Boyd Group Income Fund (BYD.UN-T) Stock Predictions - Stockchase
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Boyd Group Income Fund (BYD.UN-T)

ON STOCKCHASE SINCE Jan 2005

Collision repaircentres in Western Canada and parts of the US

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Boyd Group Income Fund

BYD.UN-T

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Boyd Group Income Fund (BYD.UN-T) SAVE Apr, 19, 2019, 7:12 am

147.53 0.08 (0.05%)

About Boyd Group Income Fund (BYD.UN-T)

The Boyd Group is a company based in Winnipeg, Manitoba, Canada. It was founded by Terry Smith of Winnipeg. Under Smith's direction, Boyd grew to be the largest operator of collision repair centres in North America. More at Wikipedia

What the experts are saying about BYD.UN-T



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Signal Opinion Expert
TOP PICK
They started out doing windshield replacements in Winnipeg. They've moved into the US in a major way as a consolidator where there is a lot of room to run. The stock has had a great run-up, but can keep going. (Analysts’ price target is $156.25)
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They started out doing windshield replacements in Winnipeg. They've moved into the US in a major way as a consolidator where there is a lot of room to run. The stock has had a great run-up, but can keep going. (Analysts’ price target is $156.25)
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Michael Decter

President , Lawrence Decter Inve...

Price Price
$148.750
Owned Owned
Yes

TOP PICK
The car repair chain continues to operate in a fragmented industry. There is great opportunity for them to re-invest cash for future acquisitions. Earnings growth continue to be bumped up -- 20% in 2020. Yield 0.36% (Analysts’ price target is $156.25)
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The car repair chain continues to operate in a fragmented industry. There is great opportunity for them to re-invest cash for future acquisitions. Earnings growth continue to be bumped up -- 20% in 2020. Yield 0.36% (Analysts’ price target is $156.25)
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$149.280
Owned Owned
No

COMMENT
$100 was a breakout. Now we're at the bottom of a head and shoulders. The top will be the next big test up. Anything above $100, continue to hold. No reason to panic. It's doing the consolidation it needs to do.
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$100 was a breakout. Now we're at the bottom of a head and shoulders. The top will be the next big test up. Anything above $100, continue to hold. No reason to panic. It's doing the consolidation it needs to do.
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$118.235
Owned Owned
Unknown

DON'T BUY
Low dividend of 0.5%. They buy small auto repair shops across North America. A growth company. Trades at 25x earnings, not cheap. If the economy goes south, it'll put strain on them.
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Low dividend of 0.5%. They buy small auto repair shops across North America. A growth company. Trades at 25x earnings, not cheap. If the economy goes south, it'll put strain on them.
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$108.590
Owned Owned
No

SHORT
He's short this. A lot of former income trusts have done a lot of buying because of cheap financing in recent years. This has driven their growth, but financining will continue to get expensive. Boyd has cash, but also debt. They may miss their next quarter.
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He's short this. A lot of former income trusts have done a lot of buying because of cheap financing in recent years. This has driven their growth, but financining will continue to get expensive. Boyd has cash, but also debt. They may miss their next quarter.
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$109.630
Owned Owned
Yes

TOP PICK
They just reported soft numbers but the stock went up. Auto collisions are reliable. They have $400M for acquisitions. It has been reliable for 10 years. Non-crashing autonomous cars are a long way away. (Analysts’ price target is $130.35)
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They just reported soft numbers but the stock went up. Auto collisions are reliable. They have $400M for acquisitions. It has been reliable for 10 years. Non-crashing autonomous cars are a long way away. (Analysts’ price target is $130.35)
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$114.950
Owned Owned
Yes

BUY

A+ management. One of the best performers on the TSX for the past decade. They continue to take market share, but the multiple isn't cheap. They're the only stock to play collision repairs, which is a highly fragmented space. They make highly accretive acquisitions. He holds a big position.

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A+ management. One of the best performers on the TSX for the past decade. They continue to take market share, but the multiple isn't cheap. They're the only stock to play collision repairs, which is a highly fragmented space. They make highly accretive acquisitions. He holds a big position.

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$119.340
Owned Owned
Yes

BUY

Long owned this. There are two trends that could hurt Boyd: driverless cars that would eliminate car crashes (but that could be 15 years away), and new cars need new tech like lasers. Their advantage: insurance companies prefer one company with many locations than a bunch of small shops. There's a lot of room to grow here. Also, crashes are up.

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Long owned this. There are two trends that could hurt Boyd: driverless cars that would eliminate car crashes (but that could be 15 years away), and new cars need new tech like lasers. Their advantage: insurance companies prefer one company with many locations than a bunch of small shops. There's a lot of room to grow here. Also, crashes are up.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$126.000
Owned Owned
Yes

COMMENT

Do you like the name considering cars now come with anti-collision technology? In 20 years down the road, that is going to be a factor. In the next 3 years, weather is more important for this company. 

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Do you like the name considering cars now come with anti-collision technology? In 20 years down the road, that is going to be a factor. In the next 3 years, weather is more important for this company. 

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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$127.110
Owned Owned
Yes

PAST TOP PICK

(Past Top PickSept.182017,Up 41%)  A car repair chain. They're a consolidator in this space and now have covered in the U.S. Consistent ROE generators. A core holding.

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(Past Top PickSept.182017,Up 41%)  A car repair chain. They're a consolidator in this space and now have covered in the U.S. Consistent ROE generators. A core holding.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$128.940
Owned Owned
Yes

PAST TOP PICK

(A Top Pick March 9/18 Up 17%) There is a strong CEO and management and he has owned is personally for years.  They buy the smaller auto repairs outlets and the revenue stream is regular and recurring. The risk is self-driving cars in the future that will reduce auto repairs in general. The dividend has increased for 50 consecutive quarters.  

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(A Top Pick March 9/18 Up 17%) There is a strong CEO and management and he has owned is personally for years.  They buy the smaller auto repairs outlets and the revenue stream is regular and recurring. The risk is self-driving cars in the future that will reduce auto repairs in general. The dividend has increased for 50 consecutive quarters.  

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Rob Tetrault

Portfolio , Tetrault Wealth Advi...

Price Price
$129.540
Owned Owned
Yes

BUY

A fantasatic chart. Nice positve action. Up 6% today. A quality name. Well-run. He really likes it.

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A fantasatic chart. Nice positve action. Up 6% today. A quality name. Well-run. He really likes it.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$124.190
Owned Owned
Unknown

BUY

Boyd is one of the top consolidators--it's in an industry with lots of mom-and-pop shops which are ripe for consolidation. There are hundreds of thousands of auto body shops across North America. Boyd came out of Winnipeg because this market has a monopoly public auto insurer. No insurer wants to deal with thousands of auto body shops, and this has benefiitted Boyd.

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Boyd is one of the top consolidators--it's in an industry with lots of mom-and-pop shops which are ripe for consolidation. There are hundreds of thousands of auto body shops across North America. Boyd came out of Winnipeg because this market has a monopoly public auto insurer. No insurer wants to deal with thousands of auto body shops, and this has benefiitted Boyd.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$114.800
Owned Owned
Yes

COMMENT

He once owned it and did well for him. It's a big operator of auto-repair shops. They've been acquiring a lot and consolidating. But they trade at a high multiple. 

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He once owned it and did well for him. It's a big operator of auto-repair shops. They've been acquiring a lot and consolidating. But they trade at a high multiple. 

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Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$105.930
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick June 6/17 Up 9%). They continue to do acquisitions and the business is growing.  Everytime there is bad weather this auto-body business does well.  Over the next decade their business may be threatened by autonomous driving vehicles. 

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(A Top Pick June 6/17 Up 9%). They continue to do acquisitions and the business is growing.  Everytime there is bad weather this auto-body business does well.  Over the next decade their business may be threatened by autonomous driving vehicles. 

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$108.280
Owned Owned
No

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