Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 22, 2005
Although the 1st quarter was pretty decent and the market liked it, they are staying away for awhile. Some management changes that came from Cisco (CSCO-Q) didn't work. Not convinced they're out of the woods yet. It's a tough end market. It's a long road ahead.
Nortel (NT-T)
August 22, 2005
Although the 1st quarter was pretty decent and the market liked it, they are staying away for awhile. Some management changes that came from Cisco (CSCO-Q) didn't work. Not convinced they're out of the woods yet. It's a tough end market. It's a long road ahead.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$3.840
Owned
No
BUY
BUY
August 22, 2005
With the increasing amount of cell phone users/wireless companies, this is a good company to be in. Have key patents in 3D networks (wide band CDMA) which is gradually growing. They are probably the best makers of the chips. Good valuation.
Qualcomm (QCOM-Q)
August 22, 2005
With the increasing amount of cell phone users/wireless companies, this is a good company to be in. Have key patents in 3D networks (wide band CDMA) which is gradually growing. They are probably the best makers of the chips. Good valuation.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$40.550
Owned
Yes
WEAK BUY
WEAK BUY
August 22, 2005
Their end business is selling automation equipment to automotive parts manufacturers. In a tough end market. A sound business. They are aggressive in getting into new markets which are sometimes a long time in maturing and gets them into trouble now and then.
ATS Automation (ATA-T)
August 22, 2005
Their end business is selling automation equipment to automotive parts manufacturers. In a tough end market. A sound business. They are aggressive in getting into new markets which are sometimes a long time in maturing and gets them into trouble now and then.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$12.140
Owned
Yes
BUY
BUY
August 22, 2005
A market share war between themselves, Nvidia (NVDA-Q) and Intel (INTC-Q) and that tends to swing very quickly up and down. The valuation at this point is quite attractive. A short term risk as they are ramping a new product into production. Delays could hurt them. Moving into new areas.
ATI Technologies (ATY-T)
August 22, 2005
A market share war between themselves, Nvidia (NVDA-Q) and Intel (INTC-Q) and that tends to swing very quickly up and down. The valuation at this point is quite attractive. A short term risk as they are ramping a new product into production. Delays could hurt them. Moving into new areas.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$14.110
Owned
Yes
DON'T BUY
DON'T BUY
August 22, 2005
Had a strong niche of sharing documents between offices of the same franchise globally. That niche is now basically being built into networks. They are running the risk of becoming obsolete.
Open Text (OTEX-T)
August 22, 2005
Had a strong niche of sharing documents between offices of the same franchise globally. That niche is now basically being built into networks. They are running the risk of becoming obsolete.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$14.650
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
August 22, 2005
Approaching fair value. In a tough business, but they are the biggest by far. Likes them as a long term play, but the business can swing around quarter to quarter. Do a great job in the emerging markets. You need a tough stomache for this one.
Nokia (NOK-N)
August 22, 2005
Approaching fair value. In a tough business, but they are the biggest by far. Likes them as a long term play, but the business can swing around quarter to quarter. Do a great job in the emerging markets. You need a tough stomache for this one.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$15.740
Owned
Yes
BUY
BUY
August 22, 2005
A business that he likes at this valuation. Canada's best technology company when you look at the history of profitability, cash flow, being a leader in their sector. Good management.
Cognos (CSN-T)
August 22, 2005
A business that he likes at this valuation. Canada's best technology company when you look at the history of profitability, cash flow, being a leader in their sector. Good management.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$42.800
Owned
Yes