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  • S&P 500: 1,070.52
  • Change: 1.30%
$11.75 0.58 (5.19%)
2/9/2010 4:00 PM

Sierra Wireless, Inc. (USA) (SWIR)

CAPS Rating:
****

The Company provides wireless wide-area modem solutions for mobile computing. It develops and markets products that include wireless modems for mobile computers, embedded modules for OEMs and rugged vehicle-mounted modems.

Rating a stock in CAPS consists of three components:

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What the Community Thinks

Total Members

349 Outperforms
25 Underperforms
 

All-Stars

119 Outperforms
2 Underperforms
 

Wall Street

6 Outperforms
2 Underperforms
 

Members bullish on SWIR are also bullish on:

Members bearish on SWIR are also bearish on:

Ticker Tags

Micro Cap (4701), Information Technology (963), Cyclical (3415), Communications Equipment (141), Value (1901)
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Sierra Wireless, Inc. (USA) At A Glance

Current Price: $11.75
Last Trade Time: 2/9/2010 4:00 PM
Open: $11.63
Previous Close: $11.17
Daily Range: $11.54 - $12.16
52-Week Range: $2.64 - $13.02
Volume: 486,128
Market Cap: $364.63M
P/E Ratio: 23.10
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Stock Trends

SWIR VS S&P 500 (SPY)

News & Discussion Boards

Top Bull Pitch

Recs

1

Sierra Wireless, Inc. (USA) (SWIR)

Avatar necessitylevel (87.46) Submitted: 4/14/09 3:33 PM

I bought some of this. Price seems low compared to what they bring in.

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Top Bear Pitch

Recs

2

Sierra Wireless, Inc. (USA) (SWIR)

Avatar Nduva (< 20) Submitted: 10/12/07 11:38 AM

I am trying to understand why anyone would think SWIR is worth 20% more when SWIR itself just sold 3.4 Million Shares at 22.40 effectively lowering the market price. If we vote out the board and get a board that cares about the sotckholders and have enough confidance in the company to not sell off s...More

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CAPS Members

picks per page. CHANGE

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Recs

0

 (SWIR)

Avatar Contralogic (58.48) Submitted: 2/03/10 7:37 PM : Underperform Start Price: $11.25 SWIR Score: -6.06

wide area modems? Isn't this now a commodity?
http://www.sierrawireless.com/

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Recs

0

 (SWIR)

Avatar ikghassassin (52.67) Submitted: 10/03/09 4:29 PM : Outperform Start Price: $9.12 SWIR Score: 24.64

good management, good fundamentals

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Recs

0

 (SWIR)

Avatar maplewoodman (69.68) Submitted: 8/04/09 8:10 AM : Outperform Start Price: $7.54 SWIR Score: 48.08

mgt team knows what they're doing.

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Recs

0

 (SWIR)

Avatar CaptBS (97.81) Submitted: 7/29/09 10:24 AM : Outperform Start Price: $5.14 SWIR Score: 105.52

Sierra Wireless looks like a good play on the future of enterprise mobile computing. As wireless coverage expands and a wide variety of commercial and government organizations increasingly deploy mobile devices to bolster efficiency, revenues, and customer service, Sierra appears to be well-positioned to take advantage. Their product line is fairly broad, offering everything from USB modems that are re-branded by wireless carriers and sold to consumers, to rugged mobile computing devices used by the transportation, oil & gas, and energy industries to allow workers in adverse environments to access critical business applications while in the field.

In spite of the recession, Sierra's balance sheet is in excellent condition, with little debt, ample cash on hand, and strong operating margins. With credit markets still tight, you'd expect to pay a premium for a company in this position, yet their P/E ratio is only around 7.6. I wouldn't be surprised if they became a hot buyout target when the economy picks back up, but at the very least, the rapid expansion of mobile computing should provide increasingly strong revenues for years to come. All said, this pick seems like a clear winner to me.

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Recs

0

 (SWIR)

Avatar 220330 (84.30) Submitted: 7/25/09 3:09 PM : Outperform Start Price: $6.39 SWIR Score: 73.82

cash, no debt, low p/b, high roi

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Wall Street

Results 1 - 8 of 8  

picks per page. CHANGE Expand All Pitches

Top
Pick
Member NameMember RatingStart
Date
CallTime FrameStart
Price
Stock
Gain
S&P
Gain
ScorePitch
TrackNextGen 85.60 10/27/09 Underperform NS $9.31+26.21%+0.18%-26.03
TrackJGreenblatt 75.50 04/20/09 Outperform 1Y $5.57+110.95%+26.65%+84.30 Toggle the visibility of 60-Second Pitch and replies
TrackZacks 62.21 02/12/09 Outperform 3M $3.95+197.47%+30.42%+167.05 Toggle the visibility of 60-Second Pitch and replies
TrackBrandes < 20 03/31/08 Outperform NS $15.95-26.33%-14.84%-11.49 Toggle the visibility of 60-Second Pitch and replies
TrackJimCramer < 20 02/25/08 Underperform 3W $15.11-22.24%-18.63%+3.61
TrackAvondale 87.18 11/07/07 Outperform NS $22.10-46.83%-25.31%-21.53
TrackSoros 82.58 09/30/07 Outperform NS $21.08-44.26%-26.38%-17.88 Toggle the visibility of 60-Second Pitch and replies
TrackJMP 71.98 05/31/07 Outperform NS $21.50-45.35%-26.23%-19.12

Results 1 - 8 of 8  

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