Stock Opinions by Colin Fisher - Stockchase Experts
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Colin Fisher

On Stockchase since : Mar 2016

President & Portfolio Manager at Stableview Asset Management

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Stock Opinions by Colin Fisher - Stockchase Experts

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General Market Comment 

May 11, 2016

Canadian Technology. For the most part technology is a smaller cap space in Canada versus the US. He is finding quite a bit of unloved value in this area. When you have an environment where you have a lot of money chasing after fewer deals, you are going to get a price mismatch. Some of the bigger funds started to buy these deals, which brings a fair amount of harder scrutiny to how the pricing happens. In the US, Fidelity was participating hugely, and then they were getting repriced, and this was followed by accounting. In Canada, every year we have to prove valuations of the private companies, their metrics and how they go about that. And they don’t correlate, they are going to jump up and down on valuations, so you have to be very disciplined when you are buying a private company through the scrutiny of your audit committee.

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Canadian Technology. For the most part technology is a smaller cap space in Canada versus the US. He is finding quite a bit of unloved value in this area. When you have an environment where you have a lot of money chasing after fewer deals, you are going to get a price mismatch. Some of the bigger funds started to buy these deals, which brings a fair amount of harder scrutiny to how the pricing happens. In the US, Fidelity was participating hugely, and then they were getting repriced, and this was followed by accounting. In Canada, every year we have to prove valuations of the private companies, their metrics and how they go about that. And they don’t correlate, they are going to jump up and down on valuations, so you have to be very disciplined when you are buying a private company through the scrutiny of your audit committee.

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Colin Fisher

President , Stableview Asset Man...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
Savaria Corp(SIS-T) 

May 11, 2016

Basically in lifts such as elevators, retrofitting vans for wheelchair assess ability. Management owns a very large part. Have continued to show both top line and margin expansion growth. A lot of their competitors have left the elevator space for smaller buildings. This gives them better pricing power. A very supportive and aligned management team.

other services
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Basically in lifts such as elevators, retrofitting vans for wheelchair assess ability. Management owns a very large part. Have continued to show both top line and margin expansion growth. A lot of their competitors have left the elevator space for smaller buildings. This gives them better pricing power. A very supportive and aligned management team.

other services
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Colin Fisher

President , Stableview Asset Man...

Price Price
$8.110
Owned Owned
Unknown

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COMMENT
General Electric(GE-N) 

May 11, 2016

They have their fingers in everything, including things we won’t see for another 30 years. It is literally a bellwether for the economy. Well run and has great technology. However, any time there is major economic worries, it affects this company more so than any other. On companies like this, you really have to pay attention to valuation. Asia represents a 5th of their overall revenue as of last year, and he would anticipate that to grow.

electrical/electronic
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They have their fingers in everything, including things we won’t see for another 30 years. It is literally a bellwether for the economy. Well run and has great technology. However, any time there is major economic worries, it affects this company more so than any other. On companies like this, you really have to pay attention to valuation. Asia represents a 5th of their overall revenue as of last year, and he would anticipate that to grow.

electrical/electronic
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Colin Fisher

President , Stableview Asset Man...

Price Price
$30.340
Owned Owned
Unknown

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COMMENT

Technically it looks like it has been creating a long-term base. Over the years, this really hasn’t done a lot of what they had anticipated doing. Making changes on small planes takes a long time to go through FAA and all the regulators. They are trying to move into getting real time pulses up to satellites, in order to track planes. This would be an advantage over having to find a flight recorder. The technology seems to be quite good. The issue is how planes get retrofitted, the ability to get into the flight bag, etc. with some of the larger suppliers.

Transportation
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Technically it looks like it has been creating a long-term base. Over the years, this really hasn’t done a lot of what they had anticipated doing. Making changes on small planes takes a long time to go through FAA and all the regulators. They are trying to move into getting real time pulses up to satellites, in order to track planes. This would be an advantage over having to find a flight recorder. The technology seems to be quite good. The issue is how planes get retrofitted, the ability to get into the flight bag, etc. with some of the larger suppliers.

Transportation
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Colin Fisher

President , Stableview Asset Man...

Price Price
$0.190
Owned Owned
Unknown

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COMMENT
Facebook(FB-Q) 

May 11, 2016

This is really at the heart of a lot of the social media, and the new wave of interaction. The amount of data they have is off the Richter scale. Not a cheap stock. Has a lot of baked in performance that they are already anticipating. Forward PE of 33, and a trailing of 73, so it has a certain amount of expectations built in. When you get into companies this size, the chances of them getting into higher multiples becomes more challenged. Doesn’t think you are in danger if you own this.

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This is really at the heart of a lot of the social media, and the new wave of interaction. The amount of data they have is off the Richter scale. Not a cheap stock. Has a lot of baked in performance that they are already anticipating. Forward PE of 33, and a trailing of 73, so it has a certain amount of expectations built in. When you get into companies this size, the chances of them getting into higher multiples becomes more challenged. Doesn’t think you are in danger if you own this.

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Colin Fisher

President , Stableview Asset Man...

Price Price
$119.520
Owned Owned
Unknown

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PAST TOP PICK

(A Top Pick March 16/16. Down 25.21%.) He loves this company. They sterilize pallets and do the tracking of them. Primarily dealing with eggs right now. They had to do a restatement, but it was before they had any major earnings, so it really wasn’t material. They recently announced a new client win.

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(A Top Pick March 16/16. Down 25.21%.) He loves this company. They sterilize pallets and do the tracking of them. Primarily dealing with eggs right now. They had to do a restatement, but it was before they had any major earnings, so it really wasn’t material. They recently announced a new client win.

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Colin Fisher

President , Stableview Asset Man...

Price Price
$0.890
Owned Owned
Yes

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PAST TOP PICK
Tecsys Inc(TCS-T) 

May 11, 2016

(A Top Pick March 16/16. Up 13.87%.) This is a great management team that has been around for a long time, and own quite a few of the shares. There was some weird selling pressure at the end of last year. He expects to see growth on a continuing basis.

consulting
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(A Top Pick March 16/16. Up 13.87%.) This is a great management team that has been around for a long time, and own quite a few of the shares. There was some weird selling pressure at the end of last year. He expects to see growth on a continuing basis.

consulting
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Colin Fisher

President , Stableview Asset Man...

Price Price
$7.600
Owned Owned
Yes

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PAST TOP PICK

(A Top Pick March 16/16. Down 25.64%.) He doesn’t lose sleep on this company. They lent money to Urbancorp which is filing for bankruptcy. Also, got a big payment at the end of last year, so their loan book went down more than had been anticipated. They are back on track now, and he is still buying.

REAL ESTATE
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(A Top Pick March 16/16. Down 25.64%.) He doesn’t lose sleep on this company. They lent money to Urbancorp which is filing for bankruptcy. Also, got a big payment at the end of last year, so their loan book went down more than had been anticipated. They are back on track now, and he is still buying.

REAL ESTATE
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Colin Fisher

President , Stableview Asset Man...

Price Price
$0.580
Owned Owned
Yes

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COMMENT

A patent management company. The price is pretty low right now. Technically it looks like it has broken out. Street targets are in the $4 range. If a longer-term holder, he would continue to hold.

electrical/electronic
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A patent management company. The price is pretty low right now. Technically it looks like it has broken out. Street targets are in the $4 range. If a longer-term holder, he would continue to hold.

electrical/electronic
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Colin Fisher

President , Stableview Asset Man...

Price Price
$3.320
Owned Owned
Unknown

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BUY

They do work within the space of circuit boards and put a lot of stuff into cockpits of high-end jets. Have some longer-term contracts and have been making some acquisitions. They are looking to increasing the capacity and manufacturing and using up some of their slack space. Made some smart acquisitions recently. Well-run. One of the benefits they are going to have from the tailwind is that once you win a contract, you win for a long time. Technically it has been consolidating for a period of time. Not very expensive.

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They do work within the space of circuit boards and put a lot of stuff into cockpits of high-end jets. Have some longer-term contracts and have been making some acquisitions. They are looking to increasing the capacity and manufacturing and using up some of their slack space. Made some smart acquisitions recently. Well-run. One of the benefits they are going to have from the tailwind is that once you win a contract, you win for a long time. Technically it has been consolidating for a period of time. Not very expensive.

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Colin Fisher

President , Stableview Asset Man...

Price Price
$2.280
Owned Owned
Unknown

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BUY

A very well-run company for many years. Has deeply experienced management. Technically it is at a bit of an inflection point. His short term technicals say it is not a bad entry point, but it has some headroom issues to get through. Not wildly expensive and has been a dividend grower through the years.

REAL ESTATE
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A very well-run company for many years. Has deeply experienced management. Technically it is at a bit of an inflection point. His short term technicals say it is not a bad entry point, but it has some headroom issues to get through. Not wildly expensive and has been a dividend grower through the years.

REAL ESTATE
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Colin Fisher

President , Stableview Asset Man...

Price Price
$8.290
Owned Owned
Unknown

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WAIT
DH Corporation(DH-T) 

May 11, 2016

Basically an administrative FinTech play. Technically it has a short-term resistance. Not a supremely strong entry point, and he would let it settle down.

other services
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Basically an administrative FinTech play. Technically it has a short-term resistance. Not a supremely strong entry point, and he would let it settle down.

other services
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Colin Fisher

President , Stableview Asset Man...

Price Price
$34.730
Owned Owned
Unknown

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COMMENT
Neulion(NLN-T) 

May 11, 2016

They lost a major contract recently, which hit hard. A problem he has with any of these spaces is how chaotic it is and are there disruptors that can come up behind it and easily disintermediate you from your clients. That has always been his concern with this company. Management and the product seem to be fine.

communications/media
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They lost a major contract recently, which hit hard. A problem he has with any of these spaces is how chaotic it is and are there disruptors that can come up behind it and easily disintermediate you from your clients. That has always been his concern with this company. Management and the product seem to be fine.

communications/media
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Colin Fisher

President , Stableview Asset Man...

Price Price
$1.140
Owned Owned
No

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COMMENT
Descartes(DSG-T) 

May 11, 2016

(Market Call Minute.) One of the preeminent companies in Canada. They have grown over time and consistently seem to have good performance. You need to be very sensitive onto the pricing of this.

computer software/processing
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(Market Call Minute.) One of the preeminent companies in Canada. They have grown over time and consistently seem to have good performance. You need to be very sensitive onto the pricing of this.

computer software/processing
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Colin Fisher

President , Stableview Asset Man...

Price Price
$24.910
Owned Owned
Unknown

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DON'T BUY

(Market Call Minute.) Not really that keen on this. They are a hardware company masquerading as a SASE and are just selling as a commodity.

electrical/electronic
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(Market Call Minute.) Not really that keen on this. They are a hardware company masquerading as a SASE and are just selling as a commodity.

electrical/electronic
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Colin Fisher

President , Stableview Asset Man...

Price Price
$1.050
Owned Owned
Unknown

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