DIRTT Environmental Solutions

DRT-T

Analysis and Opinions about DRT-T

Signal
Opinion
Expert
COMMENT
COMMENT
October 13, 2015

A company that went public a couple of years ago and they had a couple of very, very good quarters. The stock almost doubled very, very quickly. They did a financing, and the next quarter wasn’t as good. Their growth rate and their market niche are looking pretty good. This is a technology company and a lot of people equate it to the building sector. It is related, but it’s more of a tech company in terms of the process involved. A nice, solid, growth company but not cheap. This is one where he would be a little bit cautious, and he does like the company and its potential. For a company that hasn’t been public that long, they have done a pretty good job in execution and financing.

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A company that went public a couple of years ago and they had a couple of very, very good quarters. The stock almost doubled very, very quickly. They did a financing, and the next quarter wasn’t as good. Their growth rate and their market niche are looking pretty good. This is a technology company and a lot of people equate it to the building sector. It is related, but it’s more of a tech company in terms of the process involved. A nice, solid, growth company but not cheap. This is one where he would be a little bit cautious, and he does like the company and its potential. For a company that hasn’t been public that long, they have done a pretty good job in execution and financing.

BUY
BUY
August 25, 2015

Stock had a massive rally last year because it was significantly undervalued. When it was approaching $7-$8 he thought valuation was getting a little long in the tooth, so he eliminated his position. There has been about a 40% correction in the last couple of months so he started buying at around $5.25-$5.30. Valuation is compelling. If you follow estimates, they are able to grow earnings by about 75%, and it is trading at around 16X. Raised about $42 million at around $8, so you buy the stock today 40% below where they raised their $42 million. Stock is weak because of exposure to China, but they have zero exposure there. Also, based in Calgary, so they must have enormous exposure to the energy sector, but that is only about 12% of their revenue. On valuation they are paying 16X earnings with 75% growth. About $80 million net cash on the balance sheet.

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Stock had a massive rally last year because it was significantly undervalued. When it was approaching $7-$8 he thought valuation was getting a little long in the tooth, so he eliminated his position. There has been about a 40% correction in the last couple of months so he started buying at around $5.25-$5.30. Valuation is compelling. If you follow estimates, they are able to grow earnings by about 75%, and it is trading at around 16X. Raised about $42 million at around $8, so you buy the stock today 40% below where they raised their $42 million. Stock is weak because of exposure to China, but they have zero exposure there. Also, based in Calgary, so they must have enormous exposure to the energy sector, but that is only about 12% of their revenue. On valuation they are paying 16X earnings with 75% growth. About $80 million net cash on the balance sheet.

COMMENT
COMMENT
August 19, 2015

A very interesting company. In baseball analogy he would say it is in the 3rd inning of where things are happening. They are in the custom interior business, but have now started to move into healthcare and will be rolling out residential stuff fairly soon. The healthcare market is huge for them, but is something that doesn’t happen overnight. They tend to have fairly lumpy quarters. You have to tuck it away for 18 months, and you will have some ups and downs. If you want to trade it around those periods, you can. A long-term business that is going to grow.

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A very interesting company. In baseball analogy he would say it is in the 3rd inning of where things are happening. They are in the custom interior business, but have now started to move into healthcare and will be rolling out residential stuff fairly soon. The healthcare market is huge for them, but is something that doesn’t happen overnight. They tend to have fairly lumpy quarters. You have to tuck it away for 18 months, and you will have some ups and downs. If you want to trade it around those periods, you can. A long-term business that is going to grow.

TOP PICK
TOP PICK
July 28, 2015

They have innovative 3-D design manufacturing ordering system for basically modular furniture, largely office, but expanding into healthcare, hotels, hospitality and even residential. They have a huge running room ahead of them. Not a cheap stock, but has checked back to below $7 and is looking very good. Thinks there is huge upside from here, given the growth rate that they have.

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They have innovative 3-D design manufacturing ordering system for basically modular furniture, largely office, but expanding into healthcare, hotels, hospitality and even residential. They have a huge running room ahead of them. Not a cheap stock, but has checked back to below $7 and is looking very good. Thinks there is huge upside from here, given the growth rate that they have.

TOP PICK
TOP PICK
July 3, 2015

A technology driven manufacturing technology company that makes customized interiors. This is just at the very beginning of the company taking off. They are building interiors and are in new areas. The 2 new areas are healthcare and the residential market. This is a company where you will see lots of room for them to grow over the next few years. Stock price has pulled back a fair bit, so it really presents a nice opportunity for investors. The numbers tend to be fairly lumpy, so they will have a great quarter followed by a quarter that is not so strong. Expects you will see their 2nd quarter come out. It won’t be as strong as the 1st, but the 3rd and 4th will be fairly strong.

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A technology driven manufacturing technology company that makes customized interiors. This is just at the very beginning of the company taking off. They are building interiors and are in new areas. The 2 new areas are healthcare and the residential market. This is a company where you will see lots of room for them to grow over the next few years. Stock price has pulled back a fair bit, so it really presents a nice opportunity for investors. The numbers tend to be fairly lumpy, so they will have a great quarter followed by a quarter that is not so strong. Expects you will see their 2nd quarter come out. It won’t be as strong as the 1st, but the 3rd and 4th will be fairly strong.

TOP PICK
TOP PICK
May 14, 2015

This is modular furniture, mostly office and commercial at this stage. Have really good 3-D design software, so that not only can you visualize the design right away, you can go right to the manufacturing centre and get it made. Installation is relatively easy and everything is on time and on budget. There is a lot of upside expanding into other segments such as healthcare, hotels and even residential. Growing at 30%-40% a year and trading at a 20X multiple.

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This is modular furniture, mostly office and commercial at this stage. Have really good 3-D design software, so that not only can you visualize the design right away, you can go right to the manufacturing centre and get it made. Installation is relatively easy and everything is on time and on budget. There is a lot of upside expanding into other segments such as healthcare, hotels and even residential. Growing at 30%-40% a year and trading at a 20X multiple.

BUY
BUY
April 6, 2015

They had a record quarter and are up 80%+ since January. It is actual organic top line earnings growth. He scaled back because the stock has done so well. Their Q1 is strong, but not as strong as Q4 when they shot the lights out. They have a large fixed cost base for manufacturing and each increase in business is pure profit.

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They had a record quarter and are up 80%+ since January. It is actual organic top line earnings growth. He scaled back because the stock has done so well. Their Q1 is strong, but not as strong as Q4 when they shot the lights out. They have a large fixed cost base for manufacturing and each increase in business is pure profit.

BUY
BUY
March 23, 2015

When a stock is parabolic like this it is difficult to say ‘get out’ so just peel off a bit every time it goes up. 20% or a third each time. If it breaks down then get out.

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When a stock is parabolic like this it is difficult to say ‘get out’ so just peel off a bit every time it goes up. 20% or a third each time. If it breaks down then get out.

TOP PICK
TOP PICK
January 20, 2015

They do office customization including customized glass, drywall for hospitals. For offices, such as Google and Netflix, they customize to make them look really cool. One of the few organic growth stories in Canada. Organically growing their revenue by over 25%. Thinks they will earn about $0.20 this year and visibility is $0.30 next year. Just starting to hit the point where they are utilizing enough of their plant to get more margins, so there is potential they will exceed 50% EBITDA margins this year. Bidding on some contracts in Singapore and a few other countries. A huge play on the build out of the US housing market and office space. A cheap stock.

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They do office customization including customized glass, drywall for hospitals. For offices, such as Google and Netflix, they customize to make them look really cool. One of the few organic growth stories in Canada. Organically growing their revenue by over 25%. Thinks they will earn about $0.20 this year and visibility is $0.30 next year. Just starting to hit the point where they are utilizing enough of their plant to get more margins, so there is potential they will exceed 50% EBITDA margins this year. Bidding on some contracts in Singapore and a few other countries. A huge play on the build out of the US housing market and office space. A cheap stock.

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