RuggedCom Inc.

RCM-T

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0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about RCM-T

Signal
Opinion
Expert
BUY
BUY
January 10, 2011
Utility has been a pretty boring business but is now going through a massive transformation. This is one of the few ways to get leverage to this. Management are all GE guys.
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RuggedCom Inc. (RCM-T)
January 10, 2011
Utility has been a pretty boring business but is now going through a massive transformation. This is one of the few ways to get leverage to this. Management are all GE guys.
BUY
BUY
December 6, 2010
Well regarded in regard to their products. Was heavily promoted about 1.5 years ago and then had a couple of weak quarters and really got slammed. Good underlying business and is now in recovery mode.
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RuggedCom Inc. (RCM-T)
December 6, 2010
Well regarded in regard to their products. Was heavily promoted about 1.5 years ago and then had a couple of weak quarters and really got slammed. Good underlying business and is now in recovery mode.
PAST TOP PICK
PAST TOP PICK
November 24, 2010
(A Top Pick April 7/10. Down 12.65%.) Released a quarter that was disappointing versus expectations. Still likes.
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RuggedCom Inc. (RCM-T)
November 24, 2010
(A Top Pick April 7/10. Down 12.65%.) Released a quarter that was disappointing versus expectations. Still likes.
BUY
BUY
October 26, 2010
Beaten down from its high because some orders didn’t come through. Ruggedized networking and metering products for hydro grids, which will be in demand more and more with multiple sources of energy going into the grid. Be prepared for some shocks. He likes the management.
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RuggedCom Inc. (RCM-T)
October 26, 2010
Beaten down from its high because some orders didn’t come through. Ruggedized networking and metering products for hydro grids, which will be in demand more and more with multiple sources of energy going into the grid. Be prepared for some shocks. He likes the management.
BUY
BUY
August 4, 2010
Manufacture ruggedized communications equipment such as routers/switches for electrical companies and transportation.. Great growth opportunity but Cisco (CSCO-T) is getting interested. Think they can fight them off for quite a while. Very strong management team.
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RuggedCom Inc. (RCM-T)
August 4, 2010
Manufacture ruggedized communications equipment such as routers/switches for electrical companies and transportation.. Great growth opportunity but Cisco (CSCO-T) is getting interested. Think they can fight them off for quite a while. Very strong management team.
TOP PICK
TOP PICK
April 7, 2010
Q2 wasn't great from a growth perspective but Q3 was very strong. Now looking for a resumption in growth and then big profitability.
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Q2 wasn't great from a growth perspective but Q3 was very strong. Now looking for a resumption in growth and then big profitability.
PAST TOP PICK
PAST TOP PICK
January 27, 2010
(A Top Pick Mar 24/09. Down 19.67%.) Still a Buy.
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RuggedCom Inc. (RCM-T)
January 27, 2010
(A Top Pick Mar 24/09. Down 19.67%.) Still a Buy.
COMMENT
COMMENT
August 6, 2009
Their product is one of the market leaders. Unfortunately it is chunky revenue. Came out with 8 or 9 great quarters in a row and a couple that were not so hot, largely because of the Cdn$. Half decent price right now. Cash is fine and backlog is increasing.
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RuggedCom Inc. (RCM-T)
August 6, 2009
Their product is one of the market leaders. Unfortunately it is chunky revenue. Came out with 8 or 9 great quarters in a row and a couple that were not so hot, largely because of the Cdn$. Half decent price right now. Cash is fine and backlog is increasing.
BUY
BUY
July 9, 2009
Still really likes it. There is a lots of spending on making the grid more reliable, since 2003. Great runway of backorders. Has been holding its price for a quarter or so. People are waiting to see if they are progressing as much as the stock price says it is.
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Still really likes it. There is a lots of spending on making the grid more reliable, since 2003. Great runway of backorders. Has been holding its price for a quarter or so. People are waiting to see if they are progressing as much as the stock price says it is.
COMMENT
COMMENT
June 29, 2009
One of the poster children for smart grid technology in North America.
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One of the poster children for smart grid technology in North America.
COMMENT
COMMENT
May 27, 2009
Manufacture communication hardware for work in power areas where there is electrical interference. Making fantastic margins. Future is extremely positive.
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Manufacture communication hardware for work in power areas where there is electrical interference. Making fantastic margins. Future is extremely positive.
TOP PICK
TOP PICK
March 24, 2009
Niche market in making communication gear that works in power substations.
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RuggedCom Inc. (RCM-T)
March 24, 2009
Niche market in making communication gear that works in power substations.
BUY
BUY
March 11, 2009
Part of the Smart grid and are closer to transformers. Most transformers are about 30 years old and need to be replaced. Electrical utilities are a very reliable client base. Infrastructure play. No visible backlog is a problem. Expecting a 19% earnings growth. Ranks well in his models.
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RuggedCom Inc. (RCM-T)
March 11, 2009
Part of the Smart grid and are closer to transformers. Most transformers are about 30 years old and need to be replaced. Electrical utilities are a very reliable client base. Infrastructure play. No visible backlog is a problem. Expecting a 19% earnings growth. Ranks well in his models.
WAIT
WAIT
February 26, 2009
Benefits from infrastructure. The only drawback is that it has done extremely well recently. Running up stocks is not a good idea so wait for a pullback of 15%-20%. Earnings are great.
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RuggedCom Inc. (RCM-T)
February 26, 2009
Benefits from infrastructure. The only drawback is that it has done extremely well recently. Running up stocks is not a good idea so wait for a pullback of 15%-20%. Earnings are great.
SELL
SELL
January 21, 2009
This is a speculation, not an investment. Very difficult challenge in how to value. Has no yield or distribution and it is hard to tell what the market cap of this stock should be. If he owned and had a gain, he would take his money off the table.
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RuggedCom Inc. (RCM-T)
January 21, 2009
This is a speculation, not an investment. Very difficult challenge in how to value. Has no yield or distribution and it is hard to tell what the market cap of this stock should be. If he owned and had a gain, he would take his money off the table.
Showing 1 to 15 of 19 entries