Sierra Wireless

SW-T

Analysis and Opinions about SW-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 9, 2005
Company has had a lot of problems and the stock has dropped quite a bit, so could be a takeover target. Last 2 quarters were very poor. Would have to be very accretive in technology for another company such as Qualcomm (QCOM-Q). Wouldn't buy this company on that prospect.
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Sierra Wireless (SW-T)
August 9, 2005
Company has had a lot of problems and the stock has dropped quite a bit, so could be a takeover target. Last 2 quarters were very poor. Would have to be very accretive in technology for another company such as Qualcomm (QCOM-Q). Wouldn't buy this company on that prospect.
SELL
SELL
August 4, 2005
In a product transition and can't get going. They are some ways away from the next generation product. Not right for this time in the market.
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Sierra Wireless (SW-T)
August 4, 2005
In a product transition and can't get going. They are some ways away from the next generation product. Not right for this time in the market.
DON'T BUY
DON'T BUY
June 9, 2005
A company that just abandoned a long term project that it spent a lot of money trying to get going. Poor reflection on management.
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A company that just abandoned a long term project that it spent a lot of money trying to get going. Poor reflection on management.
DON'T BUY
DON'T BUY
June 8, 2005
Makes wireless chips which is a nice business, but there's lots of competition. Would question management's judgements. YOu can make a lot of money on the stock if things break right. Track record has not been great.
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Makes wireless chips which is a nice business, but there's lots of competition. Would question management's judgements. YOu can make a lot of money on the stock if things break right. Track record has not been great.
DON'T BUY
DON'T BUY
May 11, 2005
Need to see another base develop before he could get positive on the stock.
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Need to see another base develop before he could get positive on the stock.
DON'T BUY
DON'T BUY
April 27, 2005
Has been in a downtrend since July/04 and can't see when it is ending. It is showing no sign of life.
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Sierra Wireless (SW-T)
April 27, 2005
Has been in a downtrend since July/04 and can't see when it is ending. It is showing no sign of life.
DON'T BUY
DON'T BUY
April 19, 2005
Have some concerns on this company. Have been crushed lately. Lost some major customers that were installing their air-cards. A niche that was created when cell phones first started to proliferate and there was access through the cellular networks. Did a good job of stepping in and bringing functionality to networks. Gorillas of the industry are eating away at that niche.
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Sierra Wireless (SW-T)
April 19, 2005
Have some concerns on this company. Have been crushed lately. Lost some major customers that were installing their air-cards. A niche that was created when cell phones first started to proliferate and there was access through the cellular networks. Did a good job of stepping in and bringing functionality to networks. Gorillas of the industry are eating away at that niche.
DON'T BUY
DON'T BUY
April 14, 2005
Ranks in the bottom 10% in his database model. Earnings are expected to go from $1.15 gain in 2004 to a $1.08 loss in 2005. If they are successful in hitting the analysts earnings number of $0.37 looking out to 2006 that would be a 25 PE against some pretty brisk earnings growth.
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Sierra Wireless (SW-T)
April 14, 2005
Ranks in the bottom 10% in his database model. Earnings are expected to go from $1.15 gain in 2004 to a $1.08 loss in 2005. If they are successful in hitting the analysts earnings number of $0.37 looking out to 2006 that would be a 25 PE against some pretty brisk earnings growth.
DON'T BUY
DON'T BUY
April 11, 2005
This is bottom fishing. There is no bargain in this stock. Had a big sell off in '01/02, with a knee jerk reaction in 2003 and it is now falling off, trying to find a base which is probably in the $2/3 area.
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Sierra Wireless (SW-T)
April 11, 2005
This is bottom fishing. There is no bargain in this stock. Had a big sell off in '01/02, with a knee jerk reaction in 2003 and it is now falling off, trying to find a base which is probably in the $2/3 area.
SELL
SELL
March 29, 2005
In a very difficult place in the market and having a lot of time turning themselves around. Profitability is suspect. Ability to break out of the problems they are having is really suspect.
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Sierra Wireless (SW-T)
March 29, 2005
In a very difficult place in the market and having a lot of time turning themselves around. Profitability is suspect. Ability to break out of the problems they are having is really suspect.
SELL
SELL
March 14, 2005
Has pulled back a long way. A new technology cycle is coming and they are not a part of it. Revenues are lower.
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Sierra Wireless (SW-T)
March 14, 2005
Has pulled back a long way. A new technology cycle is coming and they are not a part of it. Revenues are lower.
DON'T BUY
DON'T BUY
February 15, 2005
Technology is not a great place to be right now. Margins have been difficult. Wireless in general has been pretty good, but this company has been losing some business.
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Sierra Wireless (SW-T)
February 15, 2005
Technology is not a great place to be right now. Margins have been difficult. Wireless in general has been pretty good, but this company has been losing some business.
BUY
BUY
February 14, 2005
It's tough to see them get a lot of traction with their core products. Taking a flyer on a "smart phone" which is a growing, but competitive field. Has $7 in cash per share. Not a lot of risk, so worth a shot in technology.
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Sierra Wireless (SW-T)
February 14, 2005
It's tough to see them get a lot of traction with their core products. Taking a flyer on a "smart phone" which is a growing, but competitive field. Has $7 in cash per share. Not a lot of risk, so worth a shot in technology.
SELL
SELL
February 1, 2005
A disaster. Had formed a bottom and the started a leg up, but ran out of steam, reversed and at this stage it is below the 200 day moving average. Has the potential of going all the way down to the $5 level.
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Sierra Wireless (SW-T)
February 1, 2005
A disaster. Had formed a bottom and the started a leg up, but ran out of steam, reversed and at this stage it is below the 200 day moving average. Has the potential of going all the way down to the $5 level.
WAIT
WAIT
January 26, 2005
Just reported and the earnings were not very good. Thinking about selling it, but thinks it may be temporary. There is inventory in the channel, so not re-ordering to the extent they were. Losing a little bit of market share to a competitor. Valuation is very attractive.
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Sierra Wireless (SW-T)
January 26, 2005
Just reported and the earnings were not very good. Thinking about selling it, but thinks it may be temporary. There is inventory in the channel, so not re-ordering to the extent they were. Losing a little bit of market share to a competitor. Valuation is very attractive.
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