March Networks Corp (MN.TO)

A very exciting company which is in camera surveilance. Has a very big contract with Wal-Mart (WMT-N). Expanding. Great growth.

They provide recording boxes to what is happening in stores, banks and ATM's. Rumoured to have a contract with Union Pacific for the front of their trains. Have a 3 year contract with a very large retailer in the US. Close to buying this stock and is just trying to get more comfortable with their market outlook.

Camera surveilance. Got a lift at the time of the London tube tragedies. A lot of the cameras are analog while this company's is digital. Getting good contracts. Good earnings. Trading ahead of itself, but difficult to find buying price.

Sold their holdings at $18. Interesting company because they have a very visible backlog. They do very sophisticated video surveilance for both security side and conventional retail. Expects a slowdown in the market for both Sept/Oct and this stock could fall back. Would like it at $16.

An interesting company, but has had a big run and is fully valued.

Video surveillance type work. $0.20 earnings per quarter. Signing up store chains in the US for marketing purposes. (Follow you to see what goods you are looking at.) They also have the services revenue for servicing their equipment.