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Badger Daylighting Stock Symbol: BAD-T

Last Price Recorded: $25.6500 on 2017-09-22

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Date Signal Expert Opinion Price
2017-08-25 TOP PICK Robert McWhirter

Management is very conservative in what they do.  It has an ROE of 15%, good free cash flow, and asset turnover is extremely efficient.  The earnings are expected to be up 11% in November.  They want to double their business in the US over the next 3-5 years.  The dividend was increased.  (Analysts’ target: $36.00).


Price:
$27.900
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-18 PAST TOP PICK Norman Levine

(Top Pick Sept. 9/16, Up 0.65%)  He bought it when it was about $5 as an income stock.  They’re not as big in oil now, but in municipalities.  This year it had a slow January.  The next two months were so good that they started to build more trucks.  Last week it reported excellent results.  But a short seller went very vocal.  He feels this is a great long term hold.


Price:
$27.440
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-05 COMMENT Daniel Lloyd

He is short this. They are in a particularly tough spot at the moment in that they operate in what he believes is a commoditized business, mobile hydro-vac vehicles. With almost 70% of the business being in the US, this is one of the companies that would be harmed by a stronger Cdn$. However, it really comes down to an overcapacity issue. There are more trucks than are required. Two of their competition are in the process of merging.


Price:
$26.030
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-06-26 PAST TOP PICK Stephen Takacsy, B. Eng, MBA

(Top Pick Jun 29/16, Up 14.70%) He thinks manipulation is going on.  You should load up the truck on it.  This is a great business.  They are growing profitably in the US.


Price:
$25.740
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-23 COMMENT James Hodgins

He doesn’t like the huge amount of management turn over. There are some questions around accounting and some of their franchisees. Has a very tiny Short position on this. There is more downside than upside on this.


Price:
$25.920
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-16 BUY Norman Levine

This is in the business of building trucks that contractors use, both in energy and utility areas, for moving earth with high-pressure water. It is now more in the US than in Canada, and much more in utilities rather than energy. They’ve done all the right things, and are the biggest in the industry in North America. Their most recent quarter had a soft period in January, and a Short seller got a hold of this and publicized it, which knocked the stock down. This will be a “show me” stock until they report their next quarter in August. This is an opportunity.


Price:
$24.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 COMMENT David Baskin

This is the latest Canadian company that is the subject of a Short selling campaign, originating in California. He could never understand how they could build a competitive company in this kind of business.


Price:
$23.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-15 COMMENT Bruce Campbell (1)

Felt valuation was pretty high for a low-tech business. At the current price, in the mid-$20, if there is nothing wrong and if their earnings follow-through, then the stock has potential. However, the elevated risks would still bother him. We’ll find out more in the next few weeks, and if you are comfortable, the entry point might be decent.


Price:
$23.650
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-05-08 DON'T BUY Ross Healy

The issue is that in 2014 the stock got all the way up to about 16 times book value.  Then it fell from grace.  Going forward people think it will only go back to there.  Earnings didn’t support it back then and still don’t.  There is not much momentum in earnings, so they are overvalued.  He has no interest in it.


Price:
$30.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-02 COMMENT Daniel Lloyd

He is short this. They build and operate mobile hydro-vac trucks or excavations. They always had a competitive advantage in that they basically invented the hydro-vac truck space. Now though, anyone who can get financing, can effectively have one of these. They have had a very large number of executives leave over the last couple of years. He also feels they have the potential to be harmed by a border adjustment tax, as they manufacture in Alberta and ship into the US.


Price:
$32.290
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-04-26 COMMENT Bruce Campbell (2)

They continue to move more and more of their business down into the US, and the stock has done really well. They are starting to see a pickup in the number of trucks they are building. If we see a ramp up in the infrastructure in the US, that would probably really help this company.


Price:
$33.430
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 TOP PICK Norman Levine

It is not an everyday stock. They use high pressure water to move earth.  They used to be mostly in the energy area and then moved into the utility area.  Recently they moved into the US.  People still treat them as a Canadian energy company, but 2/3rds of their business is from the US and 3/4ths comes from non-energy.  Earnings continue to grow and they raised the divided recently.  (Analysts’ target: $35.00)


Price:
$32.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 COMMENT Daniel Lloyd

This is not a bad business, and if you believe in a large fiscal stimulus structure spend in North America, this company would stand to benefit. He would rather own something in the engineering space.


Price:
$30.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-01-12 COMMENT James Telfser

Great story and a well-run company. If you think about all the trends that are happening with oil and infrastructure spending, it is hard to say that this company is not going to be pretty active. They definitely have the fundamentals to back them. The problem he has always had is that they always trade at very lofty valuations. Part of that is because of ROC that they make from their truck. He looks around and sees a lot of trucks that are not theirs. They don’t have a high barrier to entry like they used to. Prefers other names, but wouldn’t be too worried given the turnaround, and there is more room for multiple expansion.


Price:
$31.600
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2017-01-09 DON'T BUY Daniel Lloyd

He shorted it in October and since then has covered it.  They used to have a large emphasis on oil and gas.  It is not a bad name to own if you think infrastructure spending will work out, but he does not.


Price:
$32.040
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
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