Savaria Corp

SIS-T

TSE:SIS

13.39
0.09 (0.68%)
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
BUY
BUY
November 25, 2016

This does elevator lifts and chairlifts for elderly and disabled. He likes the demographic wave they are facing. The company has executed very well. They just released their 2017 outlook, which was about $10 million lower than their previous outlook. Not a game changer for the company, but is probably the 1st execution flaw that they’ve had, so it has pulled back a little. Thinks they are itching to do an acquisition. A good entry point.

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Savaria Corp (SIS-T)
November 25, 2016

This does elevator lifts and chairlifts for elderly and disabled. He likes the demographic wave they are facing. The company has executed very well. They just released their 2017 outlook, which was about $10 million lower than their previous outlook. Not a game changer for the company, but is probably the 1st execution flaw that they’ve had, so it has pulled back a little. Thinks they are itching to do an acquisition. A good entry point.

COMMENT
COMMENT
October 26, 2016

A long-term demographic story. They make stair lifts and elevators, as well as conversions to vehicles for mobility. From a demographic standpoint, the company will continue to grow as their market grows. It is starting to get pretty expensive. He sold his holdings for valuation. There has always been talk of them doing acquisitions. They’ve done some and are pretty selective. Trying to get it on a pullback, but if you can’t do that, perhaps buy a partial position.

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Savaria Corp (SIS-T)
October 26, 2016

A long-term demographic story. They make stair lifts and elevators, as well as conversions to vehicles for mobility. From a demographic standpoint, the company will continue to grow as their market grows. It is starting to get pretty expensive. He sold his holdings for valuation. There has always been talk of them doing acquisitions. They’ve done some and are pretty selective. Trying to get it on a pullback, but if you can’t do that, perhaps buy a partial position.

BUY WEAKNESS
BUY WEAKNESS
October 20, 2016

Stair lifts, etc. This one slipped through his fingers. They have had a really nice run. Their cash ROE is 23% 3 years running, above the level that he likes to see. If you own, continue to Hold, and if you don’t own look for a pullback.

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Savaria Corp (SIS-T)
October 20, 2016

Stair lifts, etc. This one slipped through his fingers. They have had a really nice run. Their cash ROE is 23% 3 years running, above the level that he likes to see. If you own, continue to Hold, and if you don’t own look for a pullback.

COMMENT
COMMENT
September 30, 2016

Health care equipment. This was a former Top Pick of his and he still likes it. It does all the right things. Recently increased their dividend by 30% and are making good acquisitions. They have strong tailwinds with the baby boomer demographic.

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Savaria Corp (SIS-T)
September 30, 2016

Health care equipment. This was a former Top Pick of his and he still likes it. It does all the right things. Recently increased their dividend by 30% and are making good acquisitions. They have strong tailwinds with the baby boomer demographic.

COMMENT
COMMENT
September 22, 2016

The stock has been really driven as of late as it got added to the small cap index. It may be a little ahead of itself. They just raised the dividend 30% last week. It is very well managed and if you are a long term investor you could hold it for many years to come. Short term investors should take profits now.

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Savaria Corp (SIS-T)
September 22, 2016

The stock has been really driven as of late as it got added to the small cap index. It may be a little ahead of itself. They just raised the dividend 30% last week. It is very well managed and if you are a long term investor you could hold it for many years to come. Short term investors should take profits now.

HOLD
HOLD
September 21, 2016

In mobility aids and aging demographics, and seems to be executing on all cylinders at this time. They increased the dividend and their earnings continue to go up. Valuation is getting a little expensive for him.

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Savaria Corp (SIS-T)
September 21, 2016

In mobility aids and aging demographics, and seems to be executing on all cylinders at this time. They increased the dividend and their earnings continue to go up. Valuation is getting a little expensive for him.

PAST TOP PICK
PAST TOP PICK
June 29, 2016

(A Top Pick June 18/15. Up 42.79%.) They have been growing organically and through acquisitions. Their big focus is supplying homes with stair lifts, elevators, and other equipment to help accessibility and mobility. A big part of their business is van conversions. Demographics are really going in their favour. They manufacture in China and assemble in Brampton and Lavalle Québec. Have been growing their dividend. Sees a tremendous future for them to really grow North American wide. More and more of their sales are in the US.

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Savaria Corp (SIS-T)
June 29, 2016

(A Top Pick June 18/15. Up 42.79%.) They have been growing organically and through acquisitions. Their big focus is supplying homes with stair lifts, elevators, and other equipment to help accessibility and mobility. A big part of their business is van conversions. Demographics are really going in their favour. They manufacture in China and assemble in Brampton and Lavalle Québec. Have been growing their dividend. Sees a tremendous future for them to really grow North American wide. More and more of their sales are in the US.

PAST TOP PICK
PAST TOP PICK
June 24, 2016

(A Top Pick March 3/16. Up 37.58%.) He still likes this. They are involved in accessibility equipment such as stair lifts, etc. This is a demographic tailwind in that people want to stay in their houses longer. Recently acquired the automotive division of the Shoppers Home Health Care which builds on their van conversion business. They also did a $20 million financing for purposes of future growth. Thinks that they have a few acquisitions in their back pocket they are thinking about. When that happens, they will be back on the growth track. Still a Buy.

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Savaria Corp (SIS-T)
June 24, 2016

(A Top Pick March 3/16. Up 37.58%.) He still likes this. They are involved in accessibility equipment such as stair lifts, etc. This is a demographic tailwind in that people want to stay in their houses longer. Recently acquired the automotive division of the Shoppers Home Health Care which builds on their van conversion business. They also did a $20 million financing for purposes of future growth. Thinks that they have a few acquisitions in their back pocket they are thinking about. When that happens, they will be back on the growth track. Still a Buy.

COMMENT
COMMENT
May 11, 2016

Basically in lifts such as elevators, retrofitting vans for wheelchair assess ability. Management owns a very large part. Have continued to show both top line and margin expansion growth. A lot of their competitors have left the elevator space for smaller buildings. This gives them better pricing power. A very supportive and aligned management team.

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Savaria Corp (SIS-T)
May 11, 2016

Basically in lifts such as elevators, retrofitting vans for wheelchair assess ability. Management owns a very large part. Have continued to show both top line and margin expansion growth. A lot of their competitors have left the elevator space for smaller buildings. This gives them better pricing power. A very supportive and aligned management team.

TOP PICK
TOP PICK
May 6, 2016

Manufactures mobility assist devices. Just reported great numbers in the 30% range in terms of growth. Great balance sheet. Insiders own about 45%. Nice margins and nice demographics. 10,000 people turn 65 every day, and they are playing right into that market, so the outlook is pretty good. Dividend yield of 2.5%.

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Manufactures mobility assist devices. Just reported great numbers in the 30% range in terms of growth. Great balance sheet. Insiders own about 45%. Nice margins and nice demographics. 10,000 people turn 65 every day, and they are playing right into that market, so the outlook is pretty good. Dividend yield of 2.5%.

TOP PICK
TOP PICK
March 3, 2016

Produces and sells accessibility equipment such as stair lifts, chairlifts, elevators for the home. Riding a great demographic tailwind. You have the baby boomer demographics which is living longer and healthier and wanting to stay in their homes. There is really high insider ownership. Also, pays a nice dividend.

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Savaria Corp (SIS-T)
March 3, 2016

Produces and sells accessibility equipment such as stair lifts, chairlifts, elevators for the home. Riding a great demographic tailwind. You have the baby boomer demographics which is living longer and healthier and wanting to stay in their homes. There is really high insider ownership. Also, pays a nice dividend.

BUY
BUY
December 17, 2015

Stair lifts and mobility aids. Huge demographic tail winds. A very well managed company. A good distribution network in Canada. He really likes the company. Great growth ahead and a great segment to be in.

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Savaria Corp (SIS-T)
December 17, 2015

Stair lifts and mobility aids. Huge demographic tail winds. A very well managed company. A good distribution network in Canada. He really likes the company. Great growth ahead and a great segment to be in.

COMMENT
COMMENT
November 19, 2015

He doesn’t cover this one formally, but did put it in one of his portfolios because he likes it. Thinks there is lots of opportunity here. Management knows what they are doing. The growth rate is there. Valuation is acceptable. He likes the demographic play they have on the healthcare market. Management owns a big chunk.

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Savaria Corp (SIS-T)
November 19, 2015

He doesn’t cover this one formally, but did put it in one of his portfolios because he likes it. Thinks there is lots of opportunity here. Management knows what they are doing. The growth rate is there. Valuation is acceptable. He likes the demographic play they have on the healthcare market. Management owns a big chunk.

TOP PICK
TOP PICK
June 18, 2015

Health care sector. Most of the rest in the sector is too expensive. They make accessibility equipment for the mobility challenged and do the conversion of minivans. It is a unique company. The family owns 50% of the stock.

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Savaria Corp (SIS-T)
June 18, 2015

Health care sector. Most of the rest in the sector is too expensive. They make accessibility equipment for the mobility challenged and do the conversion of minivans. It is a unique company. The family owns 50% of the stock.

SELL
SELL
March 25, 2015

Two businesses. One is for in-home lift systems. The second is elevators in your home for cars. The demographics for the medical lifts are obviously quite positive, but the others are negative. He sold because it was getting pricy.

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Savaria Corp (SIS-T)
March 25, 2015

Two businesses. One is for in-home lift systems. The second is elevators in your home for cars. The demographics for the medical lifts are obviously quite positive, but the others are negative. He sold because it was getting pricy.

VAGUE
VAGUE
February 3, 2005
Made $0.16 a share last year and $0.13 last nine months. Agrees that demographics are important and this industry is growing. Cdn$ is negative for them. Have a strategy to buy distributors in North America.
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Savaria Corp (SIS-T)
February 3, 2005
Made $0.16 a share last year and $0.13 last nine months. Agrees that demographics are important and this industry is growing. Cdn$ is negative for them. Have a strategy to buy distributors in North America.
BUY
BUY
October 25, 2004
A microcap. Trading at about 15 X EPS forward multiple. Nice growth through the years but are exposed to the US$. Reducing costs and making an acquisition. Margins should go up.
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Savaria Corp (SIS-T)
October 25, 2004
A microcap. Trading at about 15 X EPS forward multiple. Nice growth through the years but are exposed to the US$. Reducing costs and making an acquisition. Margins should go up.
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