| 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 | |
| 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 | 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, CFA | (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, CFA | (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, CFA | 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 | |
| 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 | |
Experts that have talked about Saputo Inc.
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