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ATI Technologies (ATY.TO)

DON'T BUY
Solid revenue base.
BUY
Too volatile for buy and hold, but short term could be good.
DON'T BUY
Envidio is taking their market share at present.
DON'T BUY
Have made a turnaround. Limited growth in the short term because of slow PC sales.
TOP PICK
Lots of cash. Good R & D.
DON'T BUY
A really good business, but don't buy at this time.
HOLD
One of the best companies in their sector. Also likes Envidio. Good balance sheet. Cash.
DON'T BUY
Getting its market share back, but computer sales are down.
BUY
Fundamentals have improved. Reasonable price., but will be volatile.
DON'T BUY
Have good market share/product. Innovative marketing style. At a high right now.
DON'T BUY
Has made some recovery, but in a declining market segment.
BUY
Has done well. Video cards have been good this year. Not a lot of competition. Prospects are good.
TOP PICK
Feels that computer sales will pick up, especially for Christmas.
DON'T BUY
Has never been a favourite of his. Runs on 6 month cycles for products, so every 6 months you have Nvidia (NVDA-Q) winning or this one winning. In the background is the behemoth Intel (INTC-Q) which keeps creeping into their market. Also, when products change you have leftover inventory that has to be sold at a reduced price.
DON'T BUY
Has had a good run. Volatile. Wait for correction.
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