| DON'T BUY | 5.550 | Michael Simpson, CFA | Has disappointed from its IPO. CEO resigned in the last several months. Have been hit by rising input costs. Payout ratio is too high and too much debt. | 2007-03-20 | |
| DON'T BUY | 7.290 | Chyanne Fickes | They have had management and cost issues. Wouldn't get involved. | 2006-11-06 | |
| SELL | 8.800 | Robert Lauzon | It is a tough market. Smaller cap funds will be orphaned or become privatized. Recommends selling | 2006-09-29 | |
| WEAK BUY | 8.910 | Jason Zandberg | Doesn't fit his criteria for picking small cap trusts. There is not the year over year growth that he would expect. However, it has a strong brand name and there is stability. A conservative approach. | 2006-09-07 | |
| HOLD | 8.560 | Patrick Kim | Stock has had a rocky ride with concerns on its payout sustainability. Not out of the woods yet. Made a significant acquisition recently. Payout is over 100% for 2006 and this is not sustainable. Over the longer term, they do have a lot of sales growth. | 2006-08-04 | |
| BUY | 8.490 | Ravi Sood | Recently did a major acquisition. Good value at this price. | 2006-07-21 | |
| DON'T BUY | 8.620 | Robert Lauzon | In a tough business of processing fruit. High packaging costs and high transportation costs. Hard to pass on higher costs. | 2006-04-07 | |
| DON'T BUY | 9.890 | Ravi Sood | Has dropped with other trusts and is around its issue price. Has exposure to US$ currency. Some growth to the story, but because of the US exposure and being near 100% payout ratio, It's probably fairly valued. | 2005-10-14 | |
Experts that have talked about E. D. Smith Income Fund