Com Dev International Ltd.

CDV-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about CDV-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 26, 2013

Great Canadian story. Make 80% of the components that go inside satellites that are in orbit. Very good reputation. Have been driving their margins higher. Backlog has been doing quite well over the last number of quarters. Had a bit of a stumble last quarter, but that was offset by their Exact Earth, which tracks ships by satellite.

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Great Canadian story. Make 80% of the components that go inside satellites that are in orbit. Very good reputation. Have been driving their margins higher. Backlog has been doing quite well over the last number of quarters. Had a bit of a stumble last quarter, but that was offset by their Exact Earth, which tracks ships by satellite.

BUY
BUY
June 25, 2013

Satellite part maker. An interesting sector. 80% of satellites in space have Com Dev parts. They have a new business line that is ramping up and expected to break even this year. It will be a high margin business for them if they can get it going. Most recent quarter they had a very positive book to bill.

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Satellite part maker. An interesting sector. 80% of satellites in space have Com Dev parts. They have a new business line that is ramping up and expected to break even this year. It will be a high margin business for them if they can get it going. Most recent quarter they had a very positive book to bill.

SPECULATIVE BUY
SPECULATIVE BUY
June 13, 2013

One of the biggest shareholders. They have satellites around the world. An activist shareholder has got onto the board and he is waiting to see what this person does. This is a potential take-over candidate.

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One of the biggest shareholders. They have satellites around the world. An activist shareholder has got onto the board and he is waiting to see what this person does. This is a potential take-over candidate.

DON'T BUY
DON'T BUY
April 3, 2013

Has good years and bad years and there is great lumpiness with the contracts. Screens fairly well right now but and inconsistent track record. He would prefer McDonald Detweiler (MDA-T) which, if it comes close to what the analysts are predicting, has a lot of upside.

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Has good years and bad years and there is great lumpiness with the contracts. Screens fairly well right now but and inconsistent track record. He would prefer McDonald Detweiler (MDA-T) which, if it comes close to what the analysts are predicting, has a lot of upside.

TOP PICK
TOP PICK
February 1, 2013

As people move into high-definition, etc. that you use for satellites, they get 1.5-3 times more stuff in a satellite, this is all good news for this company. Also, they are launching their own satellite of microsatellites which allows tracking of ships. This has a high recurring revenue of high margins. Earnings have expected growth of 20% for 2013 and 22% next year. Target of $4.

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As people move into high-definition, etc. that you use for satellites, they get 1.5-3 times more stuff in a satellite, this is all good news for this company. Also, they are launching their own satellite of microsatellites which allows tracking of ships. This has a high recurring revenue of high margins. Earnings have expected growth of 20% for 2013 and 22% next year. Target of $4.

BUY
BUY
January 18, 2013

Changed management a couple of years ago to the better. Thinks it can go a long ways from here. Management really knows what they are doing and are very focused.

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Changed management a couple of years ago to the better. Thinks it can go a long ways from here. Management really knows what they are doing and are very focused.

PAST TOP PICK
PAST TOP PICK
November 16, 2012

(Top Pick Jan 13/12, Up 45.87%)

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(Top Pick Jan 13/12, Up 45.87%)

BUY
BUY
September 10, 2012

Getting rid of a lot of costly government contracts and have picked up new ones. A premier satellite provider. Company sitting on cash with some earnings (5 cents). A merger takeover target in the next couple of years. No debt. Good value.

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Getting rid of a lot of costly government contracts and have picked up new ones. A premier satellite provider. Company sitting on cash with some earnings (5 cents). A merger takeover target in the next couple of years. No debt. Good value.

HOLD
HOLD
August 16, 2012

(Market Call Minute.) Sees a lot of upside.

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(Market Call Minute.) Sees a lot of upside.

TOP PICK
TOP PICK
January 13, 2012
Trading below NAV and tangible Book. Had a lot of problems with 5 government contracts. They have the Exact Earth division where they have the software that goes on a satellite and is able to cross the Earth several times a day, which will be increasing. This division should break even this year.
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Trading below NAV and tangible Book. Had a lot of problems with 5 government contracts. They have the Exact Earth division where they have the software that goes on a satellite and is able to cross the Earth several times a day, which will be increasing. This division should break even this year.
PAST TOP PICK
PAST TOP PICK
September 27, 2011
(A Top Pick Nov 24/09. Down 55.92%.) Sold his holdings in early 2010.
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(A Top Pick Nov 24/09. Down 55.92%.) Sold his holdings in early 2010.
WATCH
WATCH
October 1, 2010
Satellites. New Operating Officer who seems very capable. Just sold a portion of their satellite division to a Spanish satellite military company giving them $50 million in cash. Likes it but have to prove themselves since they lost money by mis-pricing contracts.
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Satellites. New Operating Officer who seems very capable. Just sold a portion of their satellite division to a Spanish satellite military company giving them $50 million in cash. Likes it but have to prove themselves since they lost money by mis-pricing contracts.
SELL
SELL
September 8, 2010
Broke its up line trendline in March. Major problem but it is trying to make a base. The best upside potential is for the stock to go to approximately $2.50 but the danger is the stock will be breaking further down as it has a falling 200-day moving average. (See Top Picks.)
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Broke its up line trendline in March. Major problem but it is trying to make a base. The best upside potential is for the stock to go to approximately $2.50 but the danger is the stock will be breaking further down as it has a falling 200-day moving average. (See Top Picks.)
WAIT
WAIT
March 2, 2010
Sold off back in 2006 and started to make a base in 2008. He recommended it would have a major breakout eventually. A breakout would be at about $4 but has not happened yet.
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Sold off back in 2006 and started to make a base in 2008. He recommended it would have a major breakout eventually. A breakout would be at about $4 but has not happened yet.
TOP PICK
TOP PICK
November 24, 2009
Manufactures space hardware subsystems. World leader in the commercial market for communications satellites. Business is growing and backlog is improving. Winning quite a few new contracts. Also have a system for tracking ships. Expecting a number of government contracts, both US and Canada.
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Manufactures space hardware subsystems. World leader in the commercial market for communications satellites. Business is growing and backlog is improving. Winning quite a few new contracts. Also have a system for tracking ships. Expecting a number of government contracts, both US and Canada.
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