Pacific Insight Electronics | StockChase
18
Pacific Insight Electronics (PIH-T (Dead))

Last Price Recorded: $18.4900 on 2017-10-04

ON STOCKCHASE SINCE Oct 2002

Acquired by Methode Electronics (Oct 2017)

Automotive

Pacific Insight Electronics


Signal Opinion Expert

2017-07-27

PAST TOP PICK
Pacific Insight Electronics (PIH-T (Dead))

(Top Pick Feb 24/17, Up 9.46%)  A small cap company that has not yet been discovered.  There has been concern about the Trump impact, but it is so profitable and has such a high return on capital.  It will become more and more noticed by investors as they work on lighting for Tesla cars.

Automotive
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $10.350
Owned: Yes

2017-07-26

PAST TOP PICK
Pacific Insight Electronics (PIH-T (Dead))

(A Top Pick July 27/16. Down 20.13%.) They continue to execute on an annual basis, but tend to have fairly lumpy quarters. He really likes the business. They continue to get into more vehicles. They are into Ford and Tesla right now. When Tesla rolls out the new models, they’ll probably get more business. Trading at a fairly reasonable valuation.

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $10.360
Owned: Yes

2017-06-22

PAST TOP PICK
Pacific Insight Electronics (PIH-T (Dead))

(Top Pick Jun 30/16, Down 20%) They have great earnings growth, but it is rather lumpy.  As auto dealers need supplies of a certain part they get big orders, and then seems to have a quarter or two where orders drop. They added Tesla to their customer base recently. 

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $8.900
Owned: Yes

2017-03-29

PAST TOP PICK
Pacific Insight Electronics (PIH-T (Dead))

(Top Pick Jan 24/17, Down 17%) LED blue lights around cars.  A mid February earnings release was not that great.  Canada/US trade arrangements are cited as a risk in their report.

Automotive
Jason Del Vicario

Portfolio Manager, HollisWealth

Price: $8.040
Owned: No

2017-03-10

STRONG BUY
Pacific Insight Electronics (PIH-T (Dead))

In the automotive supply business, and focused on LED lighting. A lot of their product goes into the Ford F150 and other Ford products. Announced a couple of quarters ago that they were working with Tesla. Manufacturers are looking for ways to make vehicles lighter, and this is one of those ways. There is massive competition, and this is such a small company that its flies under the radar. It allows them to be really adaptive and to change. He continues to like this. Looking at their numbers, they always grow year-over-year, but not necessarily quarter over quarter. The last 2 quarters have been a little slower than what the market expected, so the stock sold off. This is a great opportunity.

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $8.850
Owned: Yes

2017-02-24

TOP PICK
Pacific Insight Electronics (PIH-T (Dead))

This provides interior lighting solutions for vehicles. People want these things in their vehicles, so the demand for this type of product has really increased nicely over the last several years. They have seen a very strong pipeline for their product. A very profitable company. Just started working with Tesla a couple of quarters ago and are now working on their model 3. They are best in class in terms of the product they provide. A prime take-out candidate, as they keep continuing delivering and given the levels they are trading at.

Automotive
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $9.510
Owned: Yes

2017-01-25

TOP PICK
Pacific Insight Electronics (PIH-T (Dead))

This does LED lighting for the auto manufacturing industry. Doesn’t think there is any coverage by the street yet. This has had a phenomenal track record of growing their earnings, and over the past 5 years it has been over 35%, and the stock is trading at less than 10X earnings. There are lots of catalysts for them.

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $10.140
Owned: Yes

2017-01-24

TOP PICK
Pacific Insight Electronics (PIH-T (Dead))

Based in British Columbia. They have a high ROE, although they haven’t had a history of it for the length of time that he would like to see. This makes the LED lights that you see in cars. Some of their customers include Ford (F-N), Caterpillar (CAT-N) and Tesla (TSLA-Q). The last earnings report was weak because they had some upfront costs launching a new product for a customer, which reduced margins. Thinks they can get back to their highs of $15, and go beyond that if they can continue to grow their earnings with a high ROE.

Automotive
Jason Del Vicario

Portfolio Manager, HollisWealth

Price: $9.720
Owned: Yes

2016-11-16

COMMENT
Pacific Insight Electronics (PIH-T (Dead))

There is no analysts’ coverage on this, which is why it is so volatile. They tend to grow annually, so if you look at them on a quarter by quarter, they tend to be pretty lumpy. That is the case at any time you are looking at auto sales. Just released earnings a couple of days ago. Two quarters back, investors were expecting they were going to match the number from the previous quarter. They didn’t, and that’s where the stock started to sell off. Their major client on the auto side has been Ford (F-N), but has Tesla (TSLA-Q) as a new client. Tesla prototypes were a little more difficult to get through and get built the way they had hoped, so it cost them a little more money, so they are going to return back to their regular margin profile. In their MD&A report they think they have $100 million revenue run rate over the next several years, which he thinks is pretty conservative on their part. He recently bought more.

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $8.000
Owned: Yes

2016-11-02

COMMENT
Pacific Insight Electronics (PIH-T (Dead))

Primarily electronic distribution. This was growing very, very rapidly, and the stock was doing very well. People were extrapolating their quarterly growth going forward. Nothing really bad happened with this company, it’s just that they stopped growing at the same rate. A nice, little, solid growth company with a low valuation and good management. Starting to look a little bit better these days.

Automotive
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $7.780
Owned: No

2016-10-26

COMMENT
Pacific Insight Electronics (PIH-T (Dead))

He still really likes this and can’t figure out why it sold off. They reported their 4th quarter earnings about a month ago, and the stock started to slide. There is no analyst coverage on the stock. Their earnings history tends to be fairly lumpy and tend to have quarters that are up or down, but annually their quarters do grow. Currently it is trading at a great valuation. They are working on different models of Tesla through a 2nd tier manufacturer.

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $8.470
Owned: Yes

2016-09-21

STRONG BUY
Pacific Insight Electronics (PIH-T (Dead))

A company that he really likes. It is under the radar, and not too many people know about it. Recently had quite a price drop. There had been quite a bit of excitement when they had grown earnings by about 30% last year and the stock was trading at less than 10X earnings. On the most recent quarter, the numbers were down sequentially, quarter to quarter, but they were still great numbers which he liked, but the market didn’t. They supply LED lighting, to auto manufacturers, and the orders tend to be fairly lumpy. Trading at a super valuation.

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $10.310
Owned: Yes

2016-08-26

BUY on WEAKNESS
Pacific Insight Electronics (PIH-T (Dead))

He continues to like this. There are recent rumours swirling around that they are in discussions with Tesla (TSLA-Q) regarding the next model, which could be a nice catalyst. This is still trading at a real cheap valuation. It tends to get pushed around a lot by the thin volumes, so you can really capitalize on that.

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $14.200
Owned: Yes

2016-07-27

TOP PICK
Pacific Insight Electronics (PIH-T (Dead))

In the auto components business, and manufactures LED lighting systems and some different components of gauges, as well as some wire harnessing. One of their big customers is Ford (F-N). Stock has been growing fantastically on an earnings basis, and is super cheap, trading at about 8X earnings, and have been growing their earnings by about 25% per year. CEO is talking about some expansion into new areas such as electric vehicles.

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $13.010
Owned: Yes

2016-06-30

TOP PICK
Pacific Insight Electronics (PIH-T (Dead))

Components for the auto industry, focused on LED lighting systems, gauges and components. They saw a ramp up in their earnings.  They are going to cross over the 100 million market cap and show up on a lot of investment companies’ radar screens.

Automotive
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $10.920
Owned: Yes

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