Opinions
Jim Huang
DIRTT Environmental Solutions
DRT-T
TOP PICK
Jul 06, 2017
$6.290
Stock price when the opinion was issued
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PAST TOP PICK
(A Top Pick March 20/17, Down 32%) Continues to defend it for the same reasons as before: Their innovative technologies can revolutionize the construction industry. Their method of construction is superior to others. Have endured recent management (CFO) issues as activists come in. Some ups and downs. Still believes this stock will go up.
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TOP PICK
It's been a tough year, but they have innovative technology, and are spending heavily in R&D. They've more than made up revenues lost after the oil crash without a full recovery in oil. Sure, there are management issues, but he's confident they'll return to their past heights. (Analysts' price target $6.79)
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PAST TOP PICK
TOP PICK
It's stronger than a few years before. They have innovative technology used in construction and design. They're big in healthcare and office design. The new managers must aim for less volatility and diversify their customer base, which he believes they are executing. Given their 30-40% growth rate and trading at 17x, this isn't expensive. Also, they'll benefit from rising oil prices. (Also a Past Pick.) (Analysts’ price target is $7.96)
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WATCH
He has their product in his office. The stock is struggling. They lowered guidance twice this year. They have a new management team in place. They are re-vamping their sales strategy. The change of management is taking more time than expected. Watch it as they try to go to a more professional organization. Turnarounds don't happen quickly.
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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.)