washed out and building a nice base. | 2005-09-14 | |
| BUY | 9.100 | Ron Meisels | Should have good support at about $7.50/8.00. It is very important that the stock doesn't go any lower. Keep a very short fuse on the stock and if it starts to go below $7.50 get out. | 2005-07-29 | |
| BUY | 8.750 | Peter Hodson | Doesn't own. Wanted them to have 1 quarter to digest their big acquisition. Solidly managed company that is able to pull off some very good acquisitions which are always accretive to earnings. Cdn$ strength is always a problem for them, but Cdn/US$ interest rate spreads right now are at a 5 year high which will help if that trend continues. | 2005-07-26 | |
| DON'T BUY | 9.100 | David Burrows | There's no sign whatsoever that they've got this thing turned around. Very little in the Canadian health care sector that looks good. | 2005-07-13 | |
| PAST TOP PICK | 9.150 | Fred Sturm | (A Top Pick Jan 14/05. Down 8.5%.) Still likes. | 2005-06-22 | |
| HOLD | 9.450 | Gavin Graham | A really volatile stock. Had some problems with its European operations. Made a big purchase in Puerto Rico which will be a transforming acquisition. Be prepared to live with the volatility. | 2005-06-08 | |
| DON'T BUY | 9.650 | Norman Levine | Doesn't see the current attraction of this company. Any time a company has had 2/3 quarters in a row of poor earnings, you are into a trend and it is best to stay away until things turn around. | 2005-06-06 | |
| DON'T BUY | 9.650 | Bill Carrigan | In a violent trading range. | 2005-06-06 | |
| WATCH | 10.300 | Peter Hodson | Likes the company a lot. Has owned it on and off in the past. Recent acquisition is a company changing acquisition. Will probably come back into the stock in the next quarter when he knows the acquisition is going very well. | 2005-05-10 | |
| TOP PICK | 10.300 | David Baskin | Fell on bad times, made a wonderful acquisition in Puerto Rico which gave it a nice uptick, but has just kind of eased back and is now back into buying territory. At $10.30 it's a terrific Buy. | 2005-05-10 | |
| BUY | 11.230 | John Zechner | Likes this stock. Had too much over capacity and with their acquisition of Mova they have better capacity. Have started to gain a little bit of traction in the outsourcing sector. | 2005-04-06 | |
| WEAK BUY | 11.320 | Ron Meisels | Went through a lot of problems. A $2 stock on the way to $16 and at that stage a lot of happy people who were getting out which resulted into a sell off. There is a turn around happening with the 200 day moving average falling for the last 1 1/2 years, flattening with the potential to support the next move up towards $15 initially. | 2005-03-17 | |
| BUY | 11.750 | David Baskin | Company has new facility in Purto Rico. Likes it. Will go to $15 in 2005 | 2005-03-08 | |
| WEAK BUY | 10.840 | David Chapman | Stock had been down quite a ways, but chart had shown some positive signs. From September to January, charts show a possible Head/Shoulders Bottom. It broke out in January. In an uptrend and going up, but has had a good part of its potential target moved. Still some left, but would be less inclined to purchase. | 2005-02-25 | |
| DON'T BUY | 11.000 | Gordon Higgins, CA, MBA, CFA | Has been a volatile stock and this is why it's cheap. Have made some acquisitions. Use caution. | 2005-02-09 | |
| TOP PICK | 11.110 | Larry Berman CFA, CMT, CTA | Not a long term pick, but there is a trading call here. Broke through it's long term declining average. Good volume. A developing story. Could do 30/40% over the next 3/6 months. | 2005-02-07 | |
| PAST TOP PICK | 10.120 | Bill Carrigan | (A Top Pick Nov 16/04. Up 14%.) Thinks it will go to at least the top of the trading range of $16. The times are right for the group. | 2005-01-26 | |
| SELL | 10.120 | Danny Tomka | Would sell into this strength. An extremely tough business. It's characterized by rapid turnover of products, capital intensive and very fleeting profitability. Fully valued. Legal issues with management that has to be worked through. | 2005-01-26 | |
| BUY | 10.080 | David Baskin | Believes in the long term management. Just made an acquisition in Puerto Rico which will be good. | 2005-01-17 | |
| TOP PICK | 9.910 | Fred Sturm | What will be emerging over the next decade is more health care and cheaper. Attractive price. A good consevative way to participate in a growth sector. | 2005-01-14 | |
| DON'T BUY | 10.010 | David Burrows | Year-end selling took place and there is a rally coming out of year end. Doesn't meet his tests. | 2005-01-12 | |
| TOP PICK | 8.510 | Werner Muehelemann | Trading at a very cheap multiple at about 14 X versus its historical multiple of 20 X earnings. The last 3 quarters have started to see the earnings ramp up. Margins are better too. Also likes their Peurto Rico acquisition which can be very accretive to them. | 2005-01-06 | |
| DON'T BUY | 9.000 | Norman Levine | Has had a lot of promise, but has never come through. Has made a lot of acquisitions and taken on a lot of debt. Earnings have not come through the way they should have. | 2004-11-29 | |
| TOP PICK | 8.970 | Bill Carrigan | (A Top Pick Sept 14/04. Up 4%.) Has been into long term support this fall. Likes the sector. | 2004-11-26 | |
| TOP PICK | 8.970 | Jonathen Wellum, B. Comm, B. Sc | Feels that pharmaceutical companies are under a lot of pressure and have to become more efficient in manufacturing and increasing outsourcing. Likes the acquisition. Very profitable plants. Will generate surplus cash. | 2004-11-26 | |
| HOLD | 7.650 | David Baskin | Seems like they have one bad situation after another. Now have an issue with the OSC. Still believes the story. Very good management. Very cheap. | 2004-11-22 | |
| DON'T BUY | 7.710 | Bill Carrigan | Once confusion starts, it never seems to go away, especially in this unforgiving market. | 2004-11-18 | |
| SELL | 8.600 | Danny Tomka | OSC is conducting a probe re insider trading. Really haven't delivered on their promises. A very difficult business. Capital intensive. | 2004-11-09 | |
| WAIT | 8.520 | Brian Acker, CA | Feels the bottom will be about $8.20 as long as there is no other cockroaches. Could drop further with tax loss selling in Nov/Dec. | 2004-10-26 | |
| BUY | 8.900 | Michael Sprung | One of the better manufacturers of drugs. Had a stumble this last year as a drug being manufactured in the UK reached the end of its product cycle. Has positive earnings. Not a low PE. Prospects are quite good. | 2004-10-21 | |
| BUY | 9.130 | Michael Sprung | Well managed company. Has had some problems with a plant in the UK, but this is getting cleared up. Profitable. | 2004-09-28 | |
| DON'T BUY | 9.150 | Andrew McCreath | Has disappointed for one too many quarters. | 2004-09-27 | |
| WEAK BUY | 8.960 | Jonathen Wellum, B. Comm, B. Sc | In good industry. Havent been profitable in a few facilities, dealing with those issues. The stock is well priced. Could get a significant move with Patheon. Not much downside, compared to up. | 2004-09-21 | |
| PAST TOP PICK | 8.700 | Larry Berman CFA, CMT, CTA | (A Top Pick May 31/04. Down 32%.) Had said that if it dropped through the base pattern, get out. It did. | 2004-09-20 | |
| DON'T BUY | 9.040 | Ross Healey | Earnings forcasts have been falling right out of bed. Have not stabilized. Fair Market Value has been plunging. | 2004-09-17 | |
| TOP PICK | 8.620 | Bill Carrigan | Likes the health care sector. Thinks it at the bottom of its trading range and expects an advance back to the low teens. | 2004-09-14 | |
| PAST TOP PICK | 8.620 | Bill Carrigan | (A Top Pick Apr 28/04. Down 25%.) A torpedoed stock. Shows the need for having a basket. Will keep this stock. | 2004-09-14 | |
| DON'T BUY | 8.250 | Andrew McCreath | Has delivered another poor quarter making it 3 or 4 in a row. | 2004-09-08 | |
| WAIT | 8.830 | John Zechner | Wait and see if stock will go back up. | 2004-08-30 | |
| BUY | 8.650 | Michael Sprung | Still like the stock and holding it even though it has dropped. Extremely well-managed. One of the few profitable companies in the biotechnology sector. | 2004-08-17 | |
| DON'T BUY | 8.750 | Ross Healey | Book value is around $4. FMV is around $13 but earnings forecasts have been really falling. | 2004-08-16 | |
| DON'T BUY | 9.190 | Norman Levine | In theory, their business should work very well. Their English plant has been losing money. Their OTC line in Canada has been under some pressure. | 2004-08-04 | |
| DON'T BUY | 9.780 | Brian Acker, CA | Model price at the beginning of the year was around $17 but is now $13.06 because earnings have been dropping. Stock could reach $11.30 but won't go above that. | 2004-07-30 | |
| BUY | 10.720 | Michael Sprung | Has been a top pick in the past and they continue to like it. Extremely well-run company. Expects them to bring on new products. | 2004-06-21 | |
| DON'T BUY | 10.880 | Norman Levine | Seem to have trouble getting their act together time after time. Last quarter, sales were lower than expected and costs were higher. | 2004-06-18 | |
| BUY | 10.820 | David Baskin | The market did not like their last quarter. Was probably oversold. Very capable management. Making a lot of money in the drug testing market. Good price. | 2004-06-17 | |
| SELL | 10.840 | Michael Smedley | Bite the bullet, and move on. | 2004-06-16 | |
| WEAK BUY | 11.800 | Brian Acker, CA | Could be a speculative buy at $11.35. If it breaks down through that price, it will go lower. | 2004-06-03 | |
| TOP PICK | 13.280 | Larry Berman CFA, CMT, CTA | The 200 day moving average cut the stock a couple of days ago and had decent volume indicating a breakout story. A lot of good technical things are happening. | 2004-05-31 | |
| DON'T BUY | 13.280 | Andrew McCreath | Has disappointed three quarters in a row. Sit on the sidelines. Lots of time to buy this name once they turn around some of their problem areas. | 2004-05-31 | |
| BUY | 11.900 | David Baskin | Encountered trouble about 5/6 quarters ago when they bought a factory in Cincinnati and had trouble getting a going. Last quarter was good and is expecting the next quarter to be good. A bit of a bargain at this price. | 2004-05-14 | |
| TOP PICK | 11.210 | Bill Carrigan | Sort of a sector bet in pharmaceuticals. Seems to be at the bottom of a growth channel. | 2004-04-28 | |
| HOLD | 11.290 | David Baskin | A little disappointed in the current price. Have been longtime supporters. Like the segment they are in and the management. Encouraged by the last quarter and the order book. | 2004-04-27 | |
| PAST TOP PICK | 11.140 | Michael Sprung | (Past top pick Feb 9/ 2004 up 2%) Still like company, well managed. Profitable. 3x book value. | 2004-03-30 | |
| DON'T BUY | 11.800 | Ron Meisels | Tried to break through the $17 level several times but couldn't make it. Has a falling 200 day moving average. | 2004-03-17 | |
| DON'T BUY | 11.440 | Gavin Graham | A great drug manufacturing stock that has had some problems. Stronger Canadian dollar has hurt. | 2004-03-04 | |
| BUY | 11.440 | Michael Sprung | They execute their business plan very well. One of the premier manufacturers of drugs. Selling at not unreasonable prices. | 2004-03-04 | |
| DON'T BUY | 9.900 | Larry Berman CFA, CMT, CTA | The chart doesn't look good. It's broken some pretty important longer-term technical patterns. $8 is probably a reasonable short-term target on the down side but it could go lower. The technical chart is really weak. | 2004-03-03 | |
| BUY on WEAKNESS | 9.900 | John Zechner | It's going to have a couple of tough quarters. Worth a look at the $8/9 range. | 2004-03-03 | |
| BUY | 10.110 | David Baskin | Has been in a long downward trend and keeps getting sold off day by day. Still buying for new clients as it's a well-managed company in a good sector. | 2004-03-01 | |
| BUY | 10.630 | Jonathen Wellum, B. Comm, B. Sc | Likes their business model. Have had it tough lately. Have been buying capacity and have not been able to fill it and get the kind of efficiency that they like. Attractive price. | 2004-02-20 | |
| HOLD | 10.850 | David Baskin | Has been a big disappointment. Have run into difficulties with their British facilities. Strong management team. May be in a consolidation phase. Maybe in the penalty box for a quarter or two. | 2004-02-17 | |
| DON'T BUY | 11.000 | Bruce Campbell | There is hope that they will turn around sales. In the penalty box for 1-2 more quarters. | 2004-02-10 | |
| BUY | 11.000 | Michael Sprung | Does everything it does very well. Disappointment in sales in Canada. Profitable company. Selling at almost 3x book value. COuld reach $15 | 2004-02-09 | |
| BUY | 11.290 | Andrew McCreath | Delivered lousy quarter. Buy | 2004-01-28 | |
| WATCH | 11.060 | Bruce Campbell | Disappointment in the earnings and dead money until you see another quarter. | 2004-01-27 | |
| TOP PICK | 11.060 | Michael Sprung | Has come down with a lot of the biotech stocks. Have real earnings. One of the Premier manufacturer of drugs. Expect they will earn $.50˘ next year and $.60˘ a year after. | 2004-01-27 | |
| DON'T BUY | 11.250 | Andrew McCreath | They delivered another lousy quarter. Could be in trouble if Aventis loses in the hostile takeover bid by Sanofi and they close its plants. | 2004-01-26 | |
| TOP PICK | 11.190 | David Baskin | Dropped because of a disappointing quarter. A screaming buy. Very solid management team. | 2004-01-22 | |
| DON'T BUY | 11.190 | David Burrows | In a stock market that has been rocketing for a year, this is a stock that has gone lower. It will get hurt the most in any pull back. | 2004-01-22 | |
| DON'T BUY | 17.700 | Garth Jestley | Any kind of bad news, such as energy prices, will drop the price very quickly because of the amount of US investment. Nervous about this. | 2004-01-21 | |
| BUY | 11.190 | David Baskin | Was a big disappointment. Made money, but not as much as had been expected. A very solid growth story. Will be doing moredrug trials which is very lucrative. Cheap. | 2004-01-07 | |
| WEAK BUY | 11.610 | Michael Smedley | A good basic business, but probably thin margins. Not the best area to be in. The low price may make it worth while, but don't expect too much. | 2004-01-05 | |
| DON'T BUY | 10.740 | Michael Smedley | Has been a disappointment. A difficult business. | 2003-12-18 | |
| DON'T BUY | 13.120 | David Burrows | Pharmaceuticals in general have been weak all year long. There is no earnings potential. | 2003-12-16 | |
| BUY | 13.280 | Larry Berman CFA, CMT, CTA | Trying to perform a little bit of a support base. Expects a little bit of upside over the next 3/6 months. If it drops below the lows in March and November, it could be trouble. Put a stop loss at those points. | 2003-12-15 | |
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