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RuggedCom Inc. (RCM.TO)

TOP PICK
Governments will be spending a lot of money on infrastructure. Single biggest problem with global infrastructure is electrical grids. Most technology used in substations and across transmission and distribution, dates from the 1940's. This company makes high-end networking gear. They have 60% market share.
TOP PICK
Routers for Hydro substations. Makes US electrical system more intelligent, which new US government will like. 50% revenue growth year-over-year. Bookings up to 80%. Earnings up 200%. Gross margins are also up.
TOP PICK
Manufacture routers for Hydro substations. Smart-grids is a huge infrastructure play and as electricity prices continue to go up, saving electrons is a good business. Anything under $10 is a screening buy and even the current price is good.
TOP PICK
Manufacture networking gear that is used at power stations and substations. Allows smart-grid technology so that you can use electricity more efficiently so the network doesn't go down or break.
Showing 16 to 19 of 19 entries