Viewing Company K-Bro Linen Inc | StockChase
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K-Bro Linen Inc Stock Symbol: KBL-T

Last Price Recorded: $38.8700 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-19 HOLD Peter Hodson

This is a boring stock.  They wash linins for hospitals and industrial.  They have long term contracts and definitely are a safety company.  It will not get killed to badly with interest rates. 


Price:
$38.550
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-04 HOLD Jerome Hass

A very steady business. Just built a new plant in Toronto. There is a potential for them to make an acquisition or to build a plant in Vancouver. His concern is that when they have built plants in the past, it’s taken time to fill the capacity of them. He is cautious. On top of that it has always been pricey as a stock. Hard to see where the upside is in terms of valuation. Dividend yield of 3.1%.


Price:
$38.900
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
No
2017-09-25 BUY Stephen Takacsy, B. Eng, MBA

It is not interest rate sensitive.  There are big moats around the business.  They are modernizing several of their plants and can increase their margins going forward.  It is in a consolidation phase as new plants come online.  You will have to wait a few quarters if you get in.


Price:
$38.990
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2017-07-27 BUY Andrey Omelchak

They have done a really great job of consolidating the industry in Canada.  It is expensive to add new capacity.  He would be adding to the position.  It is a defensive and conservative position.  They could increase their dividend.


Price:
$40.290
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-24 WATCH Keith Richards

He looks at peaks and troughs, and the chart looks like it may be basing. You want to see it break the lid of basing of around $44.


Price:
$39.610
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-14 DON'T BUY Robert McWhirter

Earnings estimates were $1.59 for 2016, and dropped to $1.14 for 2017, and then goes to $1.39 for 2018. There is reasonable year-over-year growth from 2016 of 12%. It ranks 308 out of 720 stocks in his model. On a near term basis, year-over-year cash flow has declined by 16%, and year-over-year earnings growth is -12%. The upcoming quarter is even worse at -16%. Dividend yield of 3%. He would look elsewhere.


Price:
$39.950
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
Unknown
2017-06-30 COMMENT Hap (Robert) Sneddon FCSI

Some indicators are starting to turn up, which is pretty positive. Short-term, it is going to have a little trouble getting through the $41 level, before there is more acceleration. It could then get a push up to around $45.


Price:
$40.500
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
Unknown
2017-06-26 TOP PICK Stephen Takacsy, B. Eng, MBA

Canadian leader in linen services to hotels and hospitals.  There are high barriers to entry into the industry and they have limited competition.  It is a duopoly in Canada.  They have high margins and good cash flow.  It has pulled back in the last year because they are in a large cap-x program.  It is better valued now considering the future benefit of the cap-x program.  Demographics are behind them.  They have long term contracts with very high renewal rates.  (Analysts’ target: $43.50).


Price:
$39.460
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-05-31 PAST TOP PICK Michael Simpson, CFA

(A Top Pick May 4/16. Down 3%.) They are doing everything that a good, long term business owner would do. Reinvesting in some of their plants and winning new contracts. Have had to build new facilities in Vancouver and Toronto. Extremely well-run. He is still buying on weakness.


Price:
$38.750
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-09-30 HOLD Ryan Modesto

Laundry services for hospitals, hotels, institutions. There have been some pretty lacklustre quarters recently as competition is increasing. The company is adding plants throughout Ontario to add to their logistical efficiencies, giving lower costs. You will have to hold for another year to get a leg up, but in the meantime, the 3% dividend is nice.


Price:
$41.060
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-09-22 WEAK BUY Stephen Takacsy, B. Eng, MBA

Laundry company for hospitals.  He regrets not going after it.  The contracts are long term and get renewed automatically.  He may start looking at it again.  It is very chunky in terms of contracts.  Don’t expect huge organic growth.


Price:
$43.250
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-06 BUY Peter Hodson

This company is planning for 10 years, not just one quarter. They are shifting operations to more efficient facilities. That causes disruptions and causes uncertain earnings while they make that shift. But when they make that shift, it is by far the right move to make, and their margins go up. There were 2 new contracts that they didn’t win this year, and the stock took a pretty big hit. The stock has gone way down and he thinks it is very attractive. They sign 10, 20 year contracts, and the new facilities will kick in and improve margins over time.


Price:
$42.430
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-04 TOP PICK Michael Simpson, CFA

Launders hospital and hotel linens. About 70% revenues are from hospitals and the rest from hotels. The largest player in Canada. About a year ago, they made a bid for Booth Centennial, but lost it to a financial player. Currently building new facilities in Toronto and Vancouver that will lower their costs. They continue to win contracts. Has debt to EBITDA of about 0.2X, and trading at about EBITDA of about 9X. very well-managed. Dividend yield of 2.93%.


Price:
$41.900
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-03-03 COMMENT Ryan Modesto

Provides laundry services to hotels and hospitals. Have 10 year contracts, and are able to pass inflation on to them. Recently dropped 10%, which is funny because this is a very stable company. Loves this for the stability and the dividend that it supplies. Competition recently beat them out of 2 pretty big contracts. However, they still have their long-term contracts and are generating cash flow and paying dividends. 


Price:
$45.380
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2015-08-12 HOLD Fabrice Taylor

It is a very good business, he used to own it, but doesn't anymore. Very well run. He thinks the recent sell off is just the market evaluation because it did have a pretty rich evaluation at one point. A very good company. He wouldn't worry too much about it though and thinks it will be fine. It still pays a nice dividend and they tend to increase it. They do have avenues of growth. As a longer term hold it should be fine.


Price:
$49.510
Subject:
NORTH AMERICAN - EQUITIES & SMALL CAPS
Bias:
CAUTIOUS
Owned:
No
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