| TOP PICK | 3.850 | Ron Meisels | A little speculative. In the right price range. In a trading range and has just broken out. Treat it as a trade. | 2008-06-19 | |
| WAIT | 3.780 | Howard Sutton | Has GPS technology. Didn’t win the Brazilian contract for tracking stolen vehicles. Very high anticipation for growth. There’s talk of some big contracts coming down the pipe. He is watching. | 2008-06-17 | |
| STRONG BUY | 3.150 | Alex Ruus | Have FedEx as a possible client. They are leaders in their technology. | 2008-04-22 | |
| DON'T BUY | 3.050 | Ravi Sood | Investors have to look at this one very carefully. Thinks they have very little in proprietary technology. They are virtually a reseller of off-the-shelf technology. History has a lot of black eyes. | 2008-04-21 | |
| Comment | 3.200 | Robert McWhirter | Signed up about 5000 long-haul trucks with a division of FedEx (FDX-N). A one-off sale with no recurring revenues. Question is, can they move beyond the long-haul to the local and other delivery services. Unfortunately, contracts take a long time to close. Still in a “show me” mode. Good technology, but there are better opportunities in the business. | 2008-04-08 | |
| BUY | 3.300 | Hugh Cleland, CFA | Fans of this company are still waiting for the announcement of a contract with FedEx to come out. He is pleased with the company. | 2008-04-02 | |
| PAST TOP PICK | 3.330 | Hugh Cleland, CFA | (Top pick, March 26 2007. Down 52%) Have been buying lately. Been building a beautiful base between $2-4 dollars. Believe they’re the emerging leader in global telematics. | 2008-03-31 | |
| TOP PICK | 3.330 | Hugh Cleland, CFA | Fedex has been a big overhang on this one, it’s a catalyst. If they win Fedex it will be a dam breaker. | 2008-03-31 | |
| WATCH | 3.200 | Brian D. Pow MBA | Do technology basically for fleet trafficking. A GPS technology. Had a great contract with Volkswagen in Brazil but it fell apart on them. Have been clawing their way back into the marketplace. There is a big contract overhanging the stock and details are slowly coming out on it. | 2008-03-12 | |
| TOP PICK | 3.370 | Hugh Cleland, CFA | Has been waiting a while for a couple of key developments. Over the next 3 months there will be developments. This is the emerging leader in fleet telematics. | 2008-03-04 | |
| BUY | 3.310 | Jeff Parent | Believes the drop last May was on some news out of Brazil. Did find a bottom and the low in January was a bit indicative of where it could go. Tested the bottom and then rose, probably on some positive news. Unless they can recover whatever they had lost on that first drop, it will not go back up to $6 anytime soon. With any positive news he could go to $4.50/5.00. | 2008-02-20 | |
| Comment | 3.650 | Howard Sutton | Basically a GPS application that did quite well last year but then had a terrible stumble in Brazil. Had done a deal with Volkswagen but it was an unmitigated disaster with all sorts of problems. Doing quite well with FedEx. Waiting to see more details on their contract. Still somewhat of a “show me”. | 2008-02-13 | |
| STRONG BUY | 3.360 | Alex Ruus | (Market Call Minute.) Table pounding Buy. | 2008-02-04 | |
| Comment | 2.950 | Peter Hodson | GPS routing. Has a love/hate relationship with them. Big contract in Brazil sort of fell apart. Looks like they are starting to pull things together. Looks like a big FedEx contract will happen this year. | 2008-01-31 | |
| BUY | 2.680 | Hugh Cleland, CFA | Electronic vehicle tracking. Believe they have just won a contract with FedEx and should know in the next week or two. This would be a huge endorsement. | 2008-01-23 | |
| TOP PICK | 2.820 | Hugh Cleland, CFA | Telematics provider for truck/car fleet tracking. The FedEx deal has been hanging over their heads for a while but will be a huge catalyst in the next month or two. | 2007-12-27 | |
| HOLD | 2.670 | Peter Hodson | (Market Call Minute.) Still potential for a large target but so far this year it has been nothing but disappointment. | 2007-11-26 | |
| TOP PICK | 2.770 | Hugh Cleland, CFA | An emerging global leader in Telematics, a truck/car fleet tracking system. Market has lost patience waiting for some of the big deals, but he thinks they are getting very close. Good price. Buy on weakness and hold it for years. | 2007-11-23 | |
| PAST TOP PICK | 2.940 | Robert McWhirter | (A Top Pick Feb 28/07. Up 53.5%.) Was a fallen angel stock and there is still pretty good opportunity. Expecting the FedEx contract for GPS to still come through. | 2007-11-07 | |
| SELL | 3.410 | Peter Hodson | He doesn't like what they have done in Brazil. He doesn't like their technology and their contracts. | 2007-10-15 | |
| TOP PICK | 3.400 | Hugh Cleland, CFA | (A Past Top Jan 245/07. Down 44%.) Ran into problems with a Brazilian contract. The emerging global leader in fleet telematic. 1/3 of sales in the US. Have taken advantage of the rising Cdn$ and are well positioned. | 2007-09-28 | |
| TOP PICK | 2.900 | Hugh Cleland, CFA | Expect it will be the emerging global leader in telematic solutions. IBM has chosen them as their bid partner with the Fortune 1000 companies. Working on some pretty big bids. | 2007-09-07 | |
| DON'T BUY | 2.280 | Peter Hodson | Company with execution problems that turned into credibility problems. Doesn't see a short term recovery in the stock. | 2007-08-17 | |
| DON'T BUY | 2.550 | Robert McWhirter | Had a big drop. He dramatically cut back on his position because of the uncertainty of the future. Got a recent contract that may be up to 10,000 units. Has a fair amount of cash on the books. Better opportunities elsewhere. | 2007-07-26 | |
| HOLD | 2.660 | Robert McWhirter | Has dramatically reduced his exposure to this company. Standing between this company and Volkswagen Brazil is a company called Crown Telecom and the deal is up in the air. | 2007-07-10 | |
| DON'T BUY | 2.430 | Lesley Marks | Tracking devices for retail and commercial vehicles. Built into Volkswagens on Brazil assembly lines. Had been a strong performer but has recently been hit with a couple of negative news events. Doesn’t look too good right now. | 2007-06-26 | |
| Comment | 7.120 | Kenneth P. Norquay, CMT | In a dynamic uptrend, but technical analysis doesn't help much when it has gone straight up. When it reverses, get ready to pull the trigger. | 2007-04-17 | |
| TOP PICK | 6.920 | Hugh Cleland, CFA | Tracking devices for retail and commercial vehicles. Built into Volkswagens on Brazil assembly lines. | 2007-03-26 | |
| BUY | 6.250 | Alex Ruus | An excellent company that he feels is going higher. | 2007-03-01 | |
| TOP PICK | 6.480 | Robert McWhirter | (A Top Pick Oct 25/06. Up 154.2%.) Tracking devices for retail/commercial vehicles. Still has a lot of upside. Signed up with Volkswagen in Brazil. Also bidding with IBM for a FedEx deal and working on other deals just as large. Dirt cheap. | 2007-02-28 | |
| TOP PICK | 6.240 | Robert McWhirter | Basically uses location based devices to find out where cars are. Has broken out on a technical basis because of a new contract in Brazil for BW. Cheap. | 2007-01-25 | |
| TOP PICK | 5.850 | Hugh Cleland, CFA | Going into full production of their anti-theft device for cars in the Volkswagen Brazil plant. You can get $0.40-$0.50 a year per unit off that contract alone. Dirt-cheap. | 2007-01-24 | |
| BUY | 3.450 | Robert McWhirter | A vehicle location system. Selling approximately 20,000 a year to Volkswagen in Brazil. Details are not clear as to the actual number going into Brazil. Has roughly as 17 X earnings multiple. Speculative. | 2006-11-28 | |
| TOP PICK | 2.400 | Robert McWhirter | Tracking devices for retail and commercial vehicles. Currently have a contract with Volkswagen for 20,000 units a year. In the near term, the contract may double in size. An interesting speculation. | 2006-10-25 | |
| BUY | 1.100 | Hugh Cleland, CFA | Have won some extraordinary contracts. Their advantage is that they own every aspect of a solution, software, hardware, interface and portal. Management has really driven this company to be profitable. | 2006-09-07 | |
| HOLD | 1.200 | Robert McWhirter | Would not buy because of market concerns. Last earnings report showed they were okay in spite of not selling any other devices into Volkswagen Brazil. | 2006-06-21 | |
| WEAK BUY | 0.600 | Robert McWhirter | An interesting company. Reasonable opportunity. Speculative. | 2004-08-20 | |
Experts that have talked about WebTech Wireless Inc.
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