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.
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Analysis and Opinions about SIS-T

Signal
Opinion
Expert
Chart
HOLD
HOLD
February 28, 2017

Manufactures lifts, etc. for homes for people with disabilities. Has traded sideways for a while, but earnings have been very strong, and the demographics are great. Thinks they are looking to make acquisitions and put them together with what they already have, creating synergies to increase margins. Feels the margin profile is going to go up over the next couple of years. Not extremely cheap, but this is because they have been able to grow earnings rapidly over the last couple of years.

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Savaria Corp (SIS-T)
February 28, 2017

Manufactures lifts, etc. for homes for people with disabilities. Has traded sideways for a while, but earnings have been very strong, and the demographics are great. Thinks they are looking to make acquisitions and put them together with what they already have, creating synergies to increase margins. Feels the margin profile is going to go up over the next couple of years. Not extremely cheap, but this is because they have been able to grow earnings rapidly over the last couple of years.

Peter Imhof
Price
$10.690
Owned
Yes
SELL
SELL
February 21, 2017

A very interesting little Canadian company out of Montréal. Has done a great job of growing their business. They provide chairlifts for old and disabled people in homes, and small elevators for residences. Have been growing nicely over the last several years. He likes the business longer-term, but the stock has had one heck of a run, and the stock is pretty expensive. If you own the stock, he would be trimming, if not Selling it.

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Savaria Corp (SIS-T)
February 21, 2017

A very interesting little Canadian company out of Montréal. Has done a great job of growing their business. They provide chairlifts for old and disabled people in homes, and small elevators for residences. Have been growing nicely over the last several years. He likes the business longer-term, but the stock has had one heck of a run, and the stock is pretty expensive. If you own the stock, he would be trimming, if not Selling it.

Alex Ruus
Price
$10.860
Owned
No
COMMENT
COMMENT
January 25, 2017

This has been a phenomenal company and continues to grow. Demographics are in their favour, and there is tons of room for it to continue to do well longer-term. Valuation has always been up on this, trading at about 15X EBITDA. It is never cheap, but that is often the case with these companies that continue to grow. He wouldn’t be surprised if they continue to grow organically as well as with acquisitions.

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Savaria Corp (SIS-T)
January 25, 2017

This has been a phenomenal company and continues to grow. Demographics are in their favour, and there is tons of room for it to continue to do well longer-term. Valuation has always been up on this, trading at about 15X EBITDA. It is never cheap, but that is often the case with these companies that continue to grow. He wouldn’t be surprised if they continue to grow organically as well as with acquisitions.

Bruce Campbell (2)
Price
$11.100
Owned
Unknown
HOLD
HOLD
January 18, 2017

Makes equipment for people with limited mobility. They acquired Shopper’s Drug Mart’s home division. One of his favourite companies in the healthcare/industrial space. Demographics are in their favour. Has a great balance sheet and good management. Hiked their dividend by 30% last year, a very significant statement by management. This is one of those long-term names that he thinks will continue to make good acquisitions and continue to grow, and continue to post higher earnings.

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Savaria Corp (SIS-T)
January 18, 2017

Makes equipment for people with limited mobility. They acquired Shopper’s Drug Mart’s home division. One of his favourite companies in the healthcare/industrial space. Demographics are in their favour. Has a great balance sheet and good management. Hiked their dividend by 30% last year, a very significant statement by management. This is one of those long-term names that he thinks will continue to make good acquisitions and continue to grow, and continue to post higher earnings.

Peter Hodson
Price
$10.990
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
December 28, 2016

Chart shows a strong upward trend this year, with a recent break down followed by an upward move. It has now formed a little base at around $10.60. You could take an initial position, and if it got down to the $10.60, take the balance. It is always good to pay more for something, as it gives you a confirmation.

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Savaria Corp (SIS-T)
December 28, 2016

Chart shows a strong upward trend this year, with a recent break down followed by an upward move. It has now formed a little base at around $10.60. You could take an initial position, and if it got down to the $10.60, take the balance. It is always good to pay more for something, as it gives you a confirmation.

BUY
BUY
December 12, 2016

One of his top 5 positions. Insiders sold a small amount of shares, but they will be there for a long time. They sell bread and butter equipment in the health care industry. They are doing a great job, growing their distribution in Canada and the US. They have significant sales in the US if you want exposure to healthcare post-election.

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Savaria Corp (SIS-T)
December 12, 2016

One of his top 5 positions. Insiders sold a small amount of shares, but they will be there for a long time. They sell bread and butter equipment in the health care industry. They are doing a great job, growing their distribution in Canada and the US. They have significant sales in the US if you want exposure to healthcare post-election.

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.

Ryan Modesto
Price
$11.320
Owned
No
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.

Ryan Modesto
Price
$11.330
Owned
Unknown
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.

Ryan Modesto
Price
$8.060
Owned
No
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.

Colin Fisher
Price
$8.110
Owned
Unknown
Showing 61 to 75 of 83 entries