Macdonald Dettwiler is looking fully valued, says Cormark

Cormark analyst Richard Tse thinks increased competition will continue to weigh on Macdonald Dettwiler's margins.

An enterprise cost improvement program at Macdonald Dettwiler (TSX:MDA) does not change the fact that competition is increasing for the company’s offerings, says Cormark analyst Richard Tse. Yesterday, Macdonald Dettwiler reported its Q3, 2014 results. The company earned $21.5-million on revenue of $506.6-million, up 9.3% from last year’s $463.3-million topline. Tse says the results were […]

TECSYS gets love from Gartner, Industrial Alliance

tecsys

Industrial Alliance Securities analyst Steve Li says there are many reasons to remain bullish about TECSYS (TSX:TCS). In a research update to clients this morning, Li maintained his “Strong Buy” rating and $10.50 one-year target on TECSYS, implying a return of 33.2% at the time of publication. Yesterday, TECSYS announced it had been granted patent […]

Paradigm lowers target on BSM Technologies, keeps “Buy” rating

BSM Technologies CEO Aly Rahemtulla.

An increased level of investment in sales, marketing and R&D will impact BSM Technologies’ (TSXV:GPS) EBITDA margins, says Paradigm Capital analyst Gabriel Leung. In a research update to clients yesterday, Leung maintained his “Buy” rating on BSM, but lowered his one-year target on the stock from $3.00 to $2.75. The analyst’s new price target implied […]

Cipher Pharmaceuticals has multiple ways to create shareholder value, says Donville

"My guess is we are going to get reconciliation on this, one way or the other, in the next six months," says Jason Donville of Cipher Pharmaceuticals. "They're either going to buy a bunch of stuff and get a big pop in their rating, or they're going to get taken out by somebody".

Investors looking at Cipher Pharmaceuticals (TSX:DND) should know there is more than one way the company could deliver value for shareholders, says one portfolio manager. Jason Donville, President & CEO of Donville Kent Asset Management was on BNN’s “Market Call” Friday and revealed his current top picks. The portfolio manager says Cipher Pharma is valuable […]

Espial is a buy despite “significant” risks, says Haywood

Espial Group CEO Jaison Dolvane.

A strong third quarter and a large market for Espial Group’s (TSX:ESP) Reference Design Kit-based set top box client trumps some real investment risks, says Haywood analyst Massimo Voci. Yesterday, shares of Espial fell after the company announced it had earned $213,970 on revenue of $5.1-million, a topline that was up 34% from the same […]

Open Text gets price target raise at Cormark

Solid profitability and cash flow in what is traditionally a soft quarter for Open Text (TSX:OTC, Nasdaq: OTEX) shows just how skilled the company is at M&A, says Cormark analyst Richard Tse. Yesterday, Open Text reported its Q1, 2015 results. The company earned (US) $64.65-million on revenue of $453.8-million, a topline that was up 40% […]

Slyce is one of my top picks, says StoneCastle’s Campbell

Portfolio manager Bruce Campbell thinks Slyce has a chance to insert itself into a potentially lucrative space between the consumer and retailer.

Newly listed tech hopeful Slyce (TSXV:SLC) has caught the attention of one portfolio manager, who says the company is one of his top picks. Bruce Campbell, President and Portfolio Manager at StoneCastle Investment Management was on BNN’s “Market Call” yesterday to talk about the Calgary-based company that wants to bridge the gap between the real […]

Celestica price target lowered by Paradigm, keeps “Buy” rating

Celestica

Celestica’s (TSX:CLS) higher Q3 margins were tempered by its lower-than-expected fourth quarter guidance, says Paradigm Capital analyst Gabriel Leung. Yesterday, Celestica announced ts Q3, 2014 results. The company earned (US) $34.4-million on revenue of $1.423-billion, down 5% from last year’s Q3. “Despite overall demand softness in the third quarter, primarily in our communications end market, […]