TOP PICK
Agricultural play. GPS from Satellite allows you to drive a tractor much more accurately. Can also do custom fertilizing.
TOP PICK
Had a positive earnings surprise last week. Earnings estimates have gone up by 12% in the last 90 days. Thinks there’s a great opportunity for them in the collaboration space. A lot of mergers have occurred. Ranks in the top 10%.
TOP PICK
(A Top Pick Feb 28/07. Up 93.8%.) In the top 25% of the database. Potentially large market for N.A. fixed locations such as bridges, tunnels and buildings.
WEAK BUY
Communication device for doctors relaying prescriptions to the pharmacy. Not in his database. Big installed base in Quebec and rolling into Ontario. Very speculative.
BUY
Still very powerful upside. Branching out into consumer products. His overall ranking in his database is #9. Earnings expected to grow from $2.04 in Frb/08 to $3.11.
WATCH
Ranks top third at 231 in his database. Looks like oil/gas service stocks are bottoming out. Not a Buy outright, but they are expected to grow earnings from $0.31 to $0.46 (48%) between 07 and 08.
DON'T BUY
Ranks in the bottom 10%. Just reported earnings and estimates have been cranked down by 30% in the last 90 days. Earnings are expected to decline from $0.28 to $0.16. One of their challenges is they are running into the taxman. Have had tax loss carry forward for a long time and then they get hit with a 30% tax.
DON'T BUY
The whole industry still suffers from over capacity. Main challenges are from Mexico. Ranks #253, middle of the pack, and earnings have not changed in the last 90 days. Earnings are expected to from $0.23 to $0.47.
WATCH
Strong Cdn$ continues to be a pain. Earnings estimates have been shaved by 13% over the last 90 days. October year-end earnings are expected to go from $0.17 to $0.35. Overall the stock looks cheap but still a bit early. Market for satellites should continue strong.
PAST TOP PICK
(A Top Pick Feb 28/07.) Currently dropped to less than 10%.
PAST TOP PICK
(A Top Pick Feb 28/07. Up 53.5%.) Was a fallen angel stock and there is still pretty good opportunity. Expecting the FedEx contract for GPS to still come through.
BUY
Manufacture neodymium for high intensity magnets. Used for automobile power seats, power doors, etc. There is a question as to whether they are actually going to make their numbers this quarter as some customers may have been pre-buying. But their largest customer is expected to have strong sales. Ranks #23.
HOLD
Stable and pays a dividend. Forecast for Sept 08 is to go from $1.08 to $1.13, a slow 4%. 12 P/E is attractive, but unfortunately the 4% earnings growth is not exciting. Ranks #161 but he is more interested in growth.
BUY
Sold his holdings prior to the earnings because of a rumour they were going to lose a contract with AT&T. Got a contract with a new USB device, which should do quite well. Ranks #83 in the database. Things should continue to accelerate for them.
DON'T BUY
Ranks #123, which is high, but partly due to price momentum. Earnings have been shaved by 8% in the last 90 days and are expected to have no growth in the coming 12 months. Great technology, but wouldn’t Buy.