| DON'T BUY | 9.750 | Paul Harris, CFA | If you are in semiconductors, you want to be in the high-end ones. | 2007-04-12 | |
| BUY | 10.600 | Robert McWhirter | Ranks below half in the model at 416. Recently bought shares as the most recent reported earnings were up 11%. Based on forecasts, they are expected to be up 44%. | 2007-02-28 | |
| PAST TOP PICK | 16.250 | David Chapman | (A Top Pick Nov 9/05. Up 8%.) When he picked these stocks, he was trying to play the Christmas bounce. All 3 failed to materialise. Needs more base building. | 2006-03-28 | |
| HOLD | 14.750 | Ian Ainsworth | In the business of connecting chips on the motherboard of computers and servers. They stumbled and competition moved ahead. In the meantime Rapid IO is coming up and they are well positioned in that. | 2005-11-16 | |
| TOP PICK | 15.000 | David Chapman | All his picks are for a seasonal Santa Claus rally trade. If they move 20%, say thank you and get the heck out. The information technology stocks have been badly beaten up over the last several months, but from the seasonal standpoint, they are beginning to look positive. | 2005-11-09 | |
| DON'T BUY | 15.150 | David Driscoll | The company had a poor last quarter and they are supposed to be flat for the next year. Likes the company. Too expensive. | 2005-08-03 | |
| DON'T BUY | 13.000 | Danny Tomka | Not one of his favourites. Made some acquisitions in the last couple of years and driven their top line and the profitability, but there has been so many difficulties in the semi-conductor stock performance. Still too early to be in this sector. | 2005-06-02 | |
| BUY | 11.730 | John Zechner | Looks like it's starting to turn the corner. They sell a lot to the networking communications equipment business which has been slow. Given their cash levels, it looks like their revenues are starting to turn higher. If you are willing to take some risks and be in the technology sector, this is one one of the better plays. | 2005-04-06 | |
| DON'T BUY | 13.350 | Peter Hodson | Liked technology management and balance sheet, but wont buy now because of RRSP. | 2005-03-01 | |
| BUY | 16.190 | Brian Acker, CA | Looks interesting. Has been hurt with the semi-conductors and they have been buying semis. Model price of $21.84. | 2004-09-10 | |
| BUY | 16.430 | Bruce Campbell | Semiconductors have dropped. Thinks there's been an over-reaction. Not a bad entry point. | 2004-08-25 | |
| SELL | 20.190 | Robert McWhirter | Good growth, but pulling back. 60% earnings growth. ATI would be a good switch. | 2004-07-09 | |
| BUY | 20.630 | Robert Floyd | Semiconductor sector is poised for a little bit of growth. A well-run company. | 2004-06-28 | |
| BUY | 22.410 | John Weatherall | Currently doing very well. Revenues are rising in the sector. Outlook is reasonably favorable. | 2004-06-23 | |
| DON'T BUY | 24.060 | Larry Berman CFA, CMT, CTA | The stock has made lower lows in the last couple of months. There has been a strong downtrend over the last few months. It is matching the sector. Reaching a point where it needs to find support. | 2004-05-31 | |
| DON'T BUY | 24.060 | Bruce Campbell | Had a nice recovery from its bottom. Tech stocks retreated and this one went with them. Prefers Zarlink which is recovering as well but further back along the curve and hasn't had the rise yet. In the short term, probably not going anywhere. | 2004-04-29 | |
| WEAK BUY | 25.230 | John Zechner | Had a great move. Recently did a financing which the market will still be digesting. Good product line. Great growth. A little bit expensive. | 2004-04-22 | |
| BUY | 25.090 | Ian Ainsworth | Have executed very well although they have tripped a couple of times. Made a good acquisition which has paid off. Benefiting from the trend of companies outsourcing. | 2004-04-20 | |
| DON'T BUY | 25.860 | Robert McWhirter | Company recently reported pretty good earnings, but analysts were disappointed because they're trying to sort out how much is organic growth versus growth through acquisition. Expect it will drop to $23. | 2004-02-27 | |
| WEAK BUY | 32.100 | David Burrows | Has had a big rally. Valuations are very high. Risk/reward is a little tenuous right now. If the earnings show good growth, there could be another leg higher. | 2004-01-22 | |
| TOP PICK | 27.210 | Robert McWhirter | Have acquired businesses from IBM and Motorola in the last six months. Earnings have gone up 300%. 23% ROE. | 2004-01-05 | |
| HOLD | 23.010 | Gavin Graham | Now a " show me" Stock. The question is, will there be continuing growth. If you made money, take some profits. | 2003-12-10 | |
| DON'T BUY | 19.010 | Brian Acker, CA | Valued at $13.50 based on the fundamentals. Getting ahead of itself. | 2003-09-25 | |
| BUY | 9.000 | Peter Hodson | Well managed. Good balance sheet. New acquisition from IBM looks very good. | 2003-05-12 | |
| DON'T BUY | 4.920 | Joe Connolly | Wait for orders of chips to come in. Could take a quarter or two to start. | 2002-09-16 | |
| DON'T BUY | 6.700 | Michael Smedley | Will take time. | 2002-08-22 | |
| DON'T BUY | 6.240 | Robert McWhirter | Ranks in the lower part of their database. Too early yet. | 2002-08-03 | |
| DON'T BUY | 7.100 | Brian Acker, CA | Model price = $4.50. Trading at Book Value. Poor earnings. | 2002-07-04 | |
| DON'T BUY | 10.250 | David Burrows | Depends on the tech market. Maybe seeing a turn, but Tundra is not one of them. | 2002-05-31 | |
| DON'T BUY | 11.900 | Bruce Cooper | In the telecom sector so may take a while. Good products. | 2002-05-02 | |
| BUY | 14.050 | Michael White | Should have a nice bounce on a tech rally. Costs have been kept in line. | 2002-04-23 | |
| DON'T BUY | 15.000 | Michael Smedley | Good company. Should go up with the sector, but not before. | 2002-03-26 | |
| DON'T BUY | 16.950 | Bruce Campbell | Prefers Zarlink. Has got a little high. | 2002-03-11 | |
| DON'T BUY | 16.100 | Ted Macklin | Have tp wait for telecoms to start recovering. | 2002-03-04 | |
| BUY | 16.000 | Glenn Paradis, BA, CFA | Volatile. Well run. Good company. | 2002-03-01 | |
| BUY on WEAKNESS | 19.000 | Brendan Kyne | Expect some drop in semi conductor share prices. Should do well in the latter half of the year. | 2002-01-09 | |
| DON'T BUY | 16.250 | John Zechner | Revenues are down. Long term is good. High right now. | 2001-11-27 | |
| DON'T BUY | 14.250 | Ian Nakamoto | Semi conductor market is very volatile. Too high now. | 2001-11-21 | |
| DON'T BUY | 11.740 | David Driscoll | Good company. Wait for economy to recover. | 2001-11-05 | |
| PAST TOP PICK | 9.750 | Malvin Spooner | (Was a top pick on Feb 20/01 down 76%) Not sure if he will buy at this point. | 2001-08-28 | |
| DON'T BUY | 9.450 | Martin Hubbes, CFA | A very liquid stock. Be very cautious. Revenues will drop further. | 2001-08-24 | |
| DON'T BUY | 9.450 | Gavin Graham | Will take a while to recover. Good company. | 2001-08-24 | |
| DON'T BUY | 13.250 | David Driscoll | Good company, but suffered with techs. Buy when there's a turnaround. | 2001-08-22 | |
| HOLD | 14.900 | Ray Steele | Too early yet. 1/2 year wait. | 2001-07-11 | |
| BUY | 15.240 | Glenn Paradis, BA, CFA | Risk. Money is scarce. Buy at $10/15 for a 3/5 year hold. | 2001-07-06 | |
| DON'T BUY | 15.000 | David Driscoll | A good company. Will continue to drop in the near term. | 2001-07-05 | |
| DON'T BUY | 14.750 | Brendan Kyne | Wait for the turnaround. | 2001-07-04 | |
| DON'T BUY | 15.000 | John Zechner | Sales are still soft. Too high a valuation. | 2001-06-25 | |
| DON'T BUY | 14.750 | Ray Steele | Wouldn't buy into the semi-conductor sector for a few months. More bad news to come. Likes the company. | 2001-06-22 | |
| DON'T BUY | 15.560 | Michael Sprung | Hit by earnings disappointments. Not done yet. | 2001-06-21 | |
| DON'T BUY | 24.500 | John Zechner | Will have a tough 9/12 months. Orders are down and has a high valuation. | 2001-05-25 | |
| STRONG BUY | 21.450 | Malvin Spooner | Good price, good company. A favourite. | 2001-05-10 | |
| BUY on WEAKNESS | 20.750 | Glenn Paradis, BA, CFA | Small company, but good technology. A bit pricey. Would buy under $15. | 2001-05-04 | |
| BUY | 19.750 | Robert McWhirter | Better priced now. Good near and long term. | 2001-04-06 | |
| BUY | 27.400 | Robert McWhirter | New generation products coming out. Making money. | 2001-03-09 | |
| TOP PICK | 39.000 | Malvin Spooner | Expects good numbers in in their reports Feb 21st. He is buying a lot now. | 2001-02-20 | |
| DON'T BUY | 44.800 | Ross Healy | Had a good bounce but has lost that. Don't expect much upside. Good tech support at the $41 level | 2001-02-12 | |
| BUY on WEAKNESS | 52.000 | Robert McWhirter | Concerns on sales. Near term NO. BUY at $45 | 2001-02-02 | |
| BUY | 41.500 | Glenn Paradis, BA, CFA | Prefers this and Mosaid over Mitel | 2001-01-09 | |
| TOP PICK | 43.000 | Malvin Spooner | Revenues up 100% from last tear. Big demand | 2000-11-24 | |
| DON'T BUY | 43.000 | Robert McWhirter | Dropping because Cisco has high inventories PEG = 2.8 | 2000-11-10 | |
| BUY | 64.000 | Malvin Spooner | Great story. May sit here until next earnings | 2000-10-24 | |
Experts that have talked about Tundra Semiconductor
Rss Top Picks Feed
