Onex Corp

ONEX-T

TSE:ONEX

88.20
0.80 (0.90%)
Onex Corporation is a private equity investment firm and holding company based out of Toronto, Ontario. As of 2016, the firm has over $22 billion of assets under management.
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Analysis and Opinions about ONEX-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 12, 2011
(A Top Pick Dec 7/10. Up 18.83%.) Best time to find great opportunities with low interest rates and distressed assets. Expect there will be a flurry of activity in the next couple of years.
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Onex Corp (ONEX-T)
December 12, 2011
(A Top Pick Dec 7/10. Up 18.83%.) Best time to find great opportunities with low interest rates and distressed assets. Expect there will be a flurry of activity in the next couple of years.
DON'T BUY
DON'T BUY
July 22, 2011
Bought a year ago. Great record in private equity. It’s moved up a lot from where it was a couple of years ago and is not cheap any more. Likes the company but would not be now.
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Onex Corp (ONEX-T)
July 22, 2011
Bought a year ago. Great record in private equity. It’s moved up a lot from where it was a couple of years ago and is not cheap any more. Likes the company but would not be now.
PAST TOP PICK
PAST TOP PICK
June 16, 2011
(A Top Pick June 3/10. Up 33.77%.) Manages a tremendous amount of money and gets 20% on any profit. Always trades at a discount to its NAV, which he currently thinks is 20%. Still a good buy.
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Onex Corp (ONEX-T)
June 16, 2011
(A Top Pick June 3/10. Up 33.77%.) Manages a tremendous amount of money and gets 20% on any profit. Always trades at a discount to its NAV, which he currently thinks is 20%. Still a good buy.
BUY WEAKNESS
BUY WEAKNESS
May 11, 2011
Selling the Husky International Molding business at a very good price. Have a couple of other businesses that are potentially for sale. Trading around NAV right now. You'll have to be very patient to see more shareholder valuation.Try to buy in the low $30s.
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Onex Corp (ONEX-T)
May 11, 2011
Selling the Husky International Molding business at a very good price. Have a couple of other businesses that are potentially for sale. Trading around NAV right now. You'll have to be very patient to see more shareholder valuation.Try to buy in the low $30s.
HOLD
HOLD
March 18, 2011
Nice upward trend. Now we see signs of it reaching a resistance level. Yesterday it moved through a medium term support level. You have an early warning signs that this stock is not going to go higher. Watch this carefully.
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Onex Corp (ONEX-T)
March 18, 2011
Nice upward trend. Now we see signs of it reaching a resistance level. Yesterday it moved through a medium term support level. You have an early warning signs that this stock is not going to go higher. Watch this carefully.
TOP PICK
TOP PICK
February 4, 2011
Leading Canadian equity firm. Portfolio of public and private investment worth, on a Net Asset Value basis, around $35 a share. The more interesting component is their very large asset management business of about $7 billion, which he believes the market is overlooking.
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Onex Corp (ONEX-T)
February 4, 2011
Leading Canadian equity firm. Portfolio of public and private investment worth, on a Net Asset Value basis, around $35 a share. The more interesting component is their very large asset management business of about $7 billion, which he believes the market is overlooking.
TOP PICK
TOP PICK
December 22, 2010
(A Top Pick Dec 15/09. Up 26%.) Very smart management team. Changed the company into an asset management. During hot stock markets when companies can go public, they can exit from some of these very profitably. Managing huge pools of private capital and has a “carried interest” giving it both management fees and 20% of the profit.
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Onex Corp (ONEX-T)
December 22, 2010
(A Top Pick Dec 15/09. Up 26%.) Very smart management team. Changed the company into an asset management. During hot stock markets when companies can go public, they can exit from some of these very profitably. Managing huge pools of private capital and has a “carried interest” giving it both management fees and 20% of the profit.
TOP PICK
TOP PICK
December 7, 2010
They were dormant in all of 2009. They just made their largest acquisition to date. Flush with cash. Thinks there are tricks up their sleeves. Expects a dividend increase in 2011. Maybe they will spin out their asset management business and may be buying back shares.
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Onex Corp (ONEX-T)
December 7, 2010
They were dormant in all of 2009. They just made their largest acquisition to date. Flush with cash. Thinks there are tricks up their sleeves. Expects a dividend increase in 2011. Maybe they will spin out their asset management business and may be buying back shares.
PAST TOP PICK
PAST TOP PICK
November 9, 2010
(A Top Pick Nov 19/09. Up 27.28%.) This one does really well in a hot stock market. Still a Buy.
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Onex Corp (ONEX-T)
November 9, 2010
(A Top Pick Nov 19/09. Up 27.28%.) This one does really well in a hot stock market. Still a Buy.
PAST TOP PICK
PAST TOP PICK
October 18, 2010
(Top Pick Nov 19/09, Up 29%) Still cheap. People will get more interested in this one as they exit some of their past investments.
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Onex Corp (ONEX-T)
October 18, 2010
(Top Pick Nov 19/09, Up 29%) Still cheap. People will get more interested in this one as they exit some of their past investments.
HOLD
HOLD
September 8, 2010
Reasonably valued at these levels. Recently made a couple of acquisitions.
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Onex Corp (ONEX-T)
September 8, 2010
Reasonably valued at these levels. Recently made a couple of acquisitions.
TOP PICK
TOP PICK
June 3, 2010
Trades at a significant value to the value of its assets. Don’t know when those assets will be liquidated. Could be $3-5 of hidden value.
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Onex Corp (ONEX-T)
June 3, 2010
Trades at a significant value to the value of its assets. Don’t know when those assets will be liquidated. Could be $3-5 of hidden value.
PAST TOP PICK
PAST TOP PICK
March 16, 2010
(Top Pick Mar 12/09, Up 88%) One of the biggest employers in Canada. No one knows how to value it. It’s driven by events.
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Onex Corp (ONEX-T)
March 16, 2010
(Top Pick Mar 12/09, Up 88%) One of the biggest employers in Canada. No one knows how to value it. It’s driven by events.
BUY WEAKNESS
BUY WEAKNESS
March 15, 2010
Holding company with a great long-term track record. Recently purchased this at around $24. About $8 a share in cash and an asset value of about $38. We prefer it down $1 or $2..
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Onex Corp (ONEX-T)
March 15, 2010
Holding company with a great long-term track record. Recently purchased this at around $24. About $8 a share in cash and an asset value of about $38. We prefer it down $1 or $2..
BUY
BUY
March 12, 2010
If you want a first-class equity company, buy this one. Trades at a discount to NAV of around $33. First-class management. You'll have to hold it for about 5 years but should do quite well.
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Onex Corp (ONEX-T)
March 12, 2010
If you want a first-class equity company, buy this one. Trades at a discount to NAV of around $33. First-class management. You'll have to hold it for about 5 years but should do quite well.
PAST TOP PICK
PAST TOP PICK
February 25, 2010
(Top Pick Mar 12/09, Up 67.58%) Still likes it.
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Onex Corp (ONEX-T)
February 25, 2010
(Top Pick Mar 12/09, Up 67.58%) Still likes it.
PAST TOP PICK
PAST TOP PICK
February 9, 2010
(A Top Pick Mar 19/09. Up 68.78%.) Easy money has been made and is now just a Hold.
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Onex Corp (ONEX-T)
February 9, 2010
(A Top Pick Mar 19/09. Up 68.78%.) Easy money has been made and is now just a Hold.
BUY
BUY
January 18, 2010
In a very solid position with lots of cash to buy assets. Very good at buying assets very cheap and then restructuring and selling. There are 2 headwinds they face now. 1.) Big pension plans are competing for their assets so they could end up overpaying. 2.) It is not a public company in that Jerry Schwartz runs it his way.
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Onex Corp (ONEX-T)
January 18, 2010
In a very solid position with lots of cash to buy assets. Very good at buying assets very cheap and then restructuring and selling. There are 2 headwinds they face now. 1.) Big pension plans are competing for their assets so they could end up overpaying. 2.) It is not a public company in that Jerry Schwartz runs it his way.
BUY
BUY
January 4, 2010
Hasn't been great in the past two years but has moved up. A lot of great assets and a lot of cash. Smart management. Management is buying back shares. The sum of the parts = $35 or $40.
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Onex Corp (ONEX-T)
January 4, 2010
Hasn't been great in the past two years but has moved up. A lot of great assets and a lot of cash. Smart management. Management is buying back shares. The sum of the parts = $35 or $40.
TOP PICK
TOP PICK
December 15, 2009
Holding company whose individual parts are probably worth high $30's. Expect there will be dispositions in 2010.
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Onex Corp (ONEX-T)
December 15, 2009
Holding company whose individual parts are probably worth high $30's. Expect there will be dispositions in 2010.
BUY
BUY
December 15, 2009
(Market Call Minute) trading at about 20% discount. Are well prepared to take advantage of opportunities in this environment.
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Onex Corp (ONEX-T)
December 15, 2009
(Market Call Minute) trading at about 20% discount. Are well prepared to take advantage of opportunities in this environment.
BUY
BUY
December 7, 2009
Lots of cash. Trading at a fair size discount to NAV. Long-term track record of investing is great. You'll have to be patient.
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Onex Corp (ONEX-T)
December 7, 2009
Lots of cash. Trading at a fair size discount to NAV. Long-term track record of investing is great. You'll have to be patient.
DON'T BUY
DON'T BUY
December 3, 2009
There are a lot of really good businesses in this company but the bundles are sometimes hard to value. If they could look at changing the structure or finding some catalyst to give people a greater sense of the value, it could really take off. Doesn't seem to be a lot of interest in it.
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Onex Corp (ONEX-T)
December 3, 2009
There are a lot of really good businesses in this company but the bundles are sometimes hard to value. If they could look at changing the structure or finding some catalyst to give people a greater sense of the value, it could really take off. Doesn't seem to be a lot of interest in it.
BUY
BUY
December 2, 2009
Is buying heavily right now. Company and partners are heavily buying back stock. It’s out of favour right now. It would be smart to increase its dividend. Thinks they are looking at a major acquisition.
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Onex Corp (ONEX-T)
December 2, 2009
Is buying heavily right now. Company and partners are heavily buying back stock. It’s out of favour right now. It would be smart to increase its dividend. Thinks they are looking at a major acquisition.
TOP PICK
TOP PICK
November 19, 2009
Deep value stock with about $8 a share in cash. Has a bunch of public companies that you can value, private companies that are harder to value and management contracts for a whole whack of money. Add it all up and he thinks it's worth $40 a share. Thinks they will monetize some of their investments.
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Onex Corp (ONEX-T)
November 19, 2009
Deep value stock with about $8 a share in cash. Has a bunch of public companies that you can value, private companies that are harder to value and management contracts for a whole whack of money. Add it all up and he thinks it's worth $40 a share. Thinks they will monetize some of their investments.
STRONG BUY
STRONG BUY
November 10, 2009
Well run and has a lot of great assets. Always trades at a discount to its break-up value. Currently worth about $35 a share. Sitting on a pile of cash.
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Onex Corp (ONEX-T)
November 10, 2009
Well run and has a lot of great assets. Always trades at a discount to its break-up value. Currently worth about $35 a share. Sitting on a pile of cash.
TOP PICK
TOP PICK
July 2, 2009
Like the aerospace and industrial components. Thinks growth will be more on the global industrial side. Sitting on a lot of cash and he hopes they will do something with the money. If they announce a share buyback he would sell. Stoploss $17.20.
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Onex Corp (ONEX-T)
July 2, 2009
Like the aerospace and industrial components. Thinks growth will be more on the global industrial side. Sitting on a lot of cash and he hopes they will do something with the money. If they announce a share buyback he would sell. Stoploss $17.20.
BUY
BUY
June 16, 2009
(Market Call Minute.) Great long-term buy. Every portfolio should have some exposure to private equity.
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Onex Corp (ONEX-T)
June 16, 2009
(Market Call Minute.) Great long-term buy. Every portfolio should have some exposure to private equity.
SELL
SELL
May 7, 2009
(Market Call Minute.) Had a big bounce to its NAV and he would hold to look to Sell.
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Onex Corp (ONEX-T)
May 7, 2009
(Market Call Minute.) Had a big bounce to its NAV and he would hold to look to Sell.
BUY
BUY
March 26, 2009
Well run company and smart operators that are facing a lot of competition, which has hurt them over the last several years. This is a great opportunity for them as they have the ability to buy assets.
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Onex Corp (ONEX-T)
March 26, 2009
Well run company and smart operators that are facing a lot of competition, which has hurt them over the last several years. This is a great opportunity for them as they have the ability to buy assets.
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