Altus Group

AIF-T

Analysis and Opinions about AIF-T

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Opinion
Expert
BUY
BUY
September 10, 2019
A former top pick. It's had a nice run this year. It's a real estate service company transforming into a tech, the Bloomberg of real estate, that's growing by double-digits. A good one to hold for the long run. Good managers.
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Altus Group (AIF-T)
September 10, 2019
A former top pick. It's had a nice run this year. It's a real estate service company transforming into a tech, the Bloomberg of real estate, that's growing by double-digits. A good one to hold for the long run. Good managers.
PAST TOP PICK
PAST TOP PICK
June 3, 2019
(A Top Pick Jun 14/18, Up 3%) They have a real estate / software platform. They are a global player. They have all these consulting businesses that act as a drag on the company. They may shed some businesses.
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Altus Group (AIF-T)
June 3, 2019
(A Top Pick Jun 14/18, Up 3%) They have a real estate / software platform. They are a global player. They have all these consulting businesses that act as a drag on the company. They may shed some businesses.
TOP PICK
TOP PICK
June 14, 2018

A software provider for commercial real estate portfolios. They also have a consulting service. They are migrating more and more clients around the world onto their platform. There is good organic growth. (Analysts’ target: $38.78).

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Altus Group (AIF-T)
June 14, 2018

A software provider for commercial real estate portfolios. They also have a consulting service. They are migrating more and more clients around the world onto their platform. There is good organic growth. (Analysts’ target: $38.78).

BUY
BUY
May 24, 2018

They have chunky earnings. They are building out software as a service to the real estate market. You have to think 1 to 2 years on this one.

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Altus Group (AIF-T)
May 24, 2018

They have chunky earnings. They are building out software as a service to the real estate market. You have to think 1 to 2 years on this one.

PAST TOP PICK
PAST TOP PICK
March 1, 2018

(A Top Pick Apr 11/17, Up 6%) He still likes it. There is the analytics with higher, stickier recurring revenues. They are still getting recurring revenue increases. You get quarter to quarter wild swings.

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Altus Group (AIF-T)
March 1, 2018

(A Top Pick Apr 11/17, Up 6%) He still likes it. There is the analytics with higher, stickier recurring revenues. They are still getting recurring revenue increases. You get quarter to quarter wild swings.

COMMENT
COMMENT
June 27, 2017

This is involved in real estate, and the real estate holdings in Canada have seen a bit of a pullback recently. Dividends have been pretty steady, giving about a 2% yield. It’s not enough to get him too interested, especially since he sees some slowing in the housing market. He would look at this if he got some actual real negative housing news.

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Altus Group (AIF-T)
June 27, 2017

This is involved in real estate, and the real estate holdings in Canada have seen a bit of a pullback recently. Dividends have been pretty steady, giving about a 2% yield. It’s not enough to get him too interested, especially since he sees some slowing in the housing market. He would look at this if he got some actual real negative housing news.

TOP PICK
TOP PICK
April 11, 2017

A real estate advisory consultant firm, and also trying to build end to end software service solutions for real estate data and real estate analytics. This is what the markets are really starting to get interested in now. A higher margin business and recurring revenues. There is a good short term catalyst here, where they actually own 14% of a private company called Real Matters, which sooner or later is going to IPO with a possible $1 billion valuation. Dividend yield of 2%. (Analysts’ price target is $36.50.)

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Altus Group (AIF-T)
April 11, 2017

A real estate advisory consultant firm, and also trying to build end to end software service solutions for real estate data and real estate analytics. This is what the markets are really starting to get interested in now. A higher margin business and recurring revenues. There is a good short term catalyst here, where they actually own 14% of a private company called Real Matters, which sooner or later is going to IPO with a possible $1 billion valuation. Dividend yield of 2%. (Analysts’ price target is $36.50.)

TOP PICK
TOP PICK
August 26, 2016

Commercial real estate valuations. Consulting is their steady Eddie business, but they also have Altus Analytics, a software business which is a really high recurring business with strong margins, and which has been growing at about 30% per year. As well, they have a survey business which has been hurt by the energy sector and we are starting to see a turn in energy. Dividend yield of 2.19%.

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Altus Group (AIF-T)
August 26, 2016

Commercial real estate valuations. Consulting is their steady Eddie business, but they also have Altus Analytics, a software business which is a really high recurring business with strong margins, and which has been growing at about 30% per year. As well, they have a survey business which has been hurt by the energy sector and we are starting to see a turn in energy. Dividend yield of 2.19%.

PAST TOP PICK
PAST TOP PICK
November 26, 2014

(A Top Pick Oct 24/13. Up 68.99%.) Software and valuations for real estate. Just sold his holdings recently. The quarter was alright, but he had high expectations. Felt it got a little bit ahead of itself. Likes the management team.

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Altus Group (AIF-T)
November 26, 2014

(A Top Pick Oct 24/13. Up 68.99%.) Software and valuations for real estate. Just sold his holdings recently. The quarter was alright, but he had high expectations. Felt it got a little bit ahead of itself. Likes the management team.

SELL
SELL
October 17, 2014

He has been lightening up. The big decline in energy services impacts this one. He does not see a lot of positive change for this company. He has a small position that he is looking to exit.

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Altus Group (AIF-T)
October 17, 2014

He has been lightening up. The big decline in energy services impacts this one. He does not see a lot of positive change for this company. He has a small position that he is looking to exit.

SELL
SELL
June 16, 2014

Good company. Stock had a good run. At this point, it is too expensive to invest in. If he owned, he would consider selling and moving on to other opportunities.

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Altus Group (AIF-T)
June 16, 2014

Good company. Stock had a good run. At this point, it is too expensive to invest in. If he owned, he would consider selling and moving on to other opportunities.

TOP PICK
TOP PICK
October 24, 2013

New management team came in about a year ago and effects are just starting to be seen. Cut some of their lower margin business and concentrated on the higher margin areas. Over the last quarter, the 2 highest margin areas are the ones that have been increasing revenues much higher than everybody else in that portion of their business. Thinks the street still doesn’t know the story. 4.2% dividend.

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Altus Group (AIF-T)
October 24, 2013

New management team came in about a year ago and effects are just starting to be seen. Cut some of their lower margin business and concentrated on the higher margin areas. Over the last quarter, the 2 highest margin areas are the ones that have been increasing revenues much higher than everybody else in that portion of their business. Thinks the street still doesn’t know the story. 4.2% dividend.

SELL
SELL
March 5, 2012
Got super bombed out with tax loss selling at the end of the year. This one got ridiculously oversold. This company is in disarray. There are senior people coming and going. You don't really know what you've got a year or 2 down the road.
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Altus Group (AIF-T)
March 5, 2012
Got super bombed out with tax loss selling at the end of the year. This one got ridiculously oversold. This company is in disarray. There are senior people coming and going. You don't really know what you've got a year or 2 down the road.
PAST TOP PICK
PAST TOP PICK
October 17, 2011
(A Top Pick Oct 4/10. Down 72%.) Got out of this one reasonably well at $11.85. A bad pick.
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Altus Group (AIF-T)
October 17, 2011
(A Top Pick Oct 4/10. Down 72%.) Got out of this one reasonably well at $11.85. A bad pick.
DON'T BUY
DON'T BUY
July 11, 2011
Thinks there is a lot of disarray in the company right now. Cut their dividends earlier in the year.
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Altus Group (AIF-T)
July 11, 2011
Thinks there is a lot of disarray in the company right now. Cut their dividends earlier in the year.
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