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
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)

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