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Zed.i Solutions Inc (ZED.V)

RISKY
Still likes it even though it has let him down in past recommendations. New president who came from Telus who is experienced in turning around companies.
BUY
Leader in management of production data from oil/gas wells. Will be a great long-term story. New management is doing a great job in reorganizing. Expecting 2 more crummy quarters of results for the drillers. Looking out to 08 and 09 is expecting $1.60 and $1.70.
STRONG BUY
Probably more money to be made in the oil service area than in oil itself. He is buying Zed.i Solutions (ZED-X), Trican (TCW-T) and Pason (PSI-T) for new accounts. Anything under $1 is a great buying opportunity.
COMMENT
In the process of transforming itself from a hardware and software company into a total software solutions company. Top line has grown beautifully at 35%-40% a year, but because of development costs, the bottom line did not grow. New president is taking it to new levels.
BUY
Produces software for oil/gas companies for monitoring and managing each well. Could be a takeover target.
HOLD
Main market is small to intermediate size oil/gas trusts. This area has been under pressure. You will have to wait for the 2nd, 3rd and 4th quarter before there is any substantial pickup in earnings.
HOLD
Wouldn't buy for the next quarter or two. Trusts have cut back on their drilling activity, but expects they will get back to full activity and will need this company's services even more in order to keep better track of revenues.
BUY
Earnings are expected to be $0.09 in 07 and growing to $.13 in 08. Product is very good providing extremely good insight into what is going on at the wellhead of natural gas and oil. Reasonably priced.
BUY
If the oil patch is driven to look for productivity solutions because of a downward price movement, this would be part of that solution. Would like to see them expand internationally. Still buying at these levels.
DON'T BUY
Disappointing, mostly due to their ploughing back sales revenues, which are growing at about 35%-40% annually, into product development. Would not buy until oil/gas prices and drilling stabilize.
HOLD
Impacted a little by the ruling on trusts. Transitioning from a hardware producer to a solutions software provider. Have been ploughing money back into R&D, hiring people. They want to be in a position to benefit for a rapid expansion for oil/gas data.
HOLD
The drilling activities surrounding the trusts is in question until the government rules are known. There will be some short-term dislocations to their earnings.
COMMENT
Just struck a deal with Penn West Energy (PWT.UN-T). Product is used to monitor and control wirelessly what is happening at the wellhead. Recurring revenue model is what appeals.
BUY
Is still buying it. Have had a major management shuffle. New management has a great track record in turning companies around as well as taking existing companies to the next stage. Incredibly cheap.
BUY
He owns it personally and is buying more today. It is in an ideal place to benefit. It has good management. He has faith that it will grow. Believes it is the fastest growing company in Canada.
Showing 31 to 45 of 97 entries