(A Top Pick Dec 21/21, Down 8.25%) Still really likes it. Military, police, first responders. They make the communications equipment you need when things get serious and have to work. Infrastructure spending should benefit them. Room for volume growth and margin expansion.
Radio communication segment of the business will remain strong (needed for safety applications on workplace sites).
Transition to software segment of the business will continue to grow.
Software will support growing interest in consumer safety throughout North America.
(A Top Pick Dec 21/21, Down 5%) Believes demand for communication tech will remain in demand.
Continues to hold stock.
Long term prospects of the business are good.
Good business model with cyber security demand. Excellent business with good long term prospects. High margins on products. Demand for business not going anywhere.
Fully intends to continue holding. Cash cow is radio communications, which continue to grow at mid-single digit rates. Transitioning from hardware to software, in particular video security cameras, which is a small part of the business growing 20%.
Owns share in company and will continue to hold. Legacy business of radio support is valuable (emergency services etc.) Public safety (security cameras etc.) segment of business also valuable. Expecting further growth in revenues. Current share price high, but worth owning.
Services business within telecom space. Niche is government procurement contracts. Overall - long term share price has been good. Would recommend a small investment. Recent share price all time high a concern. Would wait to invest on weakness.
Largest security camera and radio manufacturer. Sells into police departments. Traffic cameras, body cams. Thinks police budgets could get bigger, and this would benefit. Yield is 0.8%.
(Analysts’ price target is $478.00)
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