Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Peter Hodson commented about whether SIS-T, ATD.B-T, KXS-T, PKI-T, FTS-T, TCN-T, RCH-T, NYX-X, TECK.B-T, JKPTF-5, KBL-T, NFI-T, UR-T, STN-T, GXI-T, SJ-T, DIV-T, CAR.UN-T, DHX.B-T, GILD-Q, GRC-X, PHM-X, EFN-T, CDV-T, WEF-T, DOL-T, GSY-T, MTY-T, BDI-T, CXR-T, DBO-T, RSI-T, ICE-T are stocks to buy or sell.
- Page 4/4
- Next Page
They filed for bankruptcy. There was some funny stuff going on and it went down very, very fast. Today they closed a deal to sell OpenJaw for $37 million. Their debt situation when they went bankrupt was $25 million. There is a little bit of cushion, but he wouldn’t count on anything coming back if you own. It is probably 6 months of finagling to see if there is anything left.
This has been profitable for more than 54 years in a row. A slow, steady company which does small tuck-in acquisitions. Valuation is okay. Started paying a dividend in 2012 and have grown it since then. Recently bought a water infrastructure company, and there really aren’t that many public water companies you can play in. It will probably be a little more interesting in the next 2 years than it has been in the past 2. Solid management and good balance sheet.
This company is planning for 10 years, not just one quarter. They are shifting operations to more efficient facilities. That causes disruptions and causes uncertain earnings while they make that shift. But when they make that shift, it is by far the right move to make, and their margins go up. There were 2 new contracts that they didn’t win this year, and the stock took a pretty big hit. The stock has gone way down and he thinks it is very attractive. They sign 10, 20 year contracts, and the new facilities will kick in and improve margins over time.
Everybody is buying this because of its metal exposure, and the potential for a metals recovery. It has $9 billion in net debt. The last quarter was interesting, because they actually made a profit and their costs went down 10%-15%. They are doing the right things. If there is a recovery in metals, their margins are going to expand dramatically because of lower costs. He would use caution.
Supply chain management. The stock went public at $13 not that long ago, and it is now $48-$49. Growth is in the 30% range. What he really likes is that they have $108 million in cash. Growth is improving and margins are very, very high. Their average deal size is increasing, meaning their customers are confident and are buying more and are buying bigger software packages.
Convenience stores and retail gas operations. They have been moving into Europe and buying lots of European operations. This is really a valuation play. They are trying to change the non-voting super share structure, so that when the youngest founder turns 65, it collapses and goes into regular shares. It is $10 cheaper because of the controversy on this. Dividend yield of .50%.
Manufactures mobility assist devices. Just reported great numbers in the 30% range in terms of growth. Great balance sheet. Insiders own about 45%. Nice margins and nice demographics. 10,000 people turn 65 every day, and they are playing right into that market, so the outlook is pretty good. Dividend yield of 2.5%.
