Comment by retiredcfon Apr 02, 2025 8:04am

51 Views
Post# 36519816
RE:Andrey Omelchak - BNN - TOP PICK
RE:Andrey Omelchak - BNN - TOP PICKSecond stock in the clip. GLTA
https://www.bnnbloomberg.ca/video/shows/market-call/2025/04/01/andrey-omelchaks-top-picks-topicus-boyd-group-constellation-software/
TOP PICK
Boyd Group Services Inc.(BYD-T)
Apr 01, 2025
Usually pretty steady business. Recent spike in insurance premiums, so the repair industry's been hit. BYD has been doing a tremendous job in this tough environment, gaining lots of market share. You can put off repairs for only so long; eventually there's a normalization of insurance premiums, and there will be an eventual catchup in submission rates. Yield is 0.3%.
Stands to benefit from tariffs, as there will be fewer write offs, which means more repair work.
(Analysts’ price target is $267.58)
Owned
Andrey Omelchak
$205.970
Stock price when the opinion was issued