Boyd Group Services Inc.

BYD-T

Analysis and Opinions about BYD-T

Signal
Opinion
Expert
BUY
BUY
February 19, 2013

Done exceptionally well. Keep paying their dividend. Will continue to do accretive acquisitions.

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Done exceptionally well. Keep paying their dividend. Will continue to do accretive acquisitions.

TOP PICK
TOP PICK
August 8, 2012

Reasonable valuation. Has been some private equity buyouts. Growing by acquisition. Pays out a chunk of its cash flow so as it grows it will increase the dividend and they have been. It’s an industry that has not been consolidated at all. There is lots of expansion left for them. Comfortable with the 63% payout ratio.

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Reasonable valuation. Has been some private equity buyouts. Growing by acquisition. Pays out a chunk of its cash flow so as it grows it will increase the dividend and they have been. It’s an industry that has not been consolidated at all. There is lots of expansion left for them. Comfortable with the 63% payout ratio.

PAST TOP PICK
PAST TOP PICK
June 18, 2012
(A Top Pick July 11/11. Up 3.41 %.) Sold his holdings at about $13 when he found better relative values elsewhere.
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(A Top Pick July 11/11. Up 3.41 %.) Sold his holdings at about $13 when he found better relative values elsewhere.
TOP PICK
TOP PICK
June 8, 2012
They consolidate North American collision shops, which is a very fragmented business so this company can grow for the next decade. Have a nice balance between dividends and low payouts with lots of cash flow for acquisitions.
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They consolidate North American collision shops, which is a very fragmented business so this company can grow for the next decade. Have a nice balance between dividends and low payouts with lots of cash flow for acquisitions.
TOP PICK
TOP PICK
May 29, 2012
Very recession resistant business. People always get into car accidents. Insurance companies prefer to deal with the large players. Will continue to grow, good free cash flow and strong balance sheet.
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Very recession resistant business. People always get into car accidents. Insurance companies prefer to deal with the large players. Will continue to grow, good free cash flow and strong balance sheet.
TOP PICK
TOP PICK
March 9, 2012
Repair cars. Mom and Pop shops everywhere. Lots of consolidation potential. Mainly collision repair. Insurance companies like giving business to companies such as this one because they have better balance sheets.
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Repair cars. Mom and Pop shops everywhere. Lots of consolidation potential. Mainly collision repair. Insurance companies like giving business to companies such as this one because they have better balance sheets.
SELL
SELL
March 5, 2012
Had previously recommended this and they have done some acquisitions however, they are one of those dividend payers that he feels is getting fully valued. He has been easing out of his large position. He'll probably sell the balance in the next few weeks.
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Had previously recommended this and they have done some acquisitions however, they are one of those dividend payers that he feels is getting fully valued. He has been easing out of his large position. He'll probably sell the balance in the next few weeks.
BUY
BUY
February 28, 2012
Great name because of businesses they are in. An aggregator for all the collision repair for insurance companies as well as showrooms in the US. As the market is favouring bigger players in this area, collision players are standing out.
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Great name because of businesses they are in. An aggregator for all the collision repair for insurance companies as well as showrooms in the US. As the market is favouring bigger players in this area, collision players are standing out.
HOLD
HOLD
October 17, 2011
Came screeching back when it $14. Really cheap at 7X earnings. Dividend is very secure. Hopefully it will be moving back up going forward.
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Came screeching back when it $14. Really cheap at 7X earnings. Dividend is very secure. Hopefully it will be moving back up going forward.
HOLD
HOLD
September 8, 2011
A little frustrated because it got up to $14 and then came back. Did a financing at $11.75 so the stock dropped further. Has excellent cash flow but complex financial statements. Wouldn't add to this right now. Comfortable with a dividend as the cash flow is fine.
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A little frustrated because it got up to $14 and then came back. Did a financing at $11.75 so the stock dropped further. Has excellent cash flow but complex financial statements. Wouldn't add to this right now. Comfortable with a dividend as the cash flow is fine.
TOP PICK
TOP PICK
July 11, 2011
Largest operator of collision repair facilities in North America. Out of Winnipeg. Key customers are insurance companies. Very good, steady business. Just made an acquisition in the 2nd quarter that is not fully priced in yet. It expands their coverage in Illinois, Indiana and Colorado.
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Largest operator of collision repair facilities in North America. Out of Winnipeg. Key customers are insurance companies. Very good, steady business. Just made an acquisition in the 2nd quarter that is not fully priced in yet. It expands their coverage in Illinois, Indiana and Colorado.
PARTIAL SELL
PARTIAL SELL
June 27, 2011
Auto glass, auto repair based out of Winnipeg. Share price basically collapsed when they cut distributions but has come roaring back. Had a good run and if you own, consider taking some money off the table. Feels it still has some good times ahead of it, but not the same as it has.
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Auto glass, auto repair based out of Winnipeg. Share price basically collapsed when they cut distributions but has come roaring back. Had a good run and if you own, consider taking some money off the table. Feels it still has some good times ahead of it, but not the same as it has.
TOP PICK
TOP PICK
April 26, 2011
Automotive repair. Looks at them now as a company that pays a dividend instead of a distribution. Really cheap. Return on capital is terrific. Very undervalued. A little on the levered side, but a great growth company. In 11 US states and Western Canada.
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Automotive repair. Looks at them now as a company that pays a dividend instead of a distribution. Really cheap. Return on capital is terrific. Very undervalued. A little on the levered side, but a great growth company. In 11 US states and Western Canada.
COMMENT
COMMENT
May 5, 2008
Too much debt on the balance sheet 2 or 3 years ago. He understands that they have done a good job in tidying this up to a very acceptable level. Has insider buying, which is always a good sign. This is on his radar screen.
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Too much debt on the balance sheet 2 or 3 years ago. He understands that they have done a good job in tidying this up to a very acceptable level. Has insider buying, which is always a good sign. This is on his radar screen.
DON'T BUY
DON'T BUY
February 3, 2006
This is a business that should never have been a trust.
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This is a business that should never have been a trust.
Showing 91 to 105 of 108 entries