Firstservice Corp
FSV-T
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FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
Mainly in property management. Likes that they're capital-light and low capex. Can generate enough cash flow to grow. Acquire a lot of smaller companies in their sector. 25x forward earnings so not cheap, but they execute well. Managers own 20% of shares. (0.7% dividend, Analysts' price target: $108.49)
Mainly in property management. Likes that they're capital-light and low capex. Can generate enough cash flow to grow. Acquire a lot of smaller companies in their sector. 25x forward earnings so not cheap, but they execute well. Managers own 20% of shares. (0.7% dividend, Analysts' price target: $108.49)
One of the top capital allocators. Valuation is stretched. They continue to growth organically. Lots of recurring business. They dominate the apartments management side of things. He will hold to it. Strong company. It is a little sensitive to the economy, so you have to watch for that.
One of the top capital allocators. Valuation is stretched. They continue to growth organically. Lots of recurring business. They dominate the apartments management side of things. He will hold to it. Strong company. It is a little sensitive to the economy, so you have to watch for that.
Great Canadian company. California Closets, College Pro Painters are some of their brands. They are also in the property management business. It is a very capital light business with no fixed assets. Generate very high free cash flows. Very good story in the US. The one thing to worry is their labor costs but hey execute extremely well. (Analysts’ price target is $109.26)
Great Canadian company. California Closets, College Pro Painters are some of their brands. They are also in the property management business. It is a very capital light business with no fixed assets. Generate very high free cash flows. Very good story in the US. The one thing to worry is their labor costs but hey execute extremely well. (Analysts’ price target is $109.26)
This is a company you do not have to worry about. They have done great acquisitions and management is excellent. You can continue to own it forever.
This is a company you do not have to worry about. They have done great acquisitions and management is excellent. You can continue to own it forever.
Two divisions in real estate: property magnament and brands like California Closets and Paul Davis. They manage condos, mostly in gated communities in the U.S. There's little capex, but a lot of free cash flow. They've done well with acquisitions and enjoyed earnings growth with good EBIT margins. (Analysts' price target: $95.22)
Two divisions in real estate: property magnament and brands like California Closets and Paul Davis. They manage condos, mostly in gated communities in the U.S. There's little capex, but a lot of free cash flow. They've done well with acquisitions and enjoyed earnings growth with good EBIT margins. (Analysts' price target: $95.22)
Great Canadian company. California Closets, College Pro Painters are some of their brands. They are also in the property management business. Stock trades at 28 times earnings but it is a very capital light business with no fixed assets. Generate very high free cash flows. Very good story in the US. (Analysts’ price target is $94.75)
Great Canadian company. California Closets, College Pro Painters are some of their brands. They are also in the property management business. Stock trades at 28 times earnings but it is a very capital light business with no fixed assets. Generate very high free cash flows. Very good story in the US. (Analysts’ price target is $94.75)
He has a large holding in this. Operationally the company has done well, but the multiple is not cheap. He will continue to hold.
He has a large holding in this. Operationally the company has done well, but the multiple is not cheap. He will continue to hold.
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