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DIRTT Environmental Solutions Stock Symbol: DRT-T

Last Price Recorded: $5.9600 on 2017-07-21

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Date Signal Expert Opinion Price
2017-07-06 TOP PICK Jim Huang

This has been flat lining over the last couple of years. Partly because they’ve had some big contracts in the energy sector. Meanwhile, they have been able to grow in all the other sectors they’ve been in, and have more than made up for that. The energy sector is coming back a little and continues to invest in technology innovation. It doesn’t look cheap on current earnings, but growth is huge. (Analysts’ price target is $8.75.)


Price:
$6.290
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-06 PAST TOP PICK Jim Huang

(A Top Pick June 6/16. Up 20.96%.) They do ready assembled furniture, but with a technology edge of 3-D designing and manufacturing that reduces costs.


Price:
$6.290
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 PAST TOP PICK Jim Huang

(A Top Pick March 1/16. Up 25%.) They had some big orders from the oil patch, but with the oil price downturn, that went away. However, in 2 years they made up all of their lost revenue, and got more sectors involved. There is a lot more room to grow. They are just getting started.


Price:
$6.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK Jim Huang

You could think of this as a modular furniture company, but it is not just furniture. They do walls, they do the whole design. Give them an empty space, they can get it done. It gets measured and put it into proprietary 3-D design software so you can visualize what it looks like. What is more impressive, is that they basically have it all priced out instantaneously. (Analysts’ price target is $8.63.)


Price:
$6.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-12-08 PAST TOP PICK Jim Huang

(A Top Pick Nov 10/15. Down 19.94%.) Likes this for its revolutionary technology, designing, installation and manufacturing in modular construction. That hasn’t changed at all. He thinks they are going through a bit of a bump with some of the exposure they have to the oil patch where some big contracts get delayed and cancelled. Meanwhile the rest of the business continues to grow very well and thinks they are poised to recover from here. He still likes this.


Price:
$5.790
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-09-14 PAST TOP PICK Jim Huang

(A Top Pick July 28/15. Down 18.89%.) This is basically a modular furniture company, but more than that they have innovative design technology. You can sit in a room and, given the software, you can visualize what it is going to look like and what the price is going to be, and build it right away. They have done very well growing their business, but had some big orders coming from the energy industry, and that has all gone away. He continues to like this.


Price:
$5.110
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-27 PAST TOP PICK Bruce Campbell (2)

(A Top Pick July 3/15. Down 17.93%.) A really interesting company and is in the early innings of its growth phase. They are really trying to do something brand-new, building interior office solutions. It is now into hospitals, schools, and now even getting into residential. Earnings tend to be fairly lumpy, so he traded out of it at a higher price and has just been waiting.


Price:
$5.630
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-06-30 PAST TOP PICK Bruce Campbell (2)

(Top Pick Jul 3/15, Down 20.41%) They had a big deal with a Texas company and put a second tower on hold.  They need higher commodity prices.  He sees this as a strong growing business.  You need to look at it on a year by year basis rather than quarter by quarter.


Price:
$5.380
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2016-06-20 SELL James Telfser

This makes customized solutions, so you can customize a wall, desk, or an office which they can manufacture in-house and ship them out. They were on to something, and then unfortunately they got hit with the slowdown in Alberta. They would like to expand into residential which would be great.


Price:
$5.310
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2016-06-06 PAST TOP PICK Jim Huang

(A Top Pick May 14/15. Down 37.05%.) Got up to over $8 and then came back down. This company has organic growth. Their unique technology caters to the big growing construction market. They got hit with the big downturn in the oil market. However, they continue to grow in other areas.


Price:
$5.200
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-06 TOP PICK Jim Huang

They have proprietary 3-D design software. Customers tell them what they want, and are shown a 3-D simulation of what it is going to look like. Instantaneously it gets priced, sent to a factory and gets built. No other company can compete with that. Have a huge market and will grow organically.


Price:
$5.200
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-13 BUY on WEAKNESS Bruce Campbell (2)

Thinks it has tremendous multiyear growth ahead of it. Tends to have very lumpy earnings. Whenever the stock drops, that is the time to buy, and when the stock moves up that would be the time to sell part of your position. The business is very solid, and they are getting into a lot of new areas. Healthcare and education is their latest. Coming out with a residential product fairly soon.


Price:
$5.650
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2016-04-11 DON'T BUY James Telfser

Sort of office space and Lego combined. You have the office space and design on their software. The company manufactures it and installs it themselves. Very quick, very easy, and very cost-effective. Everything was going great until oil prices collapsed. He is on the sidelines for this one. Valuation is still kind of high. If they can manage through this cycle, it is going to be a very interesting business to watch. There is a lot of potential, both globally and in North America.


Price:
$5.610
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2016-04-07 HOLD Eric Nuttall

(Market Call Minute) People worry that too much of their revenue comes from FX gains.


Price:
$5.460
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
2016-03-01 TOP PICK Jim Huang

(A Top Pick May 14/15. Down 35.11%.) Modular furniture, mostly office. They have proprietary design 3-D software and can design right at the location and is linked to their manufacturing backbone. They can do the pricing right there and it can be done on time and on budget. Have been 7-8 years in building a business, and now it is hitting an inflection point. The leverage in the business is huge, organically growing 20%-50% a year. There is a misconception that because they are located in Calgary, and that they have this one big contract, that they are energy related. However, they are not. The biggest market is healthcare and hotels in the US and Saudi Arabia. Have now gone into residential.


Price:
$5.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
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