| DON'T BUY | 33.010 | David Burrows | Great business and very well run in what they do. Environment is not suited right now to investing in this type of business. Always try to invest in sectors that have tailwinds. | 2008-06-16 | |
| BUY | 32.050 | David Baskin | Will make a lot of money from its managed limited partnerships, which are set up to do leveraged buyout deals. As usual, the pendulum swung too far and there will be leveraged deals done. | 2008-02-04 | |
| SELL | 30.600 | David Burrows | You buy this one on an expectation that they can make new deals or can monetize old deals. In the current market people are not paying up for deals that could get monetized, As for new deals, raising capital is difficult. | 2008-01-18 | |
| PAST TOP PICK | 37.520 | Bill Carrigan | (A Top Pick Dec 6/06. Up 27.6%.) The chart still looks pretty good. He likes that it did not violate the summer low. Also, it recently came out with bad news and the stock rebounded today. | 2007-11-13 | |
| BUY | 39.100 | Peter Brieger | Long term Buy. Doing a great job in the private equity field, but more importantly they started a separate company to buy distressed debt. | 2007-11-06 | |
| PAST TOP PICK | 37.960 | Bill Carrigan | Then 28.60 up 31%
Still a lot of upside.
He doesn't own anymore, sold during consolidation. | 2007-10-17 | |
| TOP PICK | 33.030 | David Baskin | With the restriction of credit availability, people said no more LBOs (leveraged buyout). With fewer players in this market, Onex has fewer competitors and they can buy things at a better price. They apparently have an unlimited ability to raise money in Limited Partnership vehicles. | 2007-08-23 | |
| SELL | 32.510 | David Burrows | It is being impacted by some of the emotion in the market around private equity and some of the private equity takeovers. A lot of their earnings come from performance fees and their ability to take companies public. At this point, the air is coming out of the balloon. | 2007-08-09 | |
| PAST TOP PICK | 33.750 | Bill Carrigan | (A Top Pick July 17/06. Up 46%.) Had picked this one because he liked the aerospace. At the moment, he would stay away from it. | 2007-07-30 | |
| DON'T BUY | 33.300 | Brian Acker, CA | Only has one analyst’s estimate for this company. He requires 3 as a minimum. His model price is $31.25 based on the one estimate, so it is still over his model price by 5%. | 2007-07-27 | |
| Comment | 37.700 | Michael Sprung | Riding the crest right now of being a quasi equity firm within the Canadian context. Made some very positive news over the last couple of years. Would prefer around $35. | 2007-07-13 | |
| PAST TOP PICK | 37.940 | Bill Carrigan | (A Top Pick July 17/06. Up 65.1%.) He picked this one because he could see the aerospace moving up. The big move is probably over and it will consolidate. Would move somewhere else. | 2007-07-10 | |
| PAST TOP PICK | 40.630 | Bill Carrigan | (A Top Pick July 17/06. Up 78%.) This was in a space that he liked. It was under owned and under appreciated. Doesn't think this is over yet. | 2007-05-15 | |
| HOLD | 40.010 | Robert Floyd | This tends to be a late cycle stock simply because of the assets they have. Have been developing a lot of private funds as well. Very experienced management. | 2007-05-11 | |
| BUY | 38.790 | Michael Smedley | An extraordinarily large and powerful buyout firm. Good management. Well diversified. | 2007-05-01 | |
| BUY on WEAKNESS | 33.100 | Peter Brieger | One of the few public companies that you can purchase at a discount to its net asset value. Would buy below $30. | 2007-04-04 | |
| PAST TOP PICK | 32.500 | Bill Carrigan | (A Top Pick Dec 6/06. Up 13.6%.) It has 2 things going for it. It's an aerospace theme, which he likes, and it is a conglomerate. Thinks it should go higher. | 2007-03-27 | |
| BUY | 32.000 | Peter Brieger | A way to participate in private equities. This is probably a good place to buy if you have 3-5 year point of view. Good management. | 2007-03-21 | |
| BUY | 30.520 | Peter Brieger | One of the best and most convenient ways in Canada to participate in private equity. Terrific company and a great entry point. | 2007-03-02 | |
| HOLD | 30.810 | Michael Decter | Recently sold most of his position. Moving a lot of their investments into the aviation sector, which is probably smart long haul. Will probably go back into it at some time. | 2007-02-26 | |
| BUY | 28.050 | Peter Brieger | Highly capable management. If you want to have a play in private equity, this would be a stock to own. He is looking at it now. | 2007-01-15 | |
| TOP PICK | 28.360 | Bill Carrigan | (A Top Pick Feb 14/06. Up 52.7%.) This is a long-term play. Likes aerospace. Also likes conglomerates. Give it a few weeks to settle down to the lower trend line before buying. | 2007-01-12 | |
| DON'T BUY | 28.290 | Michael Sprung | Acquiring Raytheon’s (RTN-N) business jets, which is somewhat confusing. Not a major player in the business jet market but have some well-known brand names. Expect Onex is looking at it as a turnaround possibility to make a profit on in a few years time. Suspects that some of their returns are not going to be what they used to be because of competition. | 2007-01-05 | |
| DON'T BUY | 28.720 | Robert Floyd | Getting reasonably rich. Would prefer to buy a little bit cheaper. | 2007-01-03 | |
| BUY | 28.740 | Norman Levine | Really a public hedge fund. Have been making some very good investments. They’re flush with cash. Will probably continue to do well. | 2006-12-20 | |
| TOP PICK | 28.600 | Bill Carrigan | Had a huge base in 2003 and another one in 2005 followed by a breakout in 2006. Just beginning. | 2006-12-06 | |
| HOLD | 28.100 | David Driscoll | Not too expensive and not too cheap. It all depends on the next acquisition and next sale. | 2006-12-05 | |
| BUY | 25.750 | Norman Levine | Will be looking at as a potential buy. Flush with cash. | 2006-11-14 | |
| Comment | 24.320 | Jeff Parent | Trading just above its support. Consolidated in Sept/Oct. Stocks from a consolidation will either make a new high or test its low, which it is doing right now, and then goes on to make a new high. Volume was fairly strong. | 2006-11-02 | |
| WEAK BUY | 24.480 | Jonathen Wellum, B. Comm, B. Sc | A bit of a black box, private equity type of operation. Track record has been pretty good over time. Has a lot of cash. If you do own the stock, you have to take a long-term view of the operation. | 2006-08-17 | |
| TOP PICK | 22.780 | Bill Carrigan | (A Top Pick May 2/06. Flat.) Not on anybody's radar screen. A long-term, infrastructures play. Aerospace is a long-term play. Has a beautiful uptrend. | 2006-07-17 | |
| TOP PICK | 22.710 | Bill Carrigan | (A Top Pick Feb 14/06. Up 21%.) Thinks aerospace is a long-term story. This one has a nice uptrend. Had a double bottom in December and February with quite a bit of volume. | 2006-05-02 | |
| TOP PICK | 22.710 | David Baskin | May have hit at home run with their airline business in the US. This is the kind of opportunistic acquisitions that they have been successful in making. This is a story of under appreciated assets. | 2006-05-02 | |
| BUY on WEAKNESS | 22.700 | David Driscoll | They are hitting on all cylinders now because the economy is coming on strong on all fronts. Probably a decent time, but might wait on a little bit of a pullback. | 2006-04-06 | |
| TOP PICK | 18.580 | Bill Carrigan | Top pick. This company is in the Aerospace sector. The factory is in the States. | 2006-02-14 | |
| BUY | 18.800 | Michael Sprung | We haven't seen them do any major transactions in a while. There have been attempts but likes the fact that they have been cautious. | 2006-02-02 | |
| PAST TOP PICK | 19.870 | David Baskin | (A Top Pick Jan 25/05. Up 5%.) The big attraction right now is their managed limited partnerships. Market hasn't recognized the potential profit they make through their carried interest of 20% and the profits their managed partners can make. Well managed. | 2005-03-29 | |
| BUY | 20.150 | David Baskin | A manager of money. Potential to make gains. Depends on its success of its aquisitions. | 2005-02-28 | |
| TOP PICK | 19.160 | David Baskin | Likes that they are getting into the business of managing funds for others. Just announced they are managing a big real estate fund. A terrific source of steady income. | 2005-01-25 | |
| DON'T BUY | 19.350 | Paul Harris, CFA | Gerry Scwartz is a very smart man with smart people working for him. Concerned that some of the biggest plays in private equity have been going on since 2000 and Onex has not been a part of any deal. Has lots of cash. | 2005-01-24 | |
| WEAK BUY | 18.950 | Fred Pynn | The question is can Gerry Schwartz find accretive acquisitions. Not much downside risk, but it's event driven and you will have to be patient. | 2004-11-24 | |
| BUY | 17.650 | Bruce Campbell | Has a lot of cash. Trading at a little higher discount than its historical average to net asset value, so there's a couple of $'s of value. Buying today would be buying Gerry Schwartz' ability to do something good with the cash. | 2004-11-15 | |
| BUY | 17.630 | Michael Sprung | Sells at a significant discount to the sum of its component parts. An alternative to owning a riskier holding like Celestica. | 2004-10-21 | |
| PAST TOP PICK | 17.000 | David Baskin | (A Top Pick July 29/04. Up 5%.) Stiil likes. Trades at a pretty good discount to the value of its underlying assets. Long term prospects are excellent. | 2004-10-12 | |
| STRONG BUY | 17.000 | David Baskin | Have a huge amount of cash. Their cash plus their publicly traded securities adds up to more than what their stock is trading for. Very inexpensive. | 2004-09-09 | |
| BUY | 16.400 | Robert Floyd | Gerry Scwartz is a very shrewd operator in his acquisitions. The major issue is their holdings in Celestica, but Celestica's margins are improving and they are starting to get some decent contracts. | 2004-08-23 | |
| TOP PICK | 16.430 | David Baskin | A huge amount of cash per share is in the company. If you add the cash per share and their publicly traded interest per share, the stock price is less than this. | 2004-08-17 | |
| BUY | 16.080 | Gavin Graham | Have a substantial amount of cash. With the market getting softer, they could be picking up some bargains. | 2004-08-12 | |
| HOLD | 16.570 | David Cockfield | The company has done extremely well recently, but the stock has done absolutely nothing. Probably overlooked. Have a lot of cash. | 2004-08-10 | |
| WAIT | 16.510 | Matt Baillie | The issue with the stock is that it is largely a holder of cash and is looking for investments. Will wait until they put their money somewhere. | 2004-07-30 | |
| TOP PICK | 16.400 | David Baskin | Stock market has never liked this stock much. Their cash on hand + Celestica almost equals the stock price which means you get a whole bunch of other grab bag businesses for free including their management interest in their new private equity fund. | 2004-07-29 | |
| DON'T BUY | 17.000 | James Cole, BA, CFA | A company that has dual class shares which he doesn't like. With the sale of Loew/Cineplex, it will largely be cash. Doesn't expect the share price will do much of anything. | 2004-06-30 | |
| TOP PICK | 16.490 | Bill Carrigan | A laggard. Didn't bottom until March/03. From the bottom, built a channel and is trying to break out. | 2004-04-01 | |
| BUY | 15.090 | Larry Berman CFA, CMT, CTA | Has been extremely choppy. Probably part of a bigger base pattern that is developing. If it dropped below its 2003 low, it could get ugly. You can buy, with a stop at that point and look for it to go up to $19/20. | 2003-12-15 | |
| WATCH | 14.710 | Richard Stone | Have a ton of cash. The big overhang is that they are such major shareholders of Celestica. If you're not a fan of Celestica, you shouldn’t own this stock. Keep an eye on Celestica. | 2003-10-29 | |
| BUY | 15.850 | Ray Steele | They have a lot of cash and excess capital. Smart management group. Once they start to deploy their cash in further investments, we'll see their business start to pick up. Pretty safe place to be. | 2003-10-03 | |
| BUY | 15.050 | Mark Jackson, CFA | Looks fairly attractive at these levels. Thinks that over time they will take their asset Loews public that will add value to stock. You also get to play Celestica this way. Also like the Aeroplan asset. | 2003-08-27 | |
| BUY | 15.200 | Ray Steele | They have done some smart things and have a lot of cash.Outlook is quite strong. | 2003-08-20 | |
| BUY | 15.220 | Mike Weir | They have a tremendous track record of making good investments.The stock is trading at a great discount to the net asset value.A good way of playing the rebound in Celestica. | 2003-08-19 | |
| DON'T BUY | 15.850 | David Baskin | Good blend of assets. Smart management. Worried about the Celestica holdings. | 2003-07-23 | |
| BUY | 14.700 | Ted Macklin | Good company. Trading at a discount. | 2003-07-03 | |
| WAIT | 14.750 | Fred Ketchen | Has had a tough time. Aggressive management. As we get back into a tech recovery, it will come back to life. | 2003-06-23 | |
| DON'T BUY | 14.750 | Brian Acker, CA | Not a big fan. | 2003-05-06 | |
| DON'T BUY | 14.950 | Michael Smedley | Has a holding company mentality. Having two classes of shares tends to be a negative. | 2003-05-02 | |
| DON'T BUY | 14.390 | Ross Healey | Questions its holding of Celestica and expects to move with Celestica. | 2003-04-28 | |
| DON'T BUY | 14.300 | Robert Floyd | Have to wait for the Airoplan deal with Air Canada. Good management. | 2003-04-25 | |
| HOLD | 14.200 | Peter Brieger | Great admiration for Gerry Swartz. Sell if it hits $20. | 2003-04-23 | |
| DON'T BUY | 14.350 | David Baskin | OK for a long term, but near term will be slow. | 2003-04-22 | |
| DON'T BUY | 13.960 | Mark Jackson, CFA | The theatre side continues to struggle. Wait to see what happens with their propsed acquisition of Aero Plan from Air Canda. | 2003-04-14 | |
| DON'T BUY | 13.900 | David Baskin | Good, smart management. Price is discounted right now by some of their holdings, such as Celestica. | 2003-04-04 | |
| DON'T BUY | 13.900 | Michael Smedley | Difficult to get value from a holding company. | 2003-03-31 | |
| BUY | 13.930 | Michael Sprung | Trading well under its net asset . Well run.value | 2003-03-20 | |
| BUY | 14.080 | Ted Macklin | Celestica is now a small item re: this stok. Strong balance sheet and a lot of cash. Good price. | 2003-03-20 | |
| BUY | 14.150 | Nereo Piticco | A lot of cash on the balance sheet. Very attractive. | 2003-03-18 | |
| DON'T BUY | 15.020 | Robert Floyd | Very strog management. Expect further acquisitions. Wait for more news and an improvement in Celestica's, their subsiduary, earnings. | 2003-02-07 | |
| BUY | 16.020 | Nereo Piticco | Strong company. | 2003-01-27 | |
| BUY | 16.490 | Mike Weir | Good price. Have cash. Great track record. | 2003-01-16 | |
| DON'T BUY | 15.640 | Brian Acker, CA | Not a fan of holding companies. Its languishing. | 2002-12-27 | |
| BUY | 15.850 | David Baskin | Has a lot of cash. Celestica asset should turn around. Cheap. | 2002-12-17 | |
| WEAK BUY | 15.850 | Bob Stodgell | Treat as a trading stock. | 2002-12-17 | |
| BUY | 17.400 | Ray Steele | Outsourcing will continue to grow, so their holdings in Celestica will pay off. | 2002-10-15 | |
| PAST TOP PICK | 18.600 | Mike Weir | (Was a top pick on May 15. Down 12%.) Still likes. Has cash. | 2002-10-02 | |
| TOP PICK | 21.350 | Mike Weir | (Was a top pick on May 15. Up 1%) Still likes. Fundamentals are even better now. | 2002-08-26 | |
| DON'T BUY | 20.250 | Laura Wallace | Too dependant on Celestica. Will be a while. | 2002-08-02 | |
| PAST TOP PICK | 20.150 | Roger Mortimer | (Was a top pick Nov 14. Down 7%) Still likes. Good price. | 2002-07-29 | |
| BUY | 20.810 | David Baskin | The price of Onex is cheaper than Celestica, so the portion of Onex that is not Celestica is in effect, free. | 2002-07-03 | |
| DON'T BUY | 20.420 | Laura Wallace | Just made new acquisition of Mexican movie chain. Celestica could make the stock vulnerable. | 2002-06-26 | |
| DON'T BUY | 20.180 | Laura Wallace | Performs like Celestica. Wait for a turn in technology. | 2002-05-22 | |
| BUY | 20.600 | Bruce Cooper | High quality company. Has a lot of cash. | 2002-05-17 | |
| TOP PICK | 21.160 | Mike Weir | A value play plus a high tech play because of their Celectica asset. | 2002-05-15 | |
| WAIT | 20.000 | Ross Healey | Would be more comfortable with more earnings. Will either hold her or will drop further. Will go up and down with Celestica. | 2002-04-25 | |
| BUY | 21.940 | Mike Weir | A lot of cash. Defensive position. | 2002-04-16 | |
| BUY on WEAKNESS | 20.920 | Nereo Piticco | Have a lot of cash. Good management. | 2002-04-08 | |
| DON'T BUY | 21.850 | Joe Connolly | Not strong on their Cineplex acquisition. | 2002-03-21 | |
| BUY | 22.800 | Michael Sprung | Well managed. A good long term hold. | 2002-03-11 | |
| BUY | 22.250 | Michael Sprung | A lot of cash. Good management. | 2002-02-11 | |
| DON'T BUY | 22.730 | Ross Healey | May have short term strength, but not sure how long it can last. | 2002-01-29 | |
| BUY | 22.790 | Ted Macklin | Good company. Volatile. | 2002-01-14 | |
| DON'T BUY | 22.500 | Ross Healey | A cheap way of owning Delestica. Near its book value now. | 2001-12-27 | |
| TOP PICK | 21.150 | Mike Weir | Great track record in building asset value and good returns. A lot of cash. Long term hold. Cheap. | 2001-12-20 | |
Experts that have talked about Onex Corp
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