Cervus Euipment Corp.

CERV-T

Analysis and Opinions about CERV-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 7, 2009
(A Top Pick June 23/08. Down 44.2%.) Deere dealerships. Expected agriculture to not get hit with the down draft. Still bullish on agriculture. Makes more than $2 a share but earnings are expected to go down this year. Extremely cheap. Yield of 8.9%. Bullish on Western Canada. Good management.
Show full opinionHide full opinion
(A Top Pick June 23/08. Down 44.2%.) Deere dealerships. Expected agriculture to not get hit with the down draft. Still bullish on agriculture. Makes more than $2 a share but earnings are expected to go down this year. Extremely cheap. Yield of 8.9%. Bullish on Western Canada. Good management.
COMMENT
COMMENT
December 2, 2008
Own a number of Deere dealerships in Western Canada. He is very bullish on this. Recent results showed they were up year-over-year. Believe earnings were about $2.46 so at this price, stock is very cheap. 13% yield should be safe.
Show full opinionHide full opinion
Own a number of Deere dealerships in Western Canada. He is very bullish on this. Recent results showed they were up year-over-year. Believe earnings were about $2.46 so at this price, stock is very cheap. 13% yield should be safe.
TOP PICK
TOP PICK
July 15, 2008
Operate John Deere dealerships in Western Canada. Agriculture and Western Canada are booming and they intend to buy more dealerships. 1st quarter showed very strong margin expansion. Some expectations are for 30% growth this year. He is expecting $2.50-$3.00 of earnings this year. 4.9% yield.
Show full opinionHide full opinion
Operate John Deere dealerships in Western Canada. Agriculture and Western Canada are booming and they intend to buy more dealerships. 1st quarter showed very strong margin expansion. Some expectations are for 30% growth this year. He is expecting $2.50-$3.00 of earnings this year. 4.9% yield.
TOP PICK
TOP PICK
June 23, 2008
Owns John Deere dealerships in Western Canada. He is bullish on Western Canada and agriculture. Q1 margins went from 15% to 19%. If you apply this to $350 million revenue it would be a $14 million increase in earnings. Potential of $3 earnings this year versus $1.50 last year.
Show full opinionHide full opinion
Owns John Deere dealerships in Western Canada. He is bullish on Western Canada and agriculture. Q1 margins went from 15% to 19%. If you apply this to $350 million revenue it would be a $14 million increase in earnings. Potential of $3 earnings this year versus $1.50 last year.
TOP PICK
TOP PICK
March 12, 2008
A consolidator of agricultural dealerships. John Deere is their focus but also have 5 Bobcat dealerships. Farmers are buying new equipment because all their input costs are becoming more expensive.
Show full opinionHide full opinion
A consolidator of agricultural dealerships. John Deere is their focus but also have 5 Bobcat dealerships. Farmers are buying new equipment because all their input costs are becoming more expensive.
TOP PICK
TOP PICK
February 6, 2008
A consolidator of John Deere dealerships, J. P. Construction Equipment and Bobcat in Western Canada. Acquiring at 3X to 4X pre-tax earnings. Many owners are getting older with no exit strategy. Larger operating organization gives better synergies, buying power and natural operating leverage. At 9.2X earnings, with growth rates accelerating north of 20% and a 6% distribution, it presents a great opportunity.
Show full opinionHide full opinion
A consolidator of John Deere dealerships, J. P. Construction Equipment and Bobcat in Western Canada. Acquiring at 3X to 4X pre-tax earnings. Many owners are getting older with no exit strategy. Larger operating organization gives better synergies, buying power and natural operating leverage. At 9.2X earnings, with growth rates accelerating north of 20% and a 6% distribution, it presents a great opportunity.
TOP PICK
TOP PICK
September 7, 2006
Agricultural equipment, mainly John Deere. They buy heavy equipment dealerships at about 2 or 3 X earnings. Have also started buying Bobcat dealerships in Alberta.
Show full opinionHide full opinion
Agricultural equipment, mainly John Deere. They buy heavy equipment dealerships at about 2 or 3 X earnings. Have also started buying Bobcat dealerships in Alberta.
Showing 1 to 7 of 7 entries
  • «
  • 1
  • »