| PAST TOP PICK | 23.970 | Ian Ainsworth | (A Top Pick Jan 26/05. Up 34%.) Acquired by GE. | 2006-11-09 | |
| DON'T BUY | 16.920 | Veronika Hirsch | Ridiculously expensive. Has a multiple of around 77. They have disappointed, lowered their guidance and disappointed on their earnings. | 2006-02-16 | |
| DON'T BUY | 17.230 | Peter Hodson | The worried about this company based on the cockroach theory. There always seems to be a problem. Technology is great, but the execution by management has been quite weak. | 2006-02-01 | |
| TOP PICK | 17.900 | Ian Ainsworth | Disappointed several quarters, mostly because of their cost structure. Has a rising backlog and their orders are good. Opened a lot of new plants that have been poorly operated. Management deals they had turned the corner. Wait for another quarter. | 2006-01-26 | |
| WATCH | 21.200 | Ian Ainsworth | Canada's best example in terms of technology in water filtration treatment. Have 70% of the golbal membrane business. COsts are coming down dramatically and membrane technology is gaining market share. The trouble with Zenon is that it's missed quarters and the market is sceotical of management's ability. Needs some good quarters. | 2005-11-16 | |
| DON'T BUY | 21.250 | Peter Brieger | Specializes in water treatment facilities. A great company in the right area. Have stumbled recently because of production delays. Incredibly high priced at 30 X earnings and very thinly traded making it hard to trade. | 2005-11-15 | |
| BUY | 26.600 | Michael Smedley | Have recently been announcing interesting contracts. | 2005-07-20 | |
| DON'T BUY | 27.000 | Jean-Francois Tardif | Very expensive. Likes the sector, but no stocks that are appealing. | 2005-07-18 | |
| PAST TOP PICK | 25.200 | Neil Wickham | (A Top Pick Nov 23/04. Up 18.5%.) Still likes. | 2005-05-30 | |
| WAIT | 22.400 | David Burrows | If you look at almost any company in the US in the water technology business, they are shooting the lights out. This company does have an interesting business, but for some reason the stock price just can't get going. Wait for some additional strength in the share price. | 2005-05-03 | |
| DON'T BUY | 22.600 | Ross Healey | Has been behaving fairly poorly in the market, partly because when it was up at the $22/25 level, it was pretty much out of any fair market value. Long term, you have to like the necessity of that kind of companies. If you are a holder, think of it as a long term play. | 2005-04-07 | |
| HOLD | 21.450 | Peter Hodson | Likes the company a lot, but fairly priced right now. Starting to move into larger contracts. Becoming a very big global leader. A lot of larger companies would like to acquire Zenon, they're just not for sale. | 2005-02-07 | |
| DON'T BUY | 23.430 | Scott Morrison | A phenominal Canadian company with proprietory technology. Bullish on water purification. Would love to own it but too much future growth is already factored into the share price. | 2005-01-14 | |
| DON'T BUY | 23.750 | Peter Brieger | Outlook is terrific. One of the leading North American companies in the filtration of water. Has recently teamed upu with Maytag to get into the residential market. Very expensive at 28/29 X earnings. Thinly traded, so exiting could be difficult. | 2005-01-13 | |
| TOP PICK | 21.350 | Neil Wickham | Financially strong with a strong cash flow and strong growth. $7 million in the bank and $5 million debt. | 2004-11-23 | |
| WEAK BUY | 20.390 | Michael Smedley | Has been doing really well and is surprised it hasn't grown faster. We'll have to look at it harder. | 2004-08-12 | |
| BUY | 22.360 | Peter Brieger | First choice in environmental cleanup companies. Too thinly traded for them to own. | 2004-08-04 | |
| DON'T BUY | 22.980 | Peter Brieger | Very interested in the water purification sector. Very high priced at nearly 50 multiple. You have to be right or you could take a big loss. High risk. | 2004-07-05 | |
| DON'T BUY | 20.750 | Brian Acker, CA | Model price of $17.07. Will probably stay at this level going forward. | 2004-04-16 | |
| BUY | 21.350 | David Driscoll | Still has room to grow. They are gaining more contracts. A nice sector to be in. | 2004-03-11 | |
| DON'T BUY | 17.720 | Bruce Campbell | 30 X earnings makes it fully valued. Has to show some growth. | 2003-11-24 | |
| DON'T BUY | 15.950 | Mark Jackson, CFA | Has done fairly well over the last little while.Getting a little pricey.Would prefer Trojan, which is trading at much lower valuations. | 2003-08-20 | |
| BUY | 15.650 | Peter Hodson | Great product. Class A shares convert to common in 6 years so will probably be a takeover target. | 2003-07-29 | |
| BUY | 14.350 | Mike Weir | Should continue to grow. Has a good backlog. | 2003-05-05 | |
| DON'T BUY | 12.090 | Glenn Paradis, BA, CFA | Not cheap. A few question marks. | 2003-03-17 | |
| BUY | 12.470 | Mike Weir | A tremendous industry. Good growth opportunities. | 2003-02-10 | |
| BUY | 14.900 | Michael Smedley | Will be getting more contracts.Leans more to Zenon than to Trojan. | 2003-01-02 | |
| BUY | 15.000 | Mike Weir | A lot of growth potential. Good backlog. | 2002-11-01 | |
| DON'T BUY | 15.000 | Robert Floyd | Likes the technology, but too pricey right now. | 2002-11-01 | |
| BUY | 15.560 | Mike Weir | Likes the sector. A good company. | 2002-08-26 | |
| BUY on WEAKNESS | 15.900 | David Driscoll | Would buy at $11. | 2002-07-30 | |
| BUY | 15.750 | Robert Floyd | Earnings have been low. Water purification sector has been growing. | 2002-07-10 | |
| DON'T BUY | 15.950 | Michael White | A very expensive stock. Prefers Trojan price wise. | 2002-04-23 | |
| BUY | 17.160 | Mike Weir | A great company and a good price. | 2002-04-16 | |
| BUY on WEAKNESS | 18.770 | David Driscoll | Stuck in a trading range. Likes the company, but only at $10/12 a share. | 2002-03-08 | |
| BUY | 19.000 | Michael Smedley | A good company. Sector is growing. | 2002-02-21 | |
| DON'T BUY | 19.370 | Robert Floyd | Likes the company and their product, but would wait for further contracts to develop. | 2002-02-08 | |
| BUY on WEAKNESS | 17.600 | Arthur Heinmaa | Fully valued now. Buy on weakness. | 2002-01-28 | |
| BUY | 17.740 | Mike Weir | Great future. Should have good growth. | 2002-01-23 | |
| DON'T BUY | 18.620 | Michael Smedley | Has been doing well, but may be a little high. | 2002-01-10 | |
| BUY | 14.700 | David Driscoll | Margins are starting to grow. Good price. | 2001-11-05 | |
| BUY | 14.800 | Robert Floyd | A top holding in his funds. | 2001-07-09 | |
| BUY | 11.860 | Robert Floyd | Should have long term growth. New contract. | 2001-05-14 | |
| TOP PICK | 8.440 | David Driscoll | Getting some orders. Price dropped because ofaccounting problems, but OK now. New mngmnt | 2001-02-05 | |
Experts that have talked about Zenon Environmental
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