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| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-02-06 | BUY | Jason Donville |
Likes this. A little bit on the unglamorous side right now because there is not a ton of organic growth but ROE is high. Building a cash base from which they can do further acquisitions. With all their return on capital, there is going to be one of 2 or 3 things that are going to happen. They will do an acquisition, buy back stocks or raise their dividends. Tweet finance |
Price: $57.350 Subject: CANADIAN SMALL & FINANCIALS Bias: BULLISH Owned: Yes |
| 2013-02-01 | TOP PICK | John Zechner |
Delivering on all their platforms. Migrating towards the cloud-based services as well. Have done acquisitions in the past couple of years. Trading around 10X the current earnings. Has global exposure. Substantial free cash flow. P/E ratio is about 10X. Tweet finance |
Price: $58.130 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2012-10-05 | WATCH | Keith Richards |
Has quite an interesting looking chart. It shows a bit of a consolidation between May and August with an aggressive bottom forming at the end of August and is now coming back to the resistance level. In the short term, there’s a possibility of a return to the low $50. Wait to see if it can bounce off of that. Tweet finance |
Price: $52.730 Subject: TECHNICAL ANALYSIS Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2012-08-14 | BUY | Mike S. Newton, CIM FCSI |
Have just changed CEOs so there is a bit of integration going on. Still about 40% exposed to Europe, which weighs on the stock on an ongoing basis. Have a lot of revenue drivers going forward. In an area called Enterprise Content Management and have done a good job here.Have just changed CEOs so there is a bit of integration going on. Still about 40% exposed to Europe, which weighs on the stock on an ongoing basis. Have a lot of revenue drivers going forward. In an area called Enterprise Content Management and have done a good job here. Tweet finance |
Price: $52.930 Subject: NORTH AMERICAN & ETFs Bias: CAUTIOUS Owned: No |
| 2012-07-30 | COMMENT | Michael Smedley |
This is a truly great company. Largest independent left in management solutions space. In its acquisition trail, it created a lot of decentralized companies that managed themselves individually. Tweet finance |
Price: $45.830 Subject: CANADIAN Bias: BEARISH Owned: Unknown |
| 2012-05-30 | BUY | Michael Decter |
One of a couple of names he owns in the tech space. Likes it and thinks it is a well run company and those sorts of companies stand to do well. Have some ability to be a consolidator which it has done and has some growth ahead of it. Tweet finance |
Price: $49.530 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: Yes |
| 2012-05-07 | BUY | Jason Donville |
(Market Call Minute.) Reasonably valued. Has suffered from overreaction to sales misses. Tweet finance |
Price: $49.310 Subject: CANADIAN SMALL & FINANCIALS Bias: OPTIMISTIC Owned: Yes |
| 2012-03-15 | TOP PICK | John Zechner |
Slow grower. Likes how they are positioned in enterprise document management. Potential for them to be acquired but they are growing fine on their own. It’s hard to find big names in Canada. Tweet finance |
Price: $59.380 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on ECONOMY Owned: Yes |
| 2012-02-06 | TOP PICK | John Zechner |
Enterprise content management. Cheap. Blew away earnings last week. Could get bought out at some point. Levered very well into corporate spending. Have some great partnerships including IBM (IBM-N), Oracle (ORCL-Q) and SAP (SAP-N). Valuation is about 10X earnings, which is relatively cheap. Could easily trade act $70-$80. Tweet finance |
Price: $60.380 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2011-06-13 | DON'T BUY | Charles Lannon |
Software solutions. Well run but doesn’t have a great growth trajectory and doesn’t pay dividends. Tweet finance |
Price: $57.060 Subject: GLOBAL Bias: UNKNOWN Owned: No |
| 2011-03-24 | PAST TOP PICK | Colin Stewart |
(Top Pick Mar 5/10, Up 12.85%) A valuable asset. Eventually a big US player comes along and buys it. Tweet finance |
Price: $57.560 Subject: LONG-SHORT STRATEGIES Bias: UNKNOWN Owned: Yes |
| 2011-02-04 | PAST TOP PICK | Colin Stewart |
(A Top Pick March 5/10. Up 11.55%.) Still a Buy. Tweet finance |
Price: $54.960 Subject: LONG-SHORT STRATEGIES Bias: BULLISH on CANADIAN MARKET Owned: Yes |
| 2010-12-03 | PAST TOP PICK | John Zechner |
(A Top Pick Dec 23/09. Up 6.62%.) Struggling a little bit in their European operations because of currency problems but still likes. Tweet finance |
Price: $44.050 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2010-09-09 | PAST TOP PICK | John Zechner |
(A Top Pick Sept 8/09. Up 21.79%.) Tweet finance |
Price: $46.910 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2010-05-10 | BUY | David Burrows |
Technically it is coming out of a multi-year base that he thinks is supportive of higher prices. Likes technology and software as a theme. Have some very attractive assets. Tweet finance |
Price: $45.500 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: No |