Opinions Hugh McCauley
CSI WirelessCSY.TOTOP PICKDec 02, 2004
Has Global Positioning that helps farmers plant their crops, a good core stable business. Also has a growth driver, Fixed Line Wireless, which has great margins and great growth. Teamed up with Motorola to penetrate 3rd world countries. Thinks they can double their earnings growth over the next year.
Hugh McCauleyOwned
$3.73
Stock price when the opinion was issued
misc industrial products
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BUY
Borderline top third of his database at 260. Reorganizing and changing its name to Hemisphere GPS Inc. Expected to earn $.11 in 2006 giving a 22 P/E. Should do well in the GPS area, especially in the agricultural area.
Robert McWhirterOwned
misc industrial products
BUY
Agricultural side has been a little weak. They have been selling into that market with GPS equipment. Decent value at this price.
Robert FloydOwned
misc industrial products
BUY
Sells wireless telephones, to India and places where it's difficult to set up fixed wire lines. Strong product. Competitivly priced. Reasonable value at this level. Thinks could trade back in that $3.00 area
Robert FloydOwned
misc industrial products
HOLD
Doesn't rank well in his database. They have a couple of divisions, including global positioning which is doing well and a wireless side which may be spun out. If that happened, the stock could go to $2.50 or better.
Robert McWhirterOwned
misc industrial products
WEAK BUY
In the bottom 1% of the database. Earnings have been chopped by 48% in the last 90 days. Expected to lose $0.13 in calendar ’05 and $0.11 in calendar ’06. Trades at 11 X P/E. A reasonable bet, but be cautious.
Robert McWhirterOwned
misc industrial products
HOLD
Earnings were a little short of expectations in terms of revenues. Expecting a stronger quarter next time. Summer is usually a little bit weak. Likes management and the product and feels they are just hitting a soft patch here.
Robert FloydOwned
misc industrial products
BUY
Acquiring RHS Outback operations which is an application distributor for some of their products and have implied that earnings estimates should be increased to $0.15 for 2006 which would mean a 10 to 11 X P/E which makes them dirt cheap. The stock ranks in the top 1/3 of his database. Also have the opportunity to expand globally.
Robert McWhirterOwned
misc industrial products
