Savaria Corp

SIS-T

TSE:SIS

13.53
0.00 (0.00%)
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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Analysis and Opinions about SIS-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 5, 2020
For seniors, there are some legal ramifications post-pandemic. If people want to stay home instead of go into a long term care facility, their mobility products for seniors will do well. He likes the sustainability and growth potential of the dividend. Yield 3.32% (Analysts’ price target is $14.91)
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Savaria Corp (SIS-T)
June 5, 2020
For seniors, there are some legal ramifications post-pandemic. If people want to stay home instead of go into a long term care facility, their mobility products for seniors will do well. He likes the sustainability and growth potential of the dividend. Yield 3.32% (Analysts’ price target is $14.91)
COMMENT
COMMENT
March 4, 2020
They suffered disappointing numbers last year and have been hit by the virus like the wider markets, but SIS has done well over five years. Aging demographics are on their side, but it has underperformed recently. You must have a long-term view on this.
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Savaria Corp (SIS-T)
March 4, 2020
They suffered disappointing numbers last year and have been hit by the virus like the wider markets, but SIS has done well over five years. Aging demographics are on their side, but it has underperformed recently. You must have a long-term view on this.
DON'T BUY
DON'T BUY
December 30, 2019
There is all this growth potential in the stair lifts but a big chunk of their business is car lifts, which are a big luxury and which is in decline. He is slightly short the stock. He doesn't see a huge upside.
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Savaria Corp (SIS-T)
December 30, 2019
There is all this growth potential in the stair lifts but a big chunk of their business is car lifts, which are a big luxury and which is in decline. He is slightly short the stock. He doesn't see a huge upside.
COMMENT
COMMENT
November 26, 2019
A pretty good growth story over the last couple years. They have grown well through acquisition. Not seeing organic growth, and it’s not cheap.
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Savaria Corp (SIS-T)
November 26, 2019
A pretty good growth story over the last couple years. They have grown well through acquisition. Not seeing organic growth, and it’s not cheap.
COMMENT
COMMENT
November 8, 2019
It’s in a nice uptrend and is coming back to consolidation levels. He would say the exit point is around $13.25. Technically, everything looks good.
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Savaria Corp (SIS-T)
November 8, 2019
It’s in a nice uptrend and is coming back to consolidation levels. He would say the exit point is around $13.25. Technically, everything looks good.
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 18/18, Down 9%) Overall it has been down because they did acquisitions and margins are staring to slip. The last quarter looks good. He thinks it will get back to buying companies. It is going to have a rising tide in terms of demand.
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Savaria Corp (SIS-T)
November 7, 2019
(A Top Pick Nov 18/18, Down 9%) Overall it has been down because they did acquisitions and margins are staring to slip. The last quarter looks good. He thinks it will get back to buying companies. It is going to have a rising tide in terms of demand.
PAST TOP PICK
PAST TOP PICK
September 27, 2019
(A Top Pick Mar 29/19, Down 8%) A small cap that specializes in wheelchair elevators in homes and vehicles. None of us are getting younger, and demand will go up. A buying opportunity. It's a long term play at a 3 to 5 year view.
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Savaria Corp (SIS-T)
September 27, 2019
(A Top Pick Mar 29/19, Down 8%) A small cap that specializes in wheelchair elevators in homes and vehicles. None of us are getting younger, and demand will go up. A buying opportunity. It's a long term play at a 3 to 5 year view.
WATCH
WATCH
September 10, 2019
He sold a lot of this in the high-teens when the valuation got ahead of itself. He wants to buy back, but first needs to see organic growth in stair lifts, for example. SIS also needs to better integrate acquisitions. But he likes the managers and this sector. Insiders just bought more share and increased the dividend.
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Savaria Corp (SIS-T)
September 10, 2019
He sold a lot of this in the high-teens when the valuation got ahead of itself. He wants to buy back, but first needs to see organic growth in stair lifts, for example. SIS also needs to better integrate acquisitions. But he likes the managers and this sector. Insiders just bought more share and increased the dividend.
DON'T BUY
DON'T BUY
August 19, 2019
Doesn't like the chart now, after falling from $18. It's breaking below support.
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Savaria Corp (SIS-T)
August 19, 2019
Doesn't like the chart now, after falling from $18. It's breaking below support.
WATCH
WATCH
August 8, 2019
A health care product provider. They had been on an acquisition spree but margins were slipping and they have been trying to improve them. He thinks they will get growth back to the name but he would wait for their earnings report.
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Savaria Corp (SIS-T)
August 8, 2019
A health care product provider. They had been on an acquisition spree but margins were slipping and they have been trying to improve them. He thinks they will get growth back to the name but he would wait for their earnings report.
DON'T BUY
DON'T BUY
July 31, 2019
Feb.15-June 2 is seasonality, but we see lower lows and lower highs. If this doesn't hold at $12, this will fall lower. Wait till momentum improves.
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Savaria Corp (SIS-T)
July 31, 2019
Feb.15-June 2 is seasonality, but we see lower lows and lower highs. If this doesn't hold at $12, this will fall lower. Wait till momentum improves.
WAIT
WAIT
June 27, 2019
Likes its growth by acquisition. Great operator. They've said they need to consolidate. Top line growth will be slower. Margin issues. It's a pause. If you like trading, get out and get back in later. Five years out, she'd own it. But looking 5 months out, no need to own.
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Savaria Corp (SIS-T)
June 27, 2019
Likes its growth by acquisition. Great operator. They've said they need to consolidate. Top line growth will be slower. Margin issues. It's a pause. If you like trading, get out and get back in later. Five years out, she'd own it. But looking 5 months out, no need to own.
BUY WEAKNESS
BUY WEAKNESS
June 3, 2019
It is a core investment for him. They made a lot of acquisitions and ran into challenges, as is common. They have to beef up the executive team over time. The balance sheet is in very solid shape.
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Savaria Corp (SIS-T)
June 3, 2019
It is a core investment for him. They made a lot of acquisitions and ran into challenges, as is common. They have to beef up the executive team over time. The balance sheet is in very solid shape.
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.
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Savaria Corp (SIS-T)
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.
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.
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Savaria Corp (SIS-T)
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.
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.
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Savaria Corp (SIS-T)
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.
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.
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Savaria Corp (SIS-T)
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.
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.
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Savaria Corp (SIS-T)
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.
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)
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Savaria Corp (SIS-T)
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)
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.
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Savaria Corp (SIS-T)
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.
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.
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Savaria Corp (SIS-T)
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.
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%
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Savaria Corp (SIS-T)
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%
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%.
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Savaria Corp (SIS-T)
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%.
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)

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Savaria Corp (SIS-T)
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)

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.
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Savaria Corp (SIS-T)
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.
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.
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Savaria Corp (SIS-T)
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.
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.

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Savaria Corp (SIS-T)
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.

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.

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Savaria Corp (SIS-T)
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.

WATCH
WATCH
September 24, 2018

He loves the company but not the stock price. It is becoming more and more expensive on a forward earnings basis. He likes management and the industry. Wait for a pull back. It is not for the faint of heart.

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Savaria Corp (SIS-T)
September 24, 2018

He loves the company but not the stock price. It is becoming more and more expensive on a forward earnings basis. He likes management and the industry. Wait for a pull back. It is not for the faint of heart.

TOP PICK
TOP PICK
August 10, 2018

They have expanded their business model from just in-home stair systems to elevators and into hospitals. They recently did a Swiss acquisition and he thinks this will expand their business into Europe and Asia. Earnings continue to grow over 20% over the past five years and margins continue to improve. The dividend increases yearly. The demographics are on trend. He expects it to trade $23. Yield 2.1%. (Analysts’ price target is $20.67)

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Savaria Corp (SIS-T)
August 10, 2018

They have expanded their business model from just in-home stair systems to elevators and into hospitals. They recently did a Swiss acquisition and he thinks this will expand their business into Europe and Asia. Earnings continue to grow over 20% over the past five years and margins continue to improve. The dividend increases yearly. The demographics are on trend. He expects it to trade $23. Yield 2.1%. (Analysts’ price target is $20.67)

BUY WEAKNESS
BUY WEAKNESS
June 14, 2018

It is a core position for him and they benefit from aging demographics. They are a well managed company with good margins. On any weakness it is a good buy.

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Savaria Corp (SIS-T)
June 14, 2018

It is a core position for him and they benefit from aging demographics. They are a well managed company with good margins. On any weakness it is a good buy.

BUY
BUY
June 13, 2018

He owns this since $7. They make lifts for homes and elevators. He likes their acquisitions and sees good organic growth. It is not super cheap here, but he likes the demographic play overall. It is one of the only publically traded companies in the space.

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Savaria Corp (SIS-T)
June 13, 2018

He owns this since $7. They make lifts for homes and elevators. He likes their acquisitions and sees good organic growth. It is not super cheap here, but he likes the demographic play overall. It is one of the only publically traded companies in the space.

PARTIAL BUY
PARTIAL BUY
May 24, 2018

They have done a really good job of hitting every point of patient movement: Accessibility and transportation. He really likes it. They made some big acquisitions recently and are in the consolidation period while they digest them. You can average into it. It is a premium company.

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Savaria Corp (SIS-T)
May 24, 2018

They have done a really good job of hitting every point of patient movement: Accessibility and transportation. He really likes it. They made some big acquisitions recently and are in the consolidation period while they digest them. You can average into it. It is a premium company.

DON'T BUY
DON'T BUY
April 9, 2018

Lifts in a lot of accessible vehicles and homes. There is a log runway to make acquisitions. They have not proven they can make acquisitions globally, so he does not own it today.

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Savaria Corp (SIS-T)
April 9, 2018

Lifts in a lot of accessible vehicles and homes. There is a log runway to make acquisitions. They have not proven they can make acquisitions globally, so he does not own it today.

BUY
BUY
April 6, 2018

This has been a very good performer for them. He met with management about two weeks ago. The multiple is not cheap, but is still good value and the margins are very good. They may make some additional acquisitions and he likes the management team. Their products fit well with the changing demographics.

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Savaria Corp (SIS-T)
April 6, 2018

This has been a very good performer for them. He met with management about two weeks ago. The multiple is not cheap, but is still good value and the margins are very good. They may make some additional acquisitions and he likes the management team. Their products fit well with the changing demographics.

DON'T BUY
DON'T BUY
March 29, 2018

A company that has done very well over time. A competitor from Europe might be coming back and they could take market share. Highly valued here.

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Savaria Corp (SIS-T)
March 29, 2018

A company that has done very well over time. A competitor from Europe might be coming back and they could take market share. Highly valued here.

BUY WEAKNESS