| 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 | |
Experts that have talked about Premium Brands Income Fund
Rss Top Picks Feed
