Opinions
Jim Huang
DIRTT Environmental Solutions
DRT-T
PAST TOP PICK
Jan 30, 2019
(A Top Pick Mar 26/18, Up 51%) They got by management changes in a rough transition, so the stock got hit. But they have innovative technology and continue to grow market share. The stock is cheap. He still likes it. (Also his Top Pick today.)
$6.720
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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