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| BUY | 19.200 | Ian Ainsworth | Utility has been a pretty boring business but is now going through a massive transformation. This is one of the few ways to get leverage to this. Management are all GE guys. | 2011-01-10 | |
| BUY | 18.500 | Jason Donville | Well regarded in regard to their products. Was heavily promoted about 1.5 years ago and then had a couple of weak quarters and really got slammed. Good underlying business and is now in recovery mode. | 2010-12-06 | |
| PAST TOP PICK | 17.400 | Lesley Marks | (A Top Pick April 7/10. Down 12.65%.) Released a quarter that was disappointing versus expectations. Still likes. | 2010-11-24 | |
| BUY | 14.690 | Ian Ainsworth | Beaten down from its high because some orders didn’t come through. Ruggedized networking and metering products for hydro grids, which will be in demand more and more with multiple sources of energy going into the grid. Be prepared for some shocks. He likes the management. | 2010-10-26 | |
| BUY | 14.250 | Ian Ainsworth | Manufacture ruggedized communications equipment such as routers/switches for electrical companies and transportation.. Great growth opportunity but Cisco (CSCO-T) is getting interested. Think they can fight them off for quite a while. Very strong management team. | 2010-08-04 | |
| TOP PICK | 19.690 | Lesley Marks | Q2 wasn't great from a growth perspective but Q3 was very strong. Now looking for a resumption in growth and then big profitability. | 2010-04-07 | |
| PAST TOP PICK | 19.170 | Peter Hofstra | (A Top Pick Mar 24/09. Down 19.67%.) Still a Buy. | 2010-01-27 | |
| Comment | 23.000 | Peter Hodson | Their product is one of the market leaders. Unfortunately it is chunky revenue. Came out with 8 or 9 great quarters in a row and a couple that were not so hot, largely because of the Cdn$. Half decent price right now. Cash is fine and backlog is increasing. | 2009-08-06 | |
| BUY | 26.400 | Peter Hofstra | Still really likes it. There is a lots of spending on making the grid more reliable, since 2003. Great runway of backorders. Has been holding its price for a quarter or so. People are waiting to see if they are progressing as much as the stock price says it is. | 2009-07-09 | |
| Comment | 27.500 | Alexander Lane, B Comm, C | One of the poster children for smart grid technology in North America. | 2009-06-29 | |
| Comment | 24.930 | Peter Hofstra | Manufacture communication hardware for work in power areas where there is electrical interference. Making fantastic margins. Future is extremely positive. | 2009-05-27 | |
| TOP PICK | 24.500 | Peter Hofstra | Niche market in making communication gear that works in power substations. | 2009-03-24 | |
| BUY | 19.900 | Robert McWhirter | Part of the Smart grid and are closer to transformers. Most transformers are about 30 years old and need to be replaced. Electrical utilities are a very reliable client base. Infrastructure play. No visible backlog is a problem. Expecting a 19% earnings growth. Ranks well in his models. | 2009-03-11 | |
| WAIT | 20.550 | Jean-Francois Tardif | Benefits from infrastructure. The only drawback is that it has done extremely well recently. Running up stocks is not a good idea so wait for a pullback of 15%-20%. Earnings are great. | 2009-02-26 | |
| SELL | 16.670 | Kevin O'Leary | This is a speculation, not an investment. Very difficult challenge in how to value. Has no yield or distribution and it is hard to tell what the market cap of this stock should be. If he owned and had a gain, he would take his money off the table. | 2009-01-21 | |
| TOP PICK | 12.700 | Duncan Stewart | Governments will be spending a lot of money on infrastructure. Single biggest problem with global infrastructure is electrical grids. Most technology used in substations and across transmission and distribution, dates from the 1940's. This company makes high-end networking gear. They have 60% market share. | 2008-12-30 | |
| TOP PICK | 12.700 | Duncan Stewart | Routers for Hydro substations. Makes US electrical system more intelligent, which new US government will like. 50% revenue growth year-over-year. Bookings up to 80%. Earnings up 200%. Gross margins are also up. | 2008-11-18 | |
| TOP PICK | 11.250 | Duncan Stewart | Manufacture routers for Hydro substations. Smart-grids is a huge infrastructure play and as electricity prices continue to go up, saving electrons is a good business. Anything under $10 is a screening buy and even the current price is good. | 2008-10-20 | |
| TOP PICK | 14.100 | Duncan Stewart | Manufacture networking gear that is used at power stations and substations. Allows smart-grid technology so that you can use electricity more efficiently so the network doesn't go down or break. | 2008-06-03 |
