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March Networks Corp (MN.TO)

PAST TOP PICK
(A Top Pick Jan 9/07. Down 43%.) Lost a large amount of business from Wal-Mart. At these levels, he would continue to Buy and Hold.
HOLD
Trades in a range of $11-$12. Really took a bath when Wal-Mart contracted a 2nd supplier. Excellent contracts with Bombardier (BBD.B-T), which in the long-term could be larger than its Wal-Mart contract.
DON'T BUY
It had pretty strong support at $20 but it gapped down in January. You now have to wait for the stock to do something, which it is not doing.
HOLD
High beta stock with lots of volatility. Likes the company and the product. Market is very large for its digital surveillance cameras. Will probably go sideways 6 months to a year. Have been hiring sales staff, which creates high overhead.
DON'T BUY
Has been a disappointment with its loss of the Wal-Mart contract. Doesn't have as much software as a component of their business as other companies. Very good technology.
DON'T BUY
Provide digital video recorders for surveillance systems. Had a substantial haircut and will take a while for the market to come back. Lost a lot of their Wal-Mart business. Ranks in the bottom 5% of the database.
DON'T BUY
Took a real pounding on the loss of the Wal-Mart business. Would still have some concerns on it. With a slowing US economy, he would be very nervous going into this one.
TOP PICK
A provider of Internet protocol based digital surveillance hardware and software. The need for security is very obvious. Tremendously undervalued.
COMMENT
Planning on spending some time on this one in the new year. Has been beaten up and may have some potential. The space they are in is tough to maintain a competitive advantage. Could be treated as a 6 or 12-month trade if the valuation is good.
BUY
Looking at buying it. Weakened because the contract with Wal-Mart (WMT-N) is now shared with a competitor. Getting more competition. Likes the deal with Bombardier (BBD.B-T) that gave them the ability to do monitoring on mobile platforms, such as rails and subways.
BUY
Do video surveillance and are able to digitalize it. A business that he is interested in. Potential is very good. Probably good value.
BUY
Good company. Best positioned for mobile and digital TV surveillance.
BUY
Had a large contract with the TTC recently. The business is growing and generating earnings.
BUY
They suddenly got a great contract and expects they will win more contracts.
BUY
There has been some insider selling lately. For him, it is an illiquid stock. If you have a long-term view, it is a decent stock to own. Multiple is a little high.
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