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| Comment | 1.530 | Ian Ainsworth | Very small cap of about $100 million. Basically has the lead position in deep packet inspection. Has about $0.77 a share in cash giving a lot of downside protection. Have been winning contracts. Could be a take out candidate. | 2011-10-12 | |
| BUY | 2.300 | Robert McWhirter | Earnings will go from 4 to 6 cents. Recent drop was because company said earnings weren’t as expected. The coming quarter is expected to be down by 30%. Next year earnings should grow by 25%. 19 PE. Thinks company’s products will continue to be in demand. | 2011-03-15 | |
| Comment | 1.610 | Ian Ainsworth | Reads contents of packets of information on networks to allocate them to certain areas. Looking at opportunities in Europe. Increasing competition in the DPI space and their market opportunities may be shrinking. | 2010-08-04 | |
| BUY | 2.120 | Robert McWhirter | Good opportunity for solutions on cell phone attacking cell phone towers. | 2010-06-18 | |
| SPECULATIVE BUY | 2.050 | Robert McWhirter | Deep packet inspection for cable internet in order to smooth information flow. Also looking at potential applications in wireless. | 2010-03-18 | |
| TOP PICK | 1.620 | Ron Meisels | Has a history of selling off and making a big base formation. Started base building in early 2008. All the sellers get out because they are aggravated and new people get in. Very speculative. | 2010-03-02 | |
| WATCH | 1.250 | Peter Hodson | (Market Call Minute.) Expecting a big announcement at 2pm. Government is supposed to be giving them money or recognize them as one of the technology leaders. | 2009-08-06 | |
| BUY | 1.280 | Robert McWhirter | Great flurry of excitement because UK has indicated it is important to see what is going over the Internet in terms of Skype usage and so on. | 2009-04-29 | |
| PAST TOP PICK | 0.660 | Peter Hofstra | (A Top Pick Jan 23/08. Down 82.8%.) Political environment got involved as to whether service providers should be allowed to police traffic. May be Trading below cash value now. | 2009-03-24 | |
| HOLD | 0.680 | Robert McWhirter | (Market Call Minute.) Very good technologies. Opportunities for them are extremely good. Also good opportunities for them in Europe. Still too early to Buy. | 2009-03-11 | |
| BUY | 0.730 | Duncan Stewart | Make networking gear called “Deep Packet Inspection” and the US government declared it illegal to use on a network. This is now being worked out. Their technology is world beating. Not only used by cable ISPs but phone ISPs are starting to use it and the new hot market is the wireless ISPs. Has cash. Well run company. Good investment for 2%-3% of your portfolio. | 2008-12-30 | |
| HOLD | 0.850 | Peter Hodson | They were a massive momentum story but missed their numbers and disappointed. Also got hit with the bear market. Trading pretty much at their cash support level. Have a huge leverage to the decline in the Cdn$. Believes the worst is over. | 2008-11-07 | |
| HOLD | 1.120 | Robert McWhirter | (Market Call Minute.) Very interesting if they can deliver the earnings. | 2008-06-18 | |
| DON'T BUY | 1.280 | Peter Hodson | Did great for 9 quarters, hitting numbers out of the ballpark and then they missed numbers in one quarter and then in another. Don’t buy until this it’s fixed. | 2008-05-26 | |
| SELL | 1.240 | Peter Hodson | Expensive company that has missed earnings twice. Get out! | 2008-03-17 | |
| SELL | 1.230 | Peter Hodson | An expensive company. Missed earnings twice. Get out. | 2008-03-17 | |
| STRONG BUY | 3.760 | Alexander Lane, B Comm, C | Internet traffic cop. Great company. Technology market has had some struggles in the last few months. Guided lower in December, which caught everyone by surprise. A lot of cable and DSL companies need this technology. Announced some very significant contracts on the wireless front, a new market area for them. | 2008-02-06 | |
| Comment | 3.730 | Peter Hodson | Had wanted them to continue to beat numbers and deliver on their revenues/earnings. Had a high multiple because they had always beaten but recently announced they weren’t to make their quarter so he sold all his holdings. Since then, the stock has dropped and they have announced a couple of very interesting wireless wins so he may come back into it. | 2008-01-31 | |
| TOP PICK | 3.900 | Peter Hofstra | Deep packet inspection for communications going Internet protocol. This can be video, data or voice. They inspect every packet and know what's in there and can prioritize. If you want more high growth in some of the exciting new areas, this is a name to look at. Strong balance sheet. | 2008-01-23 | |
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| BUY | 5.570 | Peter Hodson | They have a product that is the Internet “Cop”. Have been knocking them out of the park in terms of expectations. Very expensive. It is a candidate to be on the TSX Index tonight. The quarter there in now is a blow away quarter. | 2007-12-14 | |
| HOLD | 5.650 | Michael Smedley | (Market Call Minute.) Rather focused with its clientele but it's top of its market. | 2007-12-12 | |
| PAST TOP PICK | 5.660 | Lesley Marks | (A Top Pick June 26/07. No change.) Current market correction in technology names affected the stock. Still likes. | 2007-11-15 | |
| DON'T BUY | 6.020 | Robert McWhirter | Ranks #123, which is high, but partly due to price momentum. Earnings have been shaved by 8% in the last 90 days and are expected to have no growth in the coming 12 months. Great technology, but wouldn’t Buy. | 2007-11-07 | |
| WATCH | 5.700 | Peter Hofstra | This is a good early stage technology Can. company. Provides hardware and software for deep packet inspection. He is becoming a believer in this company. Careful on evaluation. Hang on to it if you own it. | 2007-10-16 | |
| PARTIAL BUY | 6.180 | Peter Hodson | Basically the traffic cop of the Internet. Fabulous management team. Continues to beat expectations. Stock may be a little weak for the next couple of weeks because of a big block done by venture capitalists. He tends to buy a little at a time. Consider holding for a 2-year time hold. | 2007-10-15 | |
| Comment | 6.840 | Hap (Robert) Sneddon FCSI | Pretty good up move into September, but recently has shown a double top, but on short-term basis you are going to see this all the time. MACD looks like it is trying to cross over. Keep an eye on the 50-day moving average as well as the MACD Sell signal. Technology sector is a pretty good sector right now. | 2007-10-09 | |
| Comment | 6.840 | Jean-Francois Tardif | Growing at triple digit growth for a number of quarters in the stock is doing extremely well. It is roughly 40X, 50X 2008 earnings according to the estimates but they have been beating the estimates. A lot of volatility. | 2007-10-09 | |
| BUY | 7.090 | David Burrows | One of the few Canadian technology stocks that looks really interesting. Technology enables a network provider to manage resources effectively by understanding better the type of traffic better able to prioritize the packets. | 2007-10-04 | |
| TOP PICK | 5.600 | Greg A. Taylor, CFA, BBA | Hardware that makes Internet networking more efficient. One of the leaders in the next generation of Canadian success stories. Could be a takeover. | 2007-08-20 | |
| Comment | 5.680 | Robert McWhirter | Ranks quite well in his model. Expected to earn $0.15 in Nov/07 and $0.17 in 08. Gets about ¾ of their revenues from only 2 customers giving it extremely high customer concentration. Extremely good products that are getting good sales in the cable industry. Next target is DSL followed by cell phones in the next 18 months. | 2007-07-26 | |
| TOP PICK | 5.740 | Lesley Marks | Channelling of broadband products by prioritizing data so networks don't get bogged down. Dominating the marketplace. Looking for them to get into the DSL space. | 2007-06-26 |
