Boyd Group Services Inc.

BYD-T

Analysis and Opinions about BYD-T

Signal
Opinion
Expert
COMMENT
COMMENT
September 27, 2018

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.

PAST TOP PICK
PAST TOP PICK
September 24, 2018

(Past Top Pick, Sept.18, 2017,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 Pick, Sept.18, 2017,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.

PAST TOP PICK
PAST TOP PICK
September 21, 2018

(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.

BUY
BUY
August 13, 2018

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.

BUY
BUY
June 11, 2018

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.

COMMENT
COMMENT
May 9, 2018

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.

PAST TOP PICK
PAST TOP PICK
May 2, 2018

(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.

PAST TOP PICK
PAST TOP PICK
April 12, 2018

(A Top Pick March 29/17, Up 30%) They have been very, very consistent over 10 years. Some think collision repair will become a thing of the past with self driving cars, but he disagrees.

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(A Top Pick March 29/17, Up 30%) They have been very, very consistent over 10 years. Some think collision repair will become a thing of the past with self driving cars, but he disagrees.

TOP PICK
TOP PICK
March 9, 2018

Although a boring story, he says he has been buying this for quite a while. They buy and consolidate auto body repair stores and don’t sell stock and get cheap debt – the earnings go right back into the business. They deal with insurance companies, who love this business model. He does not expect it to double in the next year, but 20% is likely. Yield 0.5%. (Analysts’ price target is $118.50 )

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Although a boring story, he says he has been buying this for quite a while. They buy and consolidate auto body repair stores and don’t sell stock and get cheap debt – the earnings go right back into the business. They deal with insurance companies, who love this business model. He does not expect it to double in the next year, but 20% is likely. Yield 0.5%. (Analysts’ price target is $118.50 )

STRONG BUY
STRONG BUY
February 28, 2018

Loves it. They grow by acquisition. The U.S. will do better than Canada, and 95% of their business is down there. Their auto collision and glass repair business has benefited from recent inclement weather causing auto accidents.

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Loves it. They grow by acquisition. The U.S. will do better than Canada, and 95% of their business is down there. Their auto collision and glass repair business has benefited from recent inclement weather causing auto accidents.

TOP PICK
TOP PICK
September 18, 2017

An auto body company, a very high ROE generator. The auto body business is fairly fragmented and this company has been a consolidator. He picked this because they have come off from their highs of about $102. A very, very well-run company. Dividend yield of 0.6%. (Analysts’ price target is $110.)

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An auto body company, a very high ROE generator. The auto body business is fairly fragmented and this company has been a consolidator. He picked this because they have come off from their highs of about $102. A very, very well-run company. Dividend yield of 0.6%. (Analysts’ price target is $110.)

BUY
BUY
July 19, 2017

She would be comfortable putting new money to work at these levels. She keeps buying this until something goes wrong, and there hasn’t been anything that has gone wrong. The last quarter was a little weak, but was really nothing to do with anything but the weather, which was too good. They have a lot of acquisition opportunities.

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She would be comfortable putting new money to work at these levels. She keeps buying this until something goes wrong, and there hasn’t been anything that has gone wrong. The last quarter was a little weak, but was really nothing to do with anything but the weather, which was too good. They have a lot of acquisition opportunities.

PAST TOP PICK
PAST TOP PICK
July 10, 2017

(Top Pick Apr 4/17, Up 12.67%) There are typically more accidents in some weather conditions and this benefits the stock. They are a consistent performer year after year. Self driving cars are seen as a long term risk to this business, but that is 10-15 years out. Shorter term there is currency risk. From an operations point of view they have done an excellent job. He expects double digit rates of return as they continue to acquire and increase store locations.

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(Top Pick Apr 4/17, Up 12.67%) There are typically more accidents in some weather conditions and this benefits the stock. They are a consistent performer year after year. Self driving cars are seen as a long term risk to this business, but that is 10-15 years out. Shorter term there is currency risk. From an operations point of view they have done an excellent job. He expects double digit rates of return as they continue to acquire and increase store locations.

TOP PICK
TOP PICK
June 6, 2017

This has gone up 700% in the last 6-7 years. Last week they did their biggest acquisition and doubled their presence in Canada. They’ve done great acquisitions. It is slow and steady. Have executed very well. A solid, well-managed company. They have a very strong balance sheet. The company, with their last acquisition, has over a billion-dollar market cap, which takes it to the next level in Canadian investing. Dividend yield of 1%. (Analysts’ price target is $110.)

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This has gone up 700% in the last 6-7 years. Last week they did their biggest acquisition and doubled their presence in Canada. They’ve done great acquisitions. It is slow and steady. Have executed very well. A solid, well-managed company. They have a very strong balance sheet. The company, with their last acquisition, has over a billion-dollar market cap, which takes it to the next level in Canadian investing. Dividend yield of 1%. (Analysts’ price target is $110.)

TOP PICK
TOP PICK
April 4, 2017

In the auto repair collision business. Grows very strongly organically, but also much more M&A driven where they are constantly making acquisitions. Approximately 90% of revenue is from the US. They are kind of guiding that the next quarter is going to be a little weaker than expected, particularly coming off a very strong quarter last year. Valuation is not cheap anymore, but they have always continued to deliver. Dividend yield of 0.6%. (Analysts’ price target is $96.)

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In the auto repair collision business. Grows very strongly organically, but also much more M&A driven where they are constantly making acquisitions. Approximately 90% of revenue is from the US. They are kind of guiding that the next quarter is going to be a little weaker than expected, particularly coming off a very strong quarter last year. Valuation is not cheap anymore, but they have always continued to deliver. Dividend yield of 0.6%. (Analysts’ price target is $96.)

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