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Opinions Robert McWhirter
Evertz Technologies Ltd.ET.TOBUYJan 02, 2015
Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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EPS of 20c missed estimates of 22.5c. Sales of $125.8M beat estimates of $120.5M. Sales and earnings rose nicely. Cash is now $27M. It was a decent quarter, but there has been no long-term growth here. Even with a bounce this year, EPS will be slightly lower than it was in 2016. The stock is cheap because of this, but mostly only trades for its dividend. Investors need to see some consistent growth. The quarter was a good start but does not yet make a trend.
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James Telfser(A Top Pick Feb 27/19, Up 8%) A go-to name. They had many good earnings beats. They started to build a stake in a Belgium company, but they sold it and took a profit. ET paid a special dividend, but afterwards the stock dipped. There's still earnings growth here. They're taking market share aware. ET will benefit from Disney and others entering streaming, because ET sets up the equipment to use cloud computing.
James Telfser
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Peter Imhof
Basically has 2 chunks of business. One brings signals into the broadcast studio and moves them around as well. They are also moving towards blisteringly fast routers. This is important because the industry is moving from about 10-40 gig speeds towards 100 to move massive amounts of video. Not only involved with data, but also data, voice and pictures all together. Not cheap at 20X PE against 1% earnings growth. Free cash flow positive. There are indications they are getting pretty strong pickup in their new product. This is one that you can buy and safely tuck away for about 3 years.