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| BUY | 16.600 | Michael Decter | Sold it years ago. Looked at it recently. Sells a lot of deli meats and sliced, processed meats. Doing well, good yield and moderate payout ratio and doing good acquisitions, so more interested in it than he has been in a while. They seem well managed. | 2012-01-04 | |
| BUY on WEAKNESS | 15.680 | Prakash Hariharan | Dividend is save even though payout ratio is high. The stock is always ahead of itself. It goes up because it keeps acquiring new businesses. IF you want safety of dividend, you can get it. Buy it on pullbacks. | 2011-10-28 | |
| DON'T BUY | 16.130 | Michael Simpson, CFA | Make snacks, sandwiches, etc. Have facilities across Canada and in the Pacific north west of the US. Likes this business. Debt to EBITDA is about 3.4X, which is too high for him. | 2011-06-17 | |
| BUY on WEAKNESS | 16.000 | Charles Lannon | Manufacture things like pre-packaged sandwiches and pepperonis and deliver them to convenience stores and gas stations. Have done a really good job of building up their business. Has a fair amount of debt. Would prefer around $14. Yield of 7.1%. | 2011-06-13 | |
| BUY | 9.900 | Jean-Francois Tardif | Likes companies that are resistant to recession. Also Olympics are coming and this company is in the convenience food business in Western Canada. Just that a merger and the normal dividend will be the same as what the distribution was. | 2009-07-07 | |
| BUY | 9.000 | Sandy McIntyre | Good defensive play in this recession. A strong business that has been around for decades. 13% yield. | 2009-05-14 | |
| BUY | 8.330 | Michael Simpson, CFA | (Market Call Minute.) Very good defensive name. Food manufacturer. | 2009-03-25 | |
| BUY | 7.480 | Jean-Francois Tardif | Food and sandwiches in convenience stores. Most of their business is Western Canada so he expects the numbers to be close to flat but he would be willing to wait with the 15.7% yield. They make good acquisitions. | 2009-02-26 | |
| BUY | 7.000 | Ben Cheng | Operates in the lower and costs of the food distribution business. Will probably do better now that cereal, grain prices, protein, etc. have been cut by about 50% lately. Should be able to expand their cash profit margins. 16% distribution should be safe. | 2008-12-08 | |
| BUY | 7.990 | Michael Simpson, CFA | (Market Call Minute.) Good exposure to Western Canada. Very solid Q3 results. | 2008-11-20 | |
| TOP PICK | 9.200 | Jean-Francois Tardif | Selling food in Western Canada, which is doing much better than other places around the world. Gives a 20% free cash flow yield. Less competition and pricing in their quest for acquisitions. | 2008-10-17 | |
| BUY | 11.890 | Jean-Francois Tardif | Sells sandwiches and food in Western Canada. Earnings have been going up for a few years. Made an accretive acquisition last year. Should continue to do well. Very cheap. | 2008-07-15 | |
| BUY | 12.500 | Jean-Francois Tardif | Western Canada is benefiting from high oil prices. Is a safer way to invest in this bear market. Very day-to-day products. Earnings are rising, generating a lot of free cash flow. Expecting $2 per share of cash flow. Stock is cheap; they are growing. 9-1/2% yield is safe. | 2008-06-23 | |
| BUY | 12.750 | Jean-Francois Tardif | Gives a nice dividend. Recession proof. Large growth in Western Canada. Extremely well run company. | 2008-03-24 | |
| BUY | 14.150 | Chris Rankin, MBA, CFA | They've done a great job on shifting their product mix. | 2007-10-19 | |
| BUY | 13.480 | Jean-Francois Tardif | Made a sizable acquisition, which gives them roughly 50%, EBITDA increase. Good synergies. | 2007-07-16 | |
| BUY | 11.300 | Jean-Francois Tardif | Operates mainly in Alberta. They prepare food for resale of convenience stores, groceries, specialty stores. Very stable, reasonable growth business. | 2007-02-26 | |
| BUY | 12.100 | Robert Lauzon | Not a lot of liquidity in the name so difficult for him to own. Short-term, momentum earnings are great and cash flow seems to be growing substantially. Processed food and their core market is Alberta, which is growing exponentially. | 2006-09-08 | |
| TOP PICK | 11.730 | Jean-Francois Tardif | Food is a defensive holding. This company is based in Alberta, which is booming. Yield of about 10%. Earnings have doubled from last year. Expects growth to continue. | 2006-09-06 |
