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Badger Daylighting Stock Symbol: BAD-T

Last Price Recorded: $29.4000 on 2017-10-20

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Date Signal Expert Opinion Price
2016-06-24 HOLD Ryan Modesto

They do daylighting, exposing underground wiring and pipelines. Seem to be able to do it quicker and more efficiently than their competitors. Great management team. Have been through downturns before and have managed it. However, looking at the valuation, it looks like it is priced to perfection at 24X forward earnings. Has a pretty good growth plan, and if they can deliver on it there is some potential for a return. The problem is, they moved into the US and have seen their margins depressed. Not confident they can get those margins up to historical levels.


Price:
$21.920
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-06-17 PAST TOP PICK Norman Levine

(A Top Pick May 26/15. Down 24.58%.) This is in the hydro-vac business. They build machines that uses high-pressure water to move earth. Half their business is to the energy industry, and the other half is utilities and governments. This is the biggest in North America and a consolidator. Still a Buy. Thinks we have seen the most of the downside for this.


Price:
$21.460
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-02 BUY Norman Levine

They have been diversifying away from the energy patch.  They also diversified into the US.  They are the biggest in both countries.  The core business continues to do okay.  He still buys it for new accounts.


Price:
$23.220
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-04-25 BUY James Rife

They were focused on oil and gas, but now it is down to about 50% due to reallocating.  They are well managed and are definitely doing the right thing through this downturn.  Portfolio managers might look at this one to get more exposure indirectly to oil and gas.


Price:
$22.520
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-04-06 PAST TOP PICK Jason Mann

(A Top Pick May 25/15. Down 25.48%.) Hydro-vac excavators. Was a little early on this. Reduced his holdings because of the declining price momentum. Valuation is still good, and it trades in the top 95% of his valuations. ROE is around 20%. Very solid balance sheet. This will benefit from a cyclical turn in the oil sector.


Price:
$21.970
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-23 COMMENT James Hodgins

The issue they had this year was that when oil/gas exploration fell off so dramatically. A lot of their investors were in for the dividend yield, and it started to look like it would be dicey if they could keep the dividend where it was. Had been Short the name because he had thought the perception of the company was that it was safe because of their other business lines outside of oil and gas. Has covered his Shorts recently. If you think the energy rally is real, then he would take a look at it here. A solid management team. Valuation has come down to a level where it is reasonably attractive.


Price:
$24.580
Subject:
SMALL & MID-CAP
Bias:
UNKNOWN
Owned:
No
2015-11-27 TOP PICK Norman Levine

In the business of hydro-vac. They use high-pressure water to move Earth. Their customer base is both in the energy patch and in the construction and utility business. In that business, you have to be careful that you don’t cut cables, sewer lines, etc. You can dig part way, but then you use high-pressure water to move the earth safely out of the way. They have been growing aggressively in the US. Have also been moving away from the energy sector. Dividend yield of 1.48%.


Price:
$24.320
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-18 PAST TOP PICK Bruce Campbell (2)

(Top Pick Nov 19/14, Down 20.97%) He sold it shortly afterwards. It broke down from a technical level.  They had strong earnings recently and he is taking a hard look at it again. 


Price:
$24.790
Subject:
CANADIAN
Bias:
NEUTRAL
Owned:
No
2015-11-17 BUY on WEAKNESS Don Vialoux

Historically, the sector does very well right from around the end of January right through until May each year. This company is a little different because it is focusing on a certain type of oil services, but it should follow a similar pattern. It is now approaching its period of seasonal strength. Technically a nice little base has formed and has been breaking out in the last few days. Technicals are starting to look better. It is trading above its 20 day moving average and it is outperforming the TSE composite. Seasonality is not there yet, but is expected to be clicking in sometime around the 3rd week in January. Try to buy this on weakness between now and the 3rd week in January.


Price:
$25.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2015-11-06 TOP PICK Rick Stuchberry

Has taken a beating, and thinks it is now base building. They have hydraulic trucks that can move around, and they moved a lot of the trucks into the US, and redeployed them. They were in the energy patch in Canada, and business is slow there. It looks very promising here. They own a lot of their own stock and work very hard. They produce their own trucks in Canada so have a lower cost base.


Price:
$19.550
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-01 HOLD Norman Levine

He shot down a bid to acquire it several years ago.  The company is a very well run company, but had no idea what they were worth.  They have continued to do well.  Half of its business is serving the oil patch.  They have expanded in the US and are the go-to name in the business.  They are moving their trucks away from the energy patch to municipal work, but there is only so much they can do.  He is keeping it because it is a well run company.  More than half is now not with commodities so he is happy with it.


Price:
$19.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-09-28 HOLD Peter Imhof

They are good operators.  He is looking to add stock back down at these prices.  It is being thrown in with all of the energy names, but this one is different because it has to do more with infrastructure.


Price:
$19.250
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2015-09-11 COMMENT Steve DiGregorio

Starting to look like very deep value. A business with growth and yield. Doesn’t think there will be any dividend increases for any of these businesses, given the current commodity environment. They are moving trucks around and starting to get them out of the commodity sensitive areas, and moving them more towards construction areas and into the US. This is a way to get exposure in the US homebuilding and construction market. Doesn’t think we are going to see this appreciate anytime soon unless there is a little bit of turn up in the energy side.


Price:
$19.460
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Unknown
2015-09-01 WAIT Veronika Hirsch

Really likes management. There are 2 industries they service, oil/gas and municipalities. Because of the oil and gas uncertainty, she is staying out of this until she sees a bottom in energy. It would be one of the names that she would be very happy to buy back.


Price:
$19.500
Subject:
120
Bias:
UNKNOWN
Owned:
No
2015-08-26 TOP PICK Stephen Takacsy, B. Eng, MBA

This is a great company. The biggest fleet of hydro-vac trucks in North America, mostly in Canada initially. Have been growing tremendously in the US over the last few years. Got whacked because they had exposure to the oil/gas industry in Western Canada. Very high margin free cash flow business. They are really targeting the utility and municipal segment, and their reliance on the oil/gas segment has come way down. Dividend yield of 1.89%.


Price:
$19.290
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 31 to 45 of 190 entries
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