Savaria Corp
SIS-T
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About Savaria Corp (SIS-T)
Savaria Corp designs, engineers and manufactures products for personal mobility of the people. Its products are home elevators, wheelchair lifts, commercial elevators, ceiling lift, stair lift, van conversions and others.
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Expert
WAIT
WAIT
May 17, 2019
Maker of in-home elevators and lifts. Acquisitions make up a large part of what they do. Recent earnings were pretty good and analysts generally favour it. Sales were up 50%, but earnings were down. For that reason he is not holding it. He thinks they will eventually get back on track.
Maker of in-home elevators and lifts. Acquisitions make up a large part of what they do. Recent earnings were pretty good and analysts generally favour it. Sales were up 50%, but earnings were down. For that reason he is not holding it. He thinks they will eventually get back on track.
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DON'T BUY
DON'T BUY
May 10, 2019
Revenue growth has been astounding. Fundamentals are supporting it. But not doing anything technically, so no enticement to get in. Moving averages are trending lower. Not much momentum behind positive moves. Technicals do not support an entry.
Revenue growth has been astounding. Fundamentals are supporting it. But not doing anything technically, so no enticement to get in. Moving averages are trending lower. Not much momentum behind positive moves. Technicals do not support an entry.
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HOLD
HOLD
April 29, 2019
52% payout ratio, so the dividend is sustainable. Earnings estimates have been shaved 25%. Not a cheap stock. Free cash flow is slightly positive. He wouldn't enter it now, because their recent reports have disappointed, but you should be okay for at least three years if you already own it. It's a growth-by-acquisition story.
52% payout ratio, so the dividend is sustainable. Earnings estimates have been shaved 25%. Not a cheap stock. Free cash flow is slightly positive. He wouldn't enter it now, because their recent reports have disappointed, but you should be okay for at least three years if you already own it. It's a growth-by-acquisition story.
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COMMENT
COMMENT
April 9, 2019
It pulled back in late-2018 then has been sideways. As long as it doesn't break below $12, he's okay with it.
It pulled back in late-2018 then has been sideways. As long as it doesn't break below $12, he's okay with it.
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WAIT
WAIT
March 27, 2019
Trimmed at $20. Likes the company and the business. Management is terrific. Hold on to shares at $13. Wait for earnings to buy more. Consolidating the industry. Stock's come down on revised guidance. It's a wait and see before reloading to a full position.
Trimmed at $20. Likes the company and the business. Management is terrific. Hold on to shares at $13. Wait for earnings to buy more. Consolidating the industry. Stock's come down on revised guidance. It's a wait and see before reloading to a full position.
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Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
$13.690
Yes
TOP PICK
TOP PICK
March 27, 2019
A small cap and a huge success, but it has sold off 23% in the past year. Revenues came in okay, but the EBITDA was only $40 million, instead of $44 million. They made two big acquisitons last year: a medical bedmaker and a Swiss rival. It's a reasonable 18.5x earnings and pays a 3% dividend. It's a play on aging demographics. (Analysts’ price target is $17.63)
A small cap and a huge success, but it has sold off 23% in the past year. Revenues came in okay, but the EBITDA was only $40 million, instead of $44 million. They made two big acquisitons last year: a medical bedmaker and a Swiss rival. It's a reasonable 18.5x earnings and pays a 3% dividend. It's a play on aging demographics. (Analysts’ price target is $17.63)
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HOLD
HOLD
February 20, 2019
They retrofit vans and houses with lifts and elevators. They provided guidance that was not great and the stock has fallen today. They are a good company and have made good acquisitions. He doesn't think management has miss-stepped here and gives them applause for getting in front of the slowing news.
They retrofit vans and houses with lifts and elevators. They provided guidance that was not great and the stock has fallen today. They are a good company and have made good acquisitions. He doesn't think management has miss-stepped here and gives them applause for getting in front of the slowing news.
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BUY
BUY
January 30, 2019
Their products works very well with the aging demographic trend. They've done well organically and by acquisition. He likes this long term and its growth prospects. They've've had a bumpy recent few quarters with rising expenses and growth issue. It's never been the cheapest stock, but you can accumulate this for the long term. He's confident they will emerge from their recent problems.
Their products works very well with the aging demographic trend. They've done well organically and by acquisition. He likes this long term and its growth prospects. They've've had a bumpy recent few quarters with rising expenses and growth issue. It's never been the cheapest stock, but you can accumulate this for the long term. He's confident they will emerge from their recent problems.
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BUY WEAKNESS
BUY WEAKNESS
January 23, 2019
He owned it around $7.50, but exited recently during the market downturn. The multiples were getting too high and margins were getting squeezed. He is waiting for a better point to re-enter than this. Yield 2.9%
He owned it around $7.50, but exited recently during the market downturn. The multiples were getting too high and margins were getting squeezed. He is waiting for a better point to re-enter than this. Yield 2.9%
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BUY
BUY
January 16, 2019
Mobility impairment devices -- elevators and lifts. Sales are up 14% and earnings growth is expected to be up 61% in 2019 -- implying a 19 PE. ROE of 18% is good. A good hold or new buy. Payout ratio on the dividend is 52%. Yield 3%.
Mobility impairment devices -- elevators and lifts. Sales are up 14% and earnings growth is expected to be up 61% in 2019 -- implying a 19 PE. ROE of 18% is good. A good hold or new buy. Payout ratio on the dividend is 52%. Yield 3%.
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TOP PICK
TOP PICK
November 29, 2018
They had an earnings release recently that the market didn't like. Still a growth story. Well diversified internationally. Good insider participation. Demographic story on baby boomers needing accessibility aids. Trading at a cheaper valuation than I had been trading for a while. (Analysts’ price target is $18.75)
They had an earnings release recently that the market didn't like. Still a growth story. Well diversified internationally. Good insider participation. Demographic story on baby boomers needing accessibility aids. Trading at a cheaper valuation than I had been trading for a while. (Analysts’ price target is $18.75)
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HOLD
HOLD
November 27, 2018
He's shorted this the past few years. The CEO bougth stock last week. It's fairly valued at $13. He wouldn't buy or sell it. The bulk of their earnings come from car lifts, which is cyclical. Does the last quarter miss mean 2019 will be bad? No, and the CEO buying stock is a good sign, but SIS is a cyclical stock. Long-term as a medical lift play, SIS makes sense.
He's shorted this the past few years. The CEO bougth stock last week. It's fairly valued at $13. He wouldn't buy or sell it. The bulk of their earnings come from car lifts, which is cyclical. Does the last quarter miss mean 2019 will be bad? No, and the CEO buying stock is a good sign, but SIS is a cyclical stock. Long-term as a medical lift play, SIS makes sense.
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COMMENT
COMMENT
November 19, 2018
He doesn't love it though doesn't know a lot about it. SIS has been a good performer. They've grown aggressively through acquisition. They had a misstep recently, so were punished hard. They were priced at a premium. He needs to see it its earnings fall into the teens from the current 28x. That said, it's a good company. Maybe this quarter was a short-term mess-up.
He doesn't love it though doesn't know a lot about it. SIS has been a good performer. They've grown aggressively through acquisition. They had a misstep recently, so were punished hard. They were priced at a premium. He needs to see it its earnings fall into the teens from the current 28x. That said, it's a good company. Maybe this quarter was a short-term mess-up.
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HOLD
HOLD
October 26, 2018
Been stellar for him. But it's lumpy because of low-volume trading. Not super cheap, but boasts good earnings, and they are raising their dividend. It's a niche player in the seniors demographic. He is holding it for the long term.
Been stellar for him. But it's lumpy because of low-volume trading. Not super cheap, but boasts good earnings, and they are raising their dividend. It's a niche player in the seniors demographic. He is holding it for the long term.
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BUY
BUY
October 17, 2018
This company is involved in mobility (wheelchairs, etc.) and he sees them having very positive tail winds. They have a very good profit margin and a recent acquisition is viewed as being synergistic.
This company is involved in mobility (wheelchairs, etc.) and he sees them having very positive tail winds. They have a very good profit margin and a recent acquisition is viewed as being synergistic.
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