Stock Opinions by Duncan Stewart

Stock Opinions by Duncan Stewart - Stockchase Experts

Signal	Opinion	Expert	Chart
TOP PICK	RuggedCom Inc.(RCM-T) December 30, 2008 Governments will be spending a lot of money on infrastructure. Single biggest problem with global infrastructure is electrical grids. Most technology used in substations and across transmission and distribution, dates from the 1940's. This company makes high-end networking gear. They have 60% market share. electrical/electronic 0 0 0 0 0 0 comments	Governments will be spending a lot of money on infrastructure. Single biggest problem with global infrastructure is electrical grids. Most technology used in substations and across transmission and distribution, dates from the 1940's. This company makes high-end networking gear. They have 60% market share. electrical/electronic 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $12.700 Owned No	Sign up or Log in to enjoy full view of charts.

TOP PICK	Palm Inc.(PALM-Q) December 30, 2008 Top Short Losing market share. New products coming out and the rumour is that they are terrible. Losing money and has debt. Could be in chapter 11 a year from now. electrical/electronic 0 0 0 0 0 0 comments	Top Short Losing market share. New products coming out and the rumour is that they are terrible. Losing money and has debt. Could be in chapter 11 a year from now. electrical/electronic 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $3.160 Owned No	Sign up or Log in to enjoy full view of charts.
TOP PICK	Intel(INTC-Q) December 30, 2008 Doesn't like semiconductors or the PC business but feels they are going to continue picking up share from Advanced Micro Devices (AMD-N). Have 45 nm process architecture. Able to supply 25 to 50 million new chips for the new netbooks. electrical/electronic 0 0 0 0 0 0 comments	Doesn't like semiconductors or the PC business but feels they are going to continue picking up share from Advanced Micro Devices (AMD-N). Have 45 nm process architecture. Able to supply 25 to 50 million new chips for the new netbooks. electrical/electronic 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $14.690 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Xantrex Technology Inc.(XTX-T) December 30, 2008 (A Top Pick Apr 25/08. Up 55%.) Specialize in power converters that get electricity onto the electrical grid from green power applications. Wound down all of his funds at the end of October. electrical/electronic 0 0 0 0 0 0 comments	(A Top Pick Apr 25/08. Up 55%.) Specialize in power converters that get electricity onto the electrical grid from green power applications. Wound down all of his funds at the end of October. electrical/electronic 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $14.980 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	George Weston Ltd.(WN-T) December 30, 2008 Preferred A's. (A Top Pick Apr 25/08. Down 10%.) Now that they have sold their bakery division, it is not known what the company is going to do. Yields about 8.6%. food processing 0 0 0 0 0 0 comments	Preferred A's. (A Top Pick Apr 25/08. Down 10%.) Now that they have sold their bakery division, it is not known what the company is going to do. Yields about 8.6%. food processing 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $19.990 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Thomson Reuters Corp(TRI-T) December 30, 2008 (A Top Pick Apr 25/08. Down 9%.) The challenge is that so much of their revenue comes from the financial services, which is the deeply contracting industry. The legal side is really hanging in there. publishing/printing 0 0 0 0 0 0 comments	(A Top Pick Apr 25/08. Down 9%.) The challenge is that so much of their revenue comes from the financial services, which is the deeply contracting industry. The legal side is really hanging in there. publishing/printing 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $35.090 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Arise Technologies Corporation(APV-T) December 30, 2008 Solar is in a bit of an eclipse. Across the board in the solar sector there are capacity cuts and supply cuts and companies are downgrading guidance. Solar will be massively in overcapacity in 2009 based on fundamentals. This company has some new interesting technology but it is not ready yet. A wildcard is what governments do. other services 0 0 0 0 0 0 comments	Solar is in a bit of an eclipse. Across the board in the solar sector there are capacity cuts and supply cuts and companies are downgrading guidance. Solar will be massively in overcapacity in 2009 based on fundamentals. This company has some new interesting technology but it is not ready yet. A wildcard is what governments do. other services 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $0.540 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Sierra Wireless(SW-T) December 30, 2008 Great company with good technology. However, the business of providing connectivity to wireless networks is a terrible business to be in. A lot of competition. Thinks 2009 will be a tough year for them. electrical/electronic 0 0 0 0 0 0 comments	Great company with good technology. However, the business of providing connectivity to wireless networks is a terrible business to be in. A lot of competition. Thinks 2009 will be a tough year for them. electrical/electronic 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $7.200 Owned No	Sign up or Log in to enjoy full view of charts.
SHORT	Micron Technology(MU-Q) December 30, 2008 Not time to buy semiconductor space yet. The memory sector, which this company is in, is a terrible sector. This company lost $700 million out of $1.4 billion in revenues last quarter. Balance sheet is stretched. computer software/processing 0 0 0 0 0 0 comments	Not time to buy semiconductor space yet. The memory sector, which this company is in, is a terrible sector. This company lost $700 million out of $1.4 billion in revenues last quarter. Balance sheet is stretched. computer software/processing 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $2.440 Owned No	Sign up or Log in to enjoy full view of charts.
STRONG BUY	Westport Innovations(WPT-T) December 30, 2008 Has technology allowing conversion of a diesel engine to natural gas. Not only an economic benefit but also an environmental benefit. At these prices, it is a steal. misc industrial products 0 0 0 0 0 0 comments	Has technology allowing conversion of a diesel engine to natural gas. Not only an economic benefit but also an environmental benefit. At these prices, it is a steal. misc industrial products 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $5.840 Owned No	Sign up or Log in to enjoy full view of charts.
COMMENT	BCE Inc.(BCE-T) December 30, 2008 Likes management and at this price it is a completely reasonable investment. However, they are going to have to spend money in order to make money so the next year or two is going to be rocky. telephone utilities 0 0 0 0 0 0 comments	Likes management and at this price it is a completely reasonable investment. However, they are going to have to spend money in order to make money so the next year or two is going to be rocky. telephone utilities 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $24.140 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Cleanfield Alternative Energy Inc.(AIR.H-X) December 30, 2008 Have a vertical wind turbine, which has some advantages, but is still new. Doesn't think 2009 is going to be a good year for alternative energy companies unless there is a lot of help from the US government. misc industrial products 0 0 0 0 0 0 comments	Have a vertical wind turbine, which has some advantages, but is still new. Doesn't think 2009 is going to be a good year for alternative energy companies unless there is a lot of help from the US government. misc industrial products 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $0.210 Owned No	Sign up or Log in to enjoy full view of charts.
COMMENT	5N Plus(VNP-T) December 30, 2008 Not wild about wind or solar but the one exception is this company. They make thin-fill solar that economically works without a lot of help from the government. Well-capitalized and have cash. If he had to pick one solar company it would be this. other services 0 0 0 0 0 0 comments	Not wild about wind or solar but the one exception is this company. They make thin-fill solar that economically works without a lot of help from the government. Well-capitalized and have cash. If he had to pick one solar company it would be this. other services 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $4.660 Owned No	Sign up or Log in to enjoy full view of charts.
COMMENT	Vodafone Group PLC(VOD-Q) December 30, 2008 Would probably be one of the global carriers that he would look at. A solid company. Enough different fingers in enough different pies that it could be considered a core holding in the telecom space. Telecommunications 0 0 0 0 0 0 comments	Would probably be one of the global carriers that he would look at. A solid company. Enough different fingers in enough different pies that it could be considered a core holding in the telecom space. Telecommunications 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $19.760 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Sandvine Corp.(SVC-T) December 30, 2008 Make networking gear called “Deep Packet Inspection” and the US government declared it illegal to use on a network. This is now being worked out. Their technology is world beating. Not only used by cable ISPs but phone ISPs are starting to use it and the new hot market is the wireless ISPs. Has cash. Well run company. Good investment for 2%-3% of your portfolio. computer software/processing 0 0 0 0 0 0 comments	Make networking gear called “Deep Packet Inspection” and the US government declared it illegal to use on a network. This is now being worked out. Their technology is world beating. Not only used by cable ISPs but phone ISPs are starting to use it and the new hot market is the wireless ISPs. Has cash. Well run company. Good investment for 2%-3% of your portfolio. computer software/processing 0 0 0 0 0 0 comments Duncan Stewart Director o, DSAM Consulting... Price $0.730 Owned No	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Duncan Stewart - Stockchase Experts