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| DON'T BUY | 32.740 | Robert Floyd | Have done a good job of turning around. Always wonders about competition in these sectors. Fully valued. | 2006-12-01 | |
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| WATCH | 27.780 | David Baskin | This is an interesting company. It sells car seats and baby chairs. It has had a disappointing last few years. Recommends looking at it after it has had 2 good quarters. | 2006-09-28 | |
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| HOLD | 29.340 | David Baskin | Has been an enormous disappointment. A year ago they looked like they were well on their way, but since then everything has gone wrong. Profit warnings because of material costs, compressed margins. Still a believer. Trades at a very low price to earnings multiple and possibly they've put the worst behind them. | 2005-10-24 | |
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| HOLD | 43.000 | Pierre Bernard | Not an expensive stock for the power of earnings they have. Have been pretty pro-active in using planned capacity in China to make sure they have the optimal cost structure. A good long term hold. | 2005-05-31 | |
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| PAST TOP PICK | 42.000 | David Baskin | (A Top Pick Mar 29/05. Up 8%.) Problems they had with material costs and the Cdn$ now seem to be behind them. | 2005-05-24 | |
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| PAST TOP PICK | 38.250 | Michael Sprung | (A Top Pick Oct 21/04. Up 6%.) Have some concerns on the bicycles they manufacture and competition from China. | 2005-04-28 | |
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| TOP PICK | 39.100 | David Baskin | Likes to own unloved companies. Trading around 10/11 X earnings. On 3 continents and very smart manufacturers. Seem to have a knack for finding good new products. | 2005-03-29 | |
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| PAST TOP PICK | 42.900 | Veronika Hirsch | (A Top Pick Nov 4/04. Up 7%.) Still likes. | 2005-01-28 | |
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| PAST TOP PICK | 42.700 | David Baskin | (A Top Pick Nov 22/04. Up 5.5%.) The story will be told when they have their 4th quarter results with Christmas numbers. Expects a pretty big Christmas. Very competent management. | 2005-01-25 | |
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| BUY | 43.000 | Ian Ainsworth | Taking advantage of the Chinese model. Sources all its products in China. This is one way of investing in China without actually going into a Chinese company. | 2005-01-20 | |
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| TOP PICK | 42.300 | David Baskin | Have manufacturing outside of Canada. Have expanded their product line really well. Have "the hot" bicycle product. Expanding into mobility products for older people. If the merger between Sears and K Mart goes through, they could pick up Sears or lose KMart. | 2004-12-09 | |
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| WEAK BUY | 41.750 | David Driscoll | The drop in the stock is probably due to people taking profits. In the right sector. Biggest customer is Wal Mart. Doesn't like the dual class structure in stocks. | 2004-12-08 | |
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| TOP PICK | 40.360 | David Baskin | Had a disaster going into the fall with a profit warning. It's suddenly clicking on all cylinders. Bicycles are selling well. Trading at around 10/11 X earnings. | 2004-11-22 | |
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| TOP PICK | 40.250 | Veronika Hirsch | Previous quarter was really disappointing, but this quarter was fabulous which was above expectations. 4th quarter should also be good. Very cheap. | 2004-11-04 | |
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| TOP PICK | 36.540 | Michael Sprung | Likes it on a valuation basis. Earnings this year should be around $2.75 and north of $3 next year. | 2004-10-21 | |
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| BUY | 35.600 | Gavin Graham | A number of their products have been affected by the high Cdn$. Good management. Schwinn is immediately accretive to earnings. | 2004-09-30 | |
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| BUY | 36.240 | Glenn Paradis, BA, CFA | Trading now is very cheap. Buy it here because the price went down. | 2004-08-26 | |
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| BUY | 35.500 | Ross Healy | At this level, the stock is hitting some very strong technical support. | 2004-08-16 | |
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| HOLD | 41.000 | Laura Wallace | Great Canadian success. Stock might be bouncy but continue to hold. Not expensive. | 2004-07-12 | |
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| BUY | 43.000 | Michael Sprung | Likes their acquisition of Pacific Bicycles and Schwinn. Should add to earnings momentum. Earnings outlook this year is $4.50 and as much as $5 next year. Good price. | 2004-06-21 | |
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| BUY | 43.100 | Fred Pynn | Core businesses doing very well. Furniture and children's products divisions are doing very well. Expects them to continue to report impressive earnings per share gain. Good price. | 2004-05-25 | |
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| WAIT | 43.750 | Norman Levine | Likes some of their businesses, but not others because of competition. Would look at it at a lower price. | 2004-05-17 | |
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| PAST TOP PICK | 41.810 | Gavin Graham | (A top pick Mar 4/04. Down 8%.) Still likes for the long-term. | 2004-04-27 | |
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| PAST TOP PICK | 43.400 | Glenn Paradis, BA, CFA | (A top pick Jan 28/04. Up 5.3%.) New products coming on. An acquisition that will accretive to earnings. | 2004-04-22 | |
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| PAST TOP PICK | 43.800 | Ian Ainsworth | (A top pick Jul 24/03. Up 10.5%.) Still likes. Trading at 9 X earnings. Money has been moving from consumer stocks to tech/resources. Earnings have been revised upwards consistently and trades at only 9 X earnings. | 2004-03-26 | |
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| TOP PICK | 46.600 | Gavin Graham | A demographic play. Trading at 10 X earnings. Acquisition of Schwinn bicycles was a really good deal. | 2004-03-04 | |
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| PAST TOP PICK | 39.970 | David Baskin | (A past top pick Sept 29/03. Up 1 ½%.) Fell right after the recommendation because of a soggy quarter. Will be a big importer of bicycles. Still very cheap. | 2004-01-22 | |
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| BUY | 36.000 | Mike Weir | Has a good future in front of it. Seen as the leader in their market sector. Have had some issues in profitability in getting their products to market so competition has had an edge but thinks they will make up for that this year. | 2003-11-25 | |
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| PAST TOP PICK | 38.000 | David Baskin | (Top pick Sept 29/03. Down 4.2%.) Still likes. Canadian dollar is hurting a little bit, but have picked up from the Euro. | 2003-10-28 | |
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| TOP PICK | 39.390 | David Baskin | (A top pick August 19/03. Up 7.9%.) Just made a new acquisition to a company that had a big distribution channel. | 2003-09-29 | |
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| TOP PICK | 39.390 | Mike Weir | Great growth opportunity. Latest acquisition will get them into a whole new area of distribution. Great diversification in their furniture line. Expect 15/20% growth. Trading at only 11 X earnings. | 2003-09-29 | |
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| TOP PICK | 36.760 | David Baskin | Recent earnings were a little disappointing.Very cheap price at 10/11 X earnings.Well managed. | 2003-08-19 | |
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| BUY | 36.550 | Laura Wallace | Just reported earnings that were a bit disappointing.The stock is cheap at 9/11 times earnings.Balance sheet is a little stretched , but could be an interesting investment. | 2003-08-18 | |
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| WEAK BUY | 36.280 | Glenn Paradis, BA, CFA | Reasonably valued.Had a kind of disappointing quarter.Looking at trading at about 9 1/2 times earnings next year.Continuing retail spending should help. | 2003-08-13 | |
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| TOP PICK | 39.570 | Ian Ainsworth | (Was a top pick on Jun 13/03. Up 1.7%.) A solid growth stock. Cheap. Good balance sheet. Could expand into Europe. | 2003-07-24 | |
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| TOP PICK | 39.850 | David Baskin | Bought a French company which gives them a currency hedge. Good growth. Inexpensive. Not ery liquid yet. | 2003-06-16 | |
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| TOP PICK | 39.600 | Ian Ainsworth | A global player. Hedged in currencies. Manufacturing in China, so low costs. New acquisition is good. This quarter won't be good so expect stock to drop and that is the time to buy. | 2003-06-13 | |
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| PAST TOP PICK | 38.350 | Bruce Cooper | (Was a top pick on Mar 21 up 18%) Still likes. Cheap. | 2002-05-17 | |
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| PAST TOP PICK | 38.650 | Bruce Cooper | (Was a top pick on Mar 21 up 16.5%) Still likes. Relatively cheap. | 2002-05-02 | |
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| TOP PICK | 33.000 | Bruce Cooper | Trades at 11 X earnings. | 2002-03-21 | |
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| BUY | 26.500 | David Baskin | Good company. Well managed. Good price. | 2001-10-01 | |
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| TOP PICK | 28.500 | Bruce Cooper | Not affected by economic downturns. 12 X earnings. | 2001-06-07 | |
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| BUY | 26.000 | Bruce Cooper | Not as cyclical as other consumer products. Good mngmnt. Wal-Mart cut back on orders last year, but are up again this year. | 2001-04-17 | |
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| STRONG BUY | 18.250 | Bruce Cooper | Likes it very much. Major customer is Wal-Mart Well run 9 X earnings | 2000-12-08 | |
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| WAIT | 26.000 | Ian Nakamoto | Earnings were short. Likes the stock, but consumer buying might be down | 2000-10-27 | |
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| BUY | 23.000 | Bruce Cooper | Wal-Mart cut back on orders. Demand for cribs, etc should continue. Well run | 2000-10-16 | |
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| TOP PICK | 23.000 | Gordon Henderson | Profit warning due to transition change dropped share price 20% | 2000-10-05 | |
Experts that have talked about Dorel Industries (A)
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