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
PAST TOP PICK
PAST TOP PICK
July 22, 2016

(A Top Pick Aug 10/15. Down 19.24%.) He likes where it is positioned. A competitor was taken out at about 20X earnings. What he thinks they do better at than everybody else is integrating their systems more, and giving more security. What has hurt in the last couple of years is that they built a new facility in the US, and it has been ramping up. While they have been doing that they have been spending a lot of money without seeing any results, so margins came under pressure and they missed a little on their earnings.

Avigilon Corp (AVO-T)
July 22, 2016

(A Top Pick Aug 10/15. Down 19.24%.) He likes where it is positioned. A competitor was taken out at about 20X earnings. What he thinks they do better at than everybody else is integrating their systems more, and giving more security. What has hurt in the last couple of years is that they built a new facility in the US, and it has been ramping up. While they have been doing that they have been spending a lot of money without seeing any results, so margins came under pressure and they missed a little on their earnings.

John Zechner
Chairman, J. Zechner & Assoc
Price
$12.980
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 20, 2016

(A Top Pick Aug 10/15. Down 16.56%.) The issue has been a worry that security cameras and software products are becoming commoditized. He doesn’t think that is completely right. Security cameras are doing so much more than they used to, so people are paying more for them. The problem in the last year is that they have been building a new plant in Texas that has used up a lot of cash. Thinks the market is still positioned to grow aggressively.

Avigilon Corp (AVO-T)
June 20, 2016

(A Top Pick Aug 10/15. Down 16.56%.) The issue has been a worry that security cameras and software products are becoming commoditized. He doesn’t think that is completely right. Security cameras are doing so much more than they used to, so people are paying more for them. The problem in the last year is that they have been building a new plant in Texas that has used up a lot of cash. Thinks the market is still positioned to grow aggressively.

John Zechner
Chairman, J. Zechner & Assoc
Price
$13.190
Owned
Yes
SELL
SELL
May 12, 2016

(Market Call Minute) They continue to disappoint and just missed their quarter. No consistency in earnings.

(Market Call Minute) They continue to disappoint and just missed their quarter. No consistency in earnings.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$13.900
Owned
Unknown
DON'T BUY
DON'T BUY
April 27, 2016

The market hates a lot of things about the CEO. Has been a lot of turnover in the executive ranks. The product, high definition security cameras, seems to be good. What do you do when you have a CEO that doesn’t seem to care what everybody thinks? He would probably give this a pass.

Avigilon Corp (AVO-T)
April 27, 2016

The market hates a lot of things about the CEO. Has been a lot of turnover in the executive ranks. The product, high definition security cameras, seems to be good. What do you do when you have a CEO that doesn’t seem to care what everybody thinks? He would probably give this a pass.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$16.300
Owned
No
SPECULATIVE BUY
SPECULATIVE BUY
April 25, 2016

A camera company. HiDef surveillance equipment. Some people love the CEO. He is applauded south of the boarder, but not so much here. It is a bet on management. The market wants to see earnings leverage. They have margins that are not falling to the bottom line.

Avigilon Corp (AVO-T)
April 25, 2016

A camera company. HiDef surveillance equipment. Some people love the CEO. He is applauded south of the boarder, but not so much here. It is a bet on management. The market wants to see earnings leverage. They have margins that are not falling to the bottom line.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$16.900
Owned
Unknown
COMMENT
COMMENT
April 18, 2016

There was a bit of a gap up in Feb-March which puts a floor in at $14.25. This is also above the 200 day which is really good, but it can come back down. He has an upside target of $17.50, but not a lot higher from here. It scores really high on its overall ranking in its peer group.

Avigilon Corp (AVO-T)
April 18, 2016

There was a bit of a gap up in Feb-March which puts a floor in at $14.25. This is also above the 200 day which is really good, but it can come back down. He has an upside target of $17.50, but not a lot higher from here. It scores really high on its overall ranking in its peer group.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$16.320
Owned
Unknown
COMMENT
COMMENT
April 13, 2016

High-definition video cameras. Ranks fairly strong, both fundamentally and from a technical basis. They are really driving hard to get to $500 million in revenues, and thinks they are going to achieve it. He would be surprised if they come out with a dividend anytime soon. They are probably more likely to do a share buyback versus a dividend. Had owned this in the past.

Avigilon Corp (AVO-T)
April 13, 2016

High-definition video cameras. Ranks fairly strong, both fundamentally and from a technical basis. They are really driving hard to get to $500 million in revenues, and thinks they are going to achieve it. He would be surprised if they come out with a dividend anytime soon. They are probably more likely to do a share buyback versus a dividend. Had owned this in the past.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$16.180
Owned
No
HOLD
HOLD
March 29, 2016

Still has a small Short on this, but thinks most of the optimistic growth analysts’ projections are out of the stock. There are more realistic projections now.

Avigilon Corp (AVO-T)
March 29, 2016

Still has a small Short on this, but thinks most of the optimistic growth analysts’ projections are out of the stock. There are more realistic projections now.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$14.570
Owned
Yes
WATCH
WATCH
March 16, 2016

He looks at seasonality. Sometimes it gets skewed forward or pushed out. We have a recent base. Some of the indicators are turning down right now.

Avigilon Corp (AVO-T)
March 16, 2016

He looks at seasonality. Sometimes it gets skewed forward or pushed out. We have a recent base. Some of the indicators are turning down right now.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$14.590
Owned
Unknown
COMMENT
COMMENT
March 15, 2016

Has gone through a corrective period and has based out over the last 6 months. Technically it is starting to improve. He likes the space in general. Earnings on this are likely to be up about 50% this year, and another 25% the following year. Wouldn’t have a problem owning this.

Avigilon Corp (AVO-T)
March 15, 2016

Has gone through a corrective period and has based out over the last 6 months. Technically it is starting to improve. He likes the space in general. Earnings on this are likely to be up about 50% this year, and another 25% the following year. Wouldn’t have a problem owning this.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$14.440
Owned
Unknown
COMMENT
COMMENT
March 10, 2016

Chart shows that we have been in a downtrend since early 2014. There was a false breakout in late 2014, but then hit the downward trend line again and failed. Right now the stock is consolidating, which is very positive because you are no longer making lower highs and lower lows. This needs to get through $15. If $15 is broken, wait a couple of weeks, preferably 3, and then you can step in comfortably.

Avigilon Corp (AVO-T)
March 10, 2016

Chart shows that we have been in a downtrend since early 2014. There was a false breakout in late 2014, but then hit the downward trend line again and failed. Right now the stock is consolidating, which is very positive because you are no longer making lower highs and lower lows. This needs to get through $15. If $15 is broken, wait a couple of weeks, preferably 3, and then you can step in comfortably.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$14.900
Owned
Unknown
BUY
BUY
March 3, 2016

Just came out with quite strong earnings. Beat revenues by a good margin as well as beating earnings expectations. The 2nd quarter in a row they have done this. They have been in the doghouse for a while. Have always had really good growth and a very strong balance sheet. Lots of cash on the balance sheet. Security systems they offer are said to be better than their competitors. Not very expensive.

Avigilon Corp (AVO-T)
March 3, 2016

Just came out with quite strong earnings. Beat revenues by a good margin as well as beating earnings expectations. The 2nd quarter in a row they have done this. They have been in the doghouse for a while. Have always had really good growth and a very strong balance sheet. Lots of cash on the balance sheet. Security systems they offer are said to be better than their competitors. Not very expensive.

Ryan Modesto
Managing Partner, 5i Research
Price
$15.110
Owned
No
WAIT
WAIT
February 24, 2016

(Market Call Minute.) He is watching this from a technical standpoint. He would like to see it improve before getting into it.

Avigilon Corp (AVO-T)
February 24, 2016

(Market Call Minute.) He is watching this from a technical standpoint. He would like to see it improve before getting into it.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$12.410
Owned
No
DON'T BUY
DON'T BUY
January 8, 2016

Doesn’t really like this story. Have a great product and earnings have been there, but there have been a number of changes in the CFO role over the last few years. That is always a cause for concern. Management has guided sometimes and then missed by quite a bit. Has been very, very volatile. Doesn’t think they have enough visibility. Management bought a building in Vancouver, and thinks they should be sticking with what they do instead. Too many red flags in this story.

Avigilon Corp (AVO-T)
January 8, 2016

Doesn’t really like this story. Have a great product and earnings have been there, but there have been a number of changes in the CFO role over the last few years. That is always a cause for concern. Management has guided sometimes and then missed by quite a bit. Has been very, very volatile. Doesn’t think they have enough visibility. Management bought a building in Vancouver, and thinks they should be sticking with what they do instead. Too many red flags in this story.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$12.910
Owned
No
COMMENT
COMMENT
December 18, 2015

Chart shows a downward trend from the beginning of 2014. There was consolidation back in late 2014 which didn’t last. Went back into its downtrend. It failed to find support over the past 2 years. That would worry him. He would want to see the current short term downtrend broken.

Avigilon Corp (AVO-T)
December 18, 2015

Chart shows a downward trend from the beginning of 2014. There was consolidation back in late 2014 which didn’t last. Went back into its downtrend. It failed to find support over the past 2 years. That would worry him. He would want to see the current short term downtrend broken.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$13.520
Owned
Unknown
Showing 31 to 45 of 143 entries