Avigilon Corp

AVO-T

TSE:AVO

0.00
0.00 (0.00%)
Avigilon Corporation is a Vancouver-based company that designs, manufactures and markets video surveillance software and equipment. It was founded in 2004 by Alexander Fernandes in Vancouver, British Columbia.
More at Wikipedia

Analysis and Opinions about AVO-T

Signal
Opinion
Expert
HOLD
HOLD
December 22, 2016

He has historically been short this and still has a tiny bit but has been covering it. They didn’t have very efficient use of capital. The main negative though, has been on the cost side, which seems to be under control now.

Avigilon Corp (AVO-T)
December 22, 2016

He has historically been short this and still has a tiny bit but has been covering it. They didn’t have very efficient use of capital. The main negative though, has been on the cost side, which seems to be under control now.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$12.260
Owned
Yes
DON'T BUY
DON'T BUY
December 20, 2016

This has been a letdown. He has stayed away from it. It is hard to get a grasp on what they are doing. He likes the technology and the fundamentals. It is very lumpy. He needs to feel comfortable with management teams running these things. He is not getting a clear vision on how they are going to build the business.

Avigilon Corp (AVO-T)
December 20, 2016

This has been a letdown. He has stayed away from it. It is hard to get a grasp on what they are doing. He likes the technology and the fundamentals. It is very lumpy. He needs to feel comfortable with management teams running these things. He is not getting a clear vision on how they are going to build the business.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$12.380
Owned
No
COMMENT
COMMENT
November 16, 2016

This had been a darling, a dog, a darling all in a couple of years’ time. The CEO is a super driven guy. The market was always concerned that they had revenue, but they weren’t really seeing that translate into earnings. The most recent quarter really did translate into earnings, and the stock had a huge move up.

Avigilon Corp (AVO-T)
November 16, 2016

This had been a darling, a dog, a darling all in a couple of years’ time. The CEO is a super driven guy. The market was always concerned that they had revenue, but they weren’t really seeing that translate into earnings. The most recent quarter really did translate into earnings, and the stock had a huge move up.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$11.750
Owned
No
COMMENT
COMMENT
November 2, 2016

Every quarter they say they are investing for growth and to get market share, but investors are saying that they don’t like spending or the impact on earnings, and the stock has been decimated. We won’t know if it is the right strategy for another 5 years, but at least they are willing to do it as opposed to a lot of others that will toe to the shareholders to just get quarterly numbers.

Avigilon Corp (AVO-T)
November 2, 2016

Every quarter they say they are investing for growth and to get market share, but investors are saying that they don’t like spending or the impact on earnings, and the stock has been decimated. We won’t know if it is the right strategy for another 5 years, but at least they are willing to do it as opposed to a lot of others that will toe to the shareholders to just get quarterly numbers.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$8.350
Owned
No
DON'T BUY
DON'T BUY
October 20, 2016

It is getting to the point where he will start covering his short position. Management has not delivered on what they promised.

Avigilon Corp (AVO-T)
October 20, 2016

It is getting to the point where he will start covering his short position. Management has not delivered on what they promised.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$8.400
Owned
No
COMMENT
COMMENT
October 4, 2016

A hardware company that essentially provides cameras for surveillance and other analysis tools. They have just been kicked out of a bunch of indices, and he shorted the stock based on that. They seem to be very focused on growing their revenues rather than their profitability. Also, they are facing some competition from Chinese competitors. He doesn’t think people are willing to pay up for higher end cameras. Their margins are really taking a hit.

Avigilon Corp (AVO-T)
October 4, 2016

A hardware company that essentially provides cameras for surveillance and other analysis tools. They have just been kicked out of a bunch of indices, and he shorted the stock based on that. They seem to be very focused on growing their revenues rather than their profitability. Also, they are facing some competition from Chinese competitors. He doesn’t think people are willing to pay up for higher end cameras. Their margins are really taking a hit.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$8.530
Owned
Yes
COMMENT
COMMENT
September 30, 2016

Fundamentals have always fundamentally looked good, but it has just been sliding down. They have a bit of a strategy shift, going to a loss leader strategy, where they are going to sell cheaper surveillance cameras to get their foot in the door with customers, and then up-sell them with higher quality versions of their product. Longer-term, that is probably not a bad strategy, but it was not what they sold investors in the 1st place. It is really a “show me” story.

Avigilon Corp (AVO-T)
September 30, 2016

Fundamentals have always fundamentally looked good, but it has just been sliding down. They have a bit of a strategy shift, going to a loss leader strategy, where they are going to sell cheaper surveillance cameras to get their foot in the door with customers, and then up-sell them with higher quality versions of their product. Longer-term, that is probably not a bad strategy, but it was not what they sold investors in the 1st place. It is really a “show me” story.

Ryan Modesto
Managing Partner, 5i Research
Price
$9.070
Owned
Unknown
WATCH
WATCH
September 19, 2016

(Market Call Minute) They are experiencing significant pressure from Chinese suppliers. Wait for revenue growth to stabilize.

Avigilon Corp (AVO-T)
September 19, 2016

(Market Call Minute) They are experiencing significant pressure from Chinese suppliers. Wait for revenue growth to stabilize.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$9.070
Owned
Unknown
DON'T BUY
DON'T BUY
August 29, 2016

Their technology is pretty cutting edge. They provide digital security cameras and related software for large-scale corporate, retail and industrial applications. Had been a pretty good growth stock for a number of years. Feels management has lost a lot of credibility. They missed numbers. Also, they have a revolving door in the C suite with the CFO, etc. Too risky for his clients.

Avigilon Corp (AVO-T)
August 29, 2016

Their technology is pretty cutting edge. They provide digital security cameras and related software for large-scale corporate, retail and industrial applications. Had been a pretty good growth stock for a number of years. Feels management has lost a lot of credibility. They missed numbers. Also, they have a revolving door in the C suite with the CFO, etc. Too risky for his clients.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$9.160
Owned
No
COMMENT
COMMENT
August 26, 2016

This has been a tough one for investors in the last few years. They were really focused on hitting this $500 million revenue target, and from all accounts it looks like they are going to succeed. However, they have done it at the cost of being profitable and being cash flow positive. Sold his holdings at significant higher prices. It is probably a takeover candidate once they turn that profitability around.

Avigilon Corp (AVO-T)
August 26, 2016

This has been a tough one for investors in the last few years. They were really focused on hitting this $500 million revenue target, and from all accounts it looks like they are going to succeed. However, they have done it at the cost of being profitable and being cash flow positive. Sold his holdings at significant higher prices. It is probably a takeover candidate once they turn that profitability around.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$9.340
Owned
No
WAIT
WAIT
August 19, 2016

This is in the surveillance business. They meet his criteria, but he doesn’t own it because the stock has been technically weak. They seem to be chronically undervalued, but is not sure why. He would wait for more technical strength in the stock.

Avigilon Corp (AVO-T)
August 19, 2016

This is in the surveillance business. They meet his criteria, but he doesn’t own it because the stock has been technically weak. They seem to be chronically undervalued, but is not sure why. He would wait for more technical strength in the stock.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$9.620
Owned
No
DON'T BUY
DON'T BUY
August 17, 2016

(Market Call Minute.) Just reported crummy results. Not a cheap stock, so he would avoid it.

Avigilon Corp (AVO-T)
August 17, 2016

(Market Call Minute.) Just reported crummy results. Not a cheap stock, so he would avoid it.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$9.890
Owned
No
COMMENT
COMMENT
August 16, 2016

This is down about 25%. They had to cut their guidance going forward because of having to take some price cuts on some of their older surveillance equipment. When you are a smaller company, revenue misses have a more meaningful impact on the bottom line. She would not be inclined to make an investment now.

Avigilon Corp (AVO-T)
August 16, 2016

This is down about 25%. They had to cut their guidance going forward because of having to take some price cuts on some of their older surveillance equipment. When you are a smaller company, revenue misses have a more meaningful impact on the bottom line. She would not be inclined to make an investment now.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$9.980
Owned
No
HOLD
HOLD
August 15, 2016

(Market Call Minute) The revenue growth has been in decline for years.

Avigilon Corp (AVO-T)
August 15, 2016

(Market Call Minute) The revenue growth has been in decline for years.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$13.350
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 15, 2016

(A Top Pick Aug 10/15. Down 16.87%.) Hitting their sales targets, but having a discount to pricing a little too much in some of the cameras. He was a little worried about their cash conversion rate and that they had generated cash flow which is not showing up on the balance sheet, but a lot of that was for the new plant and equipment as well as more spending on sales R&D with their new product lines coming out. Ultimately they are integrating the video surveillance market in a way that you are getting a commodity product with a fully integrated product. This company is at the front end of that. However, that and the miss on the EBITDA margins is going to cost them in the short term, so he is going to stay on the sidelines.

Avigilon Corp (AVO-T)
August 15, 2016

(A Top Pick Aug 10/15. Down 16.87%.) Hitting their sales targets, but having a discount to pricing a little too much in some of the cameras. He was a little worried about their cash conversion rate and that they had generated cash flow which is not showing up on the balance sheet, but a lot of that was for the new plant and equipment as well as more spending on sales R&D with their new product lines coming out. Ultimately they are integrating the video surveillance market in a way that you are getting a commodity product with a fully integrated product. This company is at the front end of that. However, that and the miss on the EBITDA margins is going to cost them in the short term, so he is going to stay on the sidelines.

John Zechner
Chairman, J. Zechner & Assoc
Price
$13.350
Owned
Unknown
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