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| BUY | 40.840 | David Baskin | Likes the company for its size, geographic diversification and that it is growing nicely. Good time to buy. Great company. Good prospects. | 2012-01-31 | |
| SELL | 38.300 | Ross Healy | Has hit its max valuation. Stock has fallen and given a secondary sell signal. Nice balance sheet but it has been there and done that and it is a nice cheese sandwich and there is not point in warming it up. | 2012-01-10 | |
| TOP PICK | 36.170 | Barry Schwartz | Delivered terrific earnings in 2011. Are now on their 2012-quarter. Great opportunity at 12X earnings versus previous 15X earnings. People will be eating cheese whether there is a recession or an expansion. Great balance sheet and have been buying back stock. Great track record of raising dividends, 11 years in a row. | 2011-09-14 | |
| BUY | 39.920 | Douglas Kee | Has been a reasonable dividend grower. Cyclical. Good management. Yield of under 2% which has grown 18% over 5 years.. | 2011-08-29 | |
| PAST TOP PICK | 38.930 | Robert McWhirter | (A Top Pick Sept 10/10. Up 14.87%.) Sold his holdings earlier in the year because he felt there were better opportunities at that time. | 2011-08-26 | |
| PAST TOP PICK | 39.120 | David Baskin | (Top Pick Aug 5/10, Up 20.70%) Thinks a lot of it. It is a screaming buy. In his top 5 still. Attractive entry point. | 2011-08-24 | |
| BUY | 39.820 | Rick Stuchberry | Solid and the earnings look pretty good. Well managed. Doesn't own it because his looking for something with a little more upside. | 2011-08-08 | |
| Comment | 46.940 | Barry Schwartz | Great operators. Able to make acquisitions from the tremendous free cash flow they generate and cleanup the companies and get the margins up. Balance sheet is improving dramatically that they are probably ready to make another acquisition soon. Currently trading at the top of its PE range at 17-18 times earnings. He has trimmed some of his holdings. | 2011-07-06 | |
| HOLD | 46.550 | Barry Schwartz | Has started to think of trimming it at these levels. A smart company, raise dividend each year and lots of free cash flow. Would replace with another consumer staples company that is a Top Pick tonight. | 2011-05-24 | |
| HOLD | 44.730 | Brooke Thackray | This is in a defensive sector. You can hide here and you won’t suffer the big down turns. Chart shows it has been having a fantastic run with great momentum. | 2011-05-05 | |
| BUY | 42.590 | Jeff Parent B. Eng. FCSI | Consumers staples company so more predictable. Great looking chart. The current dip may be a Buying opportunity. 100 day moving average is at $40.45, which is your exit price. Looks like $45 in the next couple of months. | 2011-04-08 | |
| BUY | 41.310 | Laura Wallace | Very strong Canadian franchise. Reasonable price relative to the earnings growth. There is a bit of food inflation, which is not that positive. | 2011-03-03 | |
| BUY | 37.790 | Michael Simpson, CFA | Cheese operations in Canada, US, Argentina and Europe with products of cheese, milk and whey. Does a good job of acquiring by using debt and once the acquisition is stabilized, they pay down debt. | 2010-12-02 | |
| TOP PICK | 34.570 | Robert McWhirter | Has broken out and is in a rising uptrend. Recently increased dividends by 10% to $0.64 per year. Current 30% payout is well below their 42% historical level. Good stable business. | 2010-09-10 | |
| TOP PICK | 32.740 | David Baskin | Huge Dairy company. Doesn’t get the recognition in Canada that they deserve. Raised its dividend and could have raised it more. Pristine balance sheet. Wonderful metrics. Lots of earnings from outside Canada can hurt them in currency conversions. Have lots of cash and could acquire. Could acquire diary companies around the world. | 2010-08-05 | |
| TOP PICK | 29.200 | Barry Schwartz | Management is good at making acquisitions and then raising margins. Balance sheet is cleaned up again so they are ready to make more acquisitions. Looking at US and Argentina and with a higher Cdn$ should do well. Great track record of raising dividends. Buy for the long-term potential. | 2010-03-24 | |
| PAST TOP PICK | 30.030 | David Baskin | (A Top Pick Jan 5/09. Up 42.2%.) Still a buy. | 2009-12-15 | |
| HOLD | 30.350 | Norman Levine | (Market Call Minute) Cheese prices are going up in the states but here they are so high, making demand so-so. | 2009-12-08 | |
| HOLD | 29.260 | Christine Poole | (Market Call Minute.) Well run dairy processor. Growth mainly by acquisition. Good track record. | 2009-11-26 | |
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| BUY | 28.470 | Barry Schwartz | Raises dividends regularly and just had great earnings. | 2009-11-10 | |
| Comment | 26.450 | Bruce Campbell | (Market Call Minute.) Defensive play and not overvalued. A place to hide if you're not positive on the market. | 2009-08-10 | |
| DON'T BUY | 24.640 | Jim Huang | Cheese maker in Canada, US and Argentina. US operations profitability has been erratic. Continuing to make acquisitions. Feels the stock is fully valued. | 2009-07-16 | |
| BUY | 21.900 | Ben Stadelmann | Reasonably strong here because investors are looking for companies that make things that people need and use every day. Food is about as defensive as you are going to get. 2.6% dividend. | 2009-04-01 | |
| Comment | 21.370 | David Burrows | As a long-term investment, this probably does well. They have to integrate the purchases that they made over the last couple of years. A little bit of financing risk. The short run risk is the rotation into riskier assets. Food companies are lagging a little bit here. | 2009-03-30 | |
| BUY | 21.670 | Jeff Parent B. Eng. FCSI | One problem is that it is not an active stock showing a lot of trades. Found a bottom and has started to rally a bit. Probably belongs in the $25 range. 2.5% yield. Stable earnings. Likes consumer staples. | 2009-03-18 | |
| Comment | 21.180 | Gavin Graham | One in every two commercial pizzas has their cheese on top of it. Margins have been squeezed in the last quarter. Defensive stock. | 2009-02-13 | |
| DON'T BUY | 21.310 | Veronika Hirsch | Management has done an incredible job. Have consolidated the industry. Facing declining prices of their major product. On the other hand, declining cheese prices could give them opportunities to acquire weaker companies. Likes it for the long run but would wait until the price of cheese turns. | 2009-02-05 | |
| HOLD | 18.750 | Andrew Guy, CFA | (Market Call Minute.) Difficult one. Earnings are just coming out which may change the story. Longer-term it is a Buy but in the short term it is a Hold. | 2009-02-04 | |
| HOLD | 19.960 | Steve Carlin | (Market Call Minute.) Has fallen considerably in the last few months. Would be buyers a little bit lower. | 2009-01-23 | |
| DON'T BUY | 19.690 | Rick Stuchberry | Likes agriculture as a group because it is a necessity. Thinks there are better buys available. Yield of around 3%. | 2009-01-19 | |
| BUY | 19.940 | Gavin Graham | Dairy products. Very well run. | 2009-01-14 | |
| BUY | 19.930 | Ross Healy | (Market Call Minute.) Really good value. | 2009-01-09 | |
| TOP PICK | 19.930 | Beth Hamilton-Keen | Major dairy producer and supplier in Canada. Also have a significant weight in the US and other global markets. Recession resistant. Great balance sheet. Have been growing by acquisition. | 2009-01-09 | |
| TOP PICK | 21.700 | David Baskin | Huge company in cheese making. Revenues of $6 billion and a market cap about the same. Modest PE of around 12. 2.5% dividend. | 2009-01-05 | |
| TOP PICK | 26.280 | David Baskin | Stable product that people are going to keep buying. Relatively inexpensive. Pretty good growth. Has the potential to pay a lot more in dividends. Looks on it as an undiscovered future Canadian blue chip. | 2008-05-27 | |
| BUY | 25.750 | Pierre Bernard | Would recommend holding this is a core position in your portfolio. This is one that he would not trade. Very impressed with the performance of this company. | 2008-05-21 | |
| BUY | 27.250 | Brian Acker, CA | He has a model price of $29.85 a 10%-11% upside to the model price. | 2008-02-27 | |
| HOLD | 27.040 | Norman Levine | Has hung in very, very well. Largely North American dairy-based company, with huge exposure in the cheese market. They have been making a lot of acquisitions, building their market in the US, which in the long run is a great thing. | 2008-02-11 | |
| DON'T BUY | 28.750 | Robert Floyd | A lot of investors have been chasing consumer staples, which have made them overvalued. Had a good run. Would prefer companies that are a little bit washed out but can come back. | 2008-01-15 | |
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| BUY | 27.800 | David Baskin | If you are a cheese maker, your problem is that you have to buy milk and the spread between milk and cheese has been very low. Recently this spreads have improved. This company was making money even with bad spreads. | 2007-12-18 | |
| BUY | 29.000 | Jeff Parent B. Eng. FCSI | Shows quite a nice chart. Unlike many stocks, it is making new highs and has a nice upward trend. Tested in November and then made a rally. Probably some good fundamental news coming out of this. Some volatility so you might want to consider it as a trade. You have to be careful of the $27 mark. | 2007-12-14 | |
| WEAK BUY | 54.700 | Robert Floyd | Volatility in the market makes a lot of money gravitates to this kind of company for the sustainable cash flow, strong franchise and good operations. Have been making very good strategic acquisitions. Steady earnings. Nice yield. Could get too expensive, so watch for the valuation points. | 2007-09-14 | |
| PAST TOP PICK | 49.950 | Gordon Higgins, CA, MBA | (A Top Pick Oct 12/06. Up 33.4%.) Made astute acquisitions. The cheese to milk spread is improving in the US meaning further earnings growth. | 2007-09-12 | |
| HOLD | 41.300 | Peter Hodson | The company is doing all the right things. Making the right acquisitions, growing the company properly and not over promising. | 2007-02-19 | |
| HOLD | 39.190 | Veronika Hirsch | Reported some phenomenal numbers. Beat expectations by $.10. Even though it's got fantastic management, fundamentals of cheese just don't have the spreads between milk and cheese lining up. Clean balance sheet and lots of cash. Wouldn't chase it. | 2007-02-07 | |
| PAST TOP PICK | 37.850 | Gordon Higgins, CA, MBA | (A top Pick Oct 12/06. Up 1.5%.) Reasonable valuation. Good balance sheet. 2% dividend. Still likes. | 2006-11-28 | |
| TOP PICK | 37.410 | Gordon Higgins, CA, MBA | A Canadian based company with a lot of operations in the US. Earnings have been a little weaker of late due to margin compression. California Department of Agriculture re-set the price of milk versus cheese and that will add $5 million to earnings. The US government is looking at a similar proposal. 2.5% yield. | 2006-10-12 | |
| HOLD | 35.450 | Robert Floyd | Just made 2 acquisitions. A well-run company. Focused a lot on the cheese business but is expanding into other sectors. | 2006-08-18 | |
| BUY | 34.740 | Fred Pynn | Good company and will grow if they make acquisitions. Management is slow in making acquisitions as they do not like to overpay. | 2006-07-26 | |
| HOLD | 33.950 | David Baskin | The problem has been the spread between cheese prices and rock milk prices, which has been narrowing. Regulated markets. There are signs the spread is starting to improve in the US. A good defensive stock. | 2006-04-18 | |
| TOP PICK | 34.150 | David Baskin | Expects 2005 will be a low growth year, so not a bad idea to have some stocks that are in industries that are staples, such as food. Have a dominant position in Canada. Good price. Not a huge growth story, but nice and steady. | 2005-01-17 | |
| TOP PICK | 33.750 | David Baskin | A stable company. May not have fabulous growth, but has reliable earnings and not trading at huge multiples. Very reliable management. | 2004-11-15 | |
| BUY | 33.650 | Norman Levine | A potential buyer of the Parmalat assets. Their move into the US cheese market has been very successful. | 2004-04-07 | |
| BUY | 33.050 | Peter Brieger | Long term I like it. Well run in Canada. Good potential. Buy on 5% pull back. | 2004-03-31 | |
| DON'T BUY | 30.750 | David Driscoll | Have a lot of cash and pays a dividend. Fully valued at this time. | 2004-03-11 | |
| TOP PICK | 23.100 | Peter Arender, CFA | Has been in decline. In consolidation price. Should have significant upside. | 2003-04-09 | |
| WEAK BUY | 25.900 | Ray Steele | Safe investment, but may not have big growth. | 2002-09-05 | |
| WEAK BUY | 33.550 | Michael Sprung | Dominant player in their sector. A good long term hold. | 2002-05-14 | |
| BUY | 27.000 | Gavin Graham | Made good acquisitions and amalgamations. Expanding into US. Good growth. | 2002-01-15 | |
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| BUY | 25.100 | Gavin Graham | Good long term hold. Made good acquisitions. | 2001-11-29 | |
| BUY | 24.100 | Ian Nakamoto | Good company. Long term hold. | 2001-11-21 | |
| BUY | 40.500 | Bruce Campbell | Well run company.. Good price. | 2001-07-23 | |
| BUY | 34.350 | Gavin Graham | Good acquisitions. Good growth stock. | 2001-05-29 |
