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| WATCH | 5.070 | Peter Hodson | Health food. Was a growth by acquisition and they bought everything they could in the organic sector but it didn't work out so well. Looks like they have turned it around so now is the time to pay more attention to it. | 2010-07-22 | |
| HOLD | 3.170 | Prakash Hariharan | Had a number of accounting issues. It has been a turn-around story since then. Wait and see what happens in the next quarter report. | 2010-03-01 | |
| SELL | 1.250 | Michael Brown | There was a lot of uncertainty in terms of the ethanol business and had really stretched the on their core mandate. Consider switching into a larger cap names such as General Mills (GIS-N) that still has significant organic presence but offers a dividend yield, free cash flow and more secure balance sheet. | 2009-03-04 | |
| WAIT | 3.120 | Rick Stuchberry | Likes the organic food business. Unfortunately, any recession, sometimes the high-margin stuff gets clocked a little bit. There are a bunch of class-action lawsuits still pending. There is no rush to get this right away. | 2009-01-19 | |
| HOLD | 7.110 | Pat McKeough | An example of a smaller stock that shouldn't make up a large portion of your portfolio. In the area of some food businesses that are coming along nicely. Pretty good bet. | 2008-06-20 | |
| Comment | 6.030 | Peter Brieger | He became disenchanted when they could never bring the growth in revenue to the bottom line. He hasn't talked to them recently so doesn't know enough to make any recommendation, but his suspicion is that he would stay away. | 2008-02-28 | |
| HOLD | 10.210 | Peter Brieger | Sold his holdings as he felt the company wasn't sufficiently forthcoming. If you own, continue to hold for the long-term, three years. Fully priced. | 2006-07-18 | |
| SELL | 7.750 | Peter Brieger | Recently sold it. It failed to do what it was supposed to do, and had disappointing returns. Was a top pick a few years ago. | 2006-02-20 | |
| DON'T BUY | 6.030 | Peter Brieger | Getting increasingly frustrated at this. Likes the health food space. Will give it a quarter or two to see if they can turn the corner. | 2005-12-28 | |
| HOLD | 6.420 | Peter Brieger | Starting to look a little better on the charts. Based on talks with management, he will continue to hold and give it a couple of quarters more to see if they have turned the corner. | 2005-12-15 | |
| HOLD | 6.300 | Peter Brieger | Has clearly been a disappointment but has picked up a little recently. Likes the space. If he starts to see disappointment in the 1st or 2nd quarter, then he'll sell. | 2005-11-29 | |
| HOLD | 5.780 | Peter Brieger | Has been a disappointment. Likes the health food area. They've won some pretty exciting contracts. Still worth holding on to. | 2005-11-15 | |
| BUY | 5.490 | Peter Brieger | Has had a couple of disappointing quarters. Thinks they are getting their act together. Have cut costs and have a major new distribution centre. The low carb business which fell off the cliff is now showing signs of stabilizing. The crop situation is looking pretty good. | 2005-10-18 | |
| BUY | 6.070 | Peter Brieger | Buying for new accounts. Has been a trying stock. Company feels they are on track to earning $0.40 a share this year and if that's the case, the stock is very cheap. | 2005-09-15 | |
| BUY | 6.450 | Peter Brieger | Fundamentally it's a terrific story, but the execution of the story leaves a bit to be desired. Have not sold any shares and are buying more. | 2005-08-17 | |
| DON'T BUY | 6.400 | Werner Muehelemann | An exciting business considering everybody is trying to get healthier. The stock is a bit expensive. Has always traded at a very high multiple. Would find it interesting if it traded at 15 X earnings. | 2005-08-09 | |
| WEAK BUY | 7.300 | Peter Hodson | At these levels you'll probably do OK from here. Have gone on a huge acquisition spree. Cleaning things up and they're still riding the organic boom a little bit. Pretty well run. A hodge podge of assets that they are grouping together to run more efficiently. Entry level is getting close. | 2005-07-26 | |
| BUY | 7.900 | Norman Levine | Had disappointed him in the past. They are in good markets, but just didn't seem to be executing as well. Earnings kept coming in below expectations. Stock has turned around since the beginning of the spring and it could be a good long term one because they're in the right markets. | 2005-07-12 | |
| BUY | 6.180 | Peter Brieger | Had a decent 1st quarter. If they can come through with a decent 2nd quarter, the street may start to believe they can produce $0.40 for the year and $0.50/0.60 next year. Still buying for new accounts. | 2005-05-30 | |
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| PAST TOP PICK | 5.470 | Peter Brieger | (A Top Pick Feb 24/05. Down 28%.) Pleased with the 1st quarter as it was showing signs of stabilizing. Looking for $0.33/0.35 for the year. Cheap. Buying for new clients. | 2005-05-18 | |
| BUY | 5.820 | Peter Brieger | There was a write off last year based on a decision by management not to compete with some of the people they were supplying. If they come through with $0.35/0.40 a share, which he thinks they will, the stock is cheap. | 2005-04-26 | |
| PAST TOP PICK | 6.150 | Peter Brieger | (A Top Pick Jan 27/05. Down 33%.) Still holding and will probably buy for new accounts. Would like to see the 1st quarter which comes out about the middle of May to be on track at an estimated $0.32/0.35US this year. Had some non-recurring write-offs. | 2005-04-05 | |
| WEAK BUY | 6.850 | Brian Acker, CA | Their model price is $9.70. However, there has been downward revision in terms of earnings. Would like to see an updated balance sheet. On the surface it looks like a mis-priced asset. | 2005-03-22 | |
| WEAK BUY | 6.780 | Martin Hubbes, CFA | A little too volatile for him. The whole health food additive is not a bad business to be in, but you are dealing in a small cap company which can be volatile. | 2005-03-21 | |
| HOLD | 6.940 | Peter Brieger | Was a top pick, but is trying his patience. They were supposed to earn $0.25 for the year just ended which they did on record, but then proceeded to take the $0.05 per share in non-cash write-off. Market didn't like that. | 2005-03-14 | |
| TOP PICK | 7.790 | Peter Brieger | (A Top Pick Dec 31/04. Down 8%.) Likes long term, but sorely testing his patience. Long term fundamentals are outstanding. Still buying for his new clients. Will probably earn $0.23 this year, but 3 years out, will be substantially higher. | 2005-02-24 | |
| DON'T BUY | 7.930 | Norman Levine | The interest that came out of the Atkins diet seems to be fading away. Have moved into organic foods and distributing kosher foods, but it hasn't made up for the fact that the demand and the hype from the low carb fad has gone. Needs another catalyst to get going. | 2005-02-23 | |
| TOP PICK | 8.150 | Peter Brieger | The growth in the health food space is going to be geometric as more and more people are getting into it. | 2005-02-11 | |
| TOP PICK | 8.580 | Peter Brieger | (A Top Pick Oct 28/04. Up 8%.) North America's largest supplier of oat fibre/soy products. Loblaws is trotting out a new line of health foods which this company is supplying ingredients for. | 2005-01-27 | |
| TOP PICK | 7.650 | Peter Brieger | Taking a 3 year view. Earnings should come in at $0.25 for 2004 and can go as high as $0.90 in 3 years. The biggest supplier of oaten fibre and soy products in North America. | 2005-01-13 | |
| TOP PICK | 8.610 | Peter Brieger | (A Top Pick Oct 28/04. Up 14%.) North America's biggest supplier of oat fibre and soy products to the foods business and the biggest supplier of Soy concentrate to the distributors of soy milk. Will grow organically and by acquisition. | 2004-12-31 | |
| WAIT | 7.230 | Michael Smedley | Good management. Stock trades expensively. Just spun off a non-soy subsiduary. Would like to see a lower multiple on it. | 2004-12-07 | |
| BUY | 7.410 | Michael Smedley | Fine company. Has done a lot of expansion. Trades at a high multiple. Good management. | 2004-11-25 | |
| TOP PICK | 7.420 | Peter Brieger | This is for a 3 year hold. Recent quarters earnings were short by $0.02 due to margin deteriation which is being rectified. Looking for 20/30% growth rate minimal over the next 3 years. | 2004-11-16 | |
| TOP PICK | 7.690 | Peter Brieger | (A Top Pick Aug 4/04. Down 21%.) Earnings are down to $0.05 versus the expected $0.07. Natural food is in a growing area. Largest provider of soy products. Looking for earnings to grow 20/25% a year. | 2004-10-28 | |
| TOP PICK | 8.690 | Peter Brieger | One of the leading suppliers of soy to soy milk distributors and a major supplier of oat/soy fibre to the health food sector. Frito Lay is upping their healthy products from 10% to 50% in 3 years and they will be the supplier. | 2004-10-13 | |
| TOP PICK | 9.680 | Peter Brieger | One of the leading suppliers of soy and oat fibres to the natural food market. Also a major supplier of soy concentrate to soy milk distributors. | 2004-09-29 | |
| TOP PICK | 9.700 | Peter Brieger | (A Top Pick Aug 18/04. Up 24%.) A major supplier of soy fiber and grain fiber in the natural foods business. Dropped because of a negative report from Nesbitt-Burns. | 2004-09-15 | |
| TOP PICK | 8.700 | Peter Brieger | Health food. Major supplier of oak. Target of 20 times the earnings. | 2004-09-02 | |
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| DON'T BUY | 8.340 | Norman Levine | This stock has been disappointing. Stay away from this stock until they make any executions to grow the company. | 2004-08-27 | |
| WEAK BUY | 7.480 | Martin Hubbes, CFA | Too volatile for him. If you want to be aggressive, it's an interesting story. Not for the conservative investor at this time. | 2004-08-23 | |
| TOP PICK | 7.840 | Peter Brieger | Likes the long-term growth of the natural foods business. A major supplier of soy fiber and grain fiber in the natural foods business. | 2004-08-18 | |
| TOP PICK | 9.460 | Peter Brieger | The #1 supplier of oat/soy fiber. This area is growing dramatically. Incredibly cheap. | 2004-08-04 | |
| PAST TOP PICK | 10.950 | Michael Smedley | (A top pick Mar 8/04. Down 18%.) Still likes. A strong area. Suffered because of US dollar earnings. A very good buy at this level. | 2004-05-12 | |
| TOP PICK | 13.430 | Michael Smedley | Some mild criticisms that they were making acquisitions at two rapid a rate, but this is slowing. Generating tremendous profits. A little expensive. | 2004-03-23 | |
| DON'T BUY | 9.780 | Mark Jackson, CFA | Has been very acquisitive minded over the last several years. There is risk in the valuation. Should be a 10X 12X Company but is much greater than this. Feels the stock is overvalued. | 2003-12-09 | |
| TOP PICK | 12.800 | David Burrows | Has a strong accelerating growth rate, both in earnings and revenues. | 2003-10-21 | |
| BUY | 12.720 | Michael Smedley | Has been growing rather fast. Looks expensive, but a great area to be in. | 2003-10-20 | |
| PAST TOP PICK | 10.900 | Michael Smedley | (Was at top pick on May 2, 2003.Up 39.6%.)Still likes.Tends to run ahead of its earnings. | 2003-08-08 | |
| BUY | 9.850 | Michael Smedley | Growing at a tremendous rate. Very strong company. | 2003-07-18 | |
| TOP PICK | 7.480 | Michael Smedley | Has an enormous potential consumer market. Growing very fast. Somewhat expensive. | 2003-05-23 | |
| DON'T BUY | 7.200 | Lou Schizas | Has run up well. Getting ahead of itself now. Has had a long stretch of positive earnings. | 2003-05-07 | |
| TOP PICK | 7.700 | Michael Smedley | Soy drinks are more than just a fad. They are a growing market. The stock has risen dramatically and may rest for a short while. | 2003-05-02 |
