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| PAST TOP PICK | 15.040 | Norman Levine | (A Top Pick Aug 11/10. Down 7.38%.) Largest US manufacturer and one of the largest in Europe of high quality vitamins and other supplements. Also made acquisitions that have got them into the health store business. This is a buying opportunity. | 2011-07-27 | |
| DON'T BUY | 15.330 | Don Reed | If he bought it a month ago he would expect to sell it 5 years from now. Not really cheap. Would not buy it today and sell in 30 days. Would look at averaging the price. | 2011-03-15 | |
| PAST TOP PICK | 15.220 | Norman Levine | (A Top Pick Dec 23/09. Down 0.46%.) Canadian Based multinational consumer products company in the high quality vitamin supplements sold mostly though practitioners. Had to change a German product from a health supplement into a food additive, which has held back the sales. New product is selling well. Very low multiple. Good risk/reward. Still a Buy. | 2010-12-29 | |
| SELL | 14.390 | Jason Donville | In the nutri-ceuticals environment with drugs, health foods, etc. Hard to read how the market place is playing out in this sector. Prefers Paladin Labs (PLB-T) and would into this one instead. | 2010-12-06 | |
| PAST TOP PICK | 15.330 | Norman Levine | (Top Pick Nov 16/09, Down 2%) Nutrition business. Biggest maker of high quality supplements sold through practitioners. A German product changed classification from drug to food additive. They grow through acquisition and he expects them to do that next year. | 2010-11-09 | |
| TOP PICK | 14.070 | Ara Nalbandian | (A Top Pick Aug 19/09. Up 2.3%.) Premium nutritional products manufacturer. Trading around 8X earnings. Well managed. Had a couple of tough quarters with the weakness in the euro but that has turned around. Hoping to have 20% of the US market. Organic and acquisition growth. | 2010-09-15 | |
| BUY | 14.170 | Norman Levine | Natural products. Earnings 3 weeks ago were basically in line. Most of street were happy. One analyst lowered to a hold and there was a sell-off. He likes the outlook for ATB. Near term it has stalled out and given investors an opportunity here. | 2010-09-07 | |
| TOP PICK | 16.250 | Norman Levine | Canadian-based multinational consumer company and largest player in high quality vitamins/supplements sold through practitioners. Market is growing 6%-7%. About half their business is out of Europe. Growth through acquisitions. Severely undervalued. Longer term play. | 2010-08-11 | |
| PAST TOP PICK | 15.450 | Ara Nalbandian | (A Top Pick May 15/09. Up %.) (Think this should be Aug 19 and up 12.54%, not May 15 as BNN shows. Bill) Still likes this one. | 2010-06-23 | |
| PAST TOP PICK | 14.210 | Jeff Parent B. Eng. FCSI | (Top Pick Jun 23/09, Up 13.55) But he sold out early and at a loss. Wouldn’t buy now. It’s making new lows. | 2010-06-09 | |
| BUY | 16.500 | Norman Levine | Leading manufacturer/distributor of high quality vitamins/supplements, mostly sold through practitioners in US and Europe. Recently acquired a Canadian company. Growing business and now in health food stores in North America. One question is in their European operations with their product Robenzein (?), which is being transitioned from a drug to a food product where sales are off a bit but should start ramping up again. | 2010-04-06 | |
| PAST TOP PICK | 17.500 | Norman Levine | (Top Pick Feb 27/09, Up 17%) Largest producer of high quality supplements. Best balance sheet in the business. They are an industry consolidator. | 2010-03-09 | |
| BUY | 15.600 | Martin Hubbes, CFA | Food supplements, health care supplements. Has grown quite a bit, through acquisition. Be careful that the rules don’t change on supplements. | 2010-02-18 | |
| TOP PICK | 15.150 | Norman Levine | Growth stock with lots of potential and not much downside. Largest North American company that produces and sells high quality nutritional supplements to practitioners. Major player in Europe with a major product that is the #3 painkiller that has been declassified as a food for wider distribution. Good cash position and lots of borrowing capacity to make acquisitions. | 2009-12-23 | |
| BUY | 14.800 | Norman Levine | It is the leading company in Europe and N.A. in high quality vitamin and supplement business. It is the consolidator, slowly buying up companies, supplying practitioners. Well run company, earnings outlook is good. As population ages, more people are going to naturopaths. Doesn’t expect a dividend for a long time. It’s keeping cash for acquisitions. Their history is excellent for acquisitions. | 2009-12-08 | |
| TOP PICK | 15.500 | Norman Levine | (A Top Pick Nov 11/08. Up 21.4%.) Canadian healthcare supplements with most operations in the US and Europe. Acquiring and growing organically and margins are increasing. Sells at a lower multiple than its comparables in the US. | 2009-11-16 | |
| TOP PICK | 13.770 | Ara Nalbandian | Health supplements. Has been growing through both organic and acquisitions. Has about 13% US market share and are quite strong in Europe. Their intention is to grow to about 20% market share. Attractively priced at about 8X forward earnings. | 2009-08-19 | |
| HOLD | 11.960 | Jeff Parent B. Eng. FCSI | Health foods. Still above his Stop but is very close. Chart shows it heading down when all other stocks are heading up. Thinks there will be support around $11.50. There have been no big fundamental changes on the company. | 2009-07-24 | |
| TOP PICK | 12.550 | Jeff Parent B. Eng. FCSI | Health supplements and sells through healthcare practitioners. Fairly good market share in North America. Currently at its support level. Has the potential to grow steadily. Stoploss would be $11.50. | 2009-06-23 | |
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| BUY | 12.590 | Robert McWhirter | High-end vitamins. Earnings are expected to grow by 9% this year and 11% next year against a 7 PE. Seems to be recession resistance. | 2009-06-22 | |
| TOP PICK | 13.020 | Jean-Francois Tardif | Biggest part of their business is food supplements (alternative medicine). Expecting more growth through acquisitions. Earnings per share are expected to be around $1.50 this year. 9X earnings. Most of the earnings is free cash flow. | 2009-05-21 | |
| BUY | 13.940 | Robert McWhirter | Sales in health food stores are increasing. Recently acquired another company. Earnings are good. Earnings growth has been good. 33% expected. He is considering buying it. | 2009-04-29 | |
| BUY | 13.030 | Jean-Francois Tardif | (Market Call Minute.) Likes this one. Trades at about 10 or 11 times earnings. Good cash flow. | 2009-04-07 | |
| TOP PICK | 14.990 | Norman Levine | Largest high-quality vitamin and supplement producer in North America and one of the largest nutrition supplement producers in Europe. More than half its earnings come from Europe now. Has used its balance sheet to make great acquisitions. Earnings are growing. | 2009-02-27 | |
| PAST TOP PICK | 12.820 | Jean-Francois Tardif | (A Top Pick Nov 19/07. Down 47%.) Food supplements but will people spend money on this in a recession? Last quarter was good indicating they have not got hit yet. Generates a lot of free cash flow. Most of their sales are in Europe and US so they benefit from the lower Cdn$. Stock is cheap. | 2008-12-02 | |
| TOP PICK | 12.850 | Norman Levine | (A Top Pick Nov 9/07. Down 44%.) Health and nutrition supplements. Continuing to grow both revenue and profit line better than expected. Have the ability and cash to make acquisitions. (Recommends you do partial buys on a gradual basis.) | 2008-11-11 | |
| 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 $1.50 next year. | 2007-11-19 | |
| TOP PICK | 22.880 | Norman Levine | A Canadian multinational company. Manufacture vitamins and supplements. Acquired a German company that had a European painkiller, which they expect to expand into North America. Strong organic and earnings growth. | 2007-11-09 | |
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| TOP PICK | 22.270 | Jean-Francois Tardif | Healthcare. Produce natural medications, not drugs. Just made a large acquisition in Europe, which is accretive. Good price. The only issue is that they report in US$. | 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 |
