EnerCare Inc

ECI-T

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Analysis and Opinions about ECI-T

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Opinion
Expert
COMMENT
COMMENT
June 7, 2017

He likes this company. They were a few disappointments in the last quarter. Also, the mix of their rental product affected margins to some extent, but that is more of a transitory thing. It pays close to a 5% yield, which he thinks is pretty secure. As they get more and more into home services, that will help to improve margins, but also cash flow. If your horizon is over the next few years, this is a pretty good stock to own.

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EnerCare Inc (ECI-T)
June 7, 2017

He likes this company. They were a few disappointments in the last quarter. Also, the mix of their rental product affected margins to some extent, but that is more of a transitory thing. It pays close to a 5% yield, which he thinks is pretty secure. As they get more and more into home services, that will help to improve margins, but also cash flow. If your horizon is over the next few years, this is a pretty good stock to own.

COMMENT
COMMENT
June 6, 2017

A solid company. The last quarter was weaker than expected, so the stock had a hiccup downturn. They’ve done some very good acquisitions to ramp up their services to the home. Very buyable now and you can park it for 5-10 years and be quite happy. Dividend yield of 5%.

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EnerCare Inc (ECI-T)
June 6, 2017

A solid company. The last quarter was weaker than expected, so the stock had a hiccup downturn. They’ve done some very good acquisitions to ramp up their services to the home. Very buyable now and you can park it for 5-10 years and be quite happy. Dividend yield of 5%.

COMMENT
COMMENT
May 31, 2017

Provides services such as water heaters, air conditioning, repair and maintenance, furnace installation, protection plan, etc. They acquired a US business in the same area. A good company. Thinks the debt is a little high. The stock has come down, so it is becoming more interesting. A good solid dividend. A very stable business.

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EnerCare Inc (ECI-T)
May 31, 2017

Provides services such as water heaters, air conditioning, repair and maintenance, furnace installation, protection plan, etc. They acquired a US business in the same area. A good company. Thinks the debt is a little high. The stock has come down, so it is becoming more interesting. A good solid dividend. A very stable business.

COMMENT
COMMENT
May 29, 2017

A water heater rental business, which is pretty stable. The company has grown through acquisition. If they can continue to make acquisitions and continue to pay a dividend, this should do well over the long-term.

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EnerCare Inc (ECI-T)
May 29, 2017

A water heater rental business, which is pretty stable. The company has grown through acquisition. If they can continue to make acquisitions and continue to pay a dividend, this should do well over the long-term.

TOP PICK
TOP PICK
May 25, 2017

A fairly conservative company. Water heaters and HVAC’s. A slower growth company, but good earnings growth. A good, solid business. They are expanding in the US. Dividend yield of 5.1% will be going up 5% or so a year. (Analysts’ price target is $24.25.)

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EnerCare Inc (ECI-T)
May 25, 2017

A fairly conservative company. Water heaters and HVAC’s. A slower growth company, but good earnings growth. A good, solid business. They are expanding in the US. Dividend yield of 5.1% will be going up 5% or so a year. (Analysts’ price target is $24.25.)

BUY WEAKNESS
BUY WEAKNESS
May 18, 2017

A pretty good company, but looks a little expensive. Return on Capital is coming in at around 11% which is pretty good. It has been ramping up and getting better, which he likes. Q1 data looked fine.

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EnerCare Inc (ECI-T)
May 18, 2017

A pretty good company, but looks a little expensive. Return on Capital is coming in at around 11% which is pretty good. It has been ramping up and getting better, which he likes. Q1 data looked fine.

HOLD
HOLD
May 16, 2017

Reported earnings about a week ago, which were a bit soft. Doesn’t think it was anything to be concerned about. It has quite an attractive yield. This is on her watch list.

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EnerCare Inc (ECI-T)
May 16, 2017

Reported earnings about a week ago, which were a bit soft. Doesn’t think it was anything to be concerned about. It has quite an attractive yield. This is on her watch list.

PAST TOP PICK
PAST TOP PICK
May 15, 2017

(A Top Pick March 15/16. Up 27%.) Reported last week and numbers were a little weak so the stock dropped, but thinks the market is misunderstanding. This is a buying opportunity. He still likes this. A utility type business, but are making US acquisitions. Dividend yield of 5.3%.

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EnerCare Inc (ECI-T)
May 15, 2017

(A Top Pick March 15/16. Up 27%.) Reported last week and numbers were a little weak so the stock dropped, but thinks the market is misunderstanding. This is a buying opportunity. He still likes this. A utility type business, but are making US acquisitions. Dividend yield of 5.3%.

BUY
BUY
May 15, 2017

Good solid company. They made a big acquisition to enter the US market last year. Now is probably a good time to be buying the stock as it has had a pullback off its recent high.

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EnerCare Inc (ECI-T)
May 15, 2017

Good solid company. They made a big acquisition to enter the US market last year. Now is probably a good time to be buying the stock as it has had a pullback off its recent high.

HOLD
HOLD
May 5, 2017

He really likes this. It used to trade at a significant discount to the utility sector, but it should have traded at a premium because of its better growth profile. He likes their US acquisition which was more on the HVAC business, so it is more on the service side, other than the traditional water heater business they’ve been in. They also have a sub metering business, which doesn’t get a lot of attention. Sub metering helps when you have multiple units such as condominiums or apartments. This has a nice growth profile, and has a decent yield to it.

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He really likes this. It used to trade at a significant discount to the utility sector, but it should have traded at a premium because of its better growth profile. He likes their US acquisition which was more on the HVAC business, so it is more on the service side, other than the traditional water heater business they’ve been in. They also have a sub metering business, which doesn’t get a lot of attention. Sub metering helps when you have multiple units such as condominiums or apartments. This has a nice growth profile, and has a decent yield to it.

COMMENT
COMMENT
April 26, 2017

He likes this. Basically leasing HVAC systems for homes. It has done phenomenally well. It sounds like the service expert side of their business is really starting to see some acceleration. He expects to see earnings continue to ramp up.

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EnerCare Inc (ECI-T)
April 26, 2017

He likes this. Basically leasing HVAC systems for homes. It has done phenomenally well. It sounds like the service expert side of their business is really starting to see some acceleration. He expects to see earnings continue to ramp up.

BUY WEAKNESS
BUY WEAKNESS
April 21, 2017

This has everything going for it, except valuation. They beat Q4, due to strength in their service experts and their home services segment. Increased their dividend by 4%. Trading a little higher than its 3-year average, and he prefers buying names that are a little lower or where there is a catalyst. He sees 9% EBITDA growth over the next couple of years. Wait for a pullback before buying.

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EnerCare Inc (ECI-T)
April 21, 2017

This has everything going for it, except valuation. They beat Q4, due to strength in their service experts and their home services segment. Increased their dividend by 4%. Trading a little higher than its 3-year average, and he prefers buying names that are a little lower or where there is a catalyst. He sees 9% EBITDA growth over the next couple of years. Wait for a pullback before buying.

BUY
BUY
April 17, 2017

A business that was going nowhere and now is going somewhere. It is all about focusing on your balance sheet and generating free cash flow. Investors need to be patient. It is a well run business and there is lots more room for them to get growth.

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EnerCare Inc (ECI-T)
April 17, 2017

A business that was going nowhere and now is going somewhere. It is all about focusing on your balance sheet and generating free cash flow. Investors need to be patient. It is a well run business and there is lots more room for them to get growth.

HOLD
HOLD
February 22, 2017

A name he really likes. This has a 9.1% EBITDA for 2017. Yield is about 5%. They made an acquisition last year on the HVAC servicing side. It was fortunate that the summer was so hot last year. There are still potentially some costs synergies to take out of that. The part he really likes is their sub metering business, a growth business that is not getting any credit from the street.

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EnerCare Inc (ECI-T)
February 22, 2017

A name he really likes. This has a 9.1% EBITDA for 2017. Yield is about 5%. They made an acquisition last year on the HVAC servicing side. It was fortunate that the summer was so hot last year. There are still potentially some costs synergies to take out of that. The part he really likes is their sub metering business, a growth business that is not getting any credit from the street.

TOP PICK
TOP PICK
February 14, 2017

He likes this for the long-term. This services, sells and rents water heaters, furnaces and air conditioners. Increased penetration of rentals is really valuable for them longer-term. Good management team. Just did a big acquisition in the US where they are going to roll out rentals, which should be good for the company longer-term. Dividend yield of 4.86%. (Analysts’ price target is $21.60.)

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EnerCare Inc (ECI-T)
February 14, 2017

He likes this for the long-term. This services, sells and rents water heaters, furnaces and air conditioners. Increased penetration of rentals is really valuable for them longer-term. Good management team. Just did a big acquisition in the US where they are going to roll out rentals, which should be good for the company longer-term. Dividend yield of 4.86%. (Analysts’ price target is $21.60.)

BUY
BUY
December 29, 2016

The dividend is safe. The stock has been under pressure from rising interest rates. He likes the business. The water heater business provides a good base. Their recent acquisition in the US has a challenge to convert sales into rentals to provide a recurring cash flow model. You have a sustainable business and a pretty good business base.

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EnerCare Inc (ECI-T)
December 29, 2016

The dividend is safe. The stock has been under pressure from rising interest rates. He likes the business. The water heater business provides a good base. Their recent acquisition in the US has a challenge to convert sales into rentals to provide a recurring cash flow model. You have a sustainable business and a pretty good business base.

COMMENT
COMMENT
December 14, 2016

The stock had been doing very well. It was a defensive type name. A lot of interest sensitive utility type names pulled back after the election. There is kind of a rotation out of these into more growth economically sensitive names. The drop provided a nice entry point for someone who wanted to have utilities in their portfolios.

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EnerCare Inc (ECI-T)
December 14, 2016

The stock had been doing very well. It was a defensive type name. A lot of interest sensitive utility type names pulled back after the election. There is kind of a rotation out of these into more growth economically sensitive names. The drop provided a nice entry point for someone who wanted to have utilities in their portfolios.

COMMENT
COMMENT
December 5, 2016

(Market Call Minute.) He likes this and thinks it is going higher over the next year.

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EnerCare Inc (ECI-T)
December 5, 2016

(Market Call Minute.) He likes this and thinks it is going higher over the next year.

PAST TOP PICK
PAST TOP PICK
November 23, 2016

(A Top Pick Nov 3/15. Up 23.74%.) He still likes this. Expects there will be more upside in the name as time goes on. The balance sheet is relatively strong. They don’t have a lot of debt. They also completed a large acquisition of service experts HVAC rental, where they should ultimately be able to take that business which is predominantly in the US, and roll it out to Canada. They are also going to benefit from the sub-metering business which is growing quite significantly. Dividend yield of 5.1%.

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EnerCare Inc (ECI-T)
November 23, 2016

(A Top Pick Nov 3/15. Up 23.74%.) He still likes this. Expects there will be more upside in the name as time goes on. The balance sheet is relatively strong. They don’t have a lot of debt. They also completed a large acquisition of service experts HVAC rental, where they should ultimately be able to take that business which is predominantly in the US, and roll it out to Canada. They are also going to benefit from the sub-metering business which is growing quite significantly. Dividend yield of 5.1%.

WATCH
WATCH
October 27, 2016

He just sold it because it was over bought. It looks like a steady performer. It has not pulled back like other dividend payers. There is nothing that can help us from a technical perspective. You might want to watch it and if it comes back down to the $15 area then buy it.

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EnerCare Inc (ECI-T)
October 27, 2016

He just sold it because it was over bought. It looks like a steady performer. It has not pulled back like other dividend payers. There is nothing that can help us from a technical perspective. You might want to watch it and if it comes back down to the $15 area then buy it.

DON'T BUY
DON'T BUY
October 21, 2016

Great company and a great chart. He has been modelling a 9% EBITDA growth over the next couple of years and that their debt levels come down from 3.1 to about 2.9 by the end of 2018. Some of the businesses they are getting into are pretty capital intensive, which is a bit of a problem. All in, it is a great company, but pretty expensive.

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EnerCare Inc (ECI-T)
October 21, 2016

Great company and a great chart. He has been modelling a 9% EBITDA growth over the next couple of years and that their debt levels come down from 3.1 to about 2.9 by the end of 2018. Some of the businesses they are getting into are pretty capital intensive, which is a bit of a problem. All in, it is a great company, but pretty expensive.

HOLD
HOLD
October 18, 2016

A good yield and a solid business that is growing. They have a metering system, and have gone into old apartments putting individual meters into each unit. As tenants move out, landlords can then charge electricity to new tenants. They also have a water heating business. A very good, fundamentally sound business. A little expensive, but you have to pay up for quality.

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EnerCare Inc (ECI-T)
October 18, 2016

A good yield and a solid business that is growing. They have a metering system, and have gone into old apartments putting individual meters into each unit. As tenants move out, landlords can then charge electricity to new tenants. They also have a water heating business. A very good, fundamentally sound business. A little expensive, but you have to pay up for quality.

BUY WEAKNESS
BUY WEAKNESS
August 25, 2016

A pretty good looking chart. They did some key acquisitions. They shifted their focus from selling water heaters to renting them out. He likes the predictability to the cash flow. 35 times PE. He would not be surprised to see a pullback in the short term.

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EnerCare Inc (ECI-T)
August 25, 2016

A pretty good looking chart. They did some key acquisitions. They shifted their focus from selling water heaters to renting them out. He likes the predictability to the cash flow. 35 times PE. He would not be surprised to see a pullback in the short term.

BUY
BUY
August 19, 2016

This meets his criteria. Their cash ROE is just short of 40%, and their ROE/PE metric is around 4, both very favourable metrics.

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EnerCare Inc (ECI-T)
August 19, 2016

This meets his criteria. Their cash ROE is just short of 40%, and their ROE/PE metric is around 4, both very favourable metrics.

HOLD
HOLD
August 12, 2016

Has held this for a long time, and it has been a great core holding. Made a major acquisition of Service Experts. With the warm summer we have had, it has helped on the air conditioning front. A great, long term story. Nobody is giving any value to the sub-metering business which will provide long-term growth.

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EnerCare Inc (ECI-T)
August 12, 2016

Has held this for a long time, and it has been a great core holding. Made a major acquisition of Service Experts. With the warm summer we have had, it has helped on the air conditioning front. A great, long term story. Nobody is giving any value to the sub-metering business which will provide long-term growth.

PAST TOP PICK
PAST TOP PICK
July 28, 2016

(Top Pick Jul 02/15, Up 38.81%) He is one of the largest shareholders. He thinks there is still significant upside as they recently completed a significant acquisition in HVAC.

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EnerCare Inc (ECI-T)
July 28, 2016

(Top Pick Jul 02/15, Up 38.81%) He is one of the largest shareholders. He thinks there is still significant upside as they recently completed a significant acquisition in HVAC.

BUY
BUY
July 11, 2016

In a long term uptrend, recently breaking to a new high, momentum indicator positive. Technically you have yourself a winner.

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EnerCare Inc (ECI-T)
July 11, 2016

In a long term uptrend, recently breaking to a new high, momentum indicator positive. Technically you have yourself a winner.

TOP PICK
TOP PICK
July 6, 2016

This is a consistent performer. The water heater business is very stable. Have recently moved into the HVAC business. Doesn’t think the street is giving any value to the sub-metering business, which is where growth comes from, both from cash flow and EBITDA.

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EnerCare Inc (ECI-T)
July 6, 2016

This is a consistent performer. The water heater business is very stable. Have recently moved into the HVAC business. Doesn’t think the street is giving any value to the sub-metering business, which is where growth comes from, both from cash flow and EBITDA.

BUY
BUY
July 4, 2016

The ROE is more than 20% for more than 3 years so meets his criteria. He prefers companies that are at or near all time highs for him to add to a position. He does not want overhead resistance.

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EnerCare Inc (ECI-T)
July 4, 2016

The ROE is more than 20% for more than 3 years so meets his criteria. He prefers companies that are at or near all time highs for him to add to a position. He does not want overhead resistance.

PAST TOP PICK
PAST TOP PICK
June 10, 2016

(A Top Pick May 29/15. Up 19.65%.) Normally a pretty boring stock, but has had a fairly exciting year. Made a major acquisition to essentially bring the operational side of the business in-house, which is direct energy. Also, made a major acquisition of service experts about 2 months ago, which gives them some exposure into the US market, plus a greater percentage of their business is now heating and air-conditioning. Reasonably valued at 10X, and doesn’t know why it trades at a discount to the utilities sector. 5.6% dividend.

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EnerCare Inc (ECI-T)
June 10, 2016

(A Top Pick May 29/15. Up 19.65%.) Normally a pretty boring stock, but has had a fairly exciting year. Made a major acquisition to essentially bring the operational side of the business in-house, which is direct energy. Also, made a major acquisition of service experts about 2 months ago, which gives them some exposure into the US market, plus a greater percentage of their business is now heating and air-conditioning. Reasonably valued at 10X, and doesn’t know why it trades at a discount to the utilities sector. 5.6% dividend.

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