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| BUY | 10.300 | Andrew Guy, CFA | Scratch card lottery. Small-cap, so there are some liquidity issues. 9.25% yield. Slow but steady growing company. Pollard family has a very large ownership position in the company, so not likely a takeover candidate. | 2007-06-27 | |
| SHORT | 10.540 | Chris Rankin, MBA, CFA | Going against consensus. They print lottery tickets, and ship to Canada and US. Revenue is going down due to the US dollar. They have been loosing customers because they are no longer price competitive. He sees risk here. | 2007-06-08 | |
| BUY | 9.900 | Patrick Kim | Involved in the printing of lottery tickets. One of 3 significant players globally. Not particularly expensive and supply good yield for a portfolio. Non-cyclical. Could become privatized. | 2007-01-26 | |
| DON'T BUY | 10.050 | James Leung | 1 of 3 lottery ticket providers in Ontario. Downgraded to a secondary provider on a contract with the state of New York. Until they have some clarity as to what they can do to replace the loss of revenues, he would stay clear. | 2006-06-30 | |
| DON'T BUY | 10.000 | Bruce Hartman | Contract for printing lottery tickets for New York State will terminate in June. Hoping to replace it with a contract with Ontario. Have been very creative in developing new lottery type products. Competition is two large US companies so there are political concerns. | 2006-04-28 | |
| SELL | 9.400 | Ravi Sood | This was grossly overpriced. They then lost a major customer and took a big hit. May not have the highly stable cash flow that everybody thought so there has been a lot of institutional selling and hedge fund shorting. | 2006-04-07 | |
| WAIT | 10.400 | Robert Lauzon | Supplier of lottery and “scratch and win” tickets. Lost one of their major contracts. A very stable business. Would stay on the sidelines and see how the company operates for the next 3/4 quarters. | 2006-03-24 | |
| WEAK BUY | 11.100 | Michele Robitaille | Pollard Banknote is a fairly new, small trust. They manufacture tickets and charitable gaming products.(bingo) It is a stable business, relatively recession resistant. US is their key market. Decent pay out ratio. Not a bad name. Recently they were downgraded from being the primary supplier for the New York State lottery this year to being the secondary supplier. Another negative is the foreign exchange side, as most of their business is from the US. | 2006-03-17 | |
| PAST TOP PICK | 13.570 | Greg Guichon | (A Top Pick Oct 21/05. Up 25%.) They are in an enviable position where they print material such as gambling chips, lotto tickets etc where others cannot get licensed. | 2006-01-20 | |
| TOP PICK | 10.590 | Greg Guichon | A printer of tickets into the lotto industry. They're clients are governments and theyare #2 in North America. A utility type trust. Very conservative. Shows good growth profile. | 2005-10-21 | |
| BUY | 12.060 | Greg Guichon | Prints lottery tickets. One of three in North America. Government agencies are their major customers. Because of the security needs, there are real barriers to this industry. Not a cyclical business, so fits his criteria. Also recession proof. An excellent trust. | 2005-09-09 |
