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Stockchase Opinions

Colin StewartClairvest Group IncCVG.TOTOP PICKMar 24, 2011

A Private equity firm. Canadian based company with investments in casino and gaming industry. Well run business. Good investment track record. Significant insider ownership. $18.50 book value. Significant upside. Conditions in the private equity market are so attractive – low interest rates, better financing terms, attractive public market multiples to monetize your assets.
$15.06

Stock price when the opinion was issued

$75.99

As of Jun 12, 2026. Market Open.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 25/23, Down 3.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CVG has triggered its stop at $80.  To remain disciplined, we recommend covering the position at this time.  Combined with the previous buy recommendations, this will result in a net investment loss of 5%.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 25/23, Up 4.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CVG is progressing well.  To be disciplined, we recommend trailing up the stop (from $70) to $80 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate CVG as a TOP PICK.  The company is partnering with a New Hampshire gaming operator - the company's 62nd investment - building on their 23 year track record in the gaming industry.  It trades at 4x earnings, under book value and supports a ROE of 24%.  We continue to recommend a stop-loss at $70, looking to achieve $100 -- upside potential of 20%.  Yield 0.1%   

(Analysts’ price target is $100.00)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly

CVG is a low market beta Canadian based private equity firm with over $3.3 billion invested in various small commercial operations.  It boasts a 24% ROE and trades at 5x earnings.  Cash reserves are growing while they buy back shares.  They just made another acquisition into a US dental practice that should be accretive to earnings.  We recommend setting a stop-loss at $70, looking to achieve $100 — upside potential of 18%.  Yield 0.1%

PAST TOP PICK
(Top Pick Mar 24/11, Up 17.65%) A mini Onyx. Trades at a big discount to what he things the net asset value is. Thinks the share price should go higher.
PAST TOP PICK
(A Top Pick Oct 5/10. Up 25.79%.) Still likes.
TOP PICK
Private equities. All the insiders have fairly large positions, which he likes. Misunderstood, under followed opportunity. NAV are (primarily casino/gaming assets) is basically at BV of about $18 a share.
DON'T BUY
Very low trading volumes, therefore institutions don't participate.Not a bad company.Under followed by analyst.
TOP PICK
Excellent management. Investing in casinos. Thinly traded.