List by Company Name |
List by Symbol |
Notes:GPS products for agriculture and marine uses.
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-04-17 | BUY | Benj Gallander |
Likes this but has become a little more concerned about it recently. Lost about $30 million last quarter but most of that is in write-downs. Sold off a non-agricultural division for almost $15 million. This gives them enough money for their transition to Kansas City. Management has been buying a lot of shares lately. Has a price target of $3.24, which should take years. Tweet finance |
Price: $0.780 Subject: CONTRARIAN INVESTING Bias: CONTRARIAN Owned: Yes |
| 2013-04-03 | DON'T BUY | Jason Donville |
Does not have a consistent track record of being profitable. He wants a company that year after year will give him his 15%-20% growth with a certain amount of predictability to it. Tweet finance |
Price: $0.720 Subject: GROWTH STOCKS Bias: SELECTIVE Owned: No |
| 2013-02-20 | TOP PICK | Benj Gallander |
(A Top Pick Feb 16/12. Down 12.63%.) New management came in last fall. Was a little concerned when they decided to move the head office from Calgary to Kansas City because of the costs and elimination of 100 employees. Recently sold their precision operation for $15 million. Could get hit this quarter by write-offs but after that sailing should be somewhat smoother. Tweet finance |
Price: $0.820 Subject: CONTRARIAN INVESTING Bias: UNKNOWN Owned: Yes |
| 2013-01-18 | WAIT | Benj Gallander |
Going through huge, huge changes. New CEO. No debt. Cutting workforce from 270 to 170, which will cost them a bunch. Moving HO from Calgary to Kansas City and will lose more employees because of this. Thinks this could be a bad quarter with a lot of write-offs and thinks it could be cheaper. Target price of $3.49. Tweet finance |
Price: $0.750 Subject: CONTRARIAN INVESTING Bias: OPTIMISTIC Owned: Yes |
| 2012-12-28 | DON'T BUY | James Hodgins |
Moving their head office from Calgary to Kansas which is a cost-cutting measure. Stock has been in decline for about 18 months. Seem to be falling behind on the product cycle curve. Up against much larger competitors. Tweet finance |
Price: $0.720 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BULLISH on PRECIOUS METALS Owned: No |
| 2012-11-09 | TOP PICK | Benj Gallander |
(Top Pick Nov 3/11, Up 9.38%) This quarter will probably not be good because of the drought in the states. The new CEO had a company that he sold to them in 2005 and so he is acquainted with selling companies and maybe he will sell this one. There may be tax loss selling this year and if they report a loss, then you could get it at a lower level than it is now. Tweet finance |
Price: $0.690 Subject: CONTRARIAN INVESTING Bias: CONTRARIAN Owned: Yes |
| 2012-10-03 | SELL | Jason Donville |
(Market Call Minute) Doesn't like it because not enough consistency to their profitability. Tweet finance |
Price: $0.680 Subject: CANADIAN SMALL & FINANCIALS Bias: BULL on TECHNOLOGY Owned: Unknown |
| 2012-09-06 | WATCH | Prakash Hariharan |
Good company but has been highly leveraged to grain prices. Incorporates GPS systems for precision agriculture. Management has been an issue because they’ve been consistently disappointing on account of their earnings. Earnings and revenues have been pretty lumpy. Just had a new CEO installed who was actually the founder. Expecting some cost reductions and strategic shifts into the agriculture sector. Stock is cheap but he has always had problems with its earnings power. Tweet finance |
Price: $0.640 Subject: AGRICULTURE, DIVIDEND & FIXED INCOME Bias: OPTIMISTIC Owned: No |
| 2012-08-16 | WAIT | Benj Gallander |
Have just lowered their guidance because of the drought in the US so revenues should increase by about 10% instead of 25% this year. This will hit profitability. Looks like it will take longer to turn around than he anticipated. He buys companies usually at the end of the year because that is when companies are out-of-favour because of tax loss selling. It could be cheaper in a few months. Still likes it. Clean balance sheet and no debt with a fair bit of money in the bank. Tweet finance |
Price: $0.610 Subject: CONTRARIAN INVESTING Bias: UNKNOWN Owned: Yes |
| 2012-06-25 | BUY | Benj Gallander |
They always seem to over promise and under deliver. Likes agricultural space. Follow it an possibly buy it in September. Tweet finance |
Price: $0.670 Subject: CONTRARIAN INVESTING Bias: CONTRARIAN Owned: Yes |
| 2012-05-31 | TOP PICK | Benj Gallander |
Typically over promised and under delivered. Finally made a profit. Agricultural sector. Farmers are having record revenues. Clean balance sheet. John deer might take them out (slight chance). Tweet finance |
Price: $0.720 Subject: CONTRARIAN INVESTING Bias: CONTRARIAN Owned: Yes |
| 2012-04-17 | COMMENT | Benj Gallander |
Management has said they will make a profit in the last 6 months of the year. In the past, they have overpromised and under delivered and he hopes that doesn't happen this time. Record profits in agriculture in the US and Canada. This company has record revenues but continue to lose money. Tweet finance |
Price: $0.810 Subject: CONTRARIAN INVESTING Bias: UNKNOWN Owned: Yes |
| 2012-04-09 | PAST TOP PICK | James Hodgins |
(A Top Pick March 17/11. Down 41%.) Sells GPS devices into the agriculture market. Grain prices have come down so expectations for the company have also come down. He exited this position. Tweet finance |
Price: $0.830 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEARISH Owned: No |
| 2012-04-04 | TOP PICK | Ben Stadelmann |
Probably pretty fairly valued right and $.81. Company has disappointed investors frequently. Last year had record revenues but still lost money. They need to figure out how to improve margins. Environment right now is very good as farmers have had excellent incomes over the last couple of years and can afford the product. They need to figure out how to sell into that market for a more consistent profit. Tweet finance |
Price: $0.810 Subject: CONTRARIAN INVESTING Bias: UNKNOWN Owned: Yes |
| 2012-02-16 | TOP PICK | Benj Gallander |
Had record revenues in the last quarter, which is normally their weaker quarter. No debt and about $10 million in the bank. Target price is $3.49. Tweet finance |
Price: $0.950 Subject: CONTRARIAN INVESTING Bias: UNKNOWN Owned: Yes |