RIM; he is bullish 11x P/E and 25% growth. so starting to become pretty cheap.
June 24th results from RIM
IDL - 5 cents; Imaging Dynamics; used to be a market darling; they need to increase sales; almost no information on the stock at this point.
ZED - 53 cents; not a lot of analytic insight; 65 and 75 cent target price
AAH - Aastra technologies; extremely lumpy; down 70% year over year; 65 cents are expected in earnings; 8x P/E; cheap; EPS all over the place.
CSCO - new product upgrade underway; cap ex spent on salesforce; new products on routing and switching; range bound trading; don't own yet
BCE - on the income portfolio; eps up 12% year over year. coming over 24% year on eps. no new market entrants. Neutral; things are improving. Income investor is a reasonable investment; growth not really there.
Top Picks
Net Debt = zero
ZL; Zarlink ; turning the business around; core business growing well; FCF 25 cents per share for last 4 quarters; 10x PE for march 2011; growth on medical side of business. Zarlink thinks it can double in the next 12 months. 30% growth. target is reasonable.
DSA (Dalsa); BMO is keen on Dalsa; provides chip to Nintendo; could estimate 20% upside to current estimate; 22% 1.13 to 2011. Having got out of camera company for the movie company
Wilan; they hold patents and license them out. broad array of patents. Bluetooth. 12 cents for 2010; almost to 23 cents to 2011.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment