Viewing Company Pacific Insight Electronics | StockChase
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Compiling comments that experts make about stocks while on public TV.

Pacific Insight Electronics Stock Symbol: PIH-T

Last Price Recorded: $8.9000 on 2017-06-22

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Date Signal Expert Opinion Price
2017-06-22 PAST TOP PICK Bruce Campbell (2)

(Top Pick Jun 30/16, Down 20%) They have great earnings growth, but it is rather lumpy.  As auto dealers need supplies of a certain part they get big orders, and then seems to have a quarter or two where orders drop. They added Tesla to their customer base recently. 


Price:
$8.900
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-03-29 PAST TOP PICK Jason Del Vicario

(Top Pick Jan 24/17, Down 17%) LED blue lights around cars.  A mid February earnings release was not that great.  Canada/US trade arrangements are cited as a risk in their report.


Price:
$8.040
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
No
2017-03-10 STRONG BUY Bruce Campbell (2)

In the automotive supply business, and focused on LED lighting. A lot of their product goes into the Ford F150 and other Ford products. Announced a couple of quarters ago that they were working with Tesla. Manufacturers are looking for ways to make vehicles lighter, and this is one of those ways. There is massive competition, and this is such a small company that its flies under the radar. It allows them to be really adaptive and to change. He continues to like this. Looking at their numbers, they always grow year-over-year, but not necessarily quarter over quarter. The last 2 quarters have been a little slower than what the market expected, so the stock sold off. This is a great opportunity.


Price:
$8.850
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-24 TOP PICK Andrey Omelchak

This provides interior lighting solutions for vehicles. People want these things in their vehicles, so the demand for this type of product has really increased nicely over the last several years. They have seen a very strong pipeline for their product. A very profitable company. Just started working with Tesla a couple of quarters ago and are now working on their model 3. They are best in class in terms of the product they provide. A prime take-out candidate, as they keep continuing delivering and given the levels they are trading at.


Price:
$9.510
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
2017-01-25 TOP PICK Bruce Campbell (2)

This does LED lighting for the auto manufacturing industry. Doesn’t think there is any coverage by the street yet. This has had a phenomenal track record of growing their earnings, and over the past 5 years it has been over 35%, and the stock is trading at less than 10X earnings. There are lots of catalysts for them.


Price:
$10.140
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-01-24 TOP PICK Jason Del Vicario

Based in British Columbia. They have a high ROE, although they haven’t had a history of it for the length of time that he would like to see. This makes the LED lights that you see in cars. Some of their customers include Ford (F-N), Caterpillar (CAT-N) and Tesla (TSLA-Q). The last earnings report was weak because they had some upfront costs launching a new product for a customer, which reduced margins. Thinks they can get back to their highs of $15, and go beyond that if they can continue to grow their earnings with a high ROE.


Price:
$9.720
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-11-16 COMMENT Bruce Campbell (2)

There is no analysts’ coverage on this, which is why it is so volatile. They tend to grow annually, so if you look at them on a quarter by quarter, they tend to be pretty lumpy. That is the case at any time you are looking at auto sales. Just released earnings a couple of days ago. Two quarters back, investors were expecting they were going to match the number from the previous quarter. They didn’t, and that’s where the stock started to sell off. Their major client on the auto side has been Ford (F-N), but has Tesla (TSLA-Q) as a new client. Tesla prototypes were a little more difficult to get through and get built the way they had hoped, so it cost them a little more money, so they are going to return back to their regular margin profile. In their MD&A report they think they have $100 million revenue run rate over the next several years, which he thinks is pretty conservative on their part. He recently bought more.


Price:
$8.000
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-11-02 COMMENT Peter Hodson

Primarily electronic distribution. This was growing very, very rapidly, and the stock was doing very well. People were extrapolating their quarterly growth going forward. Nothing really bad happened with this company, it’s just that they stopped growing at the same rate. A nice, little, solid growth company with a low valuation and good management. Starting to look a little bit better these days.


Price:
$7.780
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-10-26 COMMENT Bruce Campbell (2)

He still really likes this and can’t figure out why it sold off. They reported their 4th quarter earnings about a month ago, and the stock started to slide. There is no analyst coverage on the stock. Their earnings history tends to be fairly lumpy and tend to have quarters that are up or down, but annually their quarters do grow. Currently it is trading at a great valuation. They are working on different models of Tesla through a 2nd tier manufacturer.


Price:
$8.470
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-09-21 STRONG BUY Bruce Campbell (2)

A company that he really likes. It is under the radar, and not too many people know about it. Recently had quite a price drop. There had been quite a bit of excitement when they had grown earnings by about 30% last year and the stock was trading at less than 10X earnings. On the most recent quarter, the numbers were down sequentially, quarter to quarter, but they were still great numbers which he liked, but the market didn’t. They supply LED lighting, to auto manufacturers, and the orders tend to be fairly lumpy. Trading at a super valuation.


Price:
$10.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-08-26 BUY on WEAKNESS Bruce Campbell (2)

He continues to like this. There are recent rumours swirling around that they are in discussions with Tesla (TSLA-Q) regarding the next model, which could be a nice catalyst. This is still trading at a real cheap valuation. It tends to get pushed around a lot by the thin volumes, so you can really capitalize on that.


Price:
$14.200
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-27 TOP PICK Bruce Campbell (2)

In the auto components business, and manufactures LED lighting systems and some different components of gauges, as well as some wire harnessing. One of their big customers is Ford (F-N). Stock has been growing fantastically on an earnings basis, and is super cheap, trading at about 8X earnings, and have been growing their earnings by about 25% per year. CEO is talking about some expansion into new areas such as electric vehicles.


Price:
$13.010
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-06-30 TOP PICK Bruce Campbell (2)

Components for the auto industry, focused on LED lighting systems, gauges and components. They saw a ramp up in their earnings.  They are going to cross over the 100 million market cap and show up on a lot of investment companies’ radar screens.


Price:
$10.920
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-24 COMMENT Andrey Omelchak

They’ve done a tremendous job in delivering, especially since the beginning of the year. Has been able to integrate into the different automobile manufacturers and provides a product that runs better than most of the competition. Not only has there been an increase in new US vehicles, but also the content they provide per vehicle has skyrocketed. It could also be a potential take out candidate. Expects continued ongoing good deliveries, seeing how the industry is shaping up.


Price:
$12.830
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2007-01-25 COMMENT Robert McWhirter Ranks well in his model at 134. Doesn't follow it actively.
Price:
$4.750
Subject:
TECHNOLOGY
Bias:
BULL on TECHNOLOGY
Owned:
No
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