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BYD-T

Analysis and Opinions about BYD-T

Signal
Opinion
Expert
COMMENT
COMMENT
December 31, 2015

A “steady Eddie” small-cap name, which you are not going to get rich from but not going to get hurt. A low organic growth rate story with a rollup potential of auto collision/paint companies. Consensus target is probably less than 10%. Modest dividend yield of 0.7%. Not a name for him.

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A “steady Eddie” small-cap name, which you are not going to get rich from but not going to get hurt. A low organic growth rate story with a rollup potential of auto collision/paint companies. Consensus target is probably less than 10%. Modest dividend yield of 0.7%. Not a name for him.

BUY
BUY
December 23, 2015

Great company. Beautiful chart. If you are really looking to have a stock that is going to go a long way, you want the growth rate that this company has, but you want to have room for the PE multiple to expand. Trading at about 20X earnings right now. Rating this as a Buy, but feels his Top Picks have a lot more upside over the next 12 months.

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Great company. Beautiful chart. If you are really looking to have a stock that is going to go a long way, you want the growth rate that this company has, but you want to have room for the PE multiple to expand. Trading at about 20X earnings right now. Rating this as a Buy, but feels his Top Picks have a lot more upside over the next 12 months.

PAST TOP PICK
PAST TOP PICK
November 13, 2015

(A Top Pick Feb 13/14. Up 45.53%.) Have over 300 shops in the US, and well over 3000 in the country, which suggests lots of runway to consolidate.

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(A Top Pick Feb 13/14. Up 45.53%.) Have over 300 shops in the US, and well over 3000 in the country, which suggests lots of runway to consolidate.

COMMENT
COMMENT
October 28, 2015

At some point these Short attacks are going to start failing. Technically, the chart shows it is definitely in a trading channel, and is now coming back to the bottom of that channel. $55 would probably be the bottom of the trend. We are in the seasonal period for this stock to do well. Sometimes when you see good technical perspectives like this and it has a strong seasonal period, if it weakens a little further, it is definitely a good time to be looking at it.

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At some point these Short attacks are going to start failing. Technically, the chart shows it is definitely in a trading channel, and is now coming back to the bottom of that channel. $55 would probably be the bottom of the trend. We are in the seasonal period for this stock to do well. Sometimes when you see good technical perspectives like this and it has a strong seasonal period, if it weakens a little further, it is definitely a good time to be looking at it.

BUY
BUY
September 21, 2015

He would be a buyer here if he did not already own it. It had a good run over the last year. He would look for the low $50s for an aggressive buy. It was included in the TSX last Friday and so now should be a little more stable in stock price.

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He would be a buyer here if he did not already own it. It had a good run over the last year. He would look for the low $50s for an aggressive buy. It was included in the TSX last Friday and so now should be a little more stable in stock price.

TOP PICK
TOP PICK
September 1, 2015

Collision repair. 90% of their business is in the US. They are launching an efficiency drive. Margins are below the industry margins, so if you believe they can get their margins to an industry norm, then you are certainly looking at a decent earnings growth over the next couple of years. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.77%.

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Collision repair. 90% of their business is in the US. They are launching an efficiency drive. Margins are below the industry margins, so if you believe they can get their margins to an industry norm, then you are certainly looking at a decent earnings growth over the next couple of years. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.77%.

TOP PICK
TOP PICK
June 23, 2015

Businesses in the US. 325 collision repair shops. Insurance companies like to deal with a larger company. There are lots of M&A opportunities for them. They are professional managers of the shops.

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Businesses in the US. 325 collision repair shops. Insurance companies like to deal with a larger company. There are lots of M&A opportunities for them. They are professional managers of the shops.

BUY
BUY
June 19, 2015

A consolidator of auto body shops. Have done a really good job. In the last quarter, same store sales were up over 5.5%. Good management. Very conservative. Majority of their revenues comes from the US. This is one of those stories where you can sleep well at night, as operations have gone extremely well over the years.

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A consolidator of auto body shops. Have done a really good job. In the last quarter, same store sales were up over 5.5%. Good management. Very conservative. Majority of their revenues comes from the US. This is one of those stories where you can sleep well at night, as operations have gone extremely well over the years.

PAST TOP PICK
PAST TOP PICK
March 2, 2015

(A Top Pick March 28/14. Up 36.96%.) This is a play on the US, so a much healthier geography. Most of their acquisitions were made last year in the US. She still thinks there are lots of good acquisitions for them.

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(A Top Pick March 28/14. Up 36.96%.) This is a play on the US, so a much healthier geography. Most of their acquisitions were made last year in the US. She still thinks there are lots of good acquisitions for them.

TOP PICK
TOP PICK
February 13, 2015

Auto repairs. Their brand, both in Canada and the US, has been able to take a good concept and expand it through both organic growth and acquisition. Dividend yield of 1.04%.

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Auto repairs. Their brand, both in Canada and the US, has been able to take a good concept and expand it through both organic growth and acquisition. Dividend yield of 1.04%.

PARTIAL SELL
PARTIAL SELL
February 2, 2015

Collision repairs, etc. They are highly acquisitive. If you own and have enough stock, consider taking some profits.

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Collision repairs, etc. They are highly acquisitive. If you own and have enough stock, consider taking some profits.

COMMENT
COMMENT
December 10, 2014

Another great consolidation story. Has hung in here really well, compared to AutoCanada (ACQ-T). The auto body business is very fragmented and there continues to be lots of room. Management has done a great job of integrating the acquisitions. On his radar screen for his growth fund.

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Another great consolidation story. Has hung in here really well, compared to AutoCanada (ACQ-T). The auto body business is very fragmented and there continues to be lots of room. Management has done a great job of integrating the acquisitions. On his radar screen for his growth fund.

HOLD
HOLD
November 28, 2014

A superb company. Had owned, but it had gotten expensive. He is looking at potentially going back into this. This is at least a Hold and probably a Buy.

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A superb company. Had owned, but it had gotten expensive. He is looking at potentially going back into this. This is at least a Hold and probably a Buy.

PAST TOP PICK
PAST TOP PICK
September 17, 2014

(A Top Pick Dec 10/13. Up 46.86%.) They have continued with rolling up collision repair shops, so each acquisition that they make, they bring it under the fold and immediately the insurance companies start sending business to the new shops. Because of this, same-store sales go up immediately. Also, the freezing cold winter created a lot of collisions.

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(A Top Pick Dec 10/13. Up 46.86%.) They have continued with rolling up collision repair shops, so each acquisition that they make, they bring it under the fold and immediately the insurance companies start sending business to the new shops. Because of this, same-store sales go up immediately. Also, the freezing cold winter created a lot of collisions.

PAST TOP PICK
PAST TOP PICK
August 20, 2014

(A Top Pick Sept 27/13. Up 66.24%.) Still loves this. One of the few high-growth companies that didn’t disappoint on the bottom line. Renegotiated the deal on paint supplying, so you can expect better margins for the next few quarters as the cheaper paint supply gets through to their bottom line.

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(A Top Pick Sept 27/13. Up 66.24%.) Still loves this. One of the few high-growth companies that didn’t disappoint on the bottom line. Renegotiated the deal on paint supplying, so you can expect better margins for the next few quarters as the cheaper paint supply gets through to their bottom line.

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