Sierra Wireless

SW-T

Analysis and Opinions about SW-T

Signal
Opinion
Expert
HOLD
HOLD
February 1, 2010
(Market Call Minute.) Really likes this one and it has had a great move. Last year's European acquisition looks really good. Sector is growing and they're well positioned but stock is already had a good move.
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Sierra Wireless (SW-T)
February 1, 2010
(Market Call Minute.) Really likes this one and it has had a great move. Last year's European acquisition looks really good. Sector is growing and they're well positioned but stock is already had a good move.
BUY WEAKNESS
BUY WEAKNESS
August 4, 2009
(Market Call Minute.) Chart shows higher lows and he likes the space. If it came back to $7 he would buy.
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Sierra Wireless (SW-T)
August 4, 2009
(Market Call Minute.) Chart shows higher lows and he likes the space. If it came back to $7 he would buy.
PAST TOP PICK
PAST TOP PICK
June 11, 2009
(A Top Pick July 14/08. Down 52.51%.) Has a lot of cash.
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(A Top Pick July 14/08. Down 52.51%.) Has a lot of cash.
PAST TOP PICK
PAST TOP PICK
March 16, 2009
(A Top Pick March 6/08. Down %.) Trading below net cash of $5 they have. Market is indicating it is worthless even though they are generating a profit. They are getting more competition. He continues to hold but not buying more.
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Sierra Wireless (SW-T)
March 16, 2009
(A Top Pick March 6/08. Down %.) Trading below net cash of $5 they have. Market is indicating it is worthless even though they are generating a profit. They are getting more competition. He continues to hold but not buying more.
DON'T BUY
DON'T BUY
March 11, 2009
Roughly in the third bottom of his database. While they have a lot of cash, there is increasing competition from China. Analysts have chopped earnings estimates by 80%. Earnings are expected to go from $1.56 to $.22.
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Sierra Wireless (SW-T)
March 11, 2009
Roughly in the third bottom of his database. While they have a lot of cash, there is increasing competition from China. Analysts have chopped earnings estimates by 80%. Earnings are expected to go from $1.56 to $.22.
DON'T BUY
DON'T BUY
December 30, 2008
Great company with good technology. However, the business of providing connectivity to wireless networks is a terrible business to be in. A lot of competition. Thinks 2009 will be a tough year for them.
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Sierra Wireless (SW-T)
December 30, 2008
Great company with good technology. However, the business of providing connectivity to wireless networks is a terrible business to be in. A lot of competition. Thinks 2009 will be a tough year for them.
TOP PICK
TOP PICK
July 14, 2008
Trading at under 10X earnings. Sitting on net cash on the balance sheet of around $4 a share. Very cheap. Have beaten expectations 5 quarters running. Modems and built-in equipment are selling.
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Trading at under 10X earnings. Sitting on net cash on the balance sheet of around $4 a share. Very cheap. Have beaten expectations 5 quarters running. Modems and built-in equipment are selling.
SELL
SELL
July 11, 2008
Makes PCMCI cards, basically 3G cards for laptops that people use when they sign up for any of the carriers that 3G services. A really limited market as most people don’t care enough to spend the extra. Look for a good exit point.
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Makes PCMCI cards, basically 3G cards for laptops that people use when they sign up for any of the carriers that 3G services. A really limited market as most people don’t care enough to spend the extra. Look for a good exit point.
BUY WEAKNESS
BUY WEAKNESS
June 18, 2008
Ranks about halfway in his model. Earnings expected to grow 21%. A 12 PE. On the surface it appears attractive and are introducing some new products. Look for a pull back in the market.
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Ranks about halfway in his model. Earnings expected to grow 21%. A 12 PE. On the surface it appears attractive and are introducing some new products. Look for a pull back in the market.
BUY
BUY
May 28, 2008
Essentially do wireless modems for laptops. Probably has the most volatility in the Canadian market in terms of stock price and earnings. Competition is growing. Had great results in the recent quarter. Not expensive. Treat it as a trading stock, i.e. on a short-term basis.
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Essentially do wireless modems for laptops. Probably has the most volatility in the Canadian market in terms of stock price and earnings. Competition is growing. Had great results in the recent quarter. Not expensive. Treat it as a trading stock, i.e. on a short-term basis.
BUY
BUY
May 21, 2008
(Market Call Minute.) Cheap.
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(Market Call Minute.) Cheap.
TOP PICK
TOP PICK
May 5, 2008
Really kicking butt in the market. Have cards that make the conductivity for laptops to run through cellular networks. Hitting the product cycle right, but even better is their main competitor Novatel Wireless (NVTL-Q) has missed their product cycle. Had a 50% run in the last couple of weeks, so wait for a pullback to below $17.
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Really kicking butt in the market. Have cards that make the conductivity for laptops to run through cellular networks. Hitting the product cycle right, but even better is their main competitor Novatel Wireless (NVTL-Q) has missed their product cycle. Had a 50% run in the last couple of weeks, so wait for a pullback to below $17.
DON'T BUY
DON'T BUY
April 25, 2008
Bouncing off the bottom quite nicely. Competition Novatel Wireless (NVTL-Q) is stumbling rather badly. Introduced some new products that are doing really well. However, there are technologies like Wimax from Intel (INTC-Q), which could enormously disrupt their business. Well run company with strong products and strong partnerships. He doesn't like the risk.
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Sierra Wireless (SW-T)
April 25, 2008
Bouncing off the bottom quite nicely. Competition Novatel Wireless (NVTL-Q) is stumbling rather badly. Introduced some new products that are doing really well. However, there are technologies like Wimax from Intel (INTC-Q), which could enormously disrupt their business. Well run company with strong products and strong partnerships. He doesn't like the risk.
DON'T BUY
DON'T BUY
April 22, 2008
(Market Call Minute.) Not his favourite. Not a space he wants to be in. Too volatile.
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Sierra Wireless (SW-T)
April 22, 2008
(Market Call Minute.) Not his favourite. Not a space he wants to be in. Too volatile.
BUY
BUY
April 8, 2008
(Market Call Minute.) Has recently done and accretive acquisition. Appears cheap. Great opportunities, especially with the new USB products.
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(Market Call Minute.) Has recently done and accretive acquisition. Appears cheap. Great opportunities, especially with the new USB products.
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