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Last Price Recorded: $60.7100 on 2014-10-31 01:14:07

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Date Signal Expert Opinion Price
2014-10-24 PAST TOP PICK James Telfser

(A Top Pick Nov 26/13. Up 31.83%.) Still likes this a lot. Part of the thesis on this was that they were coming out with a whole new product refresh that was going to cause an uptick in license revenue growth, or they were going to use some of their cash to make some acquisitions. Both of those things have happened. Have a big Cloud component now. Their Red Oxygen is now selling very well into their customers. Last quarter they had over 20% license growth. Earnings beat quite handily and margins were growing. Has added to his holdings. Thinks they have good long-term prospects.


Price:
$59.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-07 HOLD Rob Stabile

Looking at their cash flow generation, they are quite lucrative. They keep taking the cash flow, consolidating the industry and buying more businesses that kind of fill in some of the parts around the edges that they don’t offer. Nothing wrong with it.


Price:
$62.150
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2014-08-18 HOLD Larry Berman CFA, CMT, CTA

When you decide to sell in real time you only find out you sold too early with hindsight.  Can it double from here?  Who knows?  There was a material gap up recently.  If it comes back into the gap, that is a bad thing. 


Price:
$60.840
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-13 PAST TOP PICK Mike S. Newton, CIM FCSI

(A Top Pick Aug 26/13. Up 68.98%.) This has had a 2 for 1 stock split in the last year. This is a classic example of the street being completely behind the curve on this.


Price:
$61.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-21 COMMENT Bruce Campbell (1)

There aren’t too many choices of technology stocks in Canada. He has gone to the US for his technology. This one is fine, but you can find deeper companies in the US, and he wants some exposure there, so it is a natural area to go to.


Price:
$51.280
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-23 DON'T BUY Bruce Campbell (2)

Ranks in the middle of his pack.  Not super keen on it.  A good earnings announcement could changes things. 


Price:
$50.810
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BULL on CANADIAN MARKET
Owned:
No
2014-04-15 BUY on WEAKNESS Keith Richards

Chart shows the stock is pulling back. The 200 day moving average lies somewhere around $45. There is potential for this to trace back to the $45-$46 area and this is where he would probably seriously consider buying it.


Price:
$49.980
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2014-04-02 BUY David Burrows

Software has been a great sector to be focused on over the last 6-7 months. It is a sector that benefits as companies increase capital spending. A couple of months ago, the stock broke from $45 and traded to $52 and left a big gap in the chart. In the last 3-4 weeks, a lot of the higher multiple stocks pulled back a little coming into the end of the quarter. This one pulled back and closed the gap that it left in the chart. This is a pretty good entry point here. He would use $44-$45 as a Stop.


Price:
$51.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-03-18 BUY Jason Donville

PE of 15-16, which is a good valuation. Don’t think you can get this more inexpensively than the current $55. The other thing he likes is the consistency of its performance. Every year its ROE is consistently 23%-24%. Good long-term buy and hold.


Price:
$54.980
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-03-17 PAST TOP PICK John Zechner

(Top Pick Feb 1/13, Up 82.89%) The multiple got revised higher.  It was growth by acquisition, but now the market thinks they have a good migration strategy into the cloud.  A good story and they are delivering.  11 times earnings is reasonable, but they are at 16 times now.  As they migrate into the cloud the multiple should increase, but he took some money off the table for a while.  It is a show me stock now.


Price:
$53.850
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-02-10 PAST TOP PICK John Zechner

(A Top Pick Feb 1/13. Up 91.73%.) Had a great move and is probably still a good, long term story. Growing by acquisition. New management is in place.


Price:
$110.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-01-14 HOLD Brian Acker, CA

This is one of his favourites. Closed at $96.50 and he has a model price of $116, a 20% upside. A good investment.


Price:
$97.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-01-10 COMMENT Patrick Horan

Very good stock. Sold his holdings too soon, because of the lack of organic growth in their last quarter. Normally he doesn’t put a lot of value in growth by acquisition, however in this environment of low interest rates, growth by acquisition stories have worked and probably will work for a while. With their last acquisition, you are going to see EPS growth very nicely. A weaker Cdn$ is good for this company. They have R&D and head office costs in Cdn$ while their revenues are about 95% US and Euro $’s.


Price:
$97.400
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2013-12-24 BUY Jason Donville

Grows 20% year after year after year.  Terrific company.  His third largest position.


Price:
$97.700
Subject:
GROWTH & FINANCIALS
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2013-11-26 TOP PICK James Telfser

When they made their recent acquisition, it really jumped up on his radar as a pretty good value creation. An accretive deal. Valuation discount versus its peers is quite substantial. This, coupled with their new Red Oxygen product that they are coming out with has a lot of different modules for the products that they have, should do quite well for them in the next 2 years. Trading in the range of 14-15 times next year’s earnings. Peers are in the range of 19 or 20 times. Yield of 1.4%.


Price:
$90.260
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
Showing 1 to 15 of 173 entries
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