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Compiling comments that experts make about stocks while on public TV.

2017-01-12

Opinion for Badger Daylighting (BAD-T)

Signal Price Bias Subject Owned
COMMENT $31.600 BULLISH CANADIAN No

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.

James Telfser
Partner & Portfolio Manager, Aventine Management Group http://www.aventine.ca

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