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In the top 10% of his database. Just acquired some new assets and it will be interesting to see how that will impact earnings. The 6.2% yield is significant, but they have significant free cash flow to support it.
In the top 10% of his database. Just acquired some new assets and it will be interesting to see how that will impact earnings. The 6.2% yield is significant, but they have significant free cash flow to support it.
Year-over-year sales were down 11% and earnings were down 28% in November. For the coming quarter, earnings are expected to be down 13% year-over-year. PE is relatively modest at 9.9%, but growth is forecasted at 23%. If they can actually deliver that growth, the stock appears to be attractive, but with estimates being chopped, analysts are sceptical.
Year-over-year sales were down 11% and earnings were down 28% in November. For the coming quarter, earnings are expected to be down 13% year-over-year. PE is relatively modest at 9.9%, but growth is forecasted at 23%. If they can actually deliver that growth, the stock appears to be attractive, but with estimates being chopped, analysts are sceptical.
6.9% dividend yield, and the payout is 75%, so the dividend is covered, but stretched. Earnings estimates are up 1% in the last 90 days. Earnings are expected to have a very modest growth of 3% for 2017 versus 2016. Free cash flow is a modest at 2.3%. This borders in the top 3rd of his database. If looking for an income vehicle, he would look elsewhere.
6.9% dividend yield, and the payout is 75%, so the dividend is covered, but stretched. Earnings estimates are up 1% in the last 90 days. Earnings are expected to have a very modest growth of 3% for 2017 versus 2016. Free cash flow is a modest at 2.3%. This borders in the top 3rd of his database. If looking for an income vehicle, he would look elsewhere.
This has done well but charts show it getting a little toppy. Longer-term, this is a play on copper. Copper prices look like they have broken out recently, which would be quite positive for a lot of Canadian mining and copper companies over the coming 12 months. Ranks in the top 3% of his database.
This has done well but charts show it getting a little toppy. Longer-term, this is a play on copper. Copper prices look like they have broken out recently, which would be quite positive for a lot of Canadian mining and copper companies over the coming 12 months. Ranks in the top 3% of his database.
This makes stuff that makes stuff, particularly in the semiconductor space. Their key is extremely precise temperature and measurement pieces. Extremely profitable with a large free cash flow generation. Also, has a lot of cash on the shelf. They may end up acquiring something, or they may be acquired. They are dealing with 4 of the 5 large semiconductor makers. Thinks they have now signed the 5th giving them all of them, and they continue to try to get greater market share within those 5. The latest earnings results for a couple of their clients has been quite positive. Earnings are expected to be $.09 against $1.29, and he thinks there is still pretty good opportunity for the stock going forward.
This makes stuff that makes stuff, particularly in the semiconductor space. Their key is extremely precise temperature and measurement pieces. Extremely profitable with a large free cash flow generation. Also, has a lot of cash on the shelf. They may end up acquiring something, or they may be acquired. They are dealing with 4 of the 5 large semiconductor makers. Thinks they have now signed the 5th giving them all of them, and they continue to try to get greater market share within those 5. The latest earnings results for a couple of their clients has been quite positive. Earnings are expected to be $.09 against $1.29, and he thinks there is still pretty good opportunity for the stock going forward.
Basically a company that acquires pharmaceutical products, typically from other large established companies. Ranks in the top 3rd of his database. Earnings have been a bit challenged for the coming quarter. Most recently, sales were up 26% and earnings were up 54%. In the coming quarter,it is expected to have a step back, and earnings are expected to be $.03 versus $.08 last year. Earnings estimates have been shaved by 15%, and earnings for 2017 versus 2016 are literally unchanged at $.13 per share. Against a $10 stock price, that gives you and 82X PE multiple with low to no growth. There is a lot of competition and better opportunities in others.
Basically a company that acquires pharmaceutical products, typically from other large established companies. Ranks in the top 3rd of his database. Earnings have been a bit challenged for the coming quarter. Most recently, sales were up 26% and earnings were up 54%. In the coming quarter,it is expected to have a step back, and earnings are expected to be $.03 versus $.08 last year. Earnings estimates have been shaved by 15%, and earnings for 2017 versus 2016 are literally unchanged at $.13 per share. Against a $10 stock price, that gives you and 82X PE multiple with low to no growth. There is a lot of competition and better opportunities in others.
Great technology. Makes an extremely efficient incinerator for burning flared gas, in particular for getting rid of sulphur dioxide, etc. In spite of having great technology, not a lot of people are using it. Part of that relates to the declining price of oil and natural gas. With his expectation of rising oil prices, that should be beneficial for them. At the moment, earnings are expected to be $.02 against a $.75 stock price, giving a 38X PE multiple and a 4% ROE. He is waiting for an increase in overall sales volume to turn the company around.
Great technology. Makes an extremely efficient incinerator for burning flared gas, in particular for getting rid of sulphur dioxide, etc. In spite of having great technology, not a lot of people are using it. Part of that relates to the declining price of oil and natural gas. With his expectation of rising oil prices, that should be beneficial for them. At the moment, earnings are expected to be $.02 against a $.75 stock price, giving a 38X PE multiple and a 4% ROE. He is waiting for an increase in overall sales volume to turn the company around.
