Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 22, 2005
Has had a good run and may be time to lock in your profits. Would have concerns on its growth trajectory. 50% of the business is services driven by software sales. If the software sales are not there, then the service revenue will eventually be hurt.
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GEAC Computer (GAC-T)
August 22, 2005
Has had a good run and may be time to lock in your profits. Would have concerns on its growth trajectory. 50% of the business is services driven by software sales. If the software sales are not there, then the service revenue will eventually be hurt.
BUY
BUY
August 22, 2005
If you get it at fair value, you get a 9/10% return. Have given a very bold forcast for their coming fiscal year and are really looking at double digit growth. Doesn't expect a special dividend, but a lot more in share buy-back.
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Microsoft (MSFT-Q)
August 22, 2005
If you get it at fair value, you get a 9/10% return. Have given a very bold forcast for their coming fiscal year and are really looking at double digit growth. Doesn't expect a special dividend, but a lot more in share buy-back.
DON'T BUY
DON'T BUY
August 22, 2005
Be very careful with this one. Really served a niche very, very well. Data over cell networks and data capability are now everywhere, so their niche is slowly getting squeezed.
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Sierra Wireless (SW-T)
August 22, 2005
Be very careful with this one. Really served a niche very, very well. Data over cell networks and data capability are now everywhere, so their niche is slowly getting squeezed.
WEAK BUY
WEAK BUY
August 22, 2005
2nd fiddle to Cisco (CSCO-Q). Probably stronger with the wireless customers. A business you can own, but he prefers Cisco which has a better franchise, better history on ROE, less volatility and is also fairly valued.
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2nd fiddle to Cisco (CSCO-Q). Probably stronger with the wireless customers. A business you can own, but he prefers Cisco which has a better franchise, better history on ROE, less volatility and is also fairly valued.
TOP PICK
TOP PICK
August 22, 2005
Acquired Macromedia which has the Flash Player. They are all about getting animation in video out through the internet. Profitability metrics are phenominal. Good growth products.
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Adobe Systems (ADBE-Q)
August 22, 2005
Acquired Macromedia which has the Flash Player. They are all about getting animation in video out through the internet. Profitability metrics are phenominal. Good growth products.
HOLD
HOLD
August 22, 2005
Things are getting better after a couple of tough years. The travel industry is recovering. The real upside here is from the business jets. Could get to $4.50, maybe $5.
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Things are getting better after a couple of tough years. The travel industry is recovering. The real upside here is from the business jets. Could get to $4.50, maybe $5.
HOLD
HOLD
August 22, 2005
In a transition now. They need to reposition from the old technology to the new internet based technology which they are doing. The flip side of that is they are having to spend over the last couple of years. Competition is getting more fierce. Has a lot of free cash flow giving them a lot of options. Can't see a lot of upside.
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BCE Inc. (BCE-T)
August 22, 2005
In a transition now. They need to reposition from the old technology to the new internet based technology which they are doing. The flip side of that is they are having to spend over the last couple of years. Competition is getting more fierce. Has a lot of free cash flow giving them a lot of options. Can't see a lot of upside.