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Compiling comments that experts make about stocks while on public TV.

Photon Control Stock Symbol: PHO-X

Last Price Recorded: $1.7900 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-19 TOP PICK Peter Hodson

All the semi conductor companies in the US are going crazy.  This is the only Canadian player.  Earnings are 100% next year and 30 times earning PE.  It broke out to a new high a few days ago.  It is doing very well and the sector is very hot.  It is not as well known as it should be.  (Analysts’ target: $2.00).


Price:
$1.710
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-10-12 BUY Bruce Campbell (2)

They have testing equipment for a couple of industries plus a semiconductor business.  They had some non-arms length deals last year and that left the stock stuck in the mud.  New management are ramping up and are doing very well.  It looks like the stock has started to re-accelerate.  Longer term it should get bought out.


Price:
$1.690
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-06 COMMENT Robert McWhirter

There is still great opportunity for the company. They’ve gone through a lot of changes and have new management. Expected to earn $.10 in 2018, which puts it at a 15X multiple, roughly doubling earnings. Produces extremely precise temperature sensing for the measurement and creation in new silicon chips. Thinks there is pretty clear sailing going forward.


Price:
$1.650
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-04 COMMENT Jerome Hass

Doesn’t know this company very well. They essentially supply equipment to semiconductor manufacturing companies. The risk is that there is a fair amount of cyclicality in the semiconductor industry. If you think the semiconductor industry is cyclical, then those that supply them would be even more cyclical.


Price:
$1.440
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
Unknown
2017-09-28 BUY Peter Imhof

They have a great balance sheet, with 25% of market cap in cash and their margins continue to increase.  He sees some follow on.  Their recent management changes will benefit them.  They have a pristine balance sheet.  There is a lot of upside and the downside is limited.


Price:
$1.510
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2017-09-14 COMMENT Bruce Campbell (2)

An interesting and very profitable company. They went through quite an issue with management. Previous management had made a loan to a business of their own, which had a lot of murkiness to it. New management cleaned it up, and now it is just a function of executing. They have a really strong balance sheet. The stock has been building a base, and as the next quarter or 2 comes out, he expects you will start to see improvements. It is just starting to show up in some of the leading technical indicators that he watches.


Price:
$1.390
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-22 BUY Peter Hodson

It has been a top pick in the past.  He likes the cleaner corporate structure.  They have no debt and growth potential.  They had one time write-offs, but as they move on it will disappear.  They have a new client that is starting to ramp up.


Price:
$1.350
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-21 COMMENT Fabrice Taylor

There was controversy with the management and a new CEO cleaned it all up.  He is looking to buy it all back.  There were a lot of one time charges on the last quarterly results.  It is probably a takeover target from a bigger player. 


Price:
$1.380
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-08-02 TOP PICK Ryan Modesto

About a 30% revenue growth this year and a 10%-11% for the next 2 years after. Provides sensing technology for semiconductor companies, so in a derived kind of play you can enjoy the growth of the semiconductor industry with Internet of things. Everything has a chip now, and it should trickle down to this company. They’ve had some issues in the past. A new CEO has come in. About 20% of their market cap is in cash, and thinks the CEO will eventually do something with it to generate value for their shareholders.


Price:
$1.370
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-07-10 BUY Jason Del Vicario

He screens for companies that have a high ROE, and this company came through. It looks like they have come off a little from their recent highs, so this may be a good entry point.


Price:
$1.380
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
No
2017-06-06 TOP PICK Peter Hodson

Etching on semiconductors. One of the only pure play semiconductor companies in Canada. They are sitting on a lot of cash. Revenues are going up at a 70% growth rate range. They had a tough year last year, but they have fixed all those issues and it is a 15X earnings stock with very high growth. (Analysts’ price target is $2.)


Price:
$1.445
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-05-25 TOP PICK Peter Imhof

A technology company that works in the semiconductor space doing etching. (Only 1 analyst follows.) Has a pristine balance sheet. 25% of the market cap is in cash. Has a good backlog over the next number of quarters. Reporting in about a week or so, and expects them to have an all-time record of top line revenue. (Analysts’ price target is $2.)


Price:
$1.400
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-04-11 COMMENT Ryan Modesto

This does optical measurement for semiconductor manufacturers and others. Its been a bit of a wild ride on the news level. There is a sister company called Photon R&D. Some funds left this company and went into the R&D when they weren’t supposed to. They got that money back and now there is litigation between the 2 companies. There was a press release that the litigation had been settled, and then about 2 hours later came out with a disclaimer on the news. Investors just recently replaced management, which was followed by news that litigation had been settled. The deal looks good for both parties. Thinks the company has been significantly de-risked now. Strong balance sheet and a decent valuation, with some good growth potential.


Price:
$1.580
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-02-21 COMMENT Robert McWhirter

This makes stuff that makes stuff, particularly in the semiconductor space. Their key is extremely precise temperature and measurement pieces. Extremely profitable with a large free cash flow generation. Also, has a lot of cash on the shelf. They may end up acquiring something, or they may be acquired. They are dealing with 4 of the 5 large semiconductor makers. Thinks they have now signed the 5th giving them all of them, and they continue to try to get greater market share within those 5. The latest earnings results for a couple of their clients has been quite positive. Earnings are expected to be $.09 against $1.29, and he thinks there is still pretty good opportunity for the stock going forward.


Price:
$1.240
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Unknown
2016-11-04 COMMENT Robert McWhirter

Financials are incredible. Earnings are forecast to be $.08 in 2017, so it is trading at less than a 10X multiple. A monster free cash flow generator. They provide optical sensors and temperature measurements on an extremely precise basis, particularly in the semiconductor space. Although people have concerns about semiconductors being a cyclical business, he thinks there is still lots of legs in that space. The stock is cheap. They are looking for potential acquisitions to use up some of their cash. Overall a great product.


Price:
$0.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
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