Latest Top Picks

Stock Opinions by David Kramer

DON'T BUY
BakBone Software
They have good software. Last year, they lost $.16, this year they'll earn $ .04 and next year $ .08. Every quarter last year, they lowered guidance. Too expensive.
computer software / processing
DON'T BUY
An interesting company. Prefers TIR Systems. Would like to see their backlog grow.
transportation equip & components
DON'T BUY
HP Interactive CP
Probably fully valued.
wholesale distributors
DON'T BUY
Descartes
Is interested in small caps that become large, not large caps that become small. Not enough earnings.
computer software / processing
DON'T BUY
MDF Commerce Inc.
Likes the company, but has always been a little bit ahead of what he wants to pay for it. Good earnings. Fairly priced. Still watching.
computer software / processing
DON'T BUY
Rutter Technologies
Not sure where their backlog will be coming from. Probably fairly valued.
misc industrial products
TOP PICK
Calian Group Ltd
Has very strong visibility. Earnings that exceeded expectations last quarter. Have raised guidance for the last five quarters. Dividends.
consulting
TOP PICK
TIR Systems Ltd
Has very good visibility into revenues. Planning on moving to the TSX this year. A good backlog of orders.
misc industrial products
WEAK BUY
Have FDA clearance. Revenue is growing. Attractive technology. Reached his price target, so sold.
medical services
DON'T BUY
VSM MedTech Ltd.
Not a buyer at this price.
biotechnology / pharmaceutical
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