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| PAST TOP PICK | 45.180 | Stan Wong | (Top Pick Sep 16/10, Up 15.70%) Decided to take profits. Still likes it. It is a good name. Will benefit from memory demand for smart phones. A great brand name. | 2011-10-19 | |
| WAIT | 37.190 | Ian Ainsworth | Very cyclical. We are looking at the peak of their cycle. They are in a good position for the next 2 or 3 quarters. It’s a good company. Buy it when people don’t like it. | 2010-10-26 | |
| TOP PICK | 39.310 | Stan Wong | World's largest supplier of flash memory data storage products. Cards for mobile phones, digital cameras, camcorders, new tablets, etc. More than 2 dozen companies coming out with new tablet form products and they will benefit. 6 consecutive quarters of positive earnings surprises. Trading at only 9X forward earnings. | 2010-09-16 | |
| DON'T BUY | 41.500 | Philip Doyle | A player in a commodity business where margins are limited and potential competition. Range bound in the $40-$45 area, which could be underpinned by deals for companies. Could be a little extended but not overly extended. CEO has announced retirement. | 2010-08-20 | |
| PAST TOP PICK | 15.520 | Peter Hofstra | (A Top Pick Dec 3/07. Down 57.35%.) Flash memory. Would stay out of this. | 2009-05-27 | |
| PAST TOP PICK | 11.890 | Peter Hofstra | (A Top Pick Jan 23/08. Down 55.8%.) Did quite well shortly after he picked it. Horrific 4th quarter. Too much product on the market now. | 2009-03-24 | |
| SELL | 9.410 | Brian Acker, CA | Model price is $1.25, a negative differential of 86%. | 2009-02-24 | |
| DON'T BUY | 10.450 | Jeff Parent B. Eng. FCSI | If they can pull back above $13, it will probably rally up to $17.50. Stock is too choppy for him. Thinks it will go down to $10 and may be even $8 before it goes higher. | 2009-02-11 | |
| SELL | 7.070 | Duncan Stewart | (Market Call Minute.) Although they make great products the memory chip business is a terrible one to be in. End markets are bad. | 2008-11-18 | |
| VAGUE | 15.920 | Jeff Parent B. Eng. FCSI | Thinner margins. There was a rally from $13 up to $17, fell back and a couple of rallies brought it back up and it’s back again. There’s a buy out deal and lots of fear that it wont go through. If it goes above $18.5, but a buy order in and it if it drops below $14 you want to be short selling. | 2008-10-10 | |
| DON'T BUY | 16.600 | Matthew McCall | Thinks that they're beating is going to continue. Doesn't see much hope for it. | 2008-09-08 | |
| DON'T BUY | 29.200 | Brian Acker, CA | (Market Call Minute.) Model price of $32.04, a positive 9% differential. He would look for value elsewhere. | 2008-05-08 | |
| HOLD | 26.560 | Brian Acker, CA | Looks interesting to him. His model price is $33.99, a 30% positive differential. If technology gets hit more, look for a price around $23.30. This is a price that he would nibble at it he had a position and liked the company. | 2008-02-07 | |
| TOP PICK | 25.450 | Peter Hofstra | Flash memory. Quality name but has a lot of volatility. When there is strength in the economy and with the consumer, this is a name that can do very well. There will be a tremendous acceleration of flash memory. They are the patent holder and get royalties off all flash memory made. | 2008-01-23 | |
| DON'T BUY | 28.030 | Don Vialoux | Good example of where seasonality does not always work. A microchip stock. Historically semiconductor stocks have done very well from September until January but this and similar stocks have not had a good period of seasonal strength this year. This one is clearly in a downward trend. Well below its 200 and 50 day moving averages. Momentum indicators are still negative. | 2008-01-16 | |
| TOP PICK | 37.910 | Peter Hofstra | Flash memory cards are becoming the consumers’ media for storing digital images, digital videos and transferring files. Acquired M Systems, which makes thumb drives/USB drives. They are the technology leader and a great retail brand. | 2007-12-03 | |
| PAST TOP PICK | 47.000 | Peter Hofstra | (Up 3% since Dec 2006)It is a very volatile stock. The company is #2 for MPV players. They have all core patents. They are retailers as well as manufacturers. Well positioned company. | 2007-10-16 | |
| DON'T BUY | 44.440 | David Burrows | A memory semiconductor group. Goes into cell phones etc. Has underperformed the group. Are probably better spots to pick within the group. Although if you are a bottom fisher, it's a bottom fish play. | 2007-05-16 | |
| TOP PICK | 43.450 | Peter Hofstra | Flash memory. (Digital cameras and cell phones) 1st market it is going to eat into is the optical storage (CD’s). They have all the key patents. | 2007-04-30 | |
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| BUY | 43.500 | Peter Hofstra | Flash memory is going to continue to be strong. Owns a lot of patents. Have very strong retail presence. Very innovative. | 2007-03-22 | |
| TOP PICK | 46.620 | Peter Hofstra | They are the flash memory. When you buy your digital camera, the memory disk is probably theirs. Memory pricing is far more volatile than commodity pricing, so it will be a bumpy ride. A lot of negative news has been built in. | 2006-12-06 | |
| BUY | 48.650 | Peter Hofstra | A roller coaster that will take you up and down. Great long-term company. Probably a good entry point. | 2006-10-30 | |
| DON'T BUY | 56.110 | Peter Hofstra | They are the ones to own in flash memory sector. Invented the technology and hold a lot of the core patents which they license out. Good management. Negative: memory is worse than commodities as far as pricing and you have to be at the leading edge all the time to make money. Would consider buying in the mid-$40’s. | 2006-08-29 | |
| DON'T BUY | 54.450 | Peter Hofstra | A roller coaster and will be for some time to come. Making decent money in a very tough market. You really want to buy this one when it’s beat up, such as below $40. | 2006-06-15 | |
| WEAK BUY | 61.350 | Brad Willock | One of the largest makers of flash memory. This stock has been riding the wave of all these portable devices. Doesn't think this wave is over. The long term outlook looks great. Suggests that buyer beware at currrent prices. | 2005-11-14 | |
| BUY | 37.320 | David Burrows | Manufacturer of memory, cards for computers, USB drives, cameras, etc. Price is not dropping as quickly as people expected. Coming into the Christmas season is a strong period. | 2005-08-25 | |
| DON'T BUY | 19.610 | Andrew McCreath | Expects they will have reasonable decent earnings but you have to be very concerned about the 2005 outlook for most semiconductor companies. A lot of capacity is coming on in China. | 2004-07-08 | |
| PAST TOP PICK | 49.000 | David Burrows | (Was a top pick on Mar 17/03. Up 140%.) Volatile. Keep a stop/loss. | 2003-07-15 | |
| DON'T BUY | 43.050 | Kyle McKay | This sector is strong. Will continue to do well. Take any profits as they have earnings being reported in the next several weeks. | 2003-07-03 | |
| TOP PICK | 20.411 | David Burrows | Can be volatile. Digital camera sales are exploding. Sector looks great. | 2003-03-17 |
