Savaria Corp

SIS-T

TSE:SIS

17.56
0.14 (0.79%)
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.
More at Wikipedia

Analysis and Opinions about SIS-T

Signal
Opinion
Expert
Chart
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Michael Smedley
Price
$18.610
Owned
Unknown
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.

Show full opinionHide full opinion
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.

Ryan Modesto
Price
$18.570
Owned
Unknown
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.

Show full opinionHide full opinion
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.

Peter Imhof
Price
$18.000
Owned
Yes
COMMENT
COMMENT
November 14, 2017

One of his favourite companies. They do accessibility solutions, such as adapted vehicles, elevator lifts, chairlifts, etc. Acquired Span America about a year ago which does cushions and beds, so the company now has pretty much an end-to-end offering for people with accessibility issues. There is a lot more torque with every sale they have. There are also cross-selling opportunities. Expect they will continue making international acquisitions.

Show full opinionHide full opinion
Savaria Corp (SIS-T)
November 14, 2017

One of his favourite companies. They do accessibility solutions, such as adapted vehicles, elevator lifts, chairlifts, etc. Acquired Span America about a year ago which does cushions and beds, so the company now has pretty much an end-to-end offering for people with accessibility issues. There is a lot more torque with every sale they have. There are also cross-selling opportunities. Expect they will continue making international acquisitions.

Ryan Modesto
Price
$15.510
Owned
Unknown
TOP PICK
TOP PICK
October 17, 2017

Founded in 1979 and a Québec businessman bought it out 10 years later for $100,000. He is now approaching $148 million in revenues, and hopes to march onto $500 million by 2021. One of the great specialists in the world with equipment that helps aged people improved their balance through stair lifts and other things that improve mobility. He is dedicated to 17% pre-EBITDA margins. Dividend yield of 2.4%. (Analysts’ price target is $17.)

Show full opinionHide full opinion
Savaria Corp (SIS-T)
October 17, 2017

Founded in 1979 and a Québec businessman bought it out 10 years later for $100,000. He is now approaching $148 million in revenues, and hopes to march onto $500 million by 2021. One of the great specialists in the world with equipment that helps aged people improved their balance through stair lifts and other things that improve mobility. He is dedicated to 17% pre-EBITDA margins. Dividend yield of 2.4%. (Analysts’ price target is $17.)

Michael Smedley
Price
$14.630
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
September 25, 2017

One of his top positions. He bought more below $12. It is an expensive stock in a fast growing space. It is the only safe way to play the aging demographic.

Show full opinionHide full opinion
Savaria Corp (SIS-T)
September 25, 2017

One of his top positions. He bought more below $12. It is an expensive stock in a fast growing space. It is the only safe way to play the aging demographic.

TOP PICK
TOP PICK
September 5, 2017

A small cap company that came out of the darkness about a year ago. It went quiet again, but is acquiring things quite aggressively in chair lifts and aids to the elderly area. Just made another small tuck in acquisition. Dividend yield of 1.9%. (Analysts’ price target is $17. )

Show full opinionHide full opinion
Savaria Corp (SIS-T)
September 5, 2017

A small cap company that came out of the darkness about a year ago. It went quiet again, but is acquiring things quite aggressively in chair lifts and aids to the elderly area. Just made another small tuck in acquisition. Dividend yield of 1.9%. (Analysts’ price target is $17. )

Michael Smedley
Price
$13.060
Owned
Yes
COMMENT
COMMENT
July 10, 2017

He recently bought this in the $11 range. They manufacture mobility tools for elderly people, so the demographics are good.

Show full opinionHide full opinion
Savaria Corp (SIS-T)
July 10, 2017

He recently bought this in the $11 range. They manufacture mobility tools for elderly people, so the demographics are good.

BUY WEAKNESS
BUY WEAKNESS
June 26, 2017

One of his biggest positions. They have done well in terms of growing their business organically. They make mobility aids. They acquired a company in the US that makes mattresses for institutions. Management have done a good job of growing SIS-T organically, but now are making a very opportune acquisition in the US. The stock is not cheap, but the demographics are blowing a huge tailwind into it.

Show full opinionHide full opinion
Savaria Corp (SIS-T)
June 26, 2017

One of his biggest positions. They have done well in terms of growing their business organically. They make mobility aids. They acquired a company in the US that makes mattresses for institutions. Management have done a good job of growing SIS-T organically, but now are making a very opportune acquisition in the US. The stock is not cheap, but the demographics are blowing a huge tailwind into it.

COMMENT
COMMENT
May 25, 2017

He likes the story. They do chair lifts, etc. for people who want to stay in their homes. The multiple is getting quite stretched. Raised some money and then did an acquisition. Thinks the acquisition is going to be highly accretive and make it a much bigger company. Likes management.

Show full opinionHide full opinion
Savaria Corp (SIS-T)
May 25, 2017

He likes the story. They do chair lifts, etc. for people who want to stay in their homes. The multiple is getting quite stretched. Raised some money and then did an acquisition. Thinks the acquisition is going to be highly accretive and make it a much bigger company. Likes management.

Peter Imhof
Price
$16.840
Owned
Yes
COMMENT
COMMENT
May 2, 2017

This helps with wheelchair assess ability, and things like that. A very demographically advantaged business for the next several years. It seems to be quite well-run and has insider ownership. Certainly seems like it is worth owning.

Show full opinionHide full opinion

This helps with wheelchair assess ability, and things like that. A very demographically advantaged business for the next several years. It seems to be quite well-run and has insider ownership. Certainly seems like it is worth owning.

Daniel Lloyd
Price
$15.140
Owned
No
PAST TOP PICK
PAST TOP PICK
April 11, 2017

(A Top Pick March 3/16. Up 152%.) Stair lifts and elevator lifts, as well as van conversions to help people with disabilities get into their vehicles. Did an acquisition of the van conversion business, which almost doubled their business. An expensive company, but also one of the better companies on the TSX. They have a consistent demand coming from the baby boomer demographic. While it looks expensive today, they could do an acquisition tomorrow and it would look pretty cheap again.

Show full opinionHide full opinion
Savaria Corp (SIS-T)
April 11, 2017

(A Top Pick March 3/16. Up 152%.) Stair lifts and elevator lifts, as well as van conversions to help people with disabilities get into their vehicles. Did an acquisition of the van conversion business, which almost doubled their business. An expensive company, but also one of the better companies on the TSX. They have a consistent demand coming from the baby boomer demographic. While it looks expensive today, they could do an acquisition tomorrow and it would look pretty cheap again.

Ryan Modesto
Price
$14.320
Owned
No
PAST TOP PICK
PAST TOP PICK
March 27, 2017

(Top Pick May 6/16, Up 61%) Mobility solutions. They won a contract in China. It is one of the most solid management teams. Earnings are solid and the outlook is great.

Show full opinionHide full opinion
Savaria Corp (SIS-T)
March 27, 2017

(Top Pick May 6/16, Up 61%) Mobility solutions. They won a contract in China. It is one of the most solid management teams. Earnings are solid and the outlook is great.

Peter Hodson
Price
$12.750
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
March 22, 2017

One of his biggest positions. A great company. Manufactures accessibility equipment such as stair lifts, home elevators, ramps, vehicle conversions, etc. It is the only investable company on the TSX that gives you exposure to the sector. Very well-managed. The stock is a little pricey, but you are paying for the scarcity value.

Show full opinionHide full opinion
Savaria Corp (SIS-T)
March 22, 2017

One of his biggest positions. A great company. Manufactures accessibility equipment such as stair lifts, home elevators, ramps, vehicle conversions, etc. It is the only investable company on the TSX that gives you exposure to the sector. Very well-managed. The stock is a little pricey, but you are paying for the scarcity value.

Showing 46 to 60 of 83 entries