| TOP PICK | 14.550 | John Zechner | Trading at under 10X earnings. Sitting on net cash on the balance sheet of around $4 a share. Very cheap. Have beaten expectations 5 quarters running. Modems and built-in equipment are selling. | 2008-07-14 | |
| SELL | 14.520 | Ed Snyder | Makes PCMCI cards, basically 3G cards for laptops that people use when they sign up for any of the carriers that 3G services. A really limited market as most people don’t care enough to spend the extra. Look for a good exit point. | 2008-07-11 | |
| BUY on WEAKNESS | 16.100 | Robert McWhirter | Ranks about halfway in his model. Earnings expected to grow 21%. A 12 PE. On the surface it appears attractive and are introducing some new products. Look for a pull back in the market. | 2008-06-18 | |
| BUY | 16.610 | Werner Muehelemann | Essentially do wireless modems for laptops. Probably has the most volatility in the Canadian market in terms of stock price and earnings. Competition is growing. Had great results in the recent quarter. Not expensive. Treat it as a trading stock, i.e. on a short-term basis. | 2008-05-28 | |
| BUY | 16.580 | Pierre Bernard | (Market Call Minute.) Cheap. | 2008-05-21 | |
| TOP PICK | 18.690 | Howard Sutton | Really kicking butt in the market. Have cards that make the conductivity for laptops to run through cellular networks. Hitting the product cycle right, but even better is their main competitor Novatel Wireless (NVTL-Q) has missed their product cycle. Had a 50% run in the last couple of weeks, so wait for a pullback to below $17. | 2008-05-05 | |
| DON'T BUY | 19.980 | Duncan Stewart | Bouncing off the bottom quite nicely. Competition Novatel Wireless (NVTL-Q) is stumbling rather badly. Introduced some new products that are doing really well. However, there are technologies like Wimax from Intel (INTC-Q), which could enormously disrupt their business. Well run company with strong products and strong partnerships. He doesn't like the risk. | 2008-04-25 | |
| DON'T BUY | 18.940 | David Baskin | (Market Call Minute.) Not his favourite. Not a space he wants to be in. Too volatile. | 2008-04-22 | |
| BUY | 18.260 | Robert McWhirter | (Market Call Minute.) Has recently done and accretive acquisition. Appears cheap. Great opportunities, especially with the new USB products. | 2008-04-08 | |
| BUY | 15.850 | Ken McCord | Likes it, also likes it's chart. Thinks it's building a nice base. His style of investing is that he like to write call options, and can't do it with this stock, so he doesn't own it. | 2008-03-26 | |
| TOP PICK | 13.860 | John Zechner | Technology seems to be the one sector that is showing a recession. They have over $5 a share in cash. Generating earnings and beat the expectations last quarter on wireless modems. Strong growth. Trading at an insanely low valuation of 7 to 8X earnings. | 2008-03-06 | |
| BUY | 15.600 | Brian Acker, CA | (Market Call Minute.) His model price is $27.97, an 81% positive differential. | 2008-02-07 | |
| DON'T BUY | 14.850 | Peter Hodson | Analyst targets have been quite high, but analysts are very reluctant to take targets down too fast. This is a high beta growth stock that has turned into a value stock. Have $6 per share in cash. They report tonight, but their history of beating numbers is not excellent. Cheap, but too risky to have them missing numbers. | 2008-01-31 | |
| DON'T BUY | 13.310 | Peter Hofstra | Prefers companies that are going to be around for the long term. This one fills gaps between technologies. Their kind of market comes and goes. On a big upgrade to wireless spectrum and there is no access to the higher data rates of the new networks they get an opportunity to bring products to market. This makes it a very volatile company. Treat this as a trading stock. | 2008-01-23 | |
| BUY | 15.840 | Brian Acker, CA | He's had positive earnings revisions so his model price has gone up and is now $27.90. That's an 83% positive differential. | 2007-12-20 | |
| DON'T BUY | 16.050 | Ron Meisels | High-tech stock that had a big drop in 2000 to 2002. Had a nice rally in 2004 and most recently had a big move up from March to July. Now down in negative territory and has formed a channel. He would like to see it come out of the channel and form a base. Current price is about its support level. | 2007-11-23 | |
| DON'T BUY | 16.050 | Hugh Cleland, CFA | Great company. This is one that he trades. Currently does not have the competitive advantage. | 2007-11-23 | |
| BUY | 16.620 | Brian Acker, CA | (Market Call Minute) – Model price of $26.21. A 52% upside. | 2007-11-20 | |
| WATCH | 18.050 | Paul Thornton | Great earnings last quarter and provided positive guidance for the next one. This is one that could be seriously looked at. It's about half way from where it started a year ago and its peak and has been holding its ground at the current level. He would like to see some buying and it first. | 2007-11-16 | |
| BUY | 19.950 | Robert McWhirter | Sold his holdings prior to the earnings because of a rumour they were going to lose a contract with AT&T. Got a contract with a new USB device, which should do quite well. Ranks #83 in the database. Things should continue to accelerate for them. | 2007-11-07 | |
| VAGUE | 18.540 | David Baskin | It's difficult to predict this stock. It's very volatile. These stocks react to market news very violently. | 2007-10-23 | |
| DON'T BUY | 24.900 | Bill Carrigan | Little tiny wedges have formed at the top during the last 2 months, and anytime you see this, run for cover. If you own, let it rally a bit. | 2007-07-30 | |
| DON'T BUY | 26.800 | Peter Hofstra | At the mercy of some bigger players. Too vulnerable. | 2007-07-09 | |
| DON'T BUY | 26.770 | Bill Carrigan | He's liked it for a while, and it's still going up.
Had a consolidation, and ascending triangle, has already reached the top of the breakout triangle. May not go much higher. | 2007-06-13 | |
| DON'T BUY | 16.390 | Peter Hofstra | Getting some contracts, but the market has learned that it is never as good as it seems to be so stock is weak. Too questionable for him. | 2007-03-22 | |
| WAIT | 17.240 | Ron Meisels | A funny kind of a stock because it had a huge sell off in 2002, a short consolidation which should not have supported the big up leg in 2003. It then came down and has now started base building. Look for a breakout at $20. | 2007-02-14 | |
| Comment | 17.350 | Brian Acker, CA | Just released the latest earnings. His old model price had been quite high for this stock. It was $23.32, which was an upside of 37%. He will be downloading the new balance sheet and if you want to e-mail him he will be happy to send you the new model price. | 2007-02-01 | |
| HOLD | 17.230 | Hap (Robert) Sneddon FCSI | Has had a nice steady upward move. Keep an eye on the $16 area in the event of a downturn. | 2007-01-30 | |
| DON'T BUY | 17.630 | Robert McWhirter | Recently sold his holdings. Likes it but is concerned about the pullback in the US market. Ranks 192, just out of the top 10% of the database. | 2007-01-25 | |
| TOP PICK | 16.980 | Bill Carrigan | (A Top Pick Feb 14/06. Up 13%.) Had a base last year, which was higher than the previous base. It is starting to move up again and the volume is increasing. Likes technology. | 2007-01-12 | |
| BUY | 15.600 | Brian Acker, CA | The model price is $21.84, a 44% positive differential. | 2006-12-21 | |
| SELL | 13.600 | Peter Hofstra | Hard to have any long-term visibility on this company. Air cards are great but it's hard to see where that niche market is going. There's a number of new wireless technology coming out. | 2006-10-30 | |
| HOLD | 14.710 | Michael Smedley | Had a big collapse on news and month or two ago. He is staying in this one for improvements. | 2006-10-19 | |
| HOLD | 14.990 | John Zechner | Likes this company. Selling a little bit based on the recent pop. | 2006-10-16 | |
| BUY | 12.870 | Bill Carrigan | He is bullish on this sector, Thinks that the stock will break out. | 2006-10-02 | |
| BUY | 14.000 | Robert Floyd | Has been gaining a little traction. Announced a few contracts. Starting to break into Europe. Could see further upside at this level. | 2006-09-20 | |
| BUY | 13.150 | Robert McWhirter | Ranks 273 which is up from a month ago. Orders slated for 03 have been delayed to 04. Cards that they have offer very good opportunities. Earnings of $.46 are expected to more than double to $.94 in 07. | 2006-09-15 | |
| DON'T BUY | 13.460 | Ian Nakamoto | When you're dealing with a relatively high P/E ratio and the company comes out with a guidance warning, you can expect strong volatility, which is what happened in this case. Short sellers like to get involved with this stock. | 2006-08-03 | |
| BUY | 14.200 | John Embry | Have no questions about the assets, which are real, and worth a lot more than what they are trading for. Company does not do a good job of putting its best foot forward. Have lost the confidence of the investing public. At $9 it represents outstanding value. | 2006-08-01 | |
| PAST TOP PICK | 18.220 | Bill Carrigan | (A Top Pick May 2/06. Down 10%.) It's okay, but he's trading out of it and will get into something a bit safer to get him through the fall months. | 2006-07-17 | |
| DON'T BUY | 18.510 | Peter Hofstra | Have done a great job with their AirCard products and have filled a niche, but long-term, this is probably a diminishing market. The stock has been all over the place and is tremendously volatile. | 2006-07-10 | |
| BUY | 18.370 | John Zechner | Got out of the “smart phone” which was a complete flop. Stock got knocked down, even though they had $5 a share in cash. Then now starting to get some orders again on the cards and there is a better flow now. Generating cash. | 2006-06-27 | |
| BUY | 17.850 | Robert McWhirter | Fairly high volatile stock. A news item suggested that Toshiba will be selling their note books into Europe which will come with this company’s embedded solution. Ranks 23 out of 700 in his database. Earnings estimates have been revised dramatically upwards. | 2006-06-21 | |
| DON'T BUY | 17.130 | Brian Acker, CA | Has had a nice correction. His model price is $19.34, a positive differential of 10%. | 2006-06-19 | |
| DON'T BUY | 19.340 | Howard Sutton | That easy money has been made. He has been lightening up on his holdings. Wait for a pullback. | 2006-05-24 | |
| BUY | 20.830 | Robert McWhirter | Ranks #10 in his model. Earnings estimates have been revised upwards dramatically by 186%. Most recent four quarters of earnings are up 58%. Going from a loss of $0.74 in earnings in ‘05 to a gain of $0.67 in ’06. Have some very interesting products currently plus some in the pipeline. | 2006-05-04 | |
| TOP PICK | 20.730 | Bill Carrigan | (A Top Pick Feb 14/06. Up 38%.) Thinks it is just beginning so he is going to stay with it. | 2006-05-02 | |
| TOP PICK | 14.670 | Bill Carrigan | Sierra Wireless is a communications technology company and one of the top picks. It has a solid bottom and he feels it potential to increase. | 2006-02-14 | |
| WEAK BUY | 15.000 | Robert McWhirter | Ranks 129 so it's in the top 10% of his database. Expected to lose $.89 in 2005 but is expected to swing to a positive $.22 in 2006. That gives a high P/E of 67. He is optimistic because they have announced deals with the number of PC makers as their chips for wireless seem to be having very good success. Hoping for more contracts. | 2006-01-12 | |
| SELL | 13.530 | David Baskin | Has been a sad story for investors. A shadow of its former self. Consider selling as a tax loss. | 2005-12-19 | |
| DON'T BUY | 13.440 | David Chapman | Information technology stocks have been weak over the last year or so. | 2005-11-09 | |
| WATCH | 13.870 | John Zechner | Got out of the stock last year. If they can get into the wireless then they can get pretty good revenue growth. Concerned that this may already be reflected in the stock price. Watch them for a quarter or two. | 2005-09-29 | |
| DON'T BUY | 9.820 | Robert McWhirter | Looks like it's trying to bottom in the $9.50/10 range. In the bottom 1/3 of his database because earnings have been poor. However, estimates have gone up substantially in the last 60 days by 24% and the last 90 days by 139%. Expensive. | 2005-09-15 | |
| DON'T BUY | 8.930 | Peter Hofstra | Be very careful with this one. Really served a niche very, very well. Data over cell networks and data capability are now everywhere, so their niche is slowly getting squeezed. | 2005-08-22 | |
| DON'T BUY | 8.980 | Werner Muehelemann | Company has had a lot of problems and the stock has dropped quite a bit, so could be a takeover target. Last 2 quarters were very poor. Would have to be very accretive in technology for another company such as Qualcomm (QCOM-Q). Wouldn't buy this company on that prospect. | 2005-08-09 | |
| SELL | 9.160 | David Burrows | In a product transition and can't get going. They are some ways away from the next generation product. Not right for this time in the market. | 2005-08-04 | |
| DON'T BUY | 11.060 | David Baskin | A company that just abandoned a long term project that it spent a lot of money trying to get going. Poor reflection on management. | 2005-06-09 | |
| DON'T BUY | 11.840 | Gavin Graham | Makes wireless chips which is a nice business, but there's lots of competition. Would question management's judgements. YOu can make a lot of money on the stock if things break right. Track record has not been great. | 2005-06-08 | |
| DON'T BUY | 9.130 | Larry Berman CFA, CMT, CTA | Need to see another base develop before he could get positive on the stock. | 2005-05-11 | |
| DON'T BUY | 8.750 | Bill Carrigan | Has been in a downtrend since July/04 and can't see when it is ending. It is showing no sign of life. | 2005-04-27 | |
| DON'T BUY | 9.770 | Peter Hofstra | Have some concerns on this company. Have been crushed lately. Lost some major customers that were installing their air-cards. A niche that was created when cell phones first started to proliferate and there was access through the cellular networks. Did a good job of stepping in and bringing functionality to networks. Gorillas of the industry are eating away at that niche. | 2005-04-19 | |
| DON'T BUY | 8.790 | Brian Acker, CA | Ranks in the bottom 10% in his database model. Earnings are expected to go from $1.15 gain in 2004 to a $1.08 loss in 2005. If they are successful in hitting the analysts earnings number of $0.37 looking out to 2006 that would be a 25 PE against some pretty brisk earnings growth. | 2005-04-14 | |
| DON'T BUY | 9.070 | Ron Meisels | This is bottom fishing. There is no bargain in this stock. Had a big sell off in '01/02, with a knee jerk reaction in 2003 and it is now falling off, trying to find a base which is probably in the $2/3 area. | 2005-04-11 | |
| SELL | 9.900 | David Baskin | In a very difficult place in the market and having a lot of time turning themselves around. Profitability is suspect. Ability to break out of the problems they are having is really suspect. | 2005-03-29 | |
| SELL | 10.150 | David Burrows | Has pulled back a long way. A new technology cycle is coming and they are not a part of it. Revenues are lower. | 2005-03-14 | |
| DON'T BUY | 11.850 | David Burrows | Technology is not a great place to be right now. Margins have been difficult. Wireless in general has been pretty good, but this company has been losing some business. | 2005-02-15 | |
| BUY | 11.490 | John Zechner | It's tough to see them get a lot of traction with their core products. Taking a flyer on a "smart phone" which is a growing, but competitive field. Has $7 in cash per share. Not a lot of risk, so worth a shot in technology. | 2005-02-14 | |
| SELL | 11.630 | Ron Meisels | A disaster. Had formed a bottom and the started a leg up, but ran out of steam, reversed and at this stage it is below the 200 day moving average. Has the potential of going all the way down to the $5 level. | 2005-02-01 | |
| WAIT | 17.800 | Danny Tomka | Just reported and the earnings were not very good. Thinking about selling it, but thinks it may be temporary. There is inventory in the channel, so not re-ordering to the extent they were. Losing a little bit of market share to a competitor. Valuation is very attractive. | 2005-01-26 | |
| BUY | 18.600 | Ian Ainsworth | Stock was hit because of the loss of the Trio contract. Their new phone hasn't really taken off yet. Has a big position in the CMA area and is moving into GSM, so they haved a great opportunity ahead of them if they can get the same kind of market share. Getting competition in their existing market. Good level to look at. | 2005-01-20 | |
| DON'T BUY | 18.600 | Ron Meisels | Has sold off from 2000 to 2002, had a recovery rally, but once it has finished the recovery rally, it is once again in a down trend. It's below its 200 day moving average. Most likely heading back to the $8/9/10 level. | 2005-01-20 | |
| DON'T BUY | 18.840 | Scott Morrison | Lost a contract with Palm last year which was a big disappointment. Has a lot of cash. Looks like it was oversold, but it is a weaker player in the wireless sector. Has a lot of competition. Until you see a more positive correction, don't buy. | 2005-01-14 | |
| DON'T BUY | 18.630 | David Burrows | Feels there is risk in technology and communication stocks right now. This one has been underperforming as far as the stock price is concerned. Have exposure to a couple of very large clients where there is some revenue risk. | 2005-01-12 | |
| DON'T BUY | 19.240 | Bruce Campbell | Technology is probably on of the areas that underperforms. at a 52 week low, but that doesn't mean it's cheap. Feels it's expensive. | 2005-01-04 | |
| BUY | 22.500 | John Zechner | Likes the valuation. When you take the cash out, it trades at a bout 16 X earnings. Not without risk. in the short term, the Trio product from Palm is slowing down a little. The biggest potential market for them is the smart phone which is a hugely expanding market. | 2004-12-21 | |
| WEAK BUY | 22.850 | Peter Hodson | Very volatile. Feels tech stocks are going to do very well in the short term. Has a very high beta to the market. Likes the company and their products. There's a lot of noise about their competitors shifting back and forth with the trio phone and whether SW's VOQ phone is going to be successful. Well managed. Could end up as a take-out. | 2004-12-20 | |
| BUY | 24.830 | Larry Berman CFA, CMT, CTA | On the technical side, it is breaking out of the base. Thinks it will be $30 in the next few months. Could potentially see another dip to below $20, but not likely. Risk/reward looks good. | 2004-12-15 | |
| DON'T BUY | 23.790 | Bill Carrigan | Will probably rally because the market favours techs. (A rising tide lifts all boats.) Wouldn't buy because it is very slippery/volatile. | 2004-11-18 | |
| DON'T BUY | 22.060 | Ron Meisels | Below the 200 day moving average. | 2004-11-16 | |
| DON'T BUY | 21.390 | Duncan Stewart | Thinks their new device VOQ is in an awfully tough space. Also has a lot of competition in their card (?) space. Could hover around this level for awhile. | 2004-11-12 | |
| WATCH | 22.210 | John Zechner | Looking at getting back into this stock. Lost their Palm 1 contract, so earnings expectations have come down. Has decent growth and is at a better valuation at 20 X earnings. Watch the product development over the next year. | 2004-11-11 | |
| BUY | 22.030 | Ray Steele | Wireless area has been performing quite well. Great trading stock. | 2004-11-03 | |
| BUY | 21.920 | Ian Nakamoto | A very volatile company. Likes it. The fear that palmOne will be using less of their product is already built into the stock price. Feels it will do quite well. | 2004-11-02 | |
| DON'T BUY | 21.560 | Robert McWhirter | Earnings estimates have dropped by 21% in the last 90 days. Overall earnings surprises were positive. Sales of their new Voq phone will be important. Ranks in the bottom 25% of their database. | 2004-10-08 | |
| BUY | 23.880 | Larry Berman CFA, CMT, CTA | Getting very close to 52 week lows technically, so risk/reward is starting to improve. Use a stop of about $18. | 2004-09-20 | |
| BUY | 21.650 | Bill Carrigan | Formed a base, had a rally, and then pulled back, but did not make a new low. Should rally with the rest of the market. | 2004-09-14 | |
| BUY | 22.810 | John Sinkins, CFA | Have signed up with AT&T Wireless as a carrier for their phone which has some good prospects. A decent entry point. Treat as a trading stock. | 2004-09-13 | |
| WEAK BUY | 23.810 | Ray Steele | Has suffered along with the technology sector. Likes wireless in general and it should go up with the rest. Insider buying which is a good sign. Market is waiting for some earnings. | 2004-09-10 | |
| DON'T BUY | 23.810 | Brian Acker, CA | Model price is around $24. Feels there is a bounce coming in techs. | 2004-09-10 | |
| DON'T BUY | 23.400 | David Baskin | One of the most volatile issues on the exchange. Not a believer. | 2004-09-09 | |
| DON'T BUY | 24.990 | Andrew McCreath | This business is increasingly commodized. Will be tough. Shorted the stock but have not cover their positions. | 2004-09-08 | |
| DON'T BUY | 23.820 | John Zechner | The company has good cash. It is still a high expectation. | 2004-08-30 | |
| DON'T BUY | 30.450 | Danny Tomka | Do not have much confidence in the stocks. Seems to hold its 30 dollar level, which is too expensive for this stock. | 2004-08-26 | |
| DON'T BUY | 32.480 | Martin Hubbes, CFA | Valuations are a bit ahead of themselves. Still waiting to see if the Air cards gain market share. | 2004-08-23 | |
| DON'T BUY | 29.820 | David Baskin | Earnings were lousy so the stock dropped. A lot of competition. | 2004-08-17 | |
| DON'T BUY | 29.840 | Ross Healy | Does not like the technology area. If you can catch the market swings, you can probably catch the swings in this stock. | 2004-08-16 | |
| HOLD | 36.600 | Ian Nakamoto | A very volatile stock. The company is doing well, but it is hard to determine when to buy and when to sell. A world-class ore body. | 2004-07-27 | |
| DON'T BUY | 43.250 | Ian Ainsworth | Would be more comfortable with RIM. Has a fairly broad platform in wireless technology. Too expensive. | 2004-07-13 | |
| DON'T BUY | 43.750 | Ray Steele | Drifting back. Earning arn't following through. Havent liked for a while. Wouldn't buy. | 2004-07-12 | |
| DON'T BUY | 43.750 | Ray Steele | Drifting back. Earning arn't following through. Havent liked for a while. Wouldn't buy. | 2004-07-12 | |
Experts that have talked about Sierra Wireless
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