Savaria Corp

SIS-T

TSE:SIS

14.28
0.17 (1.18%)
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
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
BUY WEAKNESS
March 27, 2018

This is one of his core holdings. The stock is no longer cheap but it has a scarcity value. This has many products that serve the aging population. There is a long runway for this company, it will grow for

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Savaria Corp (SIS-T)
March 27, 2018

This is one of his core holdings. The stock is no longer cheap but it has a scarcity value. This has many products that serve the aging population. There is a long runway for this company, it will grow for

BUY
BUY
March 1, 2018

It has done well for his membership. They have a premium valuation but they make good acquisitions and are now expanding into the US. Insiders have a pretty high holding. Momentum remains fairly high.

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Savaria Corp (SIS-T)
March 1, 2018

It has done well for his membership. They have a premium valuation but they make good acquisitions and are now expanding into the US. Insiders have a pretty high holding. Momentum remains fairly high.

BUY WEAKNESS
BUY WEAKNESS
February 28, 2018

He says this company is right in the best demographic area, selling mobility aids to homeowners. The one knock is that it is generally viewed as expensive. He does not own it, but would buy it on a pull-back.

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Savaria Corp (SIS-T)
February 28, 2018

He says this company is right in the best demographic area, selling mobility aids to homeowners. The one knock is that it is generally viewed as expensive. He does not own it, but would buy it on a pull-back.

BUY WEAKNESS
BUY WEAKNESS
January 24, 2018

Had sold his holdings based on valuation, and then the stock continued to go up. A great company and thinks they are going to continue to do very well. They have the wind at their back from a demographic standpoint, as they continue to make lifts and mobility devices for older people. Probably has a long runway. He would wait for an opportunity to buy on a pullback.

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Savaria Corp (SIS-T)
January 24, 2018

Had sold his holdings based on valuation, and then the stock continued to go up. A great company and thinks they are going to continue to do very well. They have the wind at their back from a demographic standpoint, as they continue to make lifts and mobility devices for older people. Probably has a long runway. He would wait for an opportunity to buy on a pullback.

BUY WEAKNESS
BUY WEAKNESS
January 22, 2018

Involved in mobility products and services. As people age and mobility becomes restricted, they have the equipment such as scooters, lifts, etc. Has an existing franchise and product line, and are using their free cash flow to be acquirers. Recently acquired an Australian company. However, it’s expensive right now, so wait for a pullback. A well-run company.

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Savaria Corp (SIS-T)
January 22, 2018

Involved in mobility products and services. As people age and mobility becomes restricted, they have the equipment such as scooters, lifts, etc. Has an existing franchise and product line, and are using their free cash flow to be acquirers. Recently acquired an Australian company. However, it’s expensive right now, so wait for a pullback. A well-run company.

COMMENT
COMMENT
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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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.

PARTIAL BUY
PARTIAL BUY
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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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.

COMMENT
COMMENT
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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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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