People Corp.

PEO-X

Analysis and Opinions about PEO-X

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 24, 2019
(A Top Pick Apr 24/18, Up 21%) Organic growth is 9-11% annually for the least few years, excluding acquisitions. Impressive. They just had a great quarter. They're doing the right things and setting themselves up to be the premiere benefits company.
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People Corp. (PEO-X)
July 24, 2019
(A Top Pick Apr 24/18, Up 21%) Organic growth is 9-11% annually for the least few years, excluding acquisitions. Impressive. They just had a great quarter. They're doing the right things and setting themselves up to be the premiere benefits company.
BUY
BUY
March 29, 2019
They are a human resources consulting company. They buy smaller companies. They have done a good job and have made profitable acquisitions. There is not a lot of liquidity. He likes the name. This could be one of the nice under the radar names.
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People Corp. (PEO-X)
March 29, 2019
They are a human resources consulting company. They buy smaller companies. They have done a good job and have made profitable acquisitions. There is not a lot of liquidity. He likes the name. This could be one of the nice under the radar names.
PAST TOP PICK
PAST TOP PICK
February 27, 2019
(A Top Pick Apr 24/18, Up 9%) Not followed much, but he stands by this stock. A great business plan that managers have executed. A growth by acquisition story that has tripled its market cap to $500 million since he bought it. They do HR, admin and consulting. Done a great job integrating purchases. Their runway is long. Think it'll hit $10-15 in 4-5 years or bought out by a lifeco.
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People Corp. (PEO-X)
February 27, 2019
(A Top Pick Apr 24/18, Up 9%) Not followed much, but he stands by this stock. A great business plan that managers have executed. A growth by acquisition story that has tripled its market cap to $500 million since he bought it. They do HR, admin and consulting. Done a great job integrating purchases. Their runway is long. Think it'll hit $10-15 in 4-5 years or bought out by a lifeco.
HOLD
HOLD
May 2, 2018

They are successful at making smaller acquisitions and they provide great service to their customers. Insiders own a lot of the stock. They have consistently made strong earnings and the company continues to do well. Their end-game is likely to become acquired by a larger fish. It is not cheap at these levels. He would continue to own it for another 3-5 years, if you hold it now.

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They are successful at making smaller acquisitions and they provide great service to their customers. Insiders own a lot of the stock. They have consistently made strong earnings and the company continues to do well. Their end-game is likely to become acquired by a larger fish. It is not cheap at these levels. He would continue to own it for another 3-5 years, if you hold it now.

TOP PICK
TOP PICK
April 24, 2018

An HR company that outscources third-party admin of benefits for companies. They also sell insurance. They are growing by acquisition in both businesses. They've spent $80 million since 2015 in acquisitions. But the best thing is they cross-sell different products within their divisions. They are growing organically and putting up some great numbers. Attactive valuation. (Analysts' price target $8.88)

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People Corp. (PEO-X)
April 24, 2018

An HR company that outscources third-party admin of benefits for companies. They also sell insurance. They are growing by acquisition in both businesses. They've spent $80 million since 2015 in acquisitions. But the best thing is they cross-sell different products within their divisions. They are growing organically and putting up some great numbers. Attactive valuation. (Analysts' price target $8.88)

COMMENT
COMMENT
November 24, 2017

A big provider of group benefits, focused on small and medium-sized businesses. A good free cash flow business. Earnings will never particularly look good on gap accounting, but the cash generation is very real. The niche they have carved out for themselves is quite good. The macro space is very positive. Very capable management.

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People Corp. (PEO-X)
November 24, 2017

A big provider of group benefits, focused on small and medium-sized businesses. A good free cash flow business. Earnings will never particularly look good on gap accounting, but the cash generation is very real. The niche they have carved out for themselves is quite good. The macro space is very positive. Very capable management.

BUY
BUY
August 25, 2017

It ranks okay in the model. He likes what they are doing. Earnings are going up and they surprised last quarter to the upside. It has a steep PE, but against a 15% ROE it looks attractive. Management knows what they are doing.

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People Corp. (PEO-X)
August 25, 2017

It ranks okay in the model. He likes what they are doing. Earnings are going up and they surprised last quarter to the upside. It has a steep PE, but against a 15% ROE it looks attractive. Management knows what they are doing.

BUY
BUY
August 22, 2017

An employee benefits consulting company. It does not require a lot of capital. They have made some nice tuck in acquisitions. It is up 40-60%+ in the in the past year. He sees it as an acquisition target. It is thinly traded, but now more investors will start to pay attention to it because of its increased market cap. It is one of his favourite stocks.

Show full opinionHide full opinion
People Corp. (PEO-X)
August 22, 2017

An employee benefits consulting company. It does not require a lot of capital. They have made some nice tuck in acquisitions. It is up 40-60%+ in the in the past year. He sees it as an acquisition target. It is thinly traded, but now more investors will start to pay attention to it because of its increased market cap. It is one of his favourite stocks.

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