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Opinions Barry Schwartz
Wajax CorpWJX.TODON'T BUYApr 18, 2013
Stock price when the opinion was issued
As of Jun 22, 2026. Market Open.
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Premium contentBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cheap at 11x earnings. A cyclical company that has never reached over 20x multiple. They continued their dividends during the pandemic. Sales missed but EPS beat by 20%. Cash flow is good. The small size presents some risks but it is doing many things right. Unlock Premium - Try 5i Free
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Greg Newman
They cut their dividend, but he sees this as pretty safe with a 60% payout ratio. He models 45% EPS growth. Their balance sheet has gotten much better. The cycle is just starting to come on with equipment makers, and is trading at about a 6-point discount to Finning. Trades at about 13.8X with Finning at around 19X.
They are adamant they cannot cut the dividend. He thinks they should because the cash flow does not cover it. It is not on his list of safe dividend payers. He is short this stock.
James Hodgins
Just hit a 52-week low so it peeked his interest. Has a very high dividend. Interesting company but the problem is it has a lot of exposure to Canada, a lot of exposure to oil sands, copper, gold mining, etc. Thinks the dividend is okay for the next couple of quarters. They really have to deliver in terms of backlog and have to deliver in terms of getting new orders. He feels there are better ideas in the cyclical commodity space.