Solium Capital Inc (SUM-T) Stock Predictions - Stockchase
WATCH LIST
15
Solium Capital Inc (SUM-T)

ON STOCKCHASE SINCE Feb 2013

 

communications/media

Solium Capital Inc

SUM-T

10 watching          
Join the Discussion

Solium Capital Inc (SUM-T) SAVE Feb, 16, 2019, 5:58 am

19.12 0.03 (0.16%)

What the experts are saying about SUM-T



  • All
  • Filtered
Signal Opinion Expert
HOLD
Solium Capital Inc(SUM-T) 

February 11, 2019

If you buy it today, it is getting acquired and you get some cash. It serves stock option plans.
communications/media
0 0 0 0 0
0 comments
If you buy it today, it is getting acquired and you get some cash. It serves stock option plans.
communications/media
0 0 0 0 0
0 comments
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$19.100
Owned Owned
Unknown

BUY
Solium Capital Inc(SUM-T) 

January 28, 2019

Managed software for employee stock purchase programs. They are the world leaders. It is his fifth biggest position. You are going to see recurring revenues ramp up over the next year or two. Profit margins are increasing also. They are reasonably priced. They will continue to grow.
communications/media
0 0 0 0 0
0 comments
Managed software for employee stock purchase programs. They are the world leaders. It is his fifth biggest position. You are going to see recurring revenues ramp up over the next year or two. Profit margins are increasing also. They are reasonably priced. They will continue to grow.
communications/media
0 0 0 0 0
0 comments
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$13.190
Owned Owned
Yes

TOP PICK

A software platform with large cap clients.  They manage employee stock purchase, stock option plans and share buybacks for publicly traded companies.  Sales are growing rapidly.  They have a high level of recurring revenue.  The upside is huge here.  (Analysts’ target: $12.91).

communications/media
0 0 0 0 0
0 comments

A software platform with large cap clients.  They manage employee stock purchase, stock option plans and share buybacks for publicly traded companies.  Sales are growing rapidly.  They have a high level of recurring revenue.  The upside is huge here.  (Analysts’ target: $12.91).

communications/media
0 0 0 0 0
0 comments
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$12.050
Owned Owned
Yes

COMMENT
Solium Capital Inc(SUM-T) 

October 16, 2015

Basically provide a lot of employee benefits, particularly with regards to stock options, etc. They advised they were expanding into Australia and the UK and that expenses would go up. Earnings are expected to grow from $.21 to $.28 however you already have a 26X PE. If they are successful, they will have a 12% ROE. 14% growth against a pretty high PE for next year is why the stock is marking time. Expects there will be a continuation of the sideways move for another 6-12 months.

communications/media
0 0 0 0 0
0 comments

Basically provide a lot of employee benefits, particularly with regards to stock options, etc. They advised they were expanding into Australia and the UK and that expenses would go up. Earnings are expected to grow from $.21 to $.28 however you already have a 26X PE. If they are successful, they will have a 12% ROE. 14% growth against a pretty high PE for next year is why the stock is marking time. Expects there will be a continuation of the sideways move for another 6-12 months.

communications/media
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$7.310
Owned Owned
No

HOLD

Has owned this 3 times off and on over the last 3 years. Just reported and the ROE is just a little bit lower than where his threshold is. He is looking for 20% growth and this is growing at 17%, which is still not bad for a lot of people.

communications/media
0 0 0 0 0
0 comments

Has owned this 3 times off and on over the last 3 years. Just reported and the ROE is just a little bit lower than where his threshold is. He is looking for 20% growth and this is growing at 17%, which is still not bad for a lot of people.

communications/media
0 0 0 0 0
0 comments
Jason Donville

President , Donville Kent Asset ...

Price Price
$7.180
Owned Owned
Unknown

DON'T BUY
Solium Capital Inc(SUM-T) 

December 22, 2014

He has a small Short position. It is really more of a quantitatively driven Short. Earnings estimates, on a go-forward basis, have shown negative momentum. Had a good run in Canada on benefit processing and things like that, and are trying to do the same in the US, which is a much more competitive marketplace. Thinks there is more risk to the name then upside.

communications/media
0 0 0 0 0
0 comments

He has a small Short position. It is really more of a quantitatively driven Short. Earnings estimates, on a go-forward basis, have shown negative momentum. Had a good run in Canada on benefit processing and things like that, and are trying to do the same in the US, which is a much more competitive marketplace. Thinks there is more risk to the name then upside.

communications/media
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$7.220
Owned Owned
Yes

COMMENT
Solium Capital Inc(SUM-T) 

November 10, 2014

Software as a service with a high recurring revenue model. Just reported their earnings and people were disappointed. They were down 29% year-over-year. Expanding into other markets. Earnings estimates have been revised downwards by about 4% in the last 90 days. PE is 28X for 2015 as opposed to 24X. Thinks the stock will mark time as people wait for coming quarters to see if there is any improvement.

communications/media
0 0 0 0 0
0 comments

Software as a service with a high recurring revenue model. Just reported their earnings and people were disappointed. They were down 29% year-over-year. Expanding into other markets. Earnings estimates have been revised downwards by about 4% in the last 90 days. PE is 28X for 2015 as opposed to 24X. Thinks the stock will mark time as people wait for coming quarters to see if there is any improvement.

communications/media
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$7.340
Owned Owned
Unknown

HOLD
Solium Capital Inc(SUM-T) 

August 6, 2014

Reported good earnings yesterday. Has a very interesting service, equity planning for major corporations.

communications/media
0 0 0 0 0
0 comments

Reported good earnings yesterday. Has a very interesting service, equity planning for major corporations.

communications/media
0 0 0 0 0
0 comments
Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$7.710
Owned Owned
Yes

DON'T BUY
Solium Capital Inc(SUM-T) 

April 21, 2014

Sold most of his holdings after their big run. They are trying to move into the US. On a valuation basis, he thinks it is pretty extended here. He also sees the growth slowing. A highly competitive business in the US.

communications/media
0 0 0 0 0
0 comments

Sold most of his holdings after their big run. They are trying to move into the US. On a valuation basis, he thinks it is pretty extended here. He also sees the growth slowing. A highly competitive business in the US.

communications/media
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$6.840
Owned Owned
Yes

HOLD
Solium Capital Inc(SUM-T) 

March 18, 2014

His only concern with this is valuation. ROE is quite high, but the stock is now trading in the 22-23 times earnings range, which is getting pricey. Reporting this week and he expects a good quarter. When stocks get trading up in the $20s X earnings, he likes to try to find that same level of growth at a more reasonable price. Has been trimming of late because of valuation.

communications/media
0 0 0 0 0
0 comments

His only concern with this is valuation. ROE is quite high, but the stock is now trading in the 22-23 times earnings range, which is getting pricey. Reporting this week and he expects a good quarter. When stocks get trading up in the $20s X earnings, he likes to try to find that same level of growth at a more reasonable price. Has been trimming of late because of valuation.

communications/media
0 0 0 0 0
0 comments
Jason Donville

President , Donville Kent Asset ...

Price Price
$7.870
Owned Owned
Yes

PARTIAL SELL
Solium Capital Inc(SUM-T) 

December 19, 2013

If you continue to come out with good earnings then people will continue to pay you a good multiple.  You should take some money off the table if you have had a good run but keep it as a core position.  5 or 6% in a stock is where you take some off the table.  $8 is fully valued.

communications/media
0 0 0 0 0
0 comments

If you continue to come out with good earnings then people will continue to pay you a good multiple.  You should take some money off the table if you have had a good run but keep it as a core position.  5 or 6% in a stock is where you take some off the table.  $8 is fully valued.

communications/media
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$7.840
Owned Owned
Unknown

COMMENT
Solium Capital Inc(SUM-T) 

August 22, 2013

Software services. Best-of-breed technology in Canada, US and the UK and are being invited into Australia. Has a great long-term track record. The correction for the last quarter was when they made an acquisition where costs were higher than what was expected.

communications/media
0 0 0 0 0
0 comments

Software services. Best-of-breed technology in Canada, US and the UK and are being invited into Australia. Has a great long-term track record. The correction for the last quarter was when they made an acquisition where costs were higher than what was expected.

communications/media
0 0 0 0 0
0 comments
Jason Donville

President , Donville Kent Asset ...

Price Price
$5.630
Owned Owned
Yes

PARTIAL BUY

He doesn’t have a huge position but is building one. They basically work in the financial services world of managing employee-share ownership plans, etc. Very complex business and the software programming that allows this to be done is really their strength. World-class software company. Getting quite entrenched in the UK, US and Canada. Have been invited into Australia. ROE is very strong. Don’t chase this one, start accumulating.

communications/media
0 0 0 0 0
0 comments

He doesn’t have a huge position but is building one. They basically work in the financial services world of managing employee-share ownership plans, etc. Very complex business and the software programming that allows this to be done is really their strength. World-class software company. Getting quite entrenched in the UK, US and Canada. Have been invited into Australia. ROE is very strong. Don’t chase this one, start accumulating.

communications/media
0 0 0 0 0
0 comments
Jason Donville

President , Donville Kent Asset ...

Price Price
$4.800
Owned Owned
Yes

COMMENT

Has done a little bit of work on this but is not an expert on it as yet. Really likes what they are doing in terms of third-party pension administration. Companies are outsourcing all sorts of administrative issues. They don’t need a whole lot of capital, because it is a service business. Stock has done very well and the numbers have been rock solid. A little expensive, but investors are anticipating a wave of outsourcing going to this company.

communications/media
0 0 0 0 0
0 comments

Has done a little bit of work on this but is not an expert on it as yet. Really likes what they are doing in terms of third-party pension administration. Companies are outsourcing all sorts of administrative issues. They don’t need a whole lot of capital, because it is a service business. Stock has done very well and the numbers have been rock solid. A little expensive, but investors are anticipating a wave of outsourcing going to this company.

communications/media
0 0 0 0 0
0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$3.910
Owned Owned
No

TOP PICK
Solium Capital Inc(SUM-T) 

February 1, 2013

Provides services for administration and execution of equity-based incentive programs. High earnings and 62% recurring revenue. 28% return on equity on a trailing basis. 9% free cash flow yield on Q4 trailing basis. Trades at 9.4X EBITDA. Sales have grown 40% per year for the last 3 years. This is one you Buy, throw it in a box and wake up happy 1-2 years into the future.

communications/media
0 0 0 0 0
0 comments

Provides services for administration and execution of equity-based incentive programs. High earnings and 62% recurring revenue. 28% return on equity on a trailing basis. 9% free cash flow yield on Q4 trailing basis. Trades at 9.4X EBITDA. Sales have grown 40% per year for the last 3 years. This is one you Buy, throw it in a box and wake up happy 1-2 years into the future.

communications/media
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$3.800
Owned Owned
Yes

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