DragonWave Inc.

DRWI-T Dead)

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

Analysis and Opinions about DRWI-T Dead)

Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
December 9, 2010
More of a bet because it is more of a backhaul on a wireless basis. Their biggest customer Clearwire (CLWR-Q) looks like they are going ahead with a gigantic financing to continue to build out their network, which would be positive for Dragon Wave. Speculative.
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More of a bet because it is more of a backhaul on a wireless basis. Their biggest customer Clearwire (CLWR-Q) looks like they are going ahead with a gigantic financing to continue to build out their network, which would be positive for Dragon Wave. Speculative.
PAST TOP PICK
PAST TOP PICK
September 10, 2010
(A Top Pick Sept 15/09. Down 1.3%.) Sold at around $10 because company has single customer concentration. Many companies are going to fibre optics versus direct line-of-sight microwave. On his watch list.
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(A Top Pick Sept 15/09. Down 1.3%.) Sold at around $10 because company has single customer concentration. Many companies are going to fibre optics versus direct line-of-sight microwave. On his watch list.
DON'T BUY
DON'T BUY
August 4, 2010
With data that is being developed by things like the smart phone, the amount of data that has to be driven back into the network is immense. Trend is to backhaul using new technologies this company develops and it could be the future. Clearwater is their major customer giving them 80% of the revenues and it is going down.
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With data that is being developed by things like the smart phone, the amount of data that has to be driven back into the network is immense. Trend is to backhaul using new technologies this company develops and it could be the future. Clearwater is their major customer giving them 80% of the revenues and it is going down.
SPECULATIVE BUY
SPECULATIVE BUY
June 22, 2010
They have one major client in the US and the network they built out is not proven. Given enough time this company will be able to generate revenue from more sources. They should do quite well, but there is a lot of uncertainty.
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They have one major client in the US and the network they built out is not proven. Given enough time this company will be able to generate revenue from more sources. They should do quite well, but there is a lot of uncertainty.
DON'T BUY
DON'T BUY
June 18, 2010
Sold his holdings about 3 months ago. Huge amount of chaos is happening in cell phone attacking cell phone tower and carriers are trying to figure out how to get the information back to central office. This company provides a direct line of sight microwave capability. Single customer concentration and have not been able to get contracts from other clients so earnings are expected to deteriorate by 31%. Prefers Sandvine (SVC-T) or Redknee (RKN-T).
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Sold his holdings about 3 months ago. Huge amount of chaos is happening in cell phone attacking cell phone tower and carriers are trying to figure out how to get the information back to central office. This company provides a direct line of sight microwave capability. Single customer concentration and have not been able to get contracts from other clients so earnings are expected to deteriorate by 31%. Prefers Sandvine (SVC-T) or Redknee (RKN-T).
COMMENT
COMMENT
May 27, 2010
(Market Call Minute.) Need to spread their wings and get more clientele under the belt. Great company and beautifully run. On the cusp of great difficulty but think they may work through.
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(Market Call Minute.) Need to spread their wings and get more clientele under the belt. Great company and beautifully run. On the cusp of great difficulty but think they may work through.
SELL
SELL
May 4, 2010
Believes earnings were not good. Where there is smoke there is fire so he got out.
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Believes earnings were not good. Where there is smoke there is fire so he got out.
DON'T BUY
DON'T BUY
March 18, 2010
Ranks well in his model. Has scaled back half his position because of stock price increase. Recently announced a small contract in Greece. Doing a stock buyback on approximately 10%. Longer-term growth is slowing. Huge customer in Clearwater but once this starts to burn off there is a question about replacements. Growth is flat for 2010. 13 PE with earnings $.89 in 2009 and $.88 forecast for Feb/11.
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Ranks well in his model. Has scaled back half his position because of stock price increase. Recently announced a small contract in Greece. Doing a stock buyback on approximately 10%. Longer-term growth is slowing. Huge customer in Clearwater but once this starts to burn off there is a question about replacements. Growth is flat for 2010. 13 PE with earnings $.89 in 2009 and $.88 forecast for Feb/11.
BUY
BUY
February 18, 2010
Great story. A bit expensive here. These guys are at the right place at the right time for long-term investors.
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Great story. A bit expensive here. These guys are at the right place at the right time for long-term investors.
TOP PICK
TOP PICK
February 4, 2010
Telecom provider for backhauls. Clearwater is one of their biggest customers in this customer provided about 800% growth in the last quarter. Trading at about 12X earnings and have $100 million in cash with no debt.
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Telecom provider for backhauls. Clearwater is one of their biggest customers in this customer provided about 800% growth in the last quarter. Trading at about 12X earnings and have $100 million in cash with no debt.
BUY
BUY
November 17, 2009
Microwave backhaul, which is much cheaper and faster than current methodology. Great opportunity as huge traffic returns to cell phones. Earnings up 485%. Expected to slow down but pretty brisk earnings forecast of 64% for 2010. 24% decline in earnings forecasted for 2011.
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Microwave backhaul, which is much cheaper and faster than current methodology. Great opportunity as huge traffic returns to cell phones. Earnings up 485%. Expected to slow down but pretty brisk earnings forecast of 64% for 2010. 24% decline in earnings forecasted for 2011.
DON'T BUY
DON'T BUY
November 9, 2009
Manufactures equipment to facilitate the BackHaul of wireless traffic in the WiMax market. Everyone is excited about WiMax because Intel (INTC-Q) is involved but there is enough new development so that speed/capacity will obviate the need for new standards. Not a big fan.
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Manufactures equipment to facilitate the BackHaul of wireless traffic in the WiMax market. Everyone is excited about WiMax because Intel (INTC-Q) is involved but there is enough new development so that speed/capacity will obviate the need for new standards. Not a big fan.
TOP PICK
TOP PICK
September 15, 2009
Makes basically a microwave backhaul. When everyone is using cell phones and sending video it overwhelms the current backhaul. Earnings are forecast at $.31 for Feb/10, almost doubling to $.58 to Feb/11. 12.5 PE. 22% ROE. Lots more growth to come.
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Makes basically a microwave backhaul. When everyone is using cell phones and sending video it overwhelms the current backhaul. Earnings are forecast at $.31 for Feb/10, almost doubling to $.58 to Feb/11. 12.5 PE. 22% ROE. Lots more growth to come.
COMMENT
COMMENT
June 22, 2009
Backhaul for communications. One customer is doing a massive build out in the US for the next 2 years. Backhaul is becoming very important because of the overall explosion of volumes of video. Big earnings growth is expected. With the expected pullback you might get this a lower price in the next 3 months.
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Backhaul for communications. One customer is doing a massive build out in the US for the next 2 years. Backhaul is becoming very important because of the overall explosion of volumes of video. Big earnings growth is expected. With the expected pullback you might get this a lower price in the next 3 months.
COMMENT
COMMENT
December 30, 2008
(Market Call Minute.) Interesting technology. Starting to see that kind of technology being used more and more in congested wireless networks.
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(Market Call Minute.) Interesting technology. Starting to see that kind of technology being used more and more in congested wireless networks.
Showing 16 to 30 of 30 entries