Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 6, 2016

This has only 3 investments right now. It is trading on the dividend. Has a pretty high yield right now of 9.7%. He would like to see them do a couple of more deals. An alternative would be Alaris (AD-T) which is not that small, but much more diversified in terms of their investments, and have raised their dividend pretty much every year for the past 5-6 years.

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This has only 3 investments right now. It is trading on the dividend. Has a pretty high yield right now of 9.7%. He would like to see them do a couple of more deals. An alternative would be Alaris (AD-T) which is not that small, but much more diversified in terms of their investments, and have raised their dividend pretty much every year for the past 5-6 years.

BUY
BUY
May 6, 2016

One of his favourite companies. They are starting to become dominant in the railway tie and telephone company market. They are building their market share, but it is still a fragmented industry and there is lots of acquisition power that they could do in North America. Companies are starting to spend again. A little expensive.

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One of his favourite companies. They are starting to become dominant in the railway tie and telephone company market. They are building their market share, but it is still a fragmented industry and there is lots of acquisition power that they could do in North America. Companies are starting to spend again. A little expensive.

COMMENT
COMMENT
May 6, 2016

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.

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GuestLogix (GXI-T)
May 6, 2016

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.

COMMENT
COMMENT
May 6, 2016

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.

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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.

WAIT
WAIT
May 6, 2016

Basically satellite cameras. Contracts haven’t come in as much as people had expected. They were very good at raising money, and now it is a situation where they just have to deliver the goods. Based on the track record and history, he would give this some time before stepping in.

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Basically satellite cameras. Contracts haven’t come in as much as people had expected. They were very good at raising money, and now it is a situation where they just have to deliver the goods. Based on the track record and history, he would give this some time before stepping in.

COMMENT
COMMENT
May 6, 2016

This has done nothing but execute well, deliver the goods, grow their backlog. They are growing very fast and the market cap is now big enough that people are starting to pay attention.

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This has done nothing but execute well, deliver the goods, grow their backlog. They are growing very fast and the market cap is now big enough that people are starting to pay attention.

BUY
BUY
May 6, 2016

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.

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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.