Badger Daylighting | StockChase
193
Badger Daylighting (BAD-T)

Last Price Recorded: $28.6100 on 2017-12-14

ON STOCKCHASE SINCE Apr 2004

oil/gas
193
Badger Daylighting (BAD-T)

Last Price Recorded: $28.6100 on 2017-12-14

ON STOCKCHASE SINCE Apr 2004

oil/gas

Badger Daylighting


Signal Opinion Expert
DON'T BUY

He has looked at it, but never owned it.  It has exposure to Western Canada.  It is not cheap enough to be on his radar screen.  He does not see the barrier to competition.

oil/gas

He has looked at it, but never owned it.  It has exposure to Western Canada.  It is not cheap enough to be on his radar screen.  He does not see the barrier to competition.

oil/gas
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$29.510
Owned Owned
No

BUY

(Market Call Minute.) He is building a pretty good-sized position in the stock. He likes this for a whole bunch of reasons.

oil/gas

(Market Call Minute.) He is building a pretty good-sized position in the stock. He likes this for a whole bunch of reasons.

oil/gas
Jason Donville

President & CEO, Donville Kent Asset ...

PricePrice
$29.650
Owned Owned
Yes

PARTIAL SELL
Badger Daylighting(BAD-T) 

April 30, 2015

Chart shows higher lows in January and March, so it is building a base. However, there is going to be a lot of resistance at the current level. This is an investment that he isn’t quite sure about, but the risk/reward is really in your favour. The sector is ranked very poorly on a long-term basis. The shorter trade numbers are really good. Chart shows a downward channel from early 2014, and he would like to see it break out above that. If you own, he would be inclined to take half of your profit and let the rest run.

oil/gas

Chart shows higher lows in January and March, so it is building a base. However, there is going to be a lot of resistance at the current level. This is an investment that he isn’t quite sure about, but the risk/reward is really in your favour. The sector is ranked very poorly on a long-term basis. The shorter trade numbers are really good. Chart shows a downward channel from early 2014, and he would like to see it break out above that. If you own, he would be inclined to take half of your profit and let the rest run.

oil/gas
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$29.940
Owned Owned
Unknown

COMMENT
Badger Daylighting(BAD-T) 

April 22, 2015

Has been cautious on this name. Had thought their Q4 numbers would be a little bit disappointing, but the market reacted very positively. Management continues to give positive guidance for the year, which he felt surprised a lot of people. They have direct exposure to oil and gas, which is part of the reason it sold off. What they are trying to do during the lull in oil and gas, is to try to grow their US business. If they can grow the US business faster than they see declines in Canada, they could still get that growth.

oil/gas

Has been cautious on this name. Had thought their Q4 numbers would be a little bit disappointing, but the market reacted very positively. Management continues to give positive guidance for the year, which he felt surprised a lot of people. They have direct exposure to oil and gas, which is part of the reason it sold off. What they are trying to do during the lull in oil and gas, is to try to grow their US business. If they can grow the US business faster than they see declines in Canada, they could still get that growth.

oil/gas
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$27.720
Owned Owned
Unknown

WATCH

Doesn’t know of any rumors of a takeover.  They have a high valuation because they are extremely good at their business.  If sentiment turns and the valuation turns then consider it because it is a great company.

oil/gas

Doesn’t know of any rumors of a takeover.  They have a high valuation because they are extremely good at their business.  If sentiment turns and the valuation turns then consider it because it is a great company.

oil/gas
Fabrice Taylor

Publisher, The President's Club...

PricePrice
$27.810
Owned Owned
Unknown

BUY

Has been beat up just like all of the energy services companies. In their case, she thinks it is unwarranted how much the stock has traded off, because half of their business is in the utility space. The other half is in the petroleum space. This presents a good entry point. Reported an excellent 4th quarter. EBITDA was up over 30% year-over-year. She thinks EBITDA growth this year will be significantly smaller than it has been for the previous years. The multiple has come down quite aggressively. It is now trading at 8X forward EBITDA.

oil/gas

Has been beat up just like all of the energy services companies. In their case, she thinks it is unwarranted how much the stock has traded off, because half of their business is in the utility space. The other half is in the petroleum space. This presents a good entry point. Reported an excellent 4th quarter. EBITDA was up over 30% year-over-year. She thinks EBITDA growth this year will be significantly smaller than it has been for the previous years. The multiple has come down quite aggressively. It is now trading at 8X forward EBITDA.

oil/gas
Genevieve Roch-Decter

Portfolio Manager, LDIC Inc. ...

PricePrice
$27.590
Owned Owned
Yes

WATCH
Badger Daylighting(BAD-T) 

March 19, 2015

They have moved into the states and are branched out away from oil and gas.  Latest earnings have done quite well.  If they got listed on the US exchange it would give a higher profile to the company, however would not attract institutional investors as it would only be .75 billion capitalization.  A good core long term holding and it may be time to get back into it.  Watch for it to get to a technical break out.

oil/gas

They have moved into the states and are branched out away from oil and gas.  Latest earnings have done quite well.  If they got listed on the US exchange it would give a higher profile to the company, however would not attract institutional investors as it would only be .75 billion capitalization.  A good core long term holding and it may be time to get back into it.  Watch for it to get to a technical break out.

oil/gas
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$26.480
Owned Owned
No

WAIT

A little bit of both energy and infrastructure, so we don’t know what kind of earnings they are going to have next year. This is one of the stocks that she loves because of the management. They have done an incredible job of growing the company in terms of geography. Management is saying that the US business is still very good. Their business in Alberta is very poor, so she would expect those numbers to flow through, especially in the 1st quarter. Wait until Q1 is announced and then Buy. Expects subsequent quarters will see an improvement.

oil/gas

A little bit of both energy and infrastructure, so we don’t know what kind of earnings they are going to have next year. This is one of the stocks that she loves because of the management. They have done an incredible job of growing the company in terms of geography. Management is saying that the US business is still very good. Their business in Alberta is very poor, so she would expect those numbers to flow through, especially in the 1st quarter. Wait until Q1 is announced and then Buy. Expects subsequent quarters will see an improvement.

oil/gas
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$24.070
Owned Owned
Unknown

COMMENT
Badger Daylighting(BAD-T) 

February 24, 2015

Wishy-washy on the business model. They make the trucks that help with the environment. Have some exposure to oil/gas, which is weighing down a lot of different companies. Dividend yield is attractive. He can’t say anything really positive or negative about the name. They were 1st in the market with the trucks, but that doesn’t mean somebody else can’t come in and compete with them heavily. Yield of 1.3%.

oil/gas

Wishy-washy on the business model. They make the trucks that help with the environment. Have some exposure to oil/gas, which is weighing down a lot of different companies. Dividend yield is attractive. He can’t say anything really positive or negative about the name. They were 1st in the market with the trucks, but that doesn’t mean somebody else can’t come in and compete with them heavily. Yield of 1.3%.

oil/gas
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$24.840
Owned Owned
No

COMMENT
Badger Daylighting(BAD-T) 

February 20, 2015

There is probably not a moat around this business, so there would be opportunity for competition. Technically, the chart shows a long advance running from early 2013, to a top in 2014. There has been a complicated ABC formation, and he thinks the correction has been completed. What you want to look for when this rallies is for it to clear the pivot point of around $33. If it can’t, he would be a Seller, but if it clears it, then you are safe at least until the old high of the low $40s.

oil/gas

There is probably not a moat around this business, so there would be opportunity for competition. Technically, the chart shows a long advance running from early 2013, to a top in 2014. There has been a complicated ABC formation, and he thinks the correction has been completed. What you want to look for when this rallies is for it to clear the pivot point of around $33. If it can’t, he would be a Seller, but if it clears it, then you are safe at least until the old high of the low $40s.

oil/gas
Bill Carrigan

Technical Analyst, Getting Technical In...

PricePrice
$25.600
Owned Owned
Unknown

COMMENT
Badger Daylighting(BAD-T) 

February 18, 2015

Sold his holdings way back, way too soon. It always seemed expensive, but then took quite a hit. Have a drilling, tunnelling system that uses high-pressure water, and they can suck up all the bits and pieces. This allows them to go through very complicated areas in urban environments where there are cables and pipes, etc. without destroying everything. The problem is, their technology is not patentable. Anybody can get a big truck with a suction thing and copy what they are doing. Have had a lot of competition. This is a company that does well when municipalities have lots of money. He is watching this. The multiple is 19, about half of what it was. If the US takes off, they have a lot of activity down there.

oil/gas

Sold his holdings way back, way too soon. It always seemed expensive, but then took quite a hit. Have a drilling, tunnelling system that uses high-pressure water, and they can suck up all the bits and pieces. This allows them to go through very complicated areas in urban environments where there are cables and pipes, etc. without destroying everything. The problem is, their technology is not patentable. Anybody can get a big truck with a suction thing and copy what they are doing. Have had a lot of competition. This is a company that does well when municipalities have lots of money. He is watching this. The multiple is 19, about half of what it was. If the US takes off, they have a lot of activity down there.

oil/gas
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$26.470
Owned Owned
No

WAIT
Badger Daylighting(BAD-T) 

February 17, 2015

This is something he is watching. Very well-run business. Traditionally has high returns on invested capital, but exposure to the oil/gas business right now is a concern and is a “wait and see” for the next 6-12 months.

oil/gas

This is something he is watching. Very well-run business. Traditionally has high returns on invested capital, but exposure to the oil/gas business right now is a concern and is a “wait and see” for the next 6-12 months.

oil/gas
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$26.380
Owned Owned
No

WAIT
Badger Daylighting(BAD-T) 

February 13, 2015

Had held this for several years. Chart shows a pretty classic technical analysis downtrend. Has been banging against the downtrend 3-4 times. It is going to need to break out to new short-term highs, before it comes back towards its peak again. You don’t have to be in a big rush to get in this, as he thinks it will take a year or more to consolidate the huge gains that it had, for its earnings to catch up with the expectations that were built into the stock.

oil/gas

Had held this for several years. Chart shows a pretty classic technical analysis downtrend. Has been banging against the downtrend 3-4 times. It is going to need to break out to new short-term highs, before it comes back towards its peak again. You don’t have to be in a big rush to get in this, as he thinks it will take a year or more to consolidate the huge gains that it had, for its earnings to catch up with the expectations that were built into the stock.

oil/gas
Brendan Caldwell

President, Caldwell Securities...

PricePrice
$27.630
Owned Owned
No

DON'T BUY
Badger Daylighting(BAD-T) 

February 11, 2015

Hudbay Minerals (HBM-T) or Badger Daylighting (BAD-T)? He is pessimistic on energy services.

oil/gas

Hudbay Minerals (HBM-T) or Badger Daylighting (BAD-T)? He is pessimistic on energy services.

oil/gas
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$26.060
Owned Owned
Unknown

DON'T BUY
Badger Daylighting(BAD-T) 

February 10, 2015

You need to be cautious on this. They have a lot of exposure to the oil/gas sector, which is very tough at this point with the hydro-vac’s. About 25% of their business is directly affected. The Key Full (?) numbers are going to be very difficult for them and he wouldn’t enter a position until they came out as a minimum.

oil/gas

You need to be cautious on this. They have a lot of exposure to the oil/gas sector, which is very tough at this point with the hydro-vac’s. About 25% of their business is directly affected. The Key Full (?) numbers are going to be very difficult for them and he wouldn’t enter a position until they came out as a minimum.

oil/gas
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$25.750
Owned Owned
No

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