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
TOP PICK
TOP PICK
March 19, 2009
Have a pool of funds that they invest for clients. Hasn't really participated in the run-up of the financials right now. Also trading at a big discount to its NAV of $27. Have $4 of cash per share.
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Onex Corp (ONEX-T)
March 19, 2009
Have a pool of funds that they invest for clients. Hasn't really participated in the run-up of the financials right now. Also trading at a big discount to its NAV of $27. Have $4 of cash per share.
TOP PICK
TOP PICK
March 12, 2009
Have 4 assets by class including shares of publicly traded companies and cash, which add up to about $14 a share. Also lots of interest in private companies and $7 billion that it manages in private partnerships.
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Onex Corp (ONEX-T)
March 12, 2009
Have 4 assets by class including shares of publicly traded companies and cash, which add up to about $14 a share. Also lots of interest in private companies and $7 billion that it manages in private partnerships.
BUY
BUY
February 25, 2009
(Make investments directly and also managing limited partnerships for other investors.) This depends on how much private equity you want in your portfolio. He is a great believer in it and this company is a leader in Canada and has great management. NAV is around $30 so it is trading at a very heavy discount.
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Onex Corp (ONEX-T)
February 25, 2009
(Make investments directly and also managing limited partnerships for other investors.) This depends on how much private equity you want in your portfolio. He is a great believer in it and this company is a leader in Canada and has great management. NAV is around $30 so it is trading at a very heavy discount.
PAST TOP PICK
PAST TOP PICK
September 2, 2008
(A Top Pick Aug 23/07. Down 14%.) Tend to go up or down when they make a deal. Took a beating when banks stopped doing leveraged deals. Sharp management. Will continue to do well.
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Onex Corp (ONEX-T)
September 2, 2008
(A Top Pick Aug 23/07. Down 14%.) Tend to go up or down when they make a deal. Took a beating when banks stopped doing leveraged deals. Sharp management. Will continue to do well.
DON'T BUY
DON'T BUY
June 16, 2008
Great business and very well run in what they do. Environment is not suited right now to investing in this type of business. Always try to invest in sectors that have tailwinds.
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Onex Corp (ONEX-T)
June 16, 2008
Great business and very well run in what they do. Environment is not suited right now to investing in this type of business. Always try to invest in sectors that have tailwinds.
BUY
BUY
February 4, 2008
Will make a lot of money from its managed limited partnerships, which are set up to do leveraged buyout deals. As usual, the pendulum swung too far and there will be leveraged deals done.
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Onex Corp (ONEX-T)
February 4, 2008
Will make a lot of money from its managed limited partnerships, which are set up to do leveraged buyout deals. As usual, the pendulum swung too far and there will be leveraged deals done.
SELL
SELL
January 18, 2008
You buy this one on an expectation that they can make new deals or can monetize old deals. In the current market people are not paying up for deals that could get monetized, As for new deals, raising capital is difficult.
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Onex Corp (ONEX-T)
January 18, 2008
You buy this one on an expectation that they can make new deals or can monetize old deals. In the current market people are not paying up for deals that could get monetized, As for new deals, raising capital is difficult.
PAST TOP PICK
PAST TOP PICK
November 13, 2007
(A Top Pick Dec 6/06. Up 27.6%.) The chart still looks pretty good. He likes that it did not violate the summer low. Also, it recently came out with bad news and the stock rebounded today.
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Onex Corp (ONEX-T)
November 13, 2007
(A Top Pick Dec 6/06. Up 27.6%.) The chart still looks pretty good. He likes that it did not violate the summer low. Also, it recently came out with bad news and the stock rebounded today.
BUY
BUY
November 6, 2007
Long term Buy. Doing a great job in the private equity field, but more importantly they started a separate company to buy distressed debt.
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Onex Corp (ONEX-T)
November 6, 2007
Long term Buy. Doing a great job in the private equity field, but more importantly they started a separate company to buy distressed debt.
PAST TOP PICK
PAST TOP PICK
October 17, 2007
Then 28.60 up 31% Still a lot of upside. He doesn't own anymore, sold during consolidation.
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Onex Corp (ONEX-T)
October 17, 2007
Then 28.60 up 31% Still a lot of upside. He doesn't own anymore, sold during consolidation.
TOP PICK
TOP PICK
August 23, 2007
With the restriction of credit availability, people said no more LBOs (leveraged buyout). With fewer players in this market, Onex has fewer competitors and they can buy things at a better price. They apparently have an unlimited ability to raise money in Limited Partnership vehicles.
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Onex Corp (ONEX-T)
August 23, 2007
With the restriction of credit availability, people said no more LBOs (leveraged buyout). With fewer players in this market, Onex has fewer competitors and they can buy things at a better price. They apparently have an unlimited ability to raise money in Limited Partnership vehicles.
SELL
SELL
August 9, 2007
It is being impacted by some of the emotion in the market around private equity and some of the private equity takeovers. A lot of their earnings come from performance fees and their ability to take companies public. At this point, the air is coming out of the balloon.
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Onex Corp (ONEX-T)
August 9, 2007
It is being impacted by some of the emotion in the market around private equity and some of the private equity takeovers. A lot of their earnings come from performance fees and their ability to take companies public. At this point, the air is coming out of the balloon.
PAST TOP PICK
PAST TOP PICK
July 30, 2007
(A Top Pick July 17/06. Up 46%.) Had picked this one because he liked the aerospace. At the moment, he would stay away from it.
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Onex Corp (ONEX-T)
July 30, 2007
(A Top Pick July 17/06. Up 46%.) Had picked this one because he liked the aerospace. At the moment, he would stay away from it.
DON'T BUY
DON'T BUY
July 27, 2007
Only has one analyst’s estimate for this company. He requires 3 as a minimum. His model price is $31.25 based on the one estimate, so it is still over his model price by 5%.
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Onex Corp (ONEX-T)
July 27, 2007
Only has one analyst’s estimate for this company. He requires 3 as a minimum. His model price is $31.25 based on the one estimate, so it is still over his model price by 5%.
COMMENT
COMMENT
July 13, 2007
Riding the crest right now of being a quasi equity firm within the Canadian context. Made some very positive news over the last couple of years. Would prefer around $35.
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Onex Corp (ONEX-T)
July 13, 2007
Riding the crest right now of being a quasi equity firm within the Canadian context. Made some very positive news over the last couple of years. Would prefer around $35.
PAST TOP PICK
PAST TOP PICK
July 10, 2007
(A Top Pick July 17/06. Up 65.1%.) He picked this one because he could see the aerospace moving up. The big move is probably over and it will consolidate. Would move somewhere else.
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Onex Corp (ONEX-T)
July 10, 2007
(A Top Pick July 17/06. Up 65.1%.) He picked this one because he could see the aerospace moving up. The big move is probably over and it will consolidate. Would move somewhere else.
PAST TOP PICK
PAST TOP PICK
May 15, 2007
(A Top Pick July 17/06. Up 78%.) This was in a space that he liked. It was under owned and under appreciated. Doesn't think this is over yet.
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Onex Corp (ONEX-T)
May 15, 2007
(A Top Pick July 17/06. Up 78%.) This was in a space that he liked. It was under owned and under appreciated. Doesn't think this is over yet.
HOLD
HOLD
May 11, 2007
This tends to be a late cycle stock simply because of the assets they have. Have been developing a lot of private funds as well. Very experienced management.
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Onex Corp (ONEX-T)
May 11, 2007
This tends to be a late cycle stock simply because of the assets they have. Have been developing a lot of private funds as well. Very experienced management.
BUY
BUY
May 1, 2007
An extraordinarily large and powerful buyout firm. Good management. Well diversified.
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Onex Corp (ONEX-T)
May 1, 2007
An extraordinarily large and powerful buyout firm. Good management. Well diversified.
BUY WEAKNESS
BUY WEAKNESS
April 4, 2007
One of the few public companies that you can purchase at a discount to its net asset value. Would buy below $30.
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Onex Corp (ONEX-T)
April 4, 2007
One of the few public companies that you can purchase at a discount to its net asset value. Would buy below $30.
PAST TOP PICK
PAST TOP PICK
March 27, 2007
(A Top Pick Dec 6/06. Up 13.6%.) It has 2 things going for it. It's an aerospace theme, which he likes, and it is a conglomerate. Thinks it should go higher.
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Onex Corp (ONEX-T)
March 27, 2007
(A Top Pick Dec 6/06. Up 13.6%.) It has 2 things going for it. It's an aerospace theme, which he likes, and it is a conglomerate. Thinks it should go higher.
BUY
BUY
March 21, 2007
A way to participate in private equities. This is probably a good place to buy if you have 3-5 year point of view. Good management.
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Onex Corp (ONEX-T)
March 21, 2007
A way to participate in private equities. This is probably a good place to buy if you have 3-5 year point of view. Good management.
BUY
BUY
March 2, 2007
One of the best and most convenient ways in Canada to participate in private equity. Terrific company and a great entry point.
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Onex Corp (ONEX-T)
March 2, 2007
One of the best and most convenient ways in Canada to participate in private equity. Terrific company and a great entry point.
HOLD
HOLD
February 26, 2007
Recently sold most of his position. Moving a lot of their investments into the aviation sector, which is probably smart long haul. Will probably go back into it at some time.
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Onex Corp (ONEX-T)
February 26, 2007
Recently sold most of his position. Moving a lot of their investments into the aviation sector, which is probably smart long haul. Will probably go back into it at some time.
BUY
BUY
January 15, 2007
Highly capable management. If you want to have a play in private equity, this would be a stock to own. He is looking at it now.
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Onex Corp (ONEX-T)
January 15, 2007
Highly capable management. If you want to have a play in private equity, this would be a stock to own. He is looking at it now.
TOP PICK
TOP PICK
January 12, 2007
(A Top Pick Feb 14/06. Up 52.7%.) This is a long-term play. Likes aerospace. Also likes conglomerates. Give it a few weeks to settle down to the lower trend line before buying.
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Onex Corp (ONEX-T)
January 12, 2007
(A Top Pick Feb 14/06. Up 52.7%.) This is a long-term play. Likes aerospace. Also likes conglomerates. Give it a few weeks to settle down to the lower trend line before buying.
DON'T BUY
DON'T BUY
January 5, 2007
Acquiring Raytheon’s (RTN-N) business jets, which is somewhat confusing. Not a major player in the business jet market but have some well-known brand names. Expect Onex is looking at it as a turnaround possibility to make a profit on in a few years time. Suspects that some of their returns are not going to be what they used to be because of competition.
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Onex Corp (ONEX-T)
January 5, 2007
Acquiring Raytheon’s (RTN-N) business jets, which is somewhat confusing. Not a major player in the business jet market but have some well-known brand names. Expect Onex is looking at it as a turnaround possibility to make a profit on in a few years time. Suspects that some of their returns are not going to be what they used to be because of competition.
DON'T BUY
DON'T BUY
January 3, 2007
Getting reasonably rich. Would prefer to buy a little bit cheaper.
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Onex Corp (ONEX-T)
January 3, 2007
Getting reasonably rich. Would prefer to buy a little bit cheaper.
BUY
BUY
December 20, 2006
Really a public hedge fund. Have been making some very good investments. They’re flush with cash. Will probably continue to do well.
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Onex Corp (ONEX-T)
December 20, 2006
Really a public hedge fund. Have been making some very good investments. They’re flush with cash. Will probably continue to do well.
TOP PICK
TOP PICK
December 6, 2006
Had a huge base in 2003 and another one in 2005 followed by a breakout in 2006. Just beginning.
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Onex Corp (ONEX-T)
December 6, 2006
Had a huge base in 2003 and another one in 2005 followed by a breakout in 2006. Just beginning.
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