Savaria Corp

SIS-T

TSE:SIS

17.70
0.04 (0.23%)
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
Chart
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.
Colin Stewart
Price
$13.570
Owned
No
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.

Peter Imhof
Price
$16.530
Owned
Yes
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.

Charles Taersk
Price
$18.630
Owned
Yes
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)

Mike Archibald
Price
$17.700
Owned
Yes
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.

Peter Imhof
Price
$16.520
Owned
Yes
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.

Ryan Modesto
Price
$16.350
Owned
Unknown
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.

Greg Dean
Price
$17.480
Owned
No
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.

Peter Imhof
Price
$17.070
Owned
Yes
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.

Alex Ruus
Price
$17.250
Owned
No
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.

Ryan Modesto
Price
$16.610
Owned
Yes
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.

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