List by Company Name |
List by Symbol |
Notes:Producer, harvester and seller of premium shell fish
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-02-21 | BUY on WEAKNESS | Fabrice Taylor |
Clearwater Seafoods (CLR-T) or High Liner Foods (HLF-T)? Both have done quite well. Feels the trend is your friend on these stocks. Revenues are climbing and the margins are strong. Hard to buy a stock that has gone up like these but they are going to go higher. If you don’t own, wait for an opportunity to buy. Tweet finance |
Price: $4.560 Subject: NORTH AMERICAN Bias: OPTIMISTIC Owned: No |
| 2013-02-06 | BUY | Jason Donville |
Thinks both this and High Liner (HLF-T) are both Buys but he prefers High Liner. This one has had a correction, but he thinks it goes higher. Tweet finance |
Price: $4.540 Subject: CANADIAN SMALL & FINANCIALS Bias: BULLISH Owned: Unknown |
| 2013-01-03 | TOP PICK | Michael Smedley |
Dominates the shellfish space. Value added sales to Japan where new management has tremendous expertise in the Far East. Thinks it’s capable of acquisitions. Tweet finance |
Price: $4.400 Subject: CANADIAN Bias: CAUTIOUS Owned: Yes |
| 2012-12-04 | BUY | Michael Smedley |
Thinks there is more to go. Has a fleet of ships off the East Coast and is now the absolute dominant company. Has bought all of the fish quotas, which is remarkable. Tweet finance |
Price: $3.170 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2007-02-09 | DON'T BUY | Chris Rankin, MBA, CFA |
Has extraordinary foreign exchange exposure. Have Cdn$ labour. Have made substantial investments in their fleet giving them slightly superior products with lower labour costs. Feels the valuation is pretty high. Tweet finance |
Price: $4.950 Subject: INCOME TRUSTS (BUSINESS) Bias: OPTIMISTIC Owned: No |
| 2007-02-02 | DON'T BUY | Michele Robitaille |
A decent business. Her biggest concern is that this business is not suitable for a trust. Have very high capital expenditures. Another problem is that costs are in Cdn$ while income is in foreign currency. Tweet finance |
Price: $4.990 Subject: INCOME TRUSTS Bias: UNKNOWN Owned: No |
| 2006-11-03 | DON'T BUY | Michael Simpson, CFA |
Seafood business. Debt levels have been too high for him. Facing competition from Asia. Would prefer others. Tweet finance |
Price: $4.800 Subject: INCOME TRUSTS Bias: OPTIMISTIC Owned: No |
| 2006-09-07 | BUY | Jason Zandberg |
Impressed with management. They bring an innovative approach to the seafood market. Have had some problems in the past, but seem to have worked through them. The market will probably take some time to warm back up to the story. Strong Cdn$ will hurt. Tweet finance |
Price: $5.270 Subject: INCOME TRUSTS (BUSINESS) Bias: OPTIMISTIC Owned: Unknown |
| 2005-12-02 | DON'T BUY | Garth Jestley |
The largest producer of shellfish in North America. Sold out on the increasing concerns of old currency risk. Have had some operational problems. Tweet finance |
Price: $3.730 Subject: INCOME TRUSTS Bias: BULL on OIL & GAS Owned: No |
| 2005-07-29 | DON'T BUY | Dean Orrico |
Would steer clear of this one right now. Had some operational issues, primarily foreign exchange issues. 50% of their revenue is in US$, but their costs are in Cdn$'s. This trust has subordination, that is, management takes a loss first. Part of the $0.84 distribution is being financed by management. This is scheduled to come off at the end of this year. Tweet finance |
Price: $5.920 Subject: INCOME TRUSTS (OIL/GAS) Bias: BULL on ENERGY Owned: Yes |
| 2005-05-20 | DON'T BUY | Leslie Lundquist |
Kind of a painful situation. Running into difficulties with both foreign currency exposure and some of their resource levels. Some of their species (?) is not as vigorous as she would like. Not buying as she would like to see them get their feet back under them again. Tweet finance |
Price: $7.330 Subject: INCOME TRUSTS Bias: UNKNOWN Owned: No |
| 2005-01-28 | DON'T BUY | Michele Robitaille |
Key challenge is foreign exchange. Underlying business is healthy. Has experienced strong growth in both volumes and pricing in local curency but not enough to offset foreign exchange. Payout ratio is at or above 100% since inception. A very capital intensive business. Tweet finance |
Price: $8.440 Subject: INCOME TRUSTS Bias: CAUTIOUS Owned: No |
| 2005-01-07 | BUY | Blair Wilson |
Has a 2-sector perform recommendation on this trust. Payout ratio is high at 111% and could go higher at the end of '05 on an adjusted basis. Not in a situation where they will have to cut distributions. Some risks due to foreign exchange issues. Tweet finance |
Price: $8.770 Subject: INCOME TRUSTS Bias: OPTIMISTIC Owned: Unknown |
| 2004-12-31 | DON'T BUY | John Priestman |
Distributions have been high at 13% or so which was 138% of cash flow in the 3rd quarter. There will probably be a cut. A better trust in the seafood industry is Connor Bros. Low payout ratio at 70%. Better balance sheets. Tweet finance |
Price: $8.780 Subject: INCOME TRUSTS Bias: BULL on ENERGY Owned: Unknown |
| 2004-10-29 | DON'T BUY | Garth Jestley |
Would prefer Connors Brothers whith better growth prospects. Tweet finance |
Price: $9.900 Subject: INCOME TRUSTS Bias: UNKNOWN Owned: Yes |