Sierra Wireless, Inc. (USA) (SWIR)

good management, good fundamentals

mgt team knows what they're doing.

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.

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

Considering Book value, earnings, and market cap...this should beat the market in 5 years.

3g, 4g, China....

Good acquisition of Wavecom, solid fundamentals

Sierra Wireless Inc. is a very popular communications equipment solution provider as massive growth shows. At the rate the stock has fallen,it would look like folks will stop communicating,NOT! To much gossip going on for that and doom and gloom only creates more. Beat analyst in last 2 when others were ashamed to show their results. 5 year sales growth around 40% 5 year income growth a wopping 93% ROE 19.00 a P/E of 3.00 and 0 dept/equity. Now I have 2 old tired eyes and an out of date calculento,so you may want to do your own math here but this thing looks hot!

Selling for less than 2/3 of Net asset value, and looks to be growing quickly

OKAY>

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

Looks good.

Traditional Cell phones are at or near market saturation in most developed nations, but if the I phone any indication there is high demand for wireless web access. I use Google Maps almost every day to get directions, and then I often check the weather forecast for that area. Who wouldn't want access to such sites from their car? I think this market has serious growth potential and with this stock near it's 52 week low it's time to buy & ride this Wireless Wonder.

???

looks solid for the longer term. may be a buyout ?

Price/Earnings = 9.40
Price/Book = 1.22
Price/Cash Flow = 7.30
Wireless modem products include: wide-area wireless PC cards, embedded modules for OEM computers and other devices, vehicle-mounted modems and enabling software.

REFILLING: There's always consumers who wants latest and greatest mobile tech-gagets.

Sierra Wireless, Inc. (Nasdaq:SWIR)

I like Sierra Wireless because it develops and markets wireless modems for mobile computers; embedded modules for original equipment manufacturers (OEMs).

I also like that their mobile computing products are used by businesses, consumers, and government organizations to enable high speed wireless access to a range of applications, including the Internet, e-mail, corporate intranet, remote databases, and corporate applications.

For more information visit: www.sierrawireless.com

Incredibly low P/S, good PEG, low P/E, good emerging product play,

Risky are a highly competitive field with Novatel and Qualcomm also entering the wireless connectivity game.

Market leader in a strong growth industry.