Black Diamond Group

BDI-T

Analysis and Opinions about BDI-T

Signal
Opinion
Expert
BUY
BUY
February 19, 2020
He owns this. The stock is getting hit by what is happening in Kitimat as they provide worker mobile housing. He is under water on this one. He is happy to hold it and has it on his buy list. Once the pipeline issue is resolved, he believes their key project will go ahead.
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Black Diamond Group (BDI-T)
February 19, 2020
He owns this. The stock is getting hit by what is happening in Kitimat as they provide worker mobile housing. He is under water on this one. He is happy to hold it and has it on his buy list. Once the pipeline issue is resolved, he believes their key project will go ahead.
TOP PICK
TOP PICK
October 23, 2019
They build modular spaces and have been hit by the fall in the oil and gas sector. They no longer pay a dividend. He thinks revenues are growing by over 11% annually and they are expanding into the US -- over 65% of sales now. Management is very straightforward. They are helping provide housing in California after the fires. Yield 0% (Analysts’ price target is $2.78)
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They build modular spaces and have been hit by the fall in the oil and gas sector. They no longer pay a dividend. He thinks revenues are growing by over 11% annually and they are expanding into the US -- over 65% of sales now. Management is very straightforward. They are helping provide housing in California after the fires. Yield 0% (Analysts’ price target is $2.78)
TOP PICK
TOP PICK
July 2, 2019
They do site construction with modular development. They participated in the rebuild following the California wildfires. Debt is coming down. Yield 0% (Analysts’ price target is $3.33)
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They do site construction with modular development. They participated in the rebuild following the California wildfires. Debt is coming down. Yield 0% (Analysts’ price target is $3.33)
TOP PICK
TOP PICK
April 23, 2019
They're in the mobile home space in the oil/gas field, and have branched into education. Had revenues of $385 million in 2014, then fell to $166 million in 2017 and has risen some then. Lost $11 million last quarter. They will regain some of their mojo; two of their projects have approval including one in Kitamat and the coastal gas link. If all First Nations tribes approve (he hopes), it will go through. (Analysts’ price target is $3.16)
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They're in the mobile home space in the oil/gas field, and have branched into education. Had revenues of $385 million in 2014, then fell to $166 million in 2017 and has risen some then. Lost $11 million last quarter. They will regain some of their mojo; two of their projects have approval including one in Kitamat and the coastal gas link. If all First Nations tribes approve (he hopes), it will go through. (Analysts’ price target is $3.16)
BUY
BUY
February 19, 2019
HNL vs. BDI Had both on his watch list. In December he bought BDI after talking to management and following the company for a long time. BDI: Smart management who have paid down a lot of their debt. Well-positioned in mobile homes for oil/gas industry and other applications. Tremendous upside. HNL is also good, but he prefers BDI.
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Black Diamond Group (BDI-T)
February 19, 2019
HNL vs. BDI Had both on his watch list. In December he bought BDI after talking to management and following the company for a long time. BDI: Smart management who have paid down a lot of their debt. Well-positioned in mobile homes for oil/gas industry and other applications. Tremendous upside. HNL is also good, but he prefers BDI.
SELL
SELL
August 4, 2017

This had a big fall yesterday. Back in Feb/March this had a big Sell signal on his system. They couldn’t pay their dividend. It is probably going to have a long recovery time if it makes it.

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This had a big fall yesterday. Back in Feb/March this had a big Sell signal on his system. They couldn’t pay their dividend. It is probably going to have a long recovery time if it makes it.

SPECULATIVE BUY
SPECULATIVE BUY
August 11, 2016

(Market Call Minute) Earnings outlook has collapsed, but now they are turning around. An interesting speculation.

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(Market Call Minute) Earnings outlook has collapsed, but now they are turning around. An interesting speculation.

BUY
BUY
July 29, 2016

He owns it for the yield. They do camps and rentals for construction. They raised capital recently to expand their business in construction. It is a lot less volatile than the oil business. The oil and gas industry wants to put money back to work.

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He owns it for the yield. They do camps and rentals for construction. They raised capital recently to expand their business in construction. It is a lot less volatile than the oil business. The oil and gas industry wants to put money back to work.

WAIT
WAIT
May 31, 2016

Modular housing. A really good business, but just in a bad space right now. You need activity for this business to do well. Thinks we are close to the bottom here. As soon as we see drilling come back there is going to be an appetite for their product.

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Modular housing. A really good business, but just in a bad space right now. You need activity for this business to do well. Thinks we are close to the bottom here. As soon as we see drilling come back there is going to be an appetite for their product.

COMMENT
COMMENT
May 6, 2016

Provides modular accommodation for the oil patch. With the Fort McMurray situation, demand is going to be pretty high for temporary housing. The stock had a huge pop following the fire, but underlying trends in the industry are still negative. The fire probably won’t change the needle a lot, but it will improve this year. It’ll still be negative. This is a temporary issue while Fort Mac builds. Until the underlying oil/gas situation improves, the long-term fundamentals are really not going to change. He would be a little cautious.

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Provides modular accommodation for the oil patch. With the Fort McMurray situation, demand is going to be pretty high for temporary housing. The stock had a huge pop following the fire, but underlying trends in the industry are still negative. The fire probably won’t change the needle a lot, but it will improve this year. It’ll still be negative. This is a temporary issue while Fort Mac builds. Until the underlying oil/gas situation improves, the long-term fundamentals are really not going to change. He would be a little cautious.

PAST TOP PICK
PAST TOP PICK
April 6, 2016

(A Top Pick May 25/15. Down 71.15%.) Trading at only 4.6X BV. They missed and the price momentum really rolled over, so he was forced to exit his position in August.

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(A Top Pick May 25/15. Down 71.15%.) Trading at only 4.6X BV. They missed and the price momentum really rolled over, so he was forced to exit his position in August.

DON'T BUY
DON'T BUY
April 5, 2016

Provides accommodations at worksites. He likes to have the macros, financials and technicals to align. On the technicals, this doesn’t look good. They cut the dividend and it looks safe on the short term. Great management.

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Provides accommodations at worksites. He likes to have the macros, financials and technicals to align. On the technicals, this doesn’t look good. They cut the dividend and it looks safe on the short term. Great management.

PAST TOP PICK
PAST TOP PICK
July 7, 2015

(A Top Pick May 25/15. Up 6.41%.) Camp providers for major LNG projects that are coming up. Holding in reasonably well given the backdrop of the energy market. Still scores in the top 5% on both momentum and valuation. Very solid balance sheet and a good 5.6% dividend yield. Trading at 7X EBITDA.

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(A Top Pick May 25/15. Up 6.41%.) Camp providers for major LNG projects that are coming up. Holding in reasonably well given the backdrop of the energy market. Still scores in the top 5% on both momentum and valuation. Very solid balance sheet and a good 5.6% dividend yield. Trading at 7X EBITDA.

TOP PICK
TOP PICK
May 25, 2015

Energy services. It got hit hard in the fall. It is not a super high margin business. It bottomed. It has all the metrics he looks for. 6% yield. It is a recovering story.

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Energy services. It got hit hard in the fall. It is not a super high margin business. It bottomed. It has all the metrics he looks for. 6% yield. It is a recovering story.

HOLD
HOLD
February 6, 2015

Black Diamond Group (BDI-T) or Horizons North Logistics (HNL-T)? This has more exposure to southern Alberta as opposed to the oil sands. There is a potential catalyst in LNG on the West Coast, and the decision should be made by June or July. There are only about 3 players that could bid on these, and both of these companies are in that field. At these levels, he would hang onto both stocks. Yield of 9.23% which the market is concerned about, as well as future growth if the LNG doesn’t get started.

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Black Diamond Group (BDI-T) or Horizons North Logistics (HNL-T)? This has more exposure to southern Alberta as opposed to the oil sands. There is a potential catalyst in LNG on the West Coast, and the decision should be made by June or July. There are only about 3 players that could bid on these, and both of these companies are in that field. At these levels, he would hang onto both stocks. Yield of 9.23% which the market is concerned about, as well as future growth if the LNG doesn’t get started.

Showing 1 to 15 of 30 entries

Black Diamond Group(BDI-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for Black Diamond Group is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Black Diamond Group(BDI-T) Frequently Asked Questions

What is Black Diamond Group stock symbol?

Black Diamond Group is a Canadian stock, trading under the symbol BDI-T on the Toronto Stock Exchange (BDI-CT). It is usually referred to as TSX:BDI or BDI-T

Is Black Diamond Group a buy or a sell?

In the last year, 1 stock analyst published opinions about BDI-T. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Black Diamond Group.

Is Black Diamond Group a good investment or a top pick?

Black Diamond Group was recommended as a Top Pick by Benj Gallander on 2020-02-19. Read the latest stock experts ratings for Black Diamond Group.

Why is Black Diamond Group stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Black Diamond Group worth watching?

1 stock analyst on Stockchase covered Black Diamond Group In the last year. It is a trending stock that is worth watching.

What is Black Diamond Group stock price?

On 2020-07-07, Black Diamond Group (BDI-T) stock closed at a price of $1.7.