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| DON'T BUY | 30.450 | Peter Gibson | Just avoided a hostile take over. Wouldn’t be surprised if they come back with another offer. Feels Vincor is on the weak side on ROE at 7.5%. | 2005-12-09 | |
| PAST TOP PICK | 34.560 | Gavin Graham | (A Top Pick Aug 8/05. Up 47%.) Had a couple of bad quarters, because there was too much Australian red wine about, but that is temporary. Still likes. | 2005-10-31 | |
| HOLD | 34.400 | David Baskin | A bid of $31 has been made to acquire this company. This may be increased by $1/2. | 2005-10-24 | |
| SELL | 36.650 | Peter Brieger | There is a takeover offer by Constellation (STZ-N). Sold his holdings last week. | 2005-10-04 | |
| BUY | 22.650 | Bruce Campbell | Reported 2 disappointing quarters in a row. Now in buying range and yet the market has it in the penalty box. Their problem is an overseas one and appears to be a one time problem. Trading at under 15 X which is a good price. | 2005-09-12 | |
| BUY | 22.700 | Gavin Graham | Has fallen 35% this year. Had a weaker quarter than expected because of the excess wine production in Australia. The 6th biggest wine producer in North America. Acquired a UK winery which gave them the biggest distribution of South African wines in the UK and they can distribute their North American wines through there. Good price. | 2005-09-06 | |
| WAIT | 23.480 | Norman Levine | An exceedingly well run company. Now a global player, probably #7 in the world. Moved into the Australian market where there is a glut of red grapes. This is driving down prices. A good long term stock to have. It'll either gorw by buying more wineries around the world or will sell to one of the bigger guys. Let it settle down. | 2005-08-15 | |
| DON'T BUY | 23.530 | Michael Smedley | Have suffered on the earnings side so the stock took a drop. There's a glut of wine around the world. Feels that they would like to be taken out by someone. Would consider buying if it dropped further. | 2005-08-11 | |
| TOP PICK | 23.480 | Gavin Graham | 2nd quarter numbers were disappointing, so took a big drop. It's the 7th largest North American wine producer. Also strong globally. Might taken out. | 2005-08-08 | |
| PAST TOP PICK | 28.200 | Martin Hubbes, CFA | (A Top Pick Aug 23/04. Down 10%.) Still thinks longer term it is a good solid company. Struggling against the wine glut in Australia where wine prices have been supressed. They own some wineries in Australia. | 2005-08-02 | |
| TOP PICK | 29.570 | John Zechner | This market is consolidating. In the end there will be 3, 4 maybe 5 global players and Vincor may be one of them or may be consolidated. Trading around 8/9 X operating cash flow and there are acquisitions taking place at around 15 X. | 2005-07-04 | |
| HOLD | 27.750 | Michael Sprung | Has been a growth by acquisition company. The real question is their problems with their Australian acquisitions. The wine market there has not turned into as profitable an area as would be hoped. Can this be turned around? The jury is out. | 2005-04-28 | |
| BUY | 28.770 | Gavin Graham | Spirits and wines sector is the consistant growth story. Brewers have had big problems. Likes it a great deal. | 2005-04-26 | |
| BUY | 29.000 | John Zechner | Probably has some short term downside still. Analysts following have taken their numbers down which has created some selling. Last 3 quarters in a row they've missed their numbers. Distribution costs have gone higher. Likes it longer term and would be adding on this weakness. Operating at about 9/10 X cash flows. | 2005-04-06 | |
| BUY | 28.980 | Peter Brieger | Nesbitt Burns has substantially reduced this year's earnings based on a more difficult period of integration of Western Wines, so the stock dropped. Should do well and will be one of the world's leading wine producers and distributors. | 2005-04-05 | |
| DON'T BUY | 30.650 | David Burrows | Analysts reports are quite bullish, but the market isn't following through on this. | 2005-03-14 | |
| TOP PICK | 31.570 | John Zechner | A defensive pick. Good valuation at mid-teens X earnings. Good growth. Growth by acquisition. | 2005-03-09 | |
| BUY | 32.000 | Peter Brieger | In 3/5 years it's going to be a great company in terms of being in the top 10 of the world's vintners and distributors. There's a negative sentiment on the street because of disappointing earnings. Patience is getting tried, but still adding for new accounts. | 2005-02-24 | |
| BUY | 32.310 | John Zechner | Has been a good long term growth stock. Trading around 11 X cash flow. Numbers were a little disappointing in the last quarter, so the stock sold off. Likes the company and their growth by acquisition. | 2005-02-14 | |
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| PAST TOP PICK | 33.000 | Peter Brieger | (A Top Pick Oct 28/04. Up 5%.) Was surprised at the drop in the stock today as the earnings looked very respectable. The knock against the stock is that growth is by acquisition, not organic. Remains one of his top picks and is buying for new accounts. | 2005-01-27 | |
| VAGUE | 34.880 | David Baskin | Has been a terrific marketing story. Good management. Not a high volume trader. Doesn't follow the stock. | 2005-01-25 | |
| STRONG BUY | 36.550 | Michael Smedley | Very topical as there is tremendous buying around the world of wines and wine companies. Vincor has made some very good moves, good expansion, expected to be a take out one day. Not too expensive. | 2005-01-19 | |
| PAST TOP PICK | 35.950 | Glenn Paradis, BA, CFA | (A Top Pick Aug 26/04. Up 14%.) Still likes. Made a nice acquisition. Expects consolidation in the industry which should be positive for them. | 2005-01-13 | |
| PAST TOP PICK | 35.130 | Peter Brieger | (A Top Pick Oct 28/04. Up 11%.) Will become a world class wine producer and distributor of new world wines. | 2004-12-31 | |
| DON'T BUY | 33.800 | David Baskin | Have done a pretty good job. Not a fabulous year, but not bad. Very competitive. A continuing fight for market share. | 2004-12-16 | |
| BUY | 31.990 | Blair Wilson | Has had a slow and steady move upwards over the last year. Makes acquisitions out of its own cash flow. This also allows it to distribute its other brands internationally. | 2004-11-10 | |
| TOP PICK | 31.250 | Martin Hubbes, CFA | Good management. Good global distribution network. | 2004-11-05 | |
| TOP PICK | 31.500 | Peter Brieger | (A Top Pick Aug 4/04. Down 4%.) Still buying. | 2004-10-28 | |
| WEAK BUY | 30.490 | David Driscoll | Demographically people will switch to wine as they age. A little bit of upside to this stock. Very small free cash flow. | 2004-10-15 | |
| TOP PICK | 30.540 | Peter Brieger | Has been a Top Pick in the past. Feels wine consumption is going to continue to accelerate. Has a goal of being in the top 10% providers. Looking for earnings of $2.40 next year and $3/3.25 the following year. | 2004-10-13 | |
| TOP PICK | 30.900 | Peter Brieger | A long term holding. Sees this company as being one of the top 10 wineries in the world in a few years. | 2004-09-15 | |
| TOP PICK | 31.500 | Peter Brieger | Cerntainly can become one of the world's leader in the wine business. Looking at 20 times earnings of 250 in a year and half. | 2004-09-02 | |
| TOP PICK | 31.550 | Glenn Paradis, BA, CFA | Help financially for this company. This is really attractive. | 2004-08-26 | |
| TOP PICK | 31.990 | Martin Hubbes, CFA | Good brands. Growing through both organic and acquisitions. A lot more growth potential. | 2004-08-23 | |
| TOP PICK | 31.770 | Peter Brieger | The worldwide taste for wine is going to increase, especially new world wines. Positioning itself as one of the leaders in production and distribution in new world wines. | 2004-08-18 | |
| BUY | 31.800 | Laura Wallace | Just announced a European acquisition which looks to be accretive. A little bit expensive. | 2004-08-09 | |
| TOP PICK | 32.850 | Peter Brieger | Great management. Very cheap. | 2004-08-04 | |
| BUY | 30.830 | Steve Gold | One of his favorite beverage companies in North America. Have done a great job in Australia/New Zealand of making acquisitions which are immediately accretive. The Pacific rim is the highest growing area for consumption at this time. | 2004-07-07 | |
| BUY | 30.500 | Peter Brieger | On his watchlist. On a technical basis, it looks like it's breaking out. A great business. A possible connection with Wal-Mart stores. | 2004-07-05 | |
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| PAST TOP PICK | 31.750 | Michael Smedley | (Past top pick May 12, up $2.75) Building a great global operation. | 2004-06-16 | |
| BUY | 30.890 | John Zechner | A little concerned about the growth longer-term. Pretty comfortable that they can grow at better than 10% through acquisitions, premium brands and moving into the US and Australia. | 2004-06-10 | |
| TOP PICK | 29.000 | Michael Smedley | One of the world's major pure wine groups. Well-run. | 2004-05-12 | |
| BUY | 29.900 | Peter Brieger | A great buy. Will be supplying private and regular brands to Wal Mart. | 2004-05-04 | |
| BUY | 28.450 | David Burrows | Likes this in a consumer product sector. | 2004-02-24 | |
| TOP PICK | 27.160 | Mike Weir | Has really set itself up to grow. Adding new brands and cross selling those brands. Expect that acquisitions will be for the long term. Expects growth to continue at 15/20%. | 2003-11-25 | |
| WEAK BUY | 26.180 | David Baskin | Good company and the stock has done reasonably well. Aging demographics help the wine industry. Stronger Cdn$ creates cheaper imports. Can't see it taking off like a rocket, but you won't get hurt with it. | 2003-10-28 | |
| BUY | 25.900 | Glenn Paradis, BA, CFA | The recent downturn has created a buying opportunity. A well-run business with a good strategy. Valuation is pretty attractive. Earnings may be down in the next quarter or two but a good long-term holding. Tried to buy in the $22/23 range. | 2003-10-24 | |
| TOP PICK | 27.850 | Mike Weir | Hit a 52-week high, but expects it to move higher.A classic growth at a reasonable price. | 2003-08-19 | |
| BUY | 26.550 | Peter Hodson | Well run. Down the road, it will probably be taken over by a large international. | 2003-07-29 | |
| BUY | 25.790 | Andrew McCreath | Good, solid, well run company. A long term story. | 2003-05-29 | |
| BUY | 25.150 | Peter Arender, CFA | Made a new acquisition of a New Zealand winery. Seems to trade cheaply. Thinly traded. | 2003-05-26 | |
| BUY | 21.100 | Ted Macklin | Good company. More consolidation with their holdings. Good management. | 2003-04-07 | |
| BUY | 22.150 | Peter Hodson | Well managed. Great acquisitions. Has moved into Australia. You are paying a premium on this stock, but it is worth it. | 2003-02-04 | |
| BUY | 22.750 | Robert Floyd | Good company. Strong acquisition strategy. | 2003-01-15 | |
| BUY | 23.000 | Ted Macklin | Benefitting from age demographics. Strong brand recognition. Good growth. | 2002-12-23 | |
| BUY | 22.980 | Laura Wallace | Some California vineyards are facing bankruptcy, so there will be an opportunity to pick up some bargain assets. | 2002-12-19 | |
| TOP PICK | 22.950 | Martin Hubbes, CFA | Made a good deal in Australia. Good management. | 2002-10-09 | |
| BUY | 23.770 | Gavin Graham | Well recognized products. Will either be a takeover or will expand. | 2002-09-30 | |
| TOP PICK | 25.220 | Gavin Graham | PE is 17 X. Should do well. Good expansion moves. | 2002-08-06 | |
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| BUY on WEAKNESS | 24.380 | David Driscoll | A little overpriced. Would buy at $18/19. | 2002-07-30 | |
| PAST TOP PICK | 25.000 | Roger Mortimer | (Was a top pick Nov 14. Up 41%) Took some money off the table ata profit. Still likes. | 2002-07-29 | |
| BUY | 24.740 | Ted Macklin | Good growth profile. 17 X earnings. | 2002-04-15 | |
| BUY | 24.800 | Michael Smedley | Doing well and at a good value. | 2002-03-26 | |
| BUY | 22.500 | Fred Ketchen | Strong sales. Have cash. A long term hold. | 2002-02-26 | |
| BUY | 23.950 | Malvin Spooner | A well managed business.Growing globally. | 2001-12-31 | |
| TOP PICK | 16.760 | Roger Mortimer | Cheap and growing at 20%. | 2001-11-14 | |
| BUY | 16.750 | Malvin Spooner | Had a good quarter. Trading at 10 X earnings. | 2001-11-13 | |
| BUY | 16.950 | Robert Floyd | Likes. Expanding into different regions, including the US. | 2001-10-17 |
