Savaria Corp | StockChase
37
Savaria Corp (SIS-T)

Last Price Recorded: $18.6100 on 2018-01-18

ON STOCKCHASE SINCE Oct 2004

Elevator equipment in seniors' complexes.

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37
Savaria Corp (SIS-T)

Last Price Recorded: $18.6100 on 2018-01-18

ON STOCKCHASE SINCE Oct 2004

Elevator equipment in seniors' complexes.

other services

Savaria Corp


Signal Opinion Expert
COMMENT
Savaria Corp(SIS-T) 

January 18, 2018

It should continue going up, because it is kind of being discovered. It has come into the market, and people are getting to know it. It is your ultimate in Canada listed wheelchair/stair lifts. A very strong company.

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It should continue going up, because it is kind of being discovered. It has come into the market, and people are getting to know it. It is your ultimate in Canada listed wheelchair/stair lifts. A very strong company.

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Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$18.610
Owned Owned
Unknown

PARTIAL BUY
Savaria Corp(SIS-T) 

January 2, 2018

One of his favourite companies. They do elevator lifts. They purchased a US company which does products for things like mattresses for people with access ability issues. It was a pretty big company they purchased and there is going to be a lot of cross-selling potential between the 2. Valuation is high, but longer-term, they are in a good space. They make smart acquisitions and there is good insider ownership. Also pays a nice little dividend. Right now, it is kind of hitting overbought ranges so he wouldn't go in on a full position, but would average in.

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One of his favourite companies. They do elevator lifts. They purchased a US company which does products for things like mattresses for people with access ability issues. It was a pretty big company they purchased and there is going to be a lot of cross-selling potential between the 2. Valuation is high, but longer-term, they are in a good space. They make smart acquisitions and there is good insider ownership. Also pays a nice little dividend. Right now, it is kind of hitting overbought ranges so he wouldn't go in on a full position, but would average in.

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Ryan Modesto

Managing Partner, 5i Research...

PricePrice
$18.570
Owned Owned
Unknown

COMMENT
Savaria Corp(SIS-T) 

December 21, 2017

Owns a big portion of this, and really likes management. The CEO owns 30%-40% of the company. They continue to grow earnings fairly well. Have made some strategic acquisitions where there was quite a bit of synergy. It’s currently trading at an all-time high. Demographics are playing into what they do. Continues growing earnings and their top line.

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Owns a big portion of this, and really likes management. The CEO owns 30%-40% of the company. They continue to grow earnings fairly well. Have made some strategic acquisitions where there was quite a bit of synergy. It’s currently trading at an all-time high. Demographics are playing into what they do. Continues growing earnings and their top line.

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Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$18.000
Owned Owned
Yes

COMMENT
Savaria Corp(SIS-T) 

November 14, 2017

One of his favourite companies. They do accessibility solutions, such as adapted vehicles, elevator lifts, chairlifts, etc. Acquired Span America about a year ago which does cushions and beds, so the company now has pretty much an end-to-end offering for people with accessibility issues. There is a lot more torque with every sale they have. There are also cross-selling opportunities. Expect they will continue making international acquisitions.

other services

One of his favourite companies. They do accessibility solutions, such as adapted vehicles, elevator lifts, chairlifts, etc. Acquired Span America about a year ago which does cushions and beds, so the company now has pretty much an end-to-end offering for people with accessibility issues. There is a lot more torque with every sale they have. There are also cross-selling opportunities. Expect they will continue making international acquisitions.

other services
Ryan Modesto

Managing Partner, 5i Research...

PricePrice
$15.510
Owned Owned
Unknown

TOP PICK
Savaria Corp(SIS-T) 

October 17, 2017

Founded in 1979 and a Québec businessman bought it out 10 years later for $100,000. He is now approaching $148 million in revenues, and hopes to march onto $500 million by 2021. One of the great specialists in the world with equipment that helps aged people improved their balance through stair lifts and other things that improve mobility. He is dedicated to 17% pre-EBITDA margins. Dividend yield of 2.4%. (Analysts’ price target is $17.)

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Founded in 1979 and a Québec businessman bought it out 10 years later for $100,000. He is now approaching $148 million in revenues, and hopes to march onto $500 million by 2021. One of the great specialists in the world with equipment that helps aged people improved their balance through stair lifts and other things that improve mobility. He is dedicated to 17% pre-EBITDA margins. Dividend yield of 2.4%. (Analysts’ price target is $17.)

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Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$14.630
Owned Owned
Yes

BUY on WEAKNESS
Savaria Corp(SIS-T) 

September 25, 2017

One of his top positions.  He bought more below $12.  It is an expensive stock in a fast growing space.  It is the only safe way to play the aging demographic. 

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One of his top positions.  He bought more below $12.  It is an expensive stock in a fast growing space.  It is the only safe way to play the aging demographic. 

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Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$14.120
Owned Owned
Unknown

TOP PICK
Savaria Corp(SIS-T) 

September 5, 2017

A small cap company that came out of the darkness about a year ago. It went quiet again, but is acquiring things quite aggressively in chair lifts and aids to the elderly area. Just made another small tuck in acquisition. Dividend yield of 1.9%. (Analysts’ price target is $17. )

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A small cap company that came out of the darkness about a year ago. It went quiet again, but is acquiring things quite aggressively in chair lifts and aids to the elderly area. Just made another small tuck in acquisition. Dividend yield of 1.9%. (Analysts’ price target is $17. )

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Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$13.060
Owned Owned
Yes

COMMENT
Savaria Corp(SIS-T) 

July 10, 2017

He recently bought this in the $11 range. They manufacture mobility tools for elderly people, so the demographics are good.

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He recently bought this in the $11 range. They manufacture mobility tools for elderly people, so the demographics are good.

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Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$15.000
Owned Owned
Yes

BUY on WEAKNESS
Savaria Corp(SIS-T) 

June 26, 2017

One of his biggest positions.  They have done well in terms of growing their business organically.  They make mobility aids.  They acquired a company in the US that makes mattresses for institutions.  Management have done a good job of growing SIS-T organically, but now are making a very opportune acquisition in the US.  The stock is not cheap, but the demographics are blowing a huge tailwind into it.

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One of his biggest positions.  They have done well in terms of growing their business organically.  They make mobility aids.  They acquired a company in the US that makes mattresses for institutions.  Management have done a good job of growing SIS-T organically, but now are making a very opportune acquisition in the US.  The stock is not cheap, but the demographics are blowing a huge tailwind into it.

other services
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$16.160
Owned Owned
Yes

COMMENT
Savaria Corp(SIS-T) 

May 25, 2017

He likes the story. They do chair lifts, etc. for people who want to stay in their homes. The multiple is getting quite stretched. Raised some money and then did an acquisition. Thinks the acquisition is going to be highly accretive and make it a much bigger company. Likes management.

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He likes the story. They do chair lifts, etc. for people who want to stay in their homes. The multiple is getting quite stretched. Raised some money and then did an acquisition. Thinks the acquisition is going to be highly accretive and make it a much bigger company. Likes management.

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Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$16.840
Owned Owned
Yes

COMMENT
Savaria Corp(SIS-T) 

May 2, 2017

This helps with wheelchair assess ability, and things like that. A very demographically advantaged business for the next several years. It seems to be quite well-run and has insider ownership. Certainly seems like it is worth owning.

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This helps with wheelchair assess ability, and things like that. A very demographically advantaged business for the next several years. It seems to be quite well-run and has insider ownership. Certainly seems like it is worth owning.

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Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$15.140
Owned Owned
No

PAST TOP PICK
Savaria Corp(SIS-T) 

April 11, 2017

(A Top Pick March 3/16. Up 152%.) Stair lifts and elevator lifts, as well as van conversions to help people with disabilities get into their vehicles. Did an acquisition of the van conversion business, which almost doubled their business. An expensive company, but also one of the better companies on the TSX. They have a consistent demand coming from the baby boomer demographic. While it looks expensive today, they could do an acquisition tomorrow and it would look pretty cheap again.

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(A Top Pick March 3/16. Up 152%.) Stair lifts and elevator lifts, as well as van conversions to help people with disabilities get into their vehicles. Did an acquisition of the van conversion business, which almost doubled their business. An expensive company, but also one of the better companies on the TSX. They have a consistent demand coming from the baby boomer demographic. While it looks expensive today, they could do an acquisition tomorrow and it would look pretty cheap again.

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Ryan Modesto

Managing Partner, 5i Research...

PricePrice
$14.320
Owned Owned
No

PAST TOP PICK
Savaria Corp(SIS-T) 

March 27, 2017

(Top Pick May 6/16, Up 61%) Mobility solutions.  They won a contract in China.  It is one of the most solid management teams.  Earnings are solid and the outlook is great.

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(Top Pick May 6/16, Up 61%) Mobility solutions.  They won a contract in China.  It is one of the most solid management teams.  Earnings are solid and the outlook is great.

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Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$12.750
Owned Owned
Yes

BUY on WEAKNESS
Savaria Corp(SIS-T) 

March 22, 2017

One of his biggest positions. A great company. Manufactures accessibility equipment such as stair lifts, home elevators, ramps, vehicle conversions, etc. It is the only investable company on the TSX that gives you exposure to the sector. Very well-managed. The stock is a little pricey, but you are paying for the scarcity value.

other services

One of his biggest positions. A great company. Manufactures accessibility equipment such as stair lifts, home elevators, ramps, vehicle conversions, etc. It is the only investable company on the TSX that gives you exposure to the sector. Very well-managed. The stock is a little pricey, but you are paying for the scarcity value.

other services
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$12.280
Owned Owned
Yes

HOLD
Savaria Corp(SIS-T) 

February 28, 2017

Manufactures lifts, etc. for homes for people with disabilities. Has traded sideways for a while, but earnings have been very strong, and the demographics are great. Thinks they are looking to make acquisitions and put them together with what they already have, creating synergies to increase margins. Feels the margin profile is going to go up over the next couple of years. Not extremely cheap, but this is because they have been able to grow earnings rapidly over the last couple of years.

other services

Manufactures lifts, etc. for homes for people with disabilities. Has traded sideways for a while, but earnings have been very strong, and the demographics are great. Thinks they are looking to make acquisitions and put them together with what they already have, creating synergies to increase margins. Feels the margin profile is going to go up over the next couple of years. Not extremely cheap, but this is because they have been able to grow earnings rapidly over the last couple of years.

other services
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$10.690
Owned Owned
Yes

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