Sierra Wireless

SW-T

Analysis and Opinions about SW-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 6, 2019
He follows this, but does not own it. They just reported an earnings miss. He does not see their business model panning out on the financial statements. Now trading under $12, he expects more downward pressure.
Sierra Wireless (SW-T)
December 6, 2019
He follows this, but does not own it. They just reported an earnings miss. He does not see their business model panning out on the financial statements. Now trading under $12, he expects more downward pressure.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$12.040
Owned
No
WATCH
WATCH
May 23, 2019
The company is the maker of a lot of the end pieces of the Internet of Things. They are leading in putting sensors in communications devices. They have been under delivering in the last couple of years. They got more aggressive management in the last six months. He is looking into it. It is risky. The sector they are in moves quickly.
The company is the maker of a lot of the end pieces of the Internet of Things. They are leading in putting sensors in communications devices. They have been under delivering in the last couple of years. They got more aggressive management in the last six months. He is looking into it. It is risky. The sector they are in moves quickly.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$17.020
Owned
No
SPECULATIVE BUY
SPECULATIVE BUY
May 1, 2019
Very volatile. A trading stock. Interesting technology that they've rolled out to various applications, so their business can grow, but a lumpy growth. The price bounces up and down.
Very volatile. A trading stock. Interesting technology that they've rolled out to various applications, so their business can grow, but a lumpy growth. The price bounces up and down.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$17.960
Owned
Unknown
SELL
SELL
February 14, 2019
They had an earnings miss. Every couple of quarters they are up or down a lot. He is short. It has poor price momentum. It is not cheap enough to buy. The business is choppy and unstable.
Sierra Wireless (SW-T)
February 14, 2019
They had an earnings miss. Every couple of quarters they are up or down a lot. He is short. It has poor price momentum. It is not cheap enough to buy. The business is choppy and unstable.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$15.140
Owned
Yes
HOLD
HOLD
July 24, 2018

They make choips for data communications, for example used in cars to talk to each other. It's a competitive business. You can hold it here, but the stock needs new excitement over the chips to get the stock going. A wait and see story.

They make choips for data communications, for example used in cars to talk to each other. It's a competitive business. You can hold it here, but the stock needs new excitement over the chips to get the stock going. A wait and see story.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$21.630
Owned
Unknown
WATCH
WATCH
August 25, 2017

Overall it has done well. It has a reasonable PE to growth. Next year he expects 18 times PE. They are in a reasonable kind of sweet spot for the Internet of Things. If there is a pullback then it would be an opportunity, but just buy part of your position if it does.

Sierra Wireless (SW-T)
August 25, 2017

Overall it has done well. It has a reasonable PE to growth. Next year he expects 18 times PE. They are in a reasonable kind of sweet spot for the Internet of Things. If there is a pullback then it would be an opportunity, but just buy part of your position if it does.

Robert McWhirter
President, Selective Asset Management
Price
$27.020
Owned
Unknown
COMMENT
COMMENT
June 20, 2017

This has had some great runs in the past as well as some real difficulties. Their products sort of come into and go out of favour. He is not sure this is the one he would pick within the group, but would prefer one of the larger ones.

This has had some great runs in the past as well as some real difficulties. Their products sort of come into and go out of favour. He is not sure this is the one he would pick within the group, but would prefer one of the larger ones.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$38.510
Owned
No
COMMENT
COMMENT
May 24, 2017

This company reinvented itself a number of times over the years. They are a technology hardware manufacturer. This is best summed up by calling them an “Internet of things”, for all kinds of devices. From a long-term perspective, it is subject to the vagaries of the product cycle and technological obsolescence. He doesn’t care for the volatility and prefers others.

This company reinvented itself a number of times over the years. They are a technology hardware manufacturer. This is best summed up by calling them an “Internet of things”, for all kinds of devices. From a long-term perspective, it is subject to the vagaries of the product cycle and technological obsolescence. He doesn’t care for the volatility and prefers others.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$36.290
Owned
No
TOP PICK
TOP PICK
May 11, 2017

He likes the space “the Internet of things” that this is in. This has about 38% of the business in Canada and he thinks it is going to keep growing. It is in the right sector, between the pro-growth and the defensive. They just had a fantastic quarter and caught the street off guard. Sees this having a double from here. The next resistance is around $46, and he thinks it is taking out the $58 at some point. (Analysts’ price target is $29.50.)

He likes the space “the Internet of things” that this is in. This has about 38% of the business in Canada and he thinks it is going to keep growing. It is in the right sector, between the pro-growth and the defensive. They just had a fantastic quarter and caught the street off guard. Sees this having a double from here. The next resistance is around $46, and he thinks it is taking out the $58 at some point. (Analysts’ price target is $29.50.)

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$38.130
Owned
Yes
HOLD
HOLD
May 2, 2017

This is in the “Internet of things” space, and make modules that allow cars, refrigerators, etc. to connect to the Internet. This is in the growth space which is becoming crowded. A well-run business, and has had quite a run. Could be a potential takeover candidate at some point.

This is in the “Internet of things” space, and make modules that allow cars, refrigerators, etc. to connect to the Internet. This is in the growth space which is becoming crowded. A well-run business, and has had quite a run. Could be a potential takeover candidate at some point.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$34.360
Owned
No
PARTIAL SELL
PARTIAL SELL
February 13, 2017

Finally had a good quarter, but he thinks it was too much. This has been a very volatile story over the past number of years. Valuation is very rich right now. If you own, he would consider taking some profits.

Sierra Wireless (SW-T)
February 13, 2017

Finally had a good quarter, but he thinks it was too much. This has been a very volatile story over the past number of years. Valuation is very rich right now. If you own, he would consider taking some profits.

John Zechner
Chairman, J. Zechner & Assoc
Price
$32.890
Owned
No
COMMENT
COMMENT
November 6, 2015

This is a past high momentum name. It spiked at the beginning of the year. Once you get a spike like that, it takes a long time to repair the damage. If you own, you might want to reduce.

Sierra Wireless (SW-T)
November 6, 2015

This is a past high momentum name. It spiked at the beginning of the year. Once you get a spike like that, it takes a long time to repair the damage. If you own, you might want to reduce.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$25.510
Owned
Unknown
WATCH
WATCH
August 7, 2015

The company is happy with their current results, but the challenge is going to be the upcoming quarter. Some of the sales they were expecting in Q3 have been pulled forward into Q2, which bulks up the near term results, but means that Q3 might be more of a challenge. ROE of 10%. The PE is 22X against earnings growth forecast of 79%, as earnings are expected to go from $.83 to $1.48 in 2016. For 2017, earnings are expected to grow at 39% against a 15 PE. This gives a PE to growth rate of .5, and typically a growth rate of less than 1 is viewed as favourable. Thinks there is still pretty good long-term opportunity for them. It ranks 131, roughly the top 10% of his database. He would look at technical analysis to see when it is time to jump in.

Sierra Wireless (SW-T)
August 7, 2015

The company is happy with their current results, but the challenge is going to be the upcoming quarter. Some of the sales they were expecting in Q3 have been pulled forward into Q2, which bulks up the near term results, but means that Q3 might be more of a challenge. ROE of 10%. The PE is 22X against earnings growth forecast of 79%, as earnings are expected to go from $.83 to $1.48 in 2016. For 2017, earnings are expected to grow at 39% against a 15 PE. This gives a PE to growth rate of .5, and typically a growth rate of less than 1 is viewed as favourable. Thinks there is still pretty good long-term opportunity for them. It ranks 131, roughly the top 10% of his database. He would look at technical analysis to see when it is time to jump in.

Robert McWhirter
President, Selective Asset Management
Price
$29.120
Owned
No
COMMENT
COMMENT
August 4, 2015

This is back in the decline mode again because the tech stocks associated with it have gone down. In the short term, he wouldn’t expect a whole lot from it. The balance sheet is solid, and in the whole sector of connectivity of things to the Internet they are really riding that wave. One of the only pure plays in the sector. Longer-term the sector outlook will win the day for the stock. Valuation has come down quite attractively. If you can keep this for 2 years and ignore the next 6 months, you will probably do okay.

Sierra Wireless (SW-T)
August 4, 2015

This is back in the decline mode again because the tech stocks associated with it have gone down. In the short term, he wouldn’t expect a whole lot from it. The balance sheet is solid, and in the whole sector of connectivity of things to the Internet they are really riding that wave. One of the only pure plays in the sector. Longer-term the sector outlook will win the day for the stock. Valuation has come down quite attractively. If you can keep this for 2 years and ignore the next 6 months, you will probably do okay.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$32.370
Owned
No
SHORT
SHORT
June 18, 2015

It is a great company and great technology, but it got crazy expensive and so he would suggest shorting it.

It is a great company and great technology, but it got crazy expensive and so he would suggest shorting it.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$34.250
Owned
No
Showing 1 to 15 of 226 entries