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BYD-T

Analysis and Opinions about BYD-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 29, 2017

They came out with their earnings report last week with good results, but cautioned of headwinds ahead. They are an auto body company and this is a fragmented sector. They are looking to increase same store sales and are a consolidator in the industry. (Analysts’ target: $96.00).

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They came out with their earnings report last week with good results, but cautioned of headwinds ahead. They are an auto body company and this is a fragmented sector. They are looking to increase same store sales and are a consolidator in the industry. (Analysts’ target: $96.00).

PAST TOP PICK
PAST TOP PICK
February 28, 2017

(A Top Pick Jan 8/16. Up 42%.) A great company. They’ve done a great job in terms of same store sales growth. Management is A+ and he has the utmost confidence in them. Stock is not trading at a low multiple, but over the last 5 years their EPS growth has grown by 25% compounded annually. They’ve done a very good job and there is still a lot of consolidation going on in the US. They are still talking about a lot of growth over the next couple of years.

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(A Top Pick Jan 8/16. Up 42%.) A great company. They’ve done a great job in terms of same store sales growth. Management is A+ and he has the utmost confidence in them. Stock is not trading at a low multiple, but over the last 5 years their EPS growth has grown by 25% compounded annually. They’ve done a very good job and there is still a lot of consolidation going on in the US. They are still talking about a lot of growth over the next couple of years.

SELL
SELL
January 9, 2017

A roll up of auto collision centers. He does not like roll ups. There is no real barrier to entry. They are gaining more and more market share from insurance companies, however. There may be an interesting short sometime in the future when cars drive themselves and don’t run into one another. It is not a bad time to take profits.

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A roll up of auto collision centers. He does not like roll ups. There is no real barrier to entry. They are gaining more and more market share from insurance companies, however. There may be an interesting short sometime in the future when cars drive themselves and don’t run into one another. It is not a bad time to take profits.

BUY
BUY
November 3, 2016

He likes the stock and has held it for a while. It scores in the top 10%. They had a beat recently. The balance sheet is in great shape but they don’t pay a dividend. It has good price momentum.

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He likes the stock and has held it for a while. It scores in the top 10%. They had a beat recently. The balance sheet is in great shape but they don’t pay a dividend. It has good price momentum.

COMMENT
COMMENT
October 5, 2016

This is still in a very fragmented industry, where there is not a dominant player. There is still room to consolidate the US repair business, and he likes this very much.

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This is still in a very fragmented industry, where there is not a dominant player. There is still room to consolidate the US repair business, and he likes this very much.

PAST TOP PICK
PAST TOP PICK
September 29, 2016

(Top Pick Jan 8/16, Up 34.31%) They have gotten bigger. He has had a history with these guys. He has not sold a share. Same store sales growth is up 5%. It is one of his top ten holdings. There is a lot of running room for them. They are continuing to make acquisitions and can continue to grow. It is one of the A+ management teams in North America.

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(Top Pick Jan 8/16, Up 34.31%) They have gotten bigger. He has had a history with these guys. He has not sold a share. Same store sales growth is up 5%. It is one of his top ten holdings. There is a lot of running room for them. They are continuing to make acquisitions and can continue to grow. It is one of the A+ management teams in North America.

HOLD
HOLD
September 15, 2016

He does not like rollups but this one is inclined to work. He is angry he missed it. It is a very well run business. It has been a solid story. You can’t buy it up here, though.

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He does not like rollups but this one is inclined to work. He is angry he missed it. It is a very well run business. It has been a solid story. You can’t buy it up here, though.

PAST TOP PICK
PAST TOP PICK
September 8, 2016

(A Top Pick May 18/16. Up 18.19%.) The company has been executing its strategy very well. They have been acquiring multiple location operations. Financial results keep beating expectations.

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(A Top Pick May 18/16. Up 18.19%.) The company has been executing its strategy very well. They have been acquiring multiple location operations. Financial results keep beating expectations.

PAST TOP PICK
PAST TOP PICK
July 20, 2016

(A Top Pick Sept 1/15. Up 21.63%.) A consolidating story on body shops. Most of their consolidations are happening in the US. They are now the only public company consolidator.

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(A Top Pick Sept 1/15. Up 21.63%.) A consolidating story on body shops. Most of their consolidations are happening in the US. They are now the only public company consolidator.

TOP PICK
TOP PICK
May 25, 2016

A consolidator of auto body and auto glass. They’ve exhibited remarkably steady growth. Consolidating an industry in which there are literally tens of thousands of possible acquisitions. This is an industry in transformation because cars are getting more complicated and harder to fix. There is lots of room for growth. Dividend yield of 0.68%.

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A consolidator of auto body and auto glass. They’ve exhibited remarkably steady growth. Consolidating an industry in which there are literally tens of thousands of possible acquisitions. This is an industry in transformation because cars are getting more complicated and harder to fix. There is lots of room for growth. Dividend yield of 0.68%.

TOP PICK
TOP PICK
May 18, 2016

Auto repair/collision repair shops. Growing mostly in the US. Insurance companies want to deal with fewer suppliers, especially for collision repairs, and this company is able to offer them lower costs, faster service and more standardized service. That is why they are getting market share with insurance companies, and that is driving structural growth. Miles driven has increased in the US which is resulting in more collisions. They are supplementing their organic growth with more acquisitions. The market is very fragmented in the US. Dividend yield of 0.69%.

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Auto repair/collision repair shops. Growing mostly in the US. Insurance companies want to deal with fewer suppliers, especially for collision repairs, and this company is able to offer them lower costs, faster service and more standardized service. That is why they are getting market share with insurance companies, and that is driving structural growth. Miles driven has increased in the US which is resulting in more collisions. They are supplementing their organic growth with more acquisitions. The market is very fragmented in the US. Dividend yield of 0.69%.

BUY
BUY
March 7, 2016

Auto body repair. They are so widespread, both in Canada and the US, your exposure to weakness to an individual state or province all washes out everything else. That’s what he likes about it. Great company. A really good Steady Eddie and has been a great long-term performer. Very high ROE in very good management. A great long-term buy and hold stock.

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Auto body repair. They are so widespread, both in Canada and the US, your exposure to weakness to an individual state or province all washes out everything else. That’s what he likes about it. Great company. A really good Steady Eddie and has been a great long-term performer. Very high ROE in very good management. A great long-term buy and hold stock.

COMMENT
COMMENT
February 23, 2016

Great company, but looking at its valuation multiple, relative to where it was maybe 4-5 years ago, it is insane. Have been a lot of acquisitions along the way, but there has also been a multiple expansion. If you have been Long the stock, great, but at a certain point you have to recognize that maybe you don’t want to be riding this any longer, and so you step off and take your profits.

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Great company, but looking at its valuation multiple, relative to where it was maybe 4-5 years ago, it is insane. Have been a lot of acquisitions along the way, but there has also been a multiple expansion. If you have been Long the stock, great, but at a certain point you have to recognize that maybe you don’t want to be riding this any longer, and so you step off and take your profits.

PAST TOP PICK
PAST TOP PICK
February 1, 2016

(Top Pick Feb 13/15, Up 32.94%) Used cars are doing better and better and these guys keep them on the road.

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(Top Pick Feb 13/15, Up 32.94%) Used cars are doing better and better and these guys keep them on the road.

TOP PICK
TOP PICK
January 8, 2016

The only publicly traded collision repair shop company. The stock has done extremely well. He has been in this since $15 and they have done nothing but continue to beat his estimates. The stock has come off recently so this is an ideal time. They have compounded their earnings growth over the last 4 years by 27%. This year earnings growth will probably be a little bit less, 18%-20%, but their same-store sales are increasing dramatically. A highly fragmented business where they continue to makes more acquisitions. They have economies of scale through buying paint, etc. Dealing with some of the largest insurance companies in the US. Dividend yield of 0.82%.

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The only publicly traded collision repair shop company. The stock has done extremely well. He has been in this since $15 and they have done nothing but continue to beat his estimates. The stock has come off recently so this is an ideal time. They have compounded their earnings growth over the last 4 years by 27%. This year earnings growth will probably be a little bit less, 18%-20%, but their same-store sales are increasing dramatically. A highly fragmented business where they continue to makes more acquisitions. They have economies of scale through buying paint, etc. Dealing with some of the largest insurance companies in the US. Dividend yield of 0.82%.

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