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Bullboard - Stock Discussion Forum Clairvest Group Inc T.CVG

Alternate Symbol(s):  CVTGF

Clairvest Group Inc. is a private equity management company. The Company specializes in partnering with management teams and other stakeholders of both emerging and established companies. The Company, which operates in one segment, seeks to form mutually beneficial investments with entrepreneurial businesses. It invests its own capital and that of third parties through the Clairvest Equity... see more

TSX:CVG - Post Discussion

Clairvest Group Inc > Boring stocks that make you money
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Post by Torontojay on Jan 28, 2023 7:18am

Boring stocks that make you money

Clairvest is a stock that has been a consistent performer both in share price and financially. They do what companies are suppose to do. Make profits, increase those profits, and allow the power of compound interest take over. 


Book value growth over the last 5 years has been impressive which has more than doubled. The current market cap of the company is $1.097 B compared to a book value that is slightly higher at $1.197B. It is interesting to note that book value has slightly outpaced share price growth rates which tells me shares are trading lower than historical price to book value metrics.

Over the last 5 years, and even with a global hit to the stock market, Clairvest group grew its share price by 11.55% compounded annually. It is a consistent performer, very boring, and it makes shareholders money in the long run. 

How will the company make you money going foreword? 


As long as they continue to grow book value at a double digit rate, and they are currently priced below book, you stand to gain a double digit growth rate on your investment. 

This is a great addition to a portfolio that is looking for growth but with lower risk. 


PS: the stock price was as low as $3.37 on Oct, 2000 compared to todays price of $ 73

Comment by nini222 on Feb 01, 2023 10:27am
Couldn't agree more. I think you CAGRs is understated as you may not have accounted for the $5 special dividend in 2020. The only reason CVG exists the way it does is because of the super SUPER low float/volume. If you let the general market buy this thing it would ruin it. Any idea why they are even public? Not complaining but never understood the motivation.
Comment by Torontojay on Feb 01, 2023 2:56pm
  Im not sure why they are public but they are very low key. This is what I like to see in management. The financials dictates how the stock price moves not motivated by lies from upper management.  This is a great coffee can approach to investing.  Set it and forget it.  PS: good point about the dividend
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