| PAST TOP PICK | 14.250 | Michael Smedley | (A Top Pick Aug 3/07. Down 47%.) Great company. Made acquisitions and may have stretched itself. Doesn't think their market will be very strong over the next year. | 2008-08-01 | |
| PAST TOP PICK | 13.650 | Norman Levine | (A Top Pick July 18/07. Down 51%.) Low price makes no sense as it is a better company now. Had just made a European acquisition, which gives them a very big position in the health area in Europe. Recently sold their active ingredient business for cash and will be concentrating on building their health and nutrition business in Europe and North America. Still a Buy. | 2008-07-21 | |
| BUY | 16.590 | Jean-Francois Tardif | Sold a very profitable business so suddenly earnings forecasts dropped. Cash still has to be re-deployed. Stock is still very cheap, downside is very little $1.30 EPS this year $1.60 next year. | 2008-06-23 | |
| PAST TOP PICK | 17.400 | Norman Levine | (A Top Pick July 18/07. Down 38%.) Health and nutrition. Things have changed fundamentally for the better but the market hasn’t cared. Have a lot of cash from the sale of their active ingredient division. Buying for new accounts. | 2008-06-13 | |
| BUY | 16.720 | Norman Levine | Biggest player in North America and a growing player in Europe in the health and nutrition business. Growing by acquisition and have a lot of cash for this. | 2008-05-28 | |
| BUY | 16.750 | Jean-Francois Tardif | Sold one of their businesses and is now focused on food supplements. Growth industry that generates a lot of free cash flow. Trade roughly 11X this year's free cash flow. | 2008-05-27 | |
| BUY | 17.250 | Norman Levine | Health and nutrition. One of his favourite companies. Largest high quality manufacturer of vitamins and supplements sold through practitioners. Very profitable business. Selling their “active ingredient” business for $165 million. This had lower margins. | 2008-04-10 | |
| TOP PICK | 15.450 | Jean-Francois Tardif | They’ve announced they will sell a division. The division they’re keeping has high earnings. The stock is very close to the bottom. | 2008-03-24 | |
| BUY | 15.600 | Norman Levine | Biggest manufacturer of high quality vitamins and supplements sold directly through practitioners as opposed to health food and drug stores. Made some strategic acquisitions lately that have been accretive to earnings and will be great for long-term growth. Selling off their ingredient business and will use the proceeds for further acquisitions. Great name longer term. | 2008-03-10 | |
| BUY | 18.390 | Jean-Francois Tardif | Thought the stock was a great buy in the low $20's and at this price, it's even a better buy. Expectations of $1.60 in earnings for 08, which is all free cash flow. Right now the market is so bad for small caps this is the main reason for it coming down. | 2008-02-12 | |
| TOP PICK | 20.870 | Jean-Francois Tardif | A healthcare company. Sell food supplements. Grow by internal growth. Looking to make some acquisitions. Thinks they will make $1.40. This kind of stock could be worth 20X earnings. | 2008-01-03 | |
| TOP PICK | 23.500 | Jean-Francois Tardif | They sell high-end vitamins or food supplements in health stores. This should not be affected by the recession. Aging people will be willing to spend money for their health. Expect company to make $1.50 next year. | 2007-11-19 | |
| TOP PICK | 22.880 | Norman Levine | A Canadian multinational company. Manufacture vitamins and supplements. Acquired a German company that had a European painkiller, which they expect to expand into North America. Strong organic and earnings growth. | 2007-11-09 | |
| TOP PICK | 22.270 | Jean-Francois Tardif | Healthcare. Produce natural medications, not drugs. Just made a large acquisition in Europe, which is accretive. Good price. The only issue is that they report in US$. | 2007-10-09 | |
| TOP PICK | 25.140 | Michael Smedley | One of those marvellous sophisticated French Canadian companies. They are in very high-end vitamins. Just made an acquisition of a massive German company. | 2007-08-09 | |
| TOP PICK | 25.670 | Michael Smedley | Very premium priced vitamins. Extraordinarily sophisticated, best of class Canadian. Just bought a giant in Germany that will give them Europe. Not increasing their shares, but probably entirely by debt. | 2007-08-03 | |
| TOP PICK | 28.000 | Norman Levine | Manufacturer's active ingredients for pharmaceuticals, cosmetics, household products, etc. The leading player in the health and nutrition business in N.A. Just made an acquisition in Europe. Will continue to grow through accretive acquisitions. | 2007-07-18 | |
| TOP PICK | 19.980 | Norman Levine | Canadian based, multinational, consumer products, based in Quebec city.
Cosmetics, and very high end, pure, nutritional supplements.
Strong growth.
Not done it's run.
bought $12.
| 2007-06-12 | |
| BUY | 16.990 | Norman Levine | In 2 businesses. 1) Active Ingredient, things that go into cosmetics, pharmaceuticals and household products. 2) Very high end, high quality vitamins and supplements business. Has organic growth, but is also growing quickly through acquisitions. Very well-run. | 2007-04-16 | |
| PAST TOP PICK | 16.560 | Norman Levine | (A Top Pick Feb 28/06. Up 8.7%.) Just reported earnings and they were much better than expected. | 2007-02-27 | |
| BUY | 17.250 | Norman Levine | In the vitamin business in the US and in the ingredients business for cosmetics in Canada and Europe. Excellent businesses, excellent company. | 2007-01-31 | |
| BUY | 15.000 | Norman Levine | One of the largest active ingredient manufacturers for cosmetics and pharmaceuticals in Canada and Europe. Largest manufacturer of high quality vitamins/supplements in the US. High growth. | 2006-11-14 | |
| PAST TOP PICK | 16.600 | Norman Levine | (A Top Pick Feb 13/06. Up 13.5%.) A smaller cap Canadian growth stock. Still likes. | 2006-04-27 | |
| BUY | 15.800 | Norman Levine | Good growth in high-quality supplements sold through doctors and practitioners. A nice growth story. | 2006-04-04 | |
| TOP PICK | 15.500 | Norman Levine | Fabulous company. They own 2 businesses, one of which is the active ingredients which goes into cosmetics and pharmaceuticals. The other is supplements sold through health practitioners in the US.
Biggest risk with it, is they've made 2 major acquisitions in the last 2 years but there's also a lot of growth. He paid $14.50 for it. | 2006-02-28 | |
| TOP PICK | 15.000 | Norman Levine | Makes active ingredients for cosmetics and pharmaceuticals in Canada and Europe. Have recently become the largest player in the US manufacturing natural pharmaceuticals/supplements sold through health practitioners in the US. Will be a growing business demographically. They will be the biggest consolidator in that business. | 2006-02-13 | |
| BUY | 13.000 | Norman Levine | Makes ingredients for pharmaceutical companies. Just acquired a US company called Douglas Laboratories, the leading manufacturer of supplements that are sold to practitioners and health food stores. An accretive acquisition and the best company in the US. The beginning of a consolidation in a highly fragmented market. Good, long-term hold. | 2005-12-28 | |
Experts that have talked about Atrium Biotechnologies Inc.
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