| BUY | 0.880 | Peter Brieger | Just bought some at $.85. Looking at cash flow of around $0.04 this year and $0.09 next year. Just surpassed 10,000 sites where they are providing service. Ongoing revenues from this exceeds overall corporate costs. | 2008-07-16 | |
| BUY | 0.990 | Peter Brieger | A 5 million block was traded last week by FirstEnergy (FE-N) who is very bullish on it. Has turned around. Great long-term play. Trying to Buy at $0.99. | 2008-06-30 | |
| BUY on WEAKNESS | 0.990 | Peter Brieger | Along with natural gas, it seems to have turned the corner. Looking for $.07 a share cash flow this year and $.09 next. If the stock declines, he will double up on existing positions. Great long-term Buy. | 2008-06-04 | |
| BUY | 0.740 | Peter Brieger | With the firming up of natural gas prices there is an increased demand for their product. Very thinly traded. | 2008-05-01 | |
| BUY | 0.760 | Peter Brieger | Finally turning around. With the recovery of drilling, particularly in the natural gas area, as well as the additional platforms they have given their suite of products and services, they are looking for $.04 a share in earnings this year and $.05 next year. If you are a speculator, he would Buy and if you own, he would Average Down. | 2008-04-02 | |
| BUY | 0.760 | Peter Brieger | (Market Call Minute.) Has gone through a bad time along with all the other drillers and oil service companies as well as having some fundamental difficulties. It is now in a change for the better. | 2008-02-28 | |
| HOLD | 0.590 | Peter Brieger | The company has turned around. Decline in natural gas prices hit them. Acquired and oil service company that monitored production flows, which would take a good year to understand the business. Companies that had taken on this equipment for new wells discovered that it worked and are now using it for old wells. | 2008-02-06 | |
| SELL | 0.580 | Robert McWhirter | Very speculative. | 2007-11-07 | |
| BUY | 0.540 | Peter Brieger | Acquiring J & J Oilfield, which is in the business of managing oil and gas wells that can use Zed.i equipment. | 2007-11-06 | |
| HOLD | 0.530 | Peter Brieger | New CEO had 3 initiatives. Total management reorganization has been completed. Refocusing on fewer products. Applying products for natural gas into the oil industry. You won't see much action for the next 6 to 12 months. | 2007-09-25 | |
| BUY | 0.560 | Peter Brieger | A frustrating stock over the past 3-4 years. Hampered by slow market acceptance of their product, mainly by the income trust natural gas area. Mainly natural gas, but expanding into the oil area now. Insiders have been buying recently. You could buy at t | 2007-08-28 | |
| HOLD | 0.530 | Peter Brieger | Has no debt and has $.14 per share in the bank. The stock has been hit because of new management and structural changes. Major companies are at the income trusts, particularly the gassy ones. Still positive on this stock. | 2007-08-14 | |
| Comment | 0.660 | Robert McWhirter | He has trimmed his position in this company. Very good products. The challenge is the lack of new wells being drilled. Not a lot of free cash flow. Will be tough sledding for them in the near term. | 2007-07-26 | |
| SPECULATIVE BUY | 0.900 | Peter Brieger | Still likes it even though it has let him down in past recommendations.
New president who came from Telus who is experienced in turning around companies. | 2007-06-04 | |
| BUY | 0.850 | Peter Brieger | Leader in management of production data from oil/gas wells. Will be a great long-term story. New management is doing a great job in reorganizing. Expecting 2 more crummy quarters of results for the drillers. Looking out to 08 and 09 is expecting $1.60 and $1.70. | 2007-05-16 | |
| STRONG BUY | 0.950 | Peter Brieger | Probably more money to be made in the oil service area than in oil itself. He is buying Zed.i Solutions (ZED-X), Trican (TCW-T) and Pason (PSI-T) for new accounts. Anything under $1 is a great buying opportunity. | 2007-04-04 | |
| Comment | 1.020 | Peter Brieger | In the process of transforming itself from a hardware and software company into a total software solutions company. Top line has grown beautifully at 35%-40% a year, but because of development costs, the bottom line did not grow. New president is taking it to new levels. | 2007-03-02 | |
| BUY | 1.060 | Michael Decter | Produces software for oil/gas companies for monitoring and managing each well. Could be a takeover target. | 2007-02-26 | |
| HOLD | 1.070 | Peter Brieger | Main market is small to intermediate size oil/gas trusts. This area has been under pressure. You will have to wait for the 2nd, 3rd and 4th quarter before there is any substantial pickup in earnings. | 2007-02-19 | |
| HOLD | 1.070 | Peter Brieger | Wouldn't buy for the next quarter or two. Trusts have cut back on their drilling activity, but expects they will get back to full activity and will need this company's services even more in order to keep better track of revenues. | 2007-02-02 | |
| BUY | 1.080 | Robert McWhirter | Earnings are expected to be $0.09 in 07 and growing to $.13 in 08. Product is very good providing extremely good insight into what is going on at the wellhead of natural gas and oil. Reasonably priced. | 2007-01-25 | |
| BUY | 1.050 | Michael Decter | If the oil patch is driven to look for productivity solutions because of a downward price movement, this would be part of that solution. Would like to see them expand internationally. Still buying at these levels. | 2007-01-18 | |
| DON'T BUY | 1.030 | Peter Brieger | Disappointing, mostly due to their ploughing back sales revenues, which are growing at about 35%-40% annually, into product development. Would not buy until oil/gas prices and drilling stabilize. | 2007-01-15 | |
| HOLD | 0.950 | Peter Brieger | Impacted a little by the ruling on trusts. Transitioning from a hardware producer to a solutions software provider. Have been ploughing money back into R&D, hiring people. They want to be in a position to benefit for a rapid expansion for oil/gas data. | 2006-12-29 | |
| HOLD | 1.000 | Peter Brieger | The drilling activities surrounding the trusts is in question until the government rules are known. There will be some short-term dislocations to their earnings. | 2006-11-29 | |
| Comment | 1.140 | Robert McWhirter | Just struck a deal with Penn West Energy (PWT.UN-T). Product is used to monitor and control wirelessly what is happening at the wellhead. Recurring revenue model is what appeals. | 2006-10-25 | |
| BUY | 1.020 | Peter Brieger | Is still buying it. Have had a major management shuffle. New management has a great track record in turning companies around as well as taking existing companies to the next stage. Incredibly cheap. | 2006-10-16 | |
| BUY | 1.100 | Peter Brieger | He owns it personally and is buying more today. It is in an ideal place to benefit. It has good management. He has faith that it will grow. Believes it is the fastest growing company in Canada. | 2006-09-26 | |
| BUY | 1.120 | Robert McWhirter | A very powerful device for oil/gas producers. There has been a slowdown in the oil/gas patch which gives a perception that sales may go down. Good opportunity. | 2006-09-15 | |
| BUY | 1.120 | Peter Brieger | A great company and is growing at 35/40% a year on the revenue side. Has converted itself to a total systems provider for oil/gas producers. Still buying. | 2006-09-13 | |
| BUY | 1.270 | Robert McWhirter | Latest earnings report was disappointing, in part because of conversion over to a new method of receiving electronic signals. Product is very good. | 2006-08-15 | |
| BUY | 1.280 | Peter Brieger | Had a poor quarter even though the revenue side was up 35/40%. Had to change their product that cost them $750,000 with another $400,000 to come. Earnings/cash flow this year will be virtually nonexistent. Looking for $.12/$.15 next year. He is still buying for new clients. | 2006-08-14 | |
| BUY | 1.210 | Peter Brieger | Made a major transition in its operations. Was basically a hardware company catering to junior/intermediate natural gas producers. Have broadened their product offering to provide complete software solutions to gas and oil. Recently had a one-off charge that affected earnings negatively, but looking at the next year, he sees $.12 cash flow. | 2006-08-09 | |
| BUY | 1.330 | Peter Brieger | Doubled his position in this stock about a month ago. Likes the fundamentals long-term and sees them developing as expected. Recently added equipment to do some additional measurements at the wellheads. Relatively cheap. | 2006-06-12 | |
| STRONG BUY | 1.500 | Peter Brieger | A supplier of software solutions for every aspect of the wellhead activity. Their equipment makes them eligible to get into the tier one companies. There will be additional brokers covering the company. Had a very good first quarter. Still buying. | 2006-05-15 | |
| BUY | 1.330 | Peter Brieger | In spite of its poor showing, he is still very optimistic. The company is doing great things. Has transformed itself by expanding its software capabilities and have become a major wellhead monitoring software solution package. Still buying for new accounts. | 2006-04-03 | |
| BUY | 1.570 | Peter Brieger | Earnings are up 40% and sales up 45%. Margins are improving.
Taken on a couple of companies acquisition
Bullish more production flow on this story. Expanding product offering. | 2006-02-20 | |
| BUY | 1.390 | Peter Brieger | It's in the right space of high-tech equipment of the producers of natural gas and monitoring of wellhead functions. Recently got an order from Primewest which could be the start of a trend. Still buying for new accounts. | 2006-01-30 | |
| BUY | 1.360 | Peter Brieger | One of his favourite stocks and he is buying it for new accounts. Has been a roller coaster, because of great anticipation about sales of its Smart Aleck system and other software to small and medium-sized oil/gas producers. It was only recently they had a bulk order and hope that is the start of many. You need a 2/3 year outlook for this one. | 2006-01-16 | |
| STRONG BUY | 1.510 | Peter Brieger | Looking for $.10 in earnings in 2006. Only has one analyst covering this stock. Just had a new order from Prime West (PWT.UN-T) worth several million dollars. This could be the forerunner of a lot of future multiple orders from other producers. | 2005-12-28 | |
| BUY | 1.680 | Peter Brieger | Potentially, for the first time, they have had a multiple order from a prime player in the income trust area. It will add $4 to $5 million in sales in ’06 compared to an estimate $38 million prior. Analysts have boosted earnings estimates for ’06 from $0.08 to $0.09. Expects there will be more multiple orders. | 2005-12-15 | |
| BUY | 1.160 | Peter Brieger | Still only one brokerage covering this and their analyst has reduced earnings estimates for next year down from $0.12 to $0.07. Still feels it will make $0.12. Given the increasing business in some of their key areas, he is very bullish and still buying for new accounts. | 2005-11-29 | |
| BUY | 1.310 | Peter Brieger | Reecently judged to be one of the top 50 fastest growing companies in Canada. Looking out 2/3 years, it should be very much higher. | 2005-11-15 | |
| BUY | 1.370 | Peter Brieger | June and July were not so hot because of weather conditions which affected the service sector across the board. Looking for good results in the 3rd quarter. The best you'll see this year is a couple of cents in earnings, but is maintaining his estimates of between $0.10 and $0.12 for '06. Still buying. | 2005-10-18 | |
| BUY | 1.500 | Peter Brieger | Has been disappointing in its price action, especially in relation to its peers, but is still buying as of today. $0.12 in earnings next year. Good price. The 2 risks are inattention by the market or the production of their equipment. | 2005-10-04 | |
| BUY | 1.370 | Peter Brieger | Could easily be a Top Pick. Buying it for new accounts. A long term holding. Likes the energy service space. Has acquired Roughneck which gives them an overall well management system. Cheap. | 2005-09-15 | |
| BUY | 1.340 | Bill Harris, CFA | Really likes the business plan. They do something very unique in wellhead monitoring. Was a very hot stock last year and just got ahead of the share price. Just taking a break while the fundamentals catch up with the stock. | 2005-09-13 | |
| BUY | 1.700 | Peter Brieger | Have not sold any shares and just bought more. Because of the success of their product they are now looking at orders in the magnitude of 200/300/400. Recently acquired a company called Roughneck which gives them a top-down approach to software licensing and the provision of a total wells information system giving them a broader market. Hold for 3 years. | 2005-08-17 | |
| STRONG BUY | 1.780 | Peter Brieger | Have made several acquisitions and are now offering a total software solution package to natural gas producers. This will accelerate the earnings going forward. Very bullish on the stock. | 2005-07-21 | |
| VAGUE | 1.640 | David Chapman | Has broken the down trend. May/June may be too short of a basing pattern. If you buy, make sure it doesn't go below its low of $1.45. | 2005-07-04 | |
| PAST TOP PICK | 1.680 | Peter Brieger | (Was a Top Pick Apr 5/05. Down 30%.) Still likes. Likes the energy service space. Instead of selling the product by ones or twos, it looks like they may be selling in large groups of 100 per pop. | 2005-06-29 | |
| BUY | 1.650 | Peter Brieger | Had a tumble based on; 1) Went from $3.00 to $2.50 working off the excess of the March madness of the energy sector 2) Went from $2.50 t0 $2 because of indescriminate dumping by shareholders of Roughneck 3) Went from $2 to $1.50 because of the market malaise and disappointment in earnings. Looking for $0.10, but $0.03 was non-cash charges so it looks like $0.07 for the year. Still buying. | 2005-05-30 | |
| PAST TOP PICK | 1.690 | Peter Brieger | (A Top Pick Feb 24/05. Down 37%.) Company is in good shape. Had earnings at $0.10 a share, but will probably be $0.07/0.08 as $0.03 is non-cash charges. Aggressively buying and have not sold a share. | 2005-05-18 | |
| BUY | 2.140 | Michael Sprung | If there is a takeout, prices should be substantially higher. | 2005-04-28 | |
| TOP PICK | 2.230 | Peter Brieger | Oil service space is the lowest risk way to participate in the growth of energy. A huge market for their product in existing gas wells in Canada and eventually the US. Issued 500,000 shares when theyacquired Roughneck which were dumped on the market on April 6 causing a pullback. Also 1st quarter results were poorer because of early spring breakup. | 2005-04-26 | |
| WAIT | 2.230 | Chris Fernyc | A very interesting product. Market demand and feedback seems to be very positive. His big concern would be with valuation and validation of the business model. A little bit unsure as to where it's trading compared to what it's intrinsically worth. Would like to see 1/2 more quarters to see if the trend is truly stable. | 2005-04-25 | |
| TOP PICK | 2.540 | Peter Brieger | (A Top Pick Jan 27/05. Up 7.6%.) Expects $0.10 in earnings this year and probably $0.25 next year. There's a huge existing market for their product. Recently made an acquisition of Roughneck which extends their ability to measure activity at the well. If Russia takes to their product, it put the company on a whole new plateau. | 2005-04-05 | |
| TOP PICK | 2.720 | Peter Brieger | Key market has been the natural gas income trusts and intermediate gas producers. | 2005-03-14 | |
| TOP PICK | 2.620 | Peter Brieger | (A Top Pick Dec 31/04. Up 11.4%.) Feels their sales of their measuring devices and software will be significantly higher. Just acquired Roughneck which is software for the natural gas business. Could eventually go into the oil business as well. Equipment is now being tested in Russia and if successful will put a whole new complexion on the stock. | 2005-02-24 | |
| TOP PICK | 2.580 | Peter Brieger | Thinking of expanding their product to oil wells as well as gas wells. Also trying to expand into the US. No immediate competition. | 2005-02-11 | |
| TOP PICK | 2.370 | Peter Brieger | (A Top Pick Oct 28/04. No change.) Looking at the number of producing gas wells in North America, the way the measured flows was archaic. The equipment is being tested in Russia and if it works out, this will give the stock a major boost too. | 2005-01-27 | |
| TOP PICK | 2.300 | Peter Brieger | Their software equipment helps monitor the flow from gas wells. Feels the company can earn $0.25.0.30 in 3 years so 20 X factor gives $5/6. | 2005-01-13 | |
| TOP PICK | 2.200 | Peter Brieger | (A Top Pick Oct 28/04. Down 13%.) Fits into the infrastructure picture. A leading supplier in Canada of software equipment that enhances the flow of natural gas wells. Has a great 5 year future. | 2004-12-31 | |
| BUY on WEAKNESS | 2.150 | Peter Hodson | Still in their growth phase. Have a good solution for monitoring all the gas wells. Doesn't expect they woiuld be interested in any merger yet. | 2004-12-20 | |
| TOP PICK | 2.170 | Peter Brieger | Good product which is starting to get noticed by larger customers. May be some short term pressure on the stock. | 2004-11-16 | |
| BUY | 2.320 | Peter Hodson | Starting to get recognized and people are starting to believe their technology will be the winner. | 2004-11-04 | |
| BUY | 2.520 | Bill Harris, CFA | A very interesting technology. Just on the cusp of taking off. Could be a takeover. | 2004-10-29 | |
| TOP PICK | 2.380 | Peter Brieger | (A Top Pick Aug 4/04. Up 17%.) Prime market has been small to medium natural gas, but expanding into larger companies. | 2004-10-28 | |
| TOP PICK | 2.280 | Peter Brieger | A previous Top Pick several times. Starting to make progress with the big producers. | 2004-10-13 | |
| TOP PICK | 1.990 | Peter Brieger | (A Top Pick July 5/04. Down 2.7%.) Business is very logical. Doing a land office business with junior/intermediate oil companies and income trusts. Starting to penetrate the large cap oil companies. Some tests going on in Russia. | 2004-09-29 | |
| TOP PICK | 1.800 | Peter Brieger | Product keeps track of flows of natural gas without requiring manpower. | 2004-09-15 | |
| TOP PICK | 1.830 | Peter Brieger | Huge demand for management tought and income trust. Making a very good penetration. Have a great potential. | 2004-09-02 | |
| PAST TOP PICK | 1.830 | Peter Brieger | (A Top Pick July 5/04. Then: Down 3%) | 2004-09-02 | |
| TOP PICK | 1.820 | Peter Brieger | A marvelous company with a very simple concept. Having their system tested in Russia as well which could create some upside. | 2004-08-18 | |
| TOP PICK | 1.840 | Peter Brieger | (Past top pick July 5/04. Down 1.5%.) 48,000 out of 70,000 operating gas wells in Canada is their immediate market. Penetration is still very low. Good technology. | 2004-08-04 | |
| TOP PICK | 1.550 | Peter Brieger | Product is selling like hot cakes. | 2004-07-20 | |
| BUY | 1.680 | Peter Hodson | Have a really nice solution for monitoring oil and gas. Could see a big move in the stock if their solution is best. Haven't evaluated in depth as yet. | 2004-07-08 | |
| TOP PICK | 1.840 | Peter Brieger | Their program gives immense savings to oil companies. Testing by some companies to see if the product could get global interest. | 2004-07-05 | |
| TOP PICK | 1.280 | Peter Brieger | Their product drops the costs of gas production tremendously. Looking for $0.02 this year and $0.10 next year and $0.15 in 2006. | 2004-06-17 | |
| TOP PICK | 1.440 | Peter Brieger | Has a unique product for gas well info/stats. Has a huge market potential in Canada. Debt free. Looking at $0.02 a share this year and $0.10 next. | 2004-05-04 | |
Experts that have talked about Zed.i Solutions Inc
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