A very good Canadian growth stock. Have a strong position in digital surveillance equipment. There will be a lot of competition in this space. Can be volatile. Valuation got ahead of itself.
Facing imminent competition from Nokia, Motorola and Microsoft but models will probably be different. Feels the company will continue to grow. Will be volatile. At the low end of its trading range.
Has a hard time maintaining growth rates that are acceptable. Going into a product cycle right now which could give them a bit of a bump in the growth rate.
Good balance sheet. The business is going through a real tough transition. A lot of their manufacturing was in high cost areas so they are moving it all over to Asia and Mexico. Restructuring will probably be finished by the 3rd quarter. Demand has been flat. Sound optimistic about the next quarter.
Cheap at 14 X next year's earnings. Near-term risk is their decision to cut prices to gain market share. Could lead to a price war and they may not get the market share they were hoping for. In the long run, it is a great business model. Would buy a few $’s lower from here.
He feels they will benefit from an upswing in satellite business. Have a fairly good market share. Won a fair number of new contracts recently. Could move a little bit higher.
Use fibre for voice and data and they are in an interesting situation. Clean balance sheet. Ultimately, they have to really build volumes or merge with somebody to get the economies. Margins are low.
Their strong business is database business which is not big growth. It grows when they have a new product. Have made acquisitions to strengthen their application side, but not sure this will work.
One of the leaders. One of the few companies that combines digital and analog in a CMOS platform. Have a record of staying ahead in the marketplace and being one of the most feared companies in their space.
Feels their business is turning. The optical business in the communications side is showing some acceleration. Expensive with a valuation of 5 X sales and 98 X next year's earnings. Margins are paper thin.
Company is going through a transition to Cognos8 which is a really good product. Traction is there for the next couple of quarters. Great balance sheet and lots of cash.