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Savaria Corp Stock Symbol: SIS-T

Notes:Elevator equipment in seniors' complexes.

Last Price Recorded: $15.3100 on 2017-10-23

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Date Signal Expert Opinion Price
2017-10-17 TOP PICK Michael Smedley

Founded in 1979 and a Québec businessman bought it out 10 years later for $100,000. He is now approaching $148 million in revenues, and hopes to march onto $500 million by 2021. One of the great specialists in the world with equipment that helps aged people improved their balance through stair lifts and other things that improve mobility. He is dedicated to 17% pre-EBITDA margins. Dividend yield of 2.4%. (Analysts’ price target is $17.)


Price:
$14.630
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-09-25 BUY on WEAKNESS Stephen Takacsy, B. Eng, MBA

One of his top positions.  He bought more below $12.  It is an expensive stock in a fast growing space.  It is the only safe way to play the aging demographic. 


Price:
$14.120
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2017-09-05 TOP PICK Michael Smedley

A small cap company that came out of the darkness about a year ago. It went quiet again, but is acquiring things quite aggressively in chair lifts and aids to the elderly area. Just made another small tuck in acquisition. Dividend yield of 1.9%. (Analysts’ price target is $17. )


Price:
$13.060
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-10 COMMENT Jason Del Vicario

He recently bought this in the $11 range. They manufacture mobility tools for elderly people, so the demographics are good.


Price:
$15.000
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-06-26 BUY on WEAKNESS Stephen Takacsy, B. Eng, MBA

One of his biggest positions.  They have done well in terms of growing their business organically.  They make mobility aids.  They acquired a company in the US that makes mattresses for institutions.  Management have done a good job of growing SIS-T organically, but now are making a very opportune acquisition in the US.  The stock is not cheap, but the demographics are blowing a huge tailwind into it.


Price:
$16.160
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-05-25 COMMENT Peter Imhof

He likes the story. They do chair lifts, etc. for people who want to stay in their homes. The multiple is getting quite stretched. Raised some money and then did an acquisition. Thinks the acquisition is going to be highly accretive and make it a much bigger company. Likes management.


Price:
$16.840
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-02 COMMENT Daniel Lloyd

This helps with wheelchair assess ability, and things like that. A very demographically advantaged business for the next several years. It seems to be quite well-run and has insider ownership. Certainly seems like it is worth owning.


Price:
$15.140
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-04-11 PAST TOP PICK Ryan Modesto

(A Top Pick March 3/16. Up 152%.) Stair lifts and elevator lifts, as well as van conversions to help people with disabilities get into their vehicles. Did an acquisition of the van conversion business, which almost doubled their business. An expensive company, but also one of the better companies on the TSX. They have a consistent demand coming from the baby boomer demographic. While it looks expensive today, they could do an acquisition tomorrow and it would look pretty cheap again.


Price:
$14.320
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-03-27 PAST TOP PICK Peter Hodson

(Top Pick May 6/16, Up 61%) Mobility solutions.  They won a contract in China.  It is one of the most solid management teams.  Earnings are solid and the outlook is great.


Price:
$12.750
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-22 BUY on WEAKNESS Stephen Takacsy, B. Eng, MBA

One of his biggest positions. A great company. Manufactures accessibility equipment such as stair lifts, home elevators, ramps, vehicle conversions, etc. It is the only investable company on the TSX that gives you exposure to the sector. Very well-managed. The stock is a little pricey, but you are paying for the scarcity value.


Price:
$12.280
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 HOLD Peter Imhof

Manufactures lifts, etc. for homes for people with disabilities. Has traded sideways for a while, but earnings have been very strong, and the demographics are great. Thinks they are looking to make acquisitions and put them together with what they already have, creating synergies to increase margins. Feels the margin profile is going to go up over the next couple of years. Not extremely cheap, but this is because they have been able to grow earnings rapidly over the last couple of years.


Price:
$10.690
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-21 SELL Alex Ruus

A very interesting little Canadian company out of Montréal. Has done a great job of growing their business. They provide chairlifts for old and disabled people in homes, and small elevators for residences. Have been growing nicely over the last several years. He likes the business longer-term, but the stock has had one heck of a run, and the stock is pretty expensive. If you own the stock, he would be trimming, if not Selling it.


Price:
$10.860
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-01-25 COMMENT Bruce Campbell (2)

This has been a phenomenal company and continues to grow. Demographics are in their favour, and there is tons of room for it to continue to do well longer-term. Valuation has always been up on this, trading at about 15X EBITDA. It is never cheap, but that is often the case with these companies that continue to grow. He wouldn’t be surprised if they continue to grow organically as well as with acquisitions.


Price:
$11.100
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2017-01-18 HOLD Peter Hodson

Makes equipment for people with limited mobility. They acquired Shopper’s Drug Mart’s home division. One of his favourite companies in the healthcare/industrial space. Demographics are in their favour. Has a great balance sheet and good management. Hiked their dividend by 30% last year, a very significant statement by management. This is one of those long-term names that he thinks will continue to make good acquisitions and continue to grow, and continue to post higher earnings.


Price:
$10.990
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-12-28 PARTIAL BUY Hap (Robert) Sneddon FCSI

Chart shows a strong upward trend this year, with a recent break down followed by an upward move. It has now formed a little base at around $10.60. You could take an initial position, and if it got down to the $10.60, take the balance. It is always good to pay more for something, as it gives you a confirmation.


Price:
$10.750
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
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