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Opinions Bruce Murray
Evertz Technologies Ltd.ET.TOWATCHSep 18, 2018
Bruce MurrayStock 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.
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He owns this in his dividend fund. It is a well run company. The market for TV studios is very limited. The company is profitable and every couple of years, they pay an extra dividend. He likes to buy it below $15 and either sell it in the $20 range or collect the large special dividend. It normally offers a 3.5% to 4% yield (current yield is 4.3%), but every 2-to-3 years, it pays an additional dollar, which works out to be an extra 5 to 10%.