Viewing Company DIRTT Environmental Solutions | StockChase
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DIRTT Environmental Solutions Stock Symbol: DRT-T

Last Price Recorded: $5.7000 on 2017-10-18

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Date Signal Expert Opinion Price
2017-07-27 BUY Andrey Omelchak

They did a great job in growing their business.  They make their installation in a fast, eco-friendly way.  A really innovative technology company.  He sees a pickup in the hospital area.  It’s just a matter of time until the stock price improves.


Price:
$5.980
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
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
2016-02-24 WATCH Bruce Campbell (2)

Basically a Lego on steroids. They can lay out and design offices, and can save about 40% on waste compared to traditional buildings. Started off with offices, but are now looking at healthcare and residential. This is one to keep your eye on.


Price:
$5.610
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2016-02-23 PAST TOP PICK Eric Nuttall

(A Top Pick Jan 20/15. Up 35.17%.) This has a faster, more elegant solution to designing an office, TV studio, or even residential homes. A big concern is that their large contract with Conoco Phillips has been deferred. Sold off his original holdings, but bought more at around $5.45-$5.50. He is going to wait for their quarter to come out as to whether he wants to increase his holdings.


Price:
$5.710
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on OIL
Owned:
Yes
2016-01-13 COMMENT Bruce Campbell (2)

Has a manufacturing process allowing them to go into an office building and figure out the best configuration, and then a manufacturing process that builds it all, and then a process that puts it all together. Like a giant Lego. Have been expanding globally. Also, moving into healthcare where everything needs to be washed down.


Price:
$6.560
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-11-19 COMMENT Peter Hodson

Thinks this one is all right. Didn’t get that much attention until they put in 2 fabulous quarters about a year ago, and then the stock went up a lot. Then they missed a quarter and the stock went back down, and then made a quarter and the stock started to go back up again. Growth rate is very much intact and they are starting to put numbers to the bottom line. Thinks management knows what they are doing.


Price:
$7.040
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-11-10 TOP PICK Jim Huang

Interior modular furniture.  They have 3 D design software so you see what it will look like and they can price it right away.  They are growing organically very, very quickly into healthcare, hotel and residential spaces.  Even without the big order last quarter they would continue to do well.


Price:
$7.420
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2015-10-21 COMMENT Bruce Campbell (2)

Stock has been whipped around through all the market’s volatility. Have an interior solution that allows you to build out an office without putting any gyprock walls up. By doing this it saves costs and is environmentally friendly and gets things done on time. Healthcare is a big area for them, particularly overseas. They have also looked at residential. Numbers are good over an annual basis, but quarter by quarter they can be very lumpy and it can appear to be volatile. A perfect one to trade. When they come out with good news and everybody wants it you Sell, and Buy when it comes out with bad news.


Price:
$6.710
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-13 COMMENT Peter Hodson

A company that went public a couple of years ago and they had a couple of very, very good quarters. The stock almost doubled very, very quickly. They did a financing, and the next quarter wasn’t as good. Their growth rate and their market niche are looking pretty good. This is a technology company and a lot of people equate it to the building sector. It is related, but it’s more of a tech company in terms of the process involved. A nice, solid, growth company but not cheap. This is one where he would be a little bit cautious, and he does like the company and its potential. For a company that hasn’t been public that long, they have done a pretty good job in execution and financing.


Price:
$6.560
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-08-25 BUY Eric Nuttall

Stock had a massive rally last year because it was significantly undervalued. When it was approaching $7-$8 he thought valuation was getting a little long in the tooth, so he eliminated his position. There has been about a 40% correction in the last couple of months so he started buying at around $5.25-$5.30. Valuation is compelling. If you follow estimates, they are able to grow earnings by about 75%, and it is trading at around 16X. Raised about $42 million at around $8, so you buy the stock today 40% below where they raised their $42 million. Stock is weak because of exposure to China, but they have zero exposure there. Also, based in Calgary, so they must have enormous exposure to the energy sector, but that is only about 12% of their revenue. On valuation they are paying 16X earnings with 75% growth. About $80 million net cash on the balance sheet.


Price:
$4.940
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-19 COMMENT Bruce Campbell (2)

A very interesting company. In baseball analogy he would say it is in the 3rd inning of where things are happening. They are in the custom interior business, but have now started to move into healthcare and will be rolling out residential stuff fairly soon. The healthcare market is huge for them, but is something that doesn’t happen overnight. They tend to have fairly lumpy quarters. You have to tuck it away for 18 months, and you will have some ups and downs. If you want to trade it around those periods, you can. A long-term business that is going to grow.


Price:
$5.510
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-07-28 TOP PICK Jim Huang

They have innovative 3-D design manufacturing ordering system for basically modular furniture, largely office, but expanding into healthcare, hotels, hospitality and even residential. They have a huge running room ahead of them. Not a cheap stock, but has checked back to below $7 and is looking very good. Thinks there is huge upside from here, given the growth rate that they have.


Price:
$6.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Bruce Campbell (2)

A technology driven manufacturing technology company that makes customized interiors. This is just at the very beginning of the company taking off. They are building interiors and are in new areas. The 2 new areas are healthcare and the residential market. This is a company where you will see lots of room for them to grow over the next few years. Stock price has pulled back a fair bit, so it really presents a nice opportunity for investors. The numbers tend to be fairly lumpy, so they will have a great quarter followed by a quarter that is not so strong. Expects you will see their 2nd quarter come out. It won’t be as strong as the 1st, but the 3rd and 4th will be fairly strong.


Price:
$6.860
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 TOP PICK Jim Huang

This is modular furniture, mostly office and commercial at this stage. Have really good 3-D design software, so that not only can you visualize the design right away, you can go right to the manufacturing centre and get it made. Installation is relatively easy and everything is on time and on budget. There is a lot of upside expanding into other segments such as healthcare, hotels and even residential. Growing at 30%-40% a year and trading at a 20X multiple.


Price:
$8.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-04-06 BUY Eric Nuttall

They had a record quarter and are up 80%+ since January.  It is actual organic top line earnings growth.  He scaled back because the stock has done so well.   Their Q1 is strong, but not as strong as Q4 when they shot the lights out.  They have a large fixed cost base for manufacturing and each increase in business is pure profit.


Price:
$6.890
Subject:
OIL & GAS - JUNIORS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2015-03-23 BUY Brooke Thackray

When a stock is parabolic like this it is difficult to say ‘get out’ so just peel off a bit every time it goes up.  20% or a third each time.  If it breaks down then get out.


Price:
$6.340
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-20 TOP PICK Eric Nuttall

They do office customization including customized glass, drywall for hospitals. For offices, such as Google and Netflix, they customize to make them look really cool. One of the few organic growth stories in Canada. Organically growing their revenue by over 25%. Thinks they will earn about $0.20 this year and visibility is $0.30 next year. Just starting to hit the point where they are utilizing enough of their plant to get more margins, so there is potential they will exceed 50% EBITDA margins this year. Bidding on some contracts in Singapore and a few other countries. A huge play on the build out of the US housing market and office space. A cheap stock.


Price:
$4.180
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 31 of 31 entries

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