Logistec Corp

LGT.B-T

Analysis and Opinions about LGT.B-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 12, 2019
Marine cargo handling and environmental services. Both are doing very well. They stumbled on integration of an acquisition last year but those problems are largely behind them.
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Logistec Corp (LGT.B-T)
December 12, 2019
Marine cargo handling and environmental services. Both are doing very well. They stumbled on integration of an acquisition last year but those problems are largely behind them.
PAST TOP PICK
PAST TOP PICK
September 25, 2017

(Top Pick Sep 22/16, Up 6%) Their volume of containers has expanded significantly. Their environmental business has record backlogs. It is a great entry point and he has been buying more. Very high barriers to entry. It is an infrastructure pay on two fronts.

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Logistec Corp (LGT.B-T)
September 25, 2017

(Top Pick Sep 22/16, Up 6%) Their volume of containers has expanded significantly. Their environmental business has record backlogs. It is a great entry point and he has been buying more. Very high barriers to entry. It is an infrastructure pay on two fronts.

PAST TOP PICK
PAST TOP PICK
March 22, 2017

(A Top Pick March 22/16. Down 9%.) This has been one of his biggest winners over the last 10 years, going from $8 to $70. However, it has been treading water for the last 2 years or so. Last year was rough with marine cargo volumes being down. They’ve expanded some operations, so costs went up. Also, had a terrible fire in Georgia, which basically had them shut down for almost a year. Just came out with a very, very strong 4th quarter and announced some acquisitions and new contracts. In 2017 you are going to see this get back on the path of growing their top and bottom lines. This is still a Buy.

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Logistec Corp (LGT.B-T)
March 22, 2017

(A Top Pick March 22/16. Down 9%.) This has been one of his biggest winners over the last 10 years, going from $8 to $70. However, it has been treading water for the last 2 years or so. Last year was rough with marine cargo volumes being down. They’ve expanded some operations, so costs went up. Also, had a terrible fire in Georgia, which basically had them shut down for almost a year. Just came out with a very, very strong 4th quarter and announced some acquisitions and new contracts. In 2017 you are going to see this get back on the path of growing their top and bottom lines. This is still a Buy.

TOP PICK
TOP PICK
September 22, 2016

Pure infrastructure in ports and environmental services. They repair water pipes. Sales are growing at double digit rates. It has gone up 8 fold in the last 10 years. It came down last year. It is a great time to accumulate it. A very well managed company.

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Logistec Corp (LGT.B-T)
September 22, 2016

Pure infrastructure in ports and environmental services. They repair water pipes. Sales are growing at double digit rates. It has gone up 8 fold in the last 10 years. It came down last year. It is a great time to accumulate it. A very well managed company.

BUY
BUY
April 28, 2016

(Market Call Minute) Brilliantly run.

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Logistec Corp (LGT.B-T)
April 28, 2016

(Market Call Minute) Brilliantly run.

TOP PICK
TOP PICK
March 22, 2016

His longest held position. It pulled back a little recently as they doubled the size of their Montreal container handling facility.

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Logistec Corp (LGT.B-T)
March 22, 2016

His longest held position. It pulled back a little recently as they doubled the size of their Montreal container handling facility.

BUY
BUY
December 17, 2015

A great opportunity to buy it now that it has come down. Their Aqua Liner business is gaining huge traction. They just doubled their container facilities in Montreal and one of their biggest customers is a marine cargo customer.

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Logistec Corp (LGT.B-T)
December 17, 2015

A great opportunity to buy it now that it has come down. Their Aqua Liner business is gaining huge traction. They just doubled their container facilities in Montreal and one of their biggest customers is a marine cargo customer.

BUY
BUY
June 18, 2015

He has owned for 9 years now. It is one of his biggest winners. They are doubling their container facility in the port of Montreal. Their pipe lining company has exploded. The stock has been re-valued.

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He has owned for 9 years now. It is one of his biggest winners. They are doubling their container facility in the port of Montreal. Their pipe lining company has exploded. The stock has been re-valued.

HOLD
HOLD
June 12, 2015

A port operator on the Eastern seaboard that owns and operates a number of ports in Eastern Canada and the US. They are beneficiaries of increasing global trade. These assets, that are considered infrastructure types, are becoming more and more valuable as more institutional investors look to own these types of businesses. Trades at 12-13 times enterprise value to EBITDA, so not particularly cheap. However, for an asset of that quality and a company that has had very steady earnings growth over time, it is probably warranted.

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A port operator on the Eastern seaboard that owns and operates a number of ports in Eastern Canada and the US. They are beneficiaries of increasing global trade. These assets, that are considered infrastructure types, are becoming more and more valuable as more institutional investors look to own these types of businesses. Trades at 12-13 times enterprise value to EBITDA, so not particularly cheap. However, for an asset of that quality and a company that has had very steady earnings growth over time, it is probably warranted.

BUY
BUY
April 27, 2015

One of his largest holdings for 9 years. Used to be dirt cheap and growing and is now revalued as an infrastructure stock. They have some huge projects to expand their container facility in Montreal. Well warranted valuation. 15 times forward earnings. Buy it and put it away.

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Logistec Corp (LGT.B-T)
April 27, 2015

One of his largest holdings for 9 years. Used to be dirt cheap and growing and is now revalued as an infrastructure stock. They have some huge projects to expand their container facility in Montreal. Well warranted valuation. 15 times forward earnings. Buy it and put it away.

BUY
BUY
December 16, 2014

One of his oldest holdings. One of his best performers and biggest overall position. Marine cargo handling in eastern North America and an environmental business to line water pipes without ripping up a whole city street. Doing a huge expansion of their Montreal port. Sees very good growth ahead. It is fairly illiquid.

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Logistec Corp (LGT.B-T)
December 16, 2014

One of his oldest holdings. One of his best performers and biggest overall position. Marine cargo handling in eastern North America and an environmental business to line water pipes without ripping up a whole city street. Doing a huge expansion of their Montreal port. Sees very good growth ahead. It is fairly illiquid.

HOLD
HOLD
November 7, 2014

Whenever he looks at stocks, he wants to know if they are basing, topping or trending. This is an example of a trending stock, higher highs and lower lows. If you are Long the stock, you should stay in it.

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Logistec Corp (LGT.B-T)
November 7, 2014

Whenever he looks at stocks, he wants to know if they are basing, topping or trending. This is an example of a trending stock, higher highs and lower lows. If you are Long the stock, you should stay in it.

STRONG BUY
STRONG BUY
July 29, 2014

(Market Call Minute.) Terminal operator. Great company and good cash flow. Good valuation. Definitely a Buy.

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(Market Call Minute.) Terminal operator. Great company and good cash flow. Good valuation. Definitely a Buy.

COMMENT
COMMENT
July 22, 2014

Owns and operates port assets. Has gotten a little more expensive. Not followed by many people and is a pretty darn good business.

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Owns and operates port assets. Has gotten a little more expensive. Not followed by many people and is a pretty darn good business.

COMMENT
COMMENT
April 22, 2014

Involved basically in loading cargo at ports. Have a very good position in North America. If you believe the economy is going to get better and more and more trade is going to be happening from Canada and the US, this would be a big beneficiary of that. Sold his holdings 3 or 4 months ago because it had gone up a lot and he took profits. Tightly controlled by a small number of investors so is not very liquid.

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Logistec Corp (LGT.B-T)
April 22, 2014

Involved basically in loading cargo at ports. Have a very good position in North America. If you believe the economy is going to get better and more and more trade is going to be happening from Canada and the US, this would be a big beneficiary of that. Sold his holdings 3 or 4 months ago because it had gone up a lot and he took profits. Tightly controlled by a small number of investors so is not very liquid.

Showing 1 to 15 of 17 entries

Logistec Corp(LGT.B-T) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Logistec Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Logistec Corp(LGT.B-T) Frequently Asked Questions

What is Logistec Corp stock symbol?

Logistec Corp is a Canadian stock, trading under the symbol LGT.B-T on the Toronto Stock Exchange (LGT-B-CT). It is usually referred to as TSX:LGT.B or LGT.B-T

Is Logistec Corp a buy or a sell?

In the last year, there was no coverage of Logistec Corp published on Stockchase.

Is Logistec Corp a good investment or a top pick?

Logistec Corp was recommended as a Top Pick by Stephen Takacsy, B. Eng, MBA on 2019-12-12. Read the latest stock experts ratings for Logistec Corp.

Why is Logistec Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Logistec Corp worth watching?

0 stock analysts on Stockchase covered Logistec Corp In the last year. It is a trending stock that is worth watching.

What is Logistec Corp stock price?

On 2020-09-28, Logistec Corp (LGT.B-T) stock closed at a price of $34.9.