Canwel Building Materials Ltd. (CWX-T) Stock Predictions - Stockchase
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Canwel Building Materials Ltd. (CWX-T)

ON STOCKCHASE SINCE Oct 2004

Distributor of building materials

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Canwel Building Materials...

CWX-T

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Canwel Building Materials Ltd. (CWX-T) SAVE Jan, 22, 2019, 1:05 am

5.12 0.06 (1.19%)

What the experts are saying about CWX-T



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Signal Opinion Expert
DON'T BUY
A $400 million market cap company. Latest earnings were down 35% against only a fall of 3% in sales -- a red flag. Trading at 10 times PE and 11% ROE. If you get confidence in this it has good upside. He does not own it.
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A $400 million market cap company. Latest earnings were down 35% against only a fall of 3% in sales -- a red flag. Trading at 10 times PE and 11% ROE. If you get confidence in this it has good upside. He does not own it.
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$5.030
Owned Owned
No

PAST TOP PICK
(A Top Pick Nov 16/17, Down 21%) The housing market took a dip and this hurt the stock. He still owns it and thinks recent job creation will help their returns. They have not dropped their dividend yet. He hopes the earnings will increase to sustain the dividend. He will continue to hold it. Yield 11%.
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(A Top Pick Nov 16/17, Down 21%) The housing market took a dip and this hurt the stock. He still owns it and thinks recent job creation will help their returns. They have not dropped their dividend yet. He hopes the earnings will increase to sustain the dividend. He will continue to hold it. Yield 11%.
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Fabrice Taylor

Publisher, The President's Club...

Price Price
$4.870
Owned Owned
Yes

DON'T BUY

He thinks it is fairly well run, but is concerned about the sustainability of the high dividend yield – especially in the cyclical sector of building products. He would like to see the debt reduced first. (Analysts’ price target is $7.90)

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He thinks it is fairly well run, but is concerned about the sustainability of the high dividend yield – especially in the cyclical sector of building products. He would like to see the debt reduced first. (Analysts’ price target is $7.90)

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$6.550
Owned Owned
No

DON'T BUY

This lumber distributor sells to the large retail outlets.  He does not like their debt levels after an acquisition in the US and thinks this is holding the dividend from being increased.  The distribution business is very competitive and he would prefer not to hold this.    

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This lumber distributor sells to the large retail outlets.  He does not like their debt levels after an acquisition in the US and thinks this is holding the dividend from being increased.  The distribution business is very competitive and he would prefer not to hold this.    

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$6.660
Owned Owned
No

BUY

Controlled by a Vancouver family who have done a good job of managing. Safe dividend, and he expects good growth numbers. Slightly levered. You're okay to own it. He needs to study this stock more. They have production in California, so he's not sure how tariffs--a nightmare to figure out in general--will effect them. Pays a 7.7% yield

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Controlled by a Vancouver family who have done a good job of managing. Safe dividend, and he expects good growth numbers. Slightly levered. You're okay to own it. He needs to study this stock more. They have production in California, so he's not sure how tariffs--a nightmare to figure out in general--will effect them. Pays a 7.7% yield

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Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$7.250
Owned Owned
Unknown

TOP PICK

The CEO is superb.  They are making some acquisitions in the US in hot markets.  He likes the outlook.  It is a place to park some money.  Not a bad investment and dividend in a toppy market.  There is commodity risk and weather risk in it, however.  (Analysts’ target: $7.50).

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The CEO is superb.  They are making some acquisitions in the US in hot markets.  He likes the outlook.  It is a place to park some money.  Not a bad investment and dividend in a toppy market.  There is commodity risk and weather risk in it, however.  (Analysts’ target: $7.50).

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Fabrice Taylor

Publisher, The President's Club...

Price Price
$6.810
Owned Owned
Yes

DON'T BUY

[Caller concerned about over 9.2% dividend]. They are a distributor of wood products in Vancouver.  They acquired a distributor in Hawaii.  The issue is with the debt levels and payout ratio.  There are onetime events like weather events in their favour.  But until the debt and payout ratio comes down he would not own it.

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[Caller concerned about over 9.2% dividend]. They are a distributor of wood products in Vancouver.  They acquired a distributor in Hawaii.  The issue is with the debt levels and payout ratio.  There are onetime events like weather events in their favour.  But until the debt and payout ratio comes down he would not own it.

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$6.090
Owned Owned
Unknown

WAIT

It broke out just prior to the equity deal they did.  The balance sheet is considerably better now.  It had improving price momentum.  Good return on equity and they beat on their last quarter.  It is not quite enough for him to own it yet.

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It broke out just prior to the equity deal they did.  The balance sheet is considerably better now.  It had improving price momentum.  Good return on equity and they beat on their last quarter.  It is not quite enough for him to own it yet.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$6.070
Owned Owned
No

BUY

He likes this story.  He used to own some.  He sold because it had done well.  He is not buying it because he has so many housing related stories.  But he likes it.  He would continue to hold it.

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He likes this story.  He used to own some.  He sold because it had done well.  He is not buying it because he has so many housing related stories.  But he likes it.  He would continue to hold it.

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$6.680
Owned Owned
No

BUY

Too small-cap for what he does. Great price momentum, scores in the top 20%. Valuation is not bad in the top 30%, driven by really strong ROE of 31%. Reasonable Price to Book at around 1.5% at a 6X CE. It recently had a good earnings beat. The standout is probably its high yield of around 8% with a payout ratio of 162%, and they are going to have to backfill that. The only potential concern is a little bit high on EB on the EBITDA and the yield is not necessarily fully covered by earnings. Also, they recently issued stock to buy their convertibles back. The converts pay a lower yield than the stock, so they are using higher yield to buy back a lower yield piece of debt. Hopefully, they have something in the pipe in terms of acquisitions that can drive that, otherwise that was not a good financing move.

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Too small-cap for what he does. Great price momentum, scores in the top 20%. Valuation is not bad in the top 30%, driven by really strong ROE of 31%. Reasonable Price to Book at around 1.5% at a 6X CE. It recently had a good earnings beat. The standout is probably its high yield of around 8% with a payout ratio of 162%, and they are going to have to backfill that. The only potential concern is a little bit high on EB on the EBITDA and the yield is not necessarily fully covered by earnings. Also, they recently issued stock to buy their convertibles back. The converts pay a lower yield than the stock, so they are using higher yield to buy back a lower yield piece of debt. Hopefully, they have something in the pipe in terms of acquisitions that can drive that, otherwise that was not a good financing move.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$7.010
Owned Owned
No

COMMENT

Did a $60 million financing deal, which really solidifies their balance sheet. He really likes the company and the theme. The US housing construction and renovation market is pretty hot, which is where the majority of their earnings come from.

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Did a $60 million financing deal, which really solidifies their balance sheet. He really likes the company and the theme. The US housing construction and renovation market is pretty hot, which is where the majority of their earnings come from.

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Andrew Pink

Portfolio , LDIC...

Price Price
$6.490
Owned Owned
Yes

COMMENT

High yield of 12%, but a pretty bad balance sheet. This is not something that he would hold other than possibly as a Short.

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High yield of 12%, but a pretty bad balance sheet. This is not something that he would hold other than possibly as a Short.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$4.660
Owned Owned
No

DON'T BUY

(Market Call Minute) Very low margin.  It is not going to go anywhere for years to come.

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(Market Call Minute) Very low margin.  It is not going to go anywhere for years to come.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$5.670
Owned Owned
Unknown

DON'T BUY

Building products, lumber distributor across Canada. The building/renovation market in Canada has been quite good for some time. The yield of 9.2% is too high. They are over distributing. Thinks they have some room on a line and could pay out a debt if they wanted to, but clearly that is a temporary type fix. Any slowdown in building activity would be detrimental. This is not one that he would buy.

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Building products, lumber distributor across Canada. The building/renovation market in Canada has been quite good for some time. The yield of 9.2% is too high. They are over distributing. Thinks they have some room on a line and could pay out a debt if they wanted to, but clearly that is a temporary type fix. Any slowdown in building activity would be detrimental. This is not one that he would buy.

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Jeff Young

Co-CEO & C, NexGen Financial...

Price Price
$6.090
Owned Owned
No

DON'T BUY
Building products distributor. Generally you get low margins in the distribution business. He expects the housing cycle in Canada will have to slow down at some point.
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Building products distributor. Generally you get low margins in the distribution business. He expects the housing cycle in Canada will have to slow down at some point.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$2.580
Owned Owned
No

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