Black Diamond Group (BDI-T) Stock Predictions - Stockchase
WATCH LIST
26
Black Diamond Group (BDI-T)

ON STOCKCHASE SINCE Mar 2008

Rents housing to the oil/gas industry.

other services

Black Diamond Group

BDI-T

38 watching          
Join the Discussion

Black Diamond Group (BDI-T) SAVE Mar, 25, 2019, 11:51 pm

1.80 0 (0%)

What the experts are saying about BDI-T



  • All
  • Filtered
Signal Opinion Expert
BUY
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.
other services
0 0 0 0 0
0 comments
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.
other services
0 0 0 0 0
0 comments
Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.050
Owned Owned
No

SELL

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.

other services
0 0 0 0 0
0 comments

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.

other services
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$1.940
Owned Owned
Unknown

SPECULATIVE BUY
Black Diamond Group(BDI-T) 

August 11, 2016

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

other services
0 0 0 0 0
0 comments

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

other services
0 0 0 0 0
0 comments
Ross Healy

Chairman, Strategic Analysis C...

Price Price
$5.190
Owned Owned
Unknown

BUY

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.

other services
0 0 0 0 0
0 comments

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.

other services
0 0 0 0 0
0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$5.070
Owned Owned
Yes

WAIT

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.

other services
0 0 0 0 0
0 comments

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.

other services
0 0 0 0 0
0 comments
Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$5.180
Owned Owned
No

COMMENT

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.

other services
0 0 0 0 0
0 comments

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.

other services
0 0 0 0 0
0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$5.970
Owned Owned
Unknown

PAST TOP PICK

(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. 

other services
0 0 0 0 0
0 comments

(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. 

other services
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$4.050
Owned Owned
No

DON'T BUY

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.

other services
0 0 0 0 0
0 comments

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.

other services
0 0 0 0 0
0 comments
Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$3.820
Owned Owned
No

PAST TOP PICK

(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.

other services
0 0 0 0 0
0 comments

(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.

other services
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$16.210
Owned Owned
Yes

TOP PICK

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.

other services
0 0 0 0 0
0 comments

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.

other services
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$15.180
Owned Owned
Yes

HOLD
Black Diamond Group(BDI-T) 

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.

other services
0 0 0 0 0
0 comments

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.

other services
0 0 0 0 0
0 comments
Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$10.570
Owned Owned
Yes

COMMENT

Trades at a higher valuation than Horizon North Logistics (HNL-T), but tends to be less volatile. The one major difference between these 2 companies is that Horizon North produces some of their accommodations, while this company doesn’t. Also, this company has exposure to Australia while Horizon North is limited to North America. Both are very good names.

other services
0 0 0 0 0
0 comments

Trades at a higher valuation than Horizon North Logistics (HNL-T), but tends to be less volatile. The one major difference between these 2 companies is that Horizon North produces some of their accommodations, while this company doesn’t. Also, this company has exposure to Australia while Horizon North is limited to North America. Both are very good names.

other services
0 0 0 0 0
0 comments
Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$34.980
Owned Owned
No

COMMENT
Black Diamond Group(BDI-T) 

December 16, 2013

A provider of temporary workplace accommodation, primarily in Western Canada, in the oil sands. Likes the name and likes the space. Thinks this space is going to be growing 18% over the next 5 years because of the projects they are involved in. (See Top Picks.)

other services
0 0 0 0 0
0 comments

A provider of temporary workplace accommodation, primarily in Western Canada, in the oil sands. Likes the name and likes the space. Thinks this space is going to be growing 18% over the next 5 years because of the projects they are involved in. (See Top Picks.)

other services
0 0 0 0 0
0 comments
Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$28.810
Owned Owned
No

COMMENT
Black Diamond Group(BDI-T) 

November 28, 2013

Temporary housing accommodation camp provider. Have reached a point where they are more like four-star and five-star hotels because of the labour shortage. Stock has been hitting all-time highs. Does about $120 million in EBITDA. There are about 50,000 beds in the oil sands and they’ve got about 11,000 of them. A replacement cycle is going to happen because a lot of the beds are older. Because of West Coast LNG facilities that are likely to go ahead, one facility will require about 4000 beds. If 2 or 3 of them get going, you could get about 12,000 beds. Also, in the US and gaining quite a bit of traction. Made an acquisition in Australia last year that hasn’t panned out yet and probably not going to see any positive earnings for a couple of years. 4% dividend. If she were the CEO, she’d be considering raising some cash.

other services
0 0 0 0 0
0 comments

Temporary housing accommodation camp provider. Have reached a point where they are more like four-star and five-star hotels because of the labour shortage. Stock has been hitting all-time highs. Does about $120 million in EBITDA. There are about 50,000 beds in the oil sands and they’ve got about 11,000 of them. A replacement cycle is going to happen because a lot of the beds are older. Because of West Coast LNG facilities that are likely to go ahead, one facility will require about 4000 beds. If 2 or 3 of them get going, you could get about 12,000 beds. Also, in the US and gaining quite a bit of traction. Made an acquisition in Australia last year that hasn’t panned out yet and probably not going to see any positive earnings for a couple of years. 4% dividend. If she were the CEO, she’d be considering raising some cash.

other services
0 0 0 0 0
0 comments
Genevieve Roch-

Portfolio , LDIC Inc. ...

Price Price
$29.170
Owned Owned
Yes

SELL
Black Diamond Group(BDI-T) 

September 18, 2013

He got out.  He likes it, however.  Prefers Horizon North Logistics.  He got out in Mid-July.

other services
0 0 0 0 0
0 comments

He got out.  He likes it, however.  Prefers Horizon North Logistics.  He got out in Mid-July.

other services
0 0 0 0 0
0 comments
Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$24.730
Owned Owned
No

Showing 1 to 15 of 26 entries
Successfully Saved Company
Successfully Saved Company