Daily Stock Opinions and Ratings

Opinions

Robert McWhirterEvertz Technologies Ltd.ET.TOCOMMENTJan 05, 2018

A specialist in video communications, particularly within Broadcaster. The stock has basically been in a pattern of roughly $16-$18 for the longest while. Part of the reason is that when they make decent money, they pay it out in the form of a special dividend. Insiders own about 40% of the stock. In their most recent quarter they reported, earnings were down 15% on relatively flat sales. They are free cash flow positive. There are good opportunities for them, but thinks there are better opportunities in some of the other tech stocks.

Robert McWhirter

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$17.44

Stock price when the opinion was issued

$16.51

As of Jun 19, 2026. Market Open.

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DON'T BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

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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Follows it, but it's a bit small for his concentrated portfolio.

PARTIAL SELL

Price target of $15, so not much room left. SaaS in the film industry, which has had a difficult time. He'd sell a third. If it goes up, that's OK. If it goes down, at least you sold a third.

HOLD

Good managers who own a lot of stock. The stock has been rangebound for years as they payout a lot of its cash flow. Broadcasting has its challenges, though. ET are leaders in their space, but they serve a limited audience, which keeps him away. If you own it, hold on and watch what the owners do with their shares.

HOLD

He would continue to hold this and he likes the management team, which owns a lot of the stock. Although the share price has not done much, they have paid a lot of special dividends. Broadcasting is a tough industry, but he thinks they will continue to do well.

HOLD

Still likes it. Executed really well in their space. Just paid a special dividend. He's hoping for an acquisition. Reasonably priced. Plowing money back into R&D to make broadcasting easier.

PAST TOP PICK

(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.

TOP PICK

They are one of the best in North America. The broadcast industry only really grows at the GDP rate. What's going to change is that you now have Netflix and others and they are on the leading edge of that. On top of that is the high def cycle and the equipment is getting pretty old on that. They have a sustainable competitive growth. They just paid out a special dividend bringing the yield up to about 9%. (Analysts’ price target is $19.67)

PAST TOP PICK

(A Top Pick Apr 24/18, Up 15%) Still loves it. It's hitting 52-week highs and many good quarters. Offers decent growth as it pays a 5% dividend. Insiders own a lot of stock. They invest a lot in R&D. Expect big growth.

BUY ON WEAKNESS

He has held in the past. It is not very liquid. They paid a number of special dividends and the yield is 4%. You have done quite well and the management team still owns 45%. Maybe this company gets sold at some point.

DON'T BUY

It has an April year-end. They are forecasting a 10% lift in earnings. It is extremely in demand. They payout chunky dividends about once a year. He prefers others.

PAST TOP PICK

(A Top Pick Apr 24/18, Down 4%) Likes it a lot, a great overlooked Canadian story. Solid yield and managers. They dominate their sector. More details under his top picks.

TOP PICK

Great execution in broadcast equipment, like internet protocol. Netflix and Disney need Evertz's technology. Their R&D as percentage of revenue is off the charts. Management owns 65% of the company and future acquisitions could be a catalyst. (Analysts’ price target is $18.33)

BUY

He has known the management team since they went public. The two founders own 64% of the company. They came out good earnings and showed a record backlog of orders. They are the leader in their space -- upgrading broadcasting companies. They have one of the largest market shares in the space and are expanding in North America. They pay a nice 4.5% dividend.

BUY

A broadcast products company. They have a great cash position and made a recent acquisition. They grew the dividend over time. Every other company in the space got acquired in the past so they probably will. He likes it. It is for a steady income.

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Robert McWhirterEvertz Technologies Ltd.ET.TOCOMMENTJan 05, 2018

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