Opinions

Robert Floyd Emergis Inc. EME-T-DEAD PAST TOP PICK Mar 20, 2008

March 29 2007, up 25% Then 6.42 Emergis, acquired by Telus.

Robert Floyd

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TOP PICK

Recurring revenue model. Focusing on the high-growth area. Earnings outlook continues to look good. Very strong balance sheet and close to $100 million in cash.

TOP PICK

Back-office settlement of pharmacy companies and health care operations. Have a major contracts with insurers. Likes the recurring revenue theme. Doing a good job of building new orders. Strong balance sheet.

PAST TOP PICK

(A Top Pick July 25/06. Up 35%.) Recently added to his position. Has gone through a revolving door of management teams. New management is stable. Cheap.

TOP PICK

Provides back-office solution for some financial companies and health related companies. Just reported and numbers were good. Made a couple of acquisitions. Strong cash position. Earnings outlook is $.31 this year and should grow to $.43.

TOP PICK

Basically involved in health solutions by providing e-business solutions to a lot of the insurance and pharmacy companies and is showing decent growth. Very strong cash position. Earnings are looking at about $.31 for the year. Have been buying back stock and making some small tuck in acquisitions.

PAST TOP PICK

(A Top Pick Mar 29/07. Up 29%.) Acquired by Telus (T-T). Sold his holdings at $8.15. Made a good gain.

PAST TOP PICK

(A Top Pick May 30/07. Up 27%.) Acquired by Telus (T-T).

PAST TOP PICK

(A Top Pick May 30/07. Up 27% at time of acquisition.) Acquired by Telus (T-T). For those now holding Telus, continue to hold.

PAST TOP PICK

(A Top Pick Aug 8/07. Up 26%.) Was acquired by Telus (T-T).

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Robert Floyd Emergis Inc. EME-T-DEAD PAST TOP PICK Mar 20, 2008

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