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| BUY | 8.250 | Michael Simpson, CFA | Had some problems, but with healthcare issues and reduced raw material input costs, he thinks problems can be fixed. Management is looking to cut costs. Payout ratio of about 95%. Has a bit higher debt level then he likes. Cheap. | 2007-02-23 | |
| Comment | 8.900 | Chris Rankin, MBA, CFA | Have an extraordinary amount of currency exposure and stand to benefit from the weakening Cdn$. Had a pretty substantial price move over the last month. Have put them selves up for sale, but would be surprised if it sold for more than its current price. Expect it will weaken. | 2007-02-09 | |
| HOLD | 8.750 | Michele Robitaille | Had some concerns about the operating fundamentals and sold for holdings last summer. A relatively well run business and with pressure coming off from resin prices, operating picture should start to improve. | 2007-02-02 | |
| PAST TOP PICK | 7.620 | Michele Robitaille | (A Top Pick April 26/06. Down 21.3%.) Had looked on this as a turn around play and their bleach business has turned around nicely. Acquisition of the custom manufacturing business has been disappointing. | 2006-12-15 | |
| DON'T BUY | 7.910 | Michael Sprung | Yield is now approaching above 13%. A stock that does very well in strong manufacturing times, but pull back when things slow. Payout may be vulnerable over the next while. | 2006-12-08 | |
| WEAK BUY | 7.650 | Ben Cheng | One of the largest producers of private label bleach products. Very tight margins. Well run and has a good future, but watch for volatility on the profit line. 13.5% yield. | 2006-12-01 | |
| BUY | 8.950 | Sandy McIntyre | A very good manufacturer of no name products and custom manufacturer for large corporations. He tends to buy during dips like this. | 2006-10-13 | |
| BUY | 9.800 | Robert Lauzon | Good management team. Would stand up through a recession. | 2006-09-08 | |
| WEAK BUY | 10.340 | Leslie Lundquist | Somewhat aggressive name. Made some good moves in the past. Ran into difficulties a couple of years ago and cut their distributions. Have since made acquisitions and grown their business. Subject to rising raw material costs which could affect them negatively. | 2006-07-13 | |
| TOP PICK | 9.850 | James Leung | Bleach manufacturer. Once Clorox hedges come off they will be able to raise their prices. Recently diversified into the consumer health sector by becoming a contract manufacturer for Johnson & Johnson (JNJ-N), Pfizer (PFE-N), etc. Distribution of 10.6%. | 2006-06-30 | |
| BUY | 9.630 | Robert Lauzon | Has managed to fight through its higher costs. Has expanded into contract manufacturing. Had a great 1st quarter and would buy it under $10. | 2006-06-02 | |
| BUY | 9.670 | Kevin Hall BComm, CFA | Good selection in the business trust sector. Traditionally been in the private-label bleaching manufacture and cleaning products. Consumer staples has really come under pressure as rising input costs have squeezed margins. They are one of the few that have been able to diversify out of that. US exposure is hedged into 2008. | 2006-05-05 | |
| BUY | 10.480 | Michael Simpson, CFA | Originally they were in the private label bleach but have expanded to other consumer products as well as health/beauty care. Sees more growth on the pharmaceutical and healthcare side. Management has done a good job. | 2006-03-31 | |
| PAST TOP PICK | 10.570 | Michele Robitaille | KCP Income Fund is up 7%. They continue to like it. Their fourth quarter was quite strong. It is a name they think will continue to perform well. | 2006-03-17 | |
| BUY | 10.850 | Kevin Hall BComm, CFA | Has had a bit of a troubled past, similar to others in the consumer staples sector. This has been the exception by diversifying into the product manufacturing business and making acquisitions. Margins are being increased. | 2006-02-17 | |
| TOP PICK | 10.670 | Michele Robitaille | New president. Solid management. Good risk/reward. Custom mfg. national brands and retailer brands of bleach. Had problems with private label. Diversified into custom mfg. which has lower margins, bot more stable. | 2006-02-08 | |
| PAST TOP PICK | 10.800 | James Leung | (A Top Pick Nov 11/05. Up 6.8%.) For the past few years, they've had some operational problems but that seems to be behind them. Still likes. | 2006-01-27 | |
| TOP PICK | 9.960 | Michele Robitaille | One of North America's largest custom manufacturers of national brand and private-label consumer products such as laundry products, household cleaners, health and beauty care. Operate in Canada and the US. Input costs for bleach went up, but competitor Chlorox finally raised their prices allowing for higher margins now. Just made an acquisition which gives them good diversification. | 2006-01-06 | |
| TOP PICK | 9.970 | James Leung | No-name bleach producer. Had to wait for a price increase from their main competition, Chlorox which has now happened twice this year. Have acquired additional businesses which allowed them to pass along raw material costs. | 2005-11-11 | |
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| DON'T BUY | 9.390 | Greg Guichon | In a very competitive industry. Very small margins. A tough business in which to make money. | 2005-10-21 | |
| HOLD | 11.220 | Kevin Hall BComm, CFA | Think it's a good trust, we continue to hold. Don't see any risk, comfortable holding it moving forward. | 2005-08-26 | |
| BUY | 11.440 | Robert Lauzon | Has had some business problems to work through on the cost input side. Have been hurt by resin prices which have been affected by oil prices. Now hedging their costs. Believes management can turn it around. Just made a big acquisition and will watch to see how management does with it. | 2005-06-17 | |
| DON'T BUY | 10.420 | Leslie Lundquist | Private label bleach producer and also getting into the contract manufacturing business. Just bought a division of CCL Industries (CCL.NV.B-T). Ran into some difficulty with currency and with their core markets last year so had to cut distributions which have now been reinstated at management's expense. Acquisition has some strategic merit. Distribution increase is not assured. | 2005-05-20 | |
| WAIT | 10.480 | Sandy McIntyre | A classic example of how variable input costs can affect your margins. When resin prices ran on them, they were not able to pass through because their competitor was Clorox (CLX-N) which was well cashed and prepared to live with thin margins and squeeze the little guy. | 2005-05-13 | |
| BUY | 10.800 | Michele Robitaille | Have faced some operational problems in the last year or so. Cut their distribution at the start of 2004 as they faced some margin pressures. Management has dealt with the situation by subordinating their own distributions. Have now been able to put through some of their raw material price increases. Waiting for Chlorox to increase product prices which will allow them to increase also. Should be some good upside when that happens. | 2005-04-15 | |
| DON'T BUY | 8.500 | Ben Cheng | Expects they will have difficulty in maintaining their distributions. Competition has put pressure on their margins. Resin prices are higher creating higher costs for them. Could drop lower. | 2004-07-15 | |
| WAIT | 9.140 | Dean Orrico | Have had some challenges to deal with because of their input costs increases on producing their bottles. Wait to see what happens. Good long-term trust. | 2004-05-05 | |
| PAST TOP PICK | 12.000 | John Priestman | (A top pick Nov 7/03. Down 1.7%.) A whole slew of things have affected this fund. It still is a good trust. Management has a significant ownership stake. | 2004-01-21 | |
| TOP PICK | 12.100 | Garth Jestley | Has been hit with the rising Canadian dollar, increasing input prices particularly resin and got caught up in the IRS tax threat. Still thinks the story is fundamentally in place. | 2003-11-07 | |
| BUY on WEAKNESS | 12.750 | Leslie Lundquist | Expects it to grow its operations, business and distributions over time. Have suffered from higher resin prices and currency changes. Could be volatile. | 2003-09-05 | |
| TOP PICK | 12.340 | Garth Jestley | (Was a top pick on June 25/03. Down .04%.) Dominant in Canada and expanding into other products. Fuel costs have hurt. | 2003-07-30 | |
| TOP PICK | 12.550 | Dean Orrico | Sees a growth of private labels in the US. Natural gas prices have created some problems. | 2003-06-25 |
