Stockchase Daily News RSS The Days Comments by Experts http://www.stockchase.com/ en A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Market.</strong></span> He did not make any strategic changes going into the Brexit vote. This has not been a wonderful year. Today he is buying the stocks that he thinks are down too much. The UK pound is falling which means it is going to cost them a lot more money to import goods, but it makes going to the UK cheaper, and the impact could be nothing. Nobody knows what the short term impact is going to be. Any analyst that has more than 10% of their exposure to Europe and are down 3%-5%, with maybe their profits being impacted to zero, that would be the stock to buy. A lot of the ones that are down today are the US financials. Those are the kinds of stocks he is attracted to today.</p> http://www.stockchase.com/opinions/view/160395 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160395 Brookfield Business Partners LP <p>A new limited partnership from Brookfield. Made up of a collection of different assets such as private equity assets, ownership and other publicly traded companies. It came out at around $30+. Typically, people get rid of it because it&rsquo;s a duplication of something they already have, but they really should be buying it instead. Hasn&rsquo;t decided what his strategy is yet, but he wouldn&rsquo;t discount this company. The price looks quite interesting.</p> http://www.stockchase.com/opinions/view/160396 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160396 Empire Company (A) <p>Has finally joined the club of grocery chains that has messed up and fallen flat on their face. It looks like they bought Safeway right at the top. Integration is not going well. Last 2 quarters have been poor. It is going to take some time. If you are a patient, long-term investor, this is an excellent time to buy. 1.9% dividend yield.</p> http://www.stockchase.com/opinions/view/160397 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160397 Visa Inc. <p><span style="color: #ff0000;"><strong>Visa (V-N) or Starbucks (SBUX-Q)?</strong></span> A hard choice, because they are both wonderful, wonderful companies. This one is very attractive here. Just acquired Visa Europe. 0.75% dividend yield.</p> http://www.stockchase.com/opinions/view/160398 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160398 Starbucks <p><span style="color: #ff0000;"><strong>Visa (V-N) or Starbucks (SBUX-Q)?</strong> </span>A hard choice, because they are both wonderful, wonderful companies. On this one, you get the retail and the wonderful loyalty of people. It has never been cheap and may never be on earnings multiples, because it is such a good business to be in. They will be generating free cash flow to the end of time. He is still sitting on the fence on this. 1.5% dividend yield.</p> http://www.stockchase.com/opinions/view/160399 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160399 Teva Pharmaceutical <p>One of the largest generic drug makers. Less risk than some of the other drug makers, as it doesn&rsquo;t own as many branded blockbuster drugs. They are in the midst of acquiring the generic business from Allergan (AGN-N). The company is confident their earnings will grow significantly which will diversify their portfolio. Very cheap on an earnings metric. As we age, people are going to be using more drugs, and generic drugs are probably going to be prescribed more, given the lower prices.</p> http://www.stockchase.com/opinions/view/160400 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160400 Twitter, Inc <p>This is not making any money yet. Thinks they are cash flow positive and are investing for the future. The stock has been dismal since the IPO. If you own, wait for somebody to come along and acquire it.</p> http://www.stockchase.com/opinions/view/160401 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160401 Canadian Natural Rsrcs <p>Doesn&rsquo;t own any oil/gas producers. Got out of them in 2015. This and Suncor (SU-T) are the 2 best run oil/gas companies in Canada. For conservative portfolios, 1 or 2 of them could find a place in your portfolio. He is not over the moon about buying oil/gas stocks at $48 oil.</p> http://www.stockchase.com/opinions/view/160402 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160402 Alphabet Inc (C) <p>The only FANG stock he likes, because it is the most profitable and has a wonderful balance sheet, and they dominate the search business. This is one you could definitely buy here. Just keep in mind that the Cdn$ is also down. An attractive entry point.</p> http://www.stockchase.com/opinions/view/160403 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160403 Amazon.com <p>One of the best companies, but valuation makes it very hard for him to make sense of. You have to take a big leap of faith to bite into the multiple of 60 or 70 times earnings.</p> http://www.stockchase.com/opinions/view/160404 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160404 Magna Int'l. (A) <p><span style="color: #ff0000;"><strong>(A Top Pick July 21/15. Down 29.68%.)</strong></span> This was a very cheap valuation at $70, and is even cheaper at $49. People at the beginning of the year got it in their head that we are at Peak Car, and that GM and Ford are not going to sell as many cars, and if interest rates go up, it is going to be bad for car leases. He continues to buy more and average down.</p> http://www.stockchase.com/opinions/view/160405 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160405 National Bank of Canada <p><span style="color: #ff0000;"><strong>(A Top Pick July 21/15. Up 2.16%.)</strong></span> Wrote down some assets, and were affected by oil/gas write-downs as well, so it hasn&rsquo;t been the strongest year for them. Still trading at 8 or 9 times earnings. Their last quarter was very good.</p> http://www.stockchase.com/opinions/view/160406 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160406 Saputo Inc. <p><span style="color: #ff0000;"><strong>(A Top Pick July 21/15. Up 29.12%.)</strong> </span>There was a listeria scare with some of their chocolate milk, which had an impact on the stock. However, their last quarter was very strong. They are having an issue right now because of low dairy prices. The balance sheet is in good shape and he thinks they are ready to pounce and make some acquisitions.</p> http://www.stockchase.com/opinions/view/160407 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160407 Manulife Financial <p>It is hard for him to get excited about this company. Just when it seems that they are out of the woods, something else happens. The issue for life insurance is the weak Cdn$, low interest rates and that the stock market hasn&rsquo;t taken off. Trading at 0.9X BV, which would probably be of interest to a deep value investor.</p> http://www.stockchase.com/opinions/view/160408 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160408 Alimentation Couche-Tard (B) <p><span style="color: #ff0000;"><strong>Alimentation Couche-Tard (ATD.B-T) or Magna (MG-T)?</strong> </span>Since he owns Magna and not this one, Magna is the only one he can recommend. However, this is a great company and it has come back a little. Feels it has sold off partly because there are concerns they might overbid for CST Brands which is rumoured to be up for sale. This one benefits from the low Cdn$, so they are probably doing okay now. It has always been an expensive company.</p> http://www.stockchase.com/opinions/view/160409 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160409 A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Volatility ETF&rsquo;s as a swing trade?</strong> </span>You are probably better off going to a casino and playing the roulette wheel. The outcome is absolutely random. Just because you get it right doesn&rsquo;t mean you are smart, it just means you got lucky.</p> http://www.stockchase.com/opinions/view/160410 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160410 Fairfax Financial <p>This has always been a very defensive investment, because Prem Watsa is a very conservative investor. He created an enormous amount of wealth for shareholders over the long-term. Has followed the model of Warren Buffett, which is owning an insurance company and using the proceeds to float to buy other companies. He has done a wonderful job. Doesn&rsquo;t think you can go too far wrong owning and buying this company.</p> http://www.stockchase.com/opinions/view/160411 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160411 Toronto Dominion <p><span style="color: #ff0000;"><strong>Best Canadian bank?</strong> </span>This is one of his favourite banks. Because they have strong exposure to the US, it has done an incredible job of building out their branch networks. The US is going to be a safe haven. You may see more money flow into the US, which might be good for this bank.</p> http://www.stockchase.com/opinions/view/160412 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160412 Waste Connections Inc. <p><span style="color: #ff0000;"><strong>For a 5 year hold?</strong></span> If you believe there is going to be more garbage produced in North America, this one is certainly going to haul its fair share. The slowdown in oil/gas has hurt their business a little, but if the Canadian economy continues to grow, this is a good business to be in. However, it is not cheap.</p> http://www.stockchase.com/opinions/view/160413 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160413 A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Gold stocks?</strong></span> Has bought gold stocks in the past, but wouldn&rsquo;t buy them now. Doesn&rsquo;t see any reason to own these types of companies. Has no idea what gold is going to do a year from now.</p> http://www.stockchase.com/opinions/view/160414 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160414 Royal Bank <p>Likes this and the Canadian banks. Over the long-term, anybody who has owned Canadian banks has earned significant compound rates of return. They are not expensive and you get a nice dividend growth. Dividend yield of 4.2%.</p> http://www.stockchase.com/opinions/view/160415 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160415 Brookfield Asset Management (A) <p>One of his biggest holdings and he is happily buying it. It has exposure to the UK and Europe, but doesn&rsquo;t think there is going to be any impact to its business operations. The smartest investors he knows and will probably use their beautiful balance sheet to make wonderful acquisitions going forward.</p> http://www.stockchase.com/opinions/view/160416 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160416 Constellation Software Inc. <p>A well-run company and the CEO has created an unbelievable free cash flow machine, buying up software companies and having annuity revenues, and using the free cash to continue to buy more, etc. They now have a suite of thousands of companies and are on the hunt to buy more. This is on his radar screen, but he just can&rsquo;t stomach buying it at this valuation.</p> http://www.stockchase.com/opinions/view/160417 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160417 Walt Disney <p><span style="color: #ff0000;"><strong>Buy the stock or buy some call options for one month out?</strong></span> If you want to buy call options one month out, you should go to the casino, as it is the same type of business. He is buying the stock as it is attractive here. Has sold off materially from its all-time high of $120 a share. There are worries about ESPN, cord cutting and overpaying for some of the sports, but they own such wonderful assets. Valuation is very cheap for a company that he expects to have double digit earnings growth for the next few years.</p> http://www.stockchase.com/opinions/view/160418 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160418 Apple <p>Much cheaper than it was a few days ago, so you can absolutely buy it here. If you are waiting for a selloff, this is it.</p> http://www.stockchase.com/opinions/view/160419 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160419 Saputo Inc. <p>A dairy producer; cheese, Nielsen milk, inputs for wholesalers, restaurants as well as branded retail. Still a small fish in a global pond, but there is potential for them to grow bigger and increase its footprint. Management, when they make an acquisition, are able to grow margins and improve everything all around. Generates a lot of free cash flow. Likes the potential for them to use their balance sheet to continue to make acquisitions globally. Dividend yield of 1.43%.</p> http://www.stockchase.com/opinions/view/160420 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160420 Priceline.com Inc. <p>This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.</p> http://www.stockchase.com/opinions/view/160421 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160421 Oracle <p>Thinks this is doing the Microsoft Playbook, which is growing quickly in the Cloud, and getting more licenses and revenues and annuities instead of selling a one-time package. Thinks the turning point for this company is here. Generating a lot of free cash. Very reasonably valued. Dividend yield of 1.51%.</p> http://www.stockchase.com/opinions/view/160422 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160422 A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Market.</strong></span> Britain decided to leave the EU. It is a pretty big deal, an unprecedented and uncharted territory for the markets. From a Canadian investor&rsquo;s point of view, he doesn&rsquo;t think the impact is going to be overly material. A lot of Canadian investors&rsquo; portfolios don&rsquo;t have much exposure to the European market, so doesn&rsquo;t see them taking a huge hit. A lot of companies that trade on the TSX don&rsquo;t have a lot of revenues that are generated from the European markets. Probably the biggest exposure is in the financial sector. This is a great opportunity to pull out your watch list, and for those that you have been waiting for, a more attractive entry point. You need to expect volatility for the next few weeks.</p> http://www.stockchase.com/opinions/view/160423 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160423 TorstarCorp (B) <p>A classic value trap. It is cheap for a reason. The high dividend is really attractive and can suck you in. They are making an effort to adjust by restructuring and going digital. However, the institution is so large that he worries that they are going to go through all this work, turn around and adapt to what it is like today, but by the time they do that, the environment will have already changed.</p> http://www.stockchase.com/opinions/view/160424 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160424 Patient Home Monitoring <p>This has been a disaster. On the recent quarter, year-over-year growth looks quite solid, but quarter over quarter wasn&rsquo;t too great. This kind highlights the risk of getting involved in businesses that are reliant on government funding. It just seems that they can&rsquo;t put together a quarter without any negative news.</p> http://www.stockchase.com/opinions/view/160425 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160425 Convalo Health International Corp <p>Doesn&rsquo;t follow this too closely. A rollup for rehab facilities. He doesn&rsquo;t buy into the rehab market rollup story. There are better quality companies out there.</p> http://www.stockchase.com/opinions/view/160426 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160426 Grenville Strategic Royalty <p>Had a bit of an issue with their most recent earnings release, and had to do with the dividend payout ratio. It is calculated as a regular payout, but they also include a fake kind of sell part of their business, and count that under the earnings line into the payout ratio. Not reliable and not necessarily sustainable. He wouldn&rsquo;t own this and rely on the dividend.</p> http://www.stockchase.com/opinions/view/160427 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160427 DH Corporation <p>A transaction processing, loan administration type of business. A Short report came out talking about a big acquisition they did giving them a global platform to sell and cross sell their services. The report said they were not going to be able to get any growth, legal issues, etc., but the company released an earnings report which squashed the report. That was followed by another release which wasn&rsquo;t a great quarter. It is now pretty cheap at about 12X earnings and pays a 4% dividend, and has potential for dividend growth. He likes this.</p> http://www.stockchase.com/opinions/view/160428 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160428 D-Box Technologies <p>This creates a motion seat for theatres. They had a quarter where the stock really got hit, down 16% over 2 days. The balance sheet is strong and there is a lot to like here. Feels they have a long runway for revenue growth.</p> http://www.stockchase.com/opinions/view/160429 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160429 A&W Revenue Royalties Income Fund <p>Have been putting up about a 6%-9% same-store sales growth over the last year or so, which is a pretty big number. Their marketing is on an organic healthier food angle, and also focusing on smaller format stores in metropolitan areas. That seems to be paying off. As a royalty, there aren&rsquo;t many costs. Payout ratio is at about 100%.</p> http://www.stockchase.com/opinions/view/160430 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160430 Stuart Olson Inc <p>An infrastructure company. This space has been getting a lot of attention lately because of budgets and stimulation of the economy, and this is probably his least favourite. Bought a pretty large electrical firm out West, and the timing was not great. There are better options in the sector.</p> http://www.stockchase.com/opinions/view/160431 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160431 Andrew Peller <p><span style="color: #ff0000;"><strong>(A Top Pick March 3/16. Up 8.14%.)</strong></span> This is a recession resistant type of industry. The wine space within alcohol, is actually a faster growing one, compared to the broader alcohol/spirits market. A stable company.</p> http://www.stockchase.com/opinions/view/160432 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160432 Concordia Healthcare <p><span style="color: #ff0000;"><strong>(A Top Pick March 3/16. Down 29.31%.)</strong> </span>This has been a bit of a wild ride. Their most recent earnings release was pretty good. They delivered on what they said they would. Then the whole strategic review narrative started to take over and 2 private equity firms backed out. The valuation shows this is cheap as it can be at 3.5X forward earnings. They have positive cash flow and growing revenues and a global footprint, but are trading at such a cheap level.</p> http://www.stockchase.com/opinions/view/160433 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160433 Savaria Corp <p><span style="color: #ff0000;"><strong>(A Top Pick March 3/16. Up 37.58%.)</strong></span> He still likes this. They are involved in accessibility equipment such as stair lifts, etc. This is a demographic tailwind in that people want to stay in their houses longer. Recently acquired the automotive division of the Shoppers Home Health Care which builds on their van conversion business. They also did a $20 million financing for purposes of future growth. Thinks that they have a few acquisitions in their back pocket they are thinking about. When that happens, they will be back on the growth track. Still a Buy.</p> http://www.stockchase.com/opinions/view/160434 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160434 WSP Global Inc. <p>Has liked this ever since they did the Parsons Brinkerhoff acquisition, which really gave them a global base to do their construction projects from. They continue to make more acquisitions that are interesting. 3.8% dividend.</p> http://www.stockchase.com/opinions/view/160435 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160435 Intertain Group <p>Really cheap 3 months ago and then news of the strategic review came out and there was a nice little pop on the shares. There is a lot of uncertainty going on right now. They pushed back their AGM because at the end of June they are going to come out with an announcement of whatever&rsquo;s happening with their strategic review. But now with the BREXIT vote, his worry would be that whatever deal was in the works, it is either being put on hold or being quashed. Too much uncertainty for his taste.</p> http://www.stockchase.com/opinions/view/160436 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160436 Stella-Jones Inc. <p>Getting some attention right now because Canadian Pacific (CP-T) had some weak results and people are wondering if there is going to be demand. On railroad ties, there is always a minimum demand. This is a company he likes, and they are a long-term value creator for shareholders.&nbsp;</p> http://www.stockchase.com/opinions/view/160437 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160437 Prism Medical Ltd. <p>Mobility equipment. They bought the lift business division of Shoppers Home Health. It has a 5% dividend yield, but is higher risk. He thinks they will be able to grow into their earnings and cash flows and help support that dividend.</p> http://www.stockchase.com/opinions/view/160438 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160438 Richards Packaging Income Fund <p>This is a tough business. Packaging is a good consumer staples type of business. They do all the things right. Have a good dividend, raise it, and do share buybacks. He just can&rsquo;t get past the illiquidity. Also, there has been quite a big run up on shares recently. Now trading at multiples that are on par with something like CCL Industries, which is much larger and a much more liquid company, which he would prefer.</p> http://www.stockchase.com/opinions/view/160439 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160439 Badger Daylighting <p>They do daylighting, exposing underground wiring and pipelines. Seem to be able to do it quicker and more efficiently than their competitors. Great management team. Have been through downturns before and have managed it. However, looking at the valuation, it looks like it is priced to perfection at 24X forward earnings. Has a pretty good growth plan, and if they can deliver on it there is some potential for a return. The problem is, they moved into the US and have seen their margins depressed. Not confident they can get those margins up to historical levels.</p> http://www.stockchase.com/opinions/view/160440 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160440 Alimentation Couche-Tard (B) <p>A &ldquo;Best in class&rdquo; type of name. The valuation multiple was getting higher, but has come down a lot and is more reasonable in price. They are still doing acquisitions globally, and has been a very astute team in being able to pick up interesting companies at fair prices, and growing shareholder value.</p> http://www.stockchase.com/opinions/view/160441 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160441 Stantec Inc <p>Infrastructure company. Had a stint where they had slow growth and not doing too much, but that is a good thing. A steady dividend grower which adds value to the dividend. Did a water infrastructure acquisition, and that is going to take some time to digest, but over time, when they can buy some synergies with that, they will be reward.</p> http://www.stockchase.com/opinions/view/160442 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160442 Sleep Country Canada Holdings <p>They are opening stores everywhere. A nice, slow growth business. They are finding ways to expand their margins. It almost has a recession resistant tone to it. He wouldn&rsquo;t expect the same type of returns that we have seen recently, but overall it is a solid name and well-managed. For a long-term patient holder, he thinks you can do well with it.</p> http://www.stockchase.com/opinions/view/160443 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160443 Airboss of America <p>This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.</p> http://www.stockchase.com/opinions/view/160444 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160444 Exco Technologies <p>There is no secret sauce to this one. Just a solid operator, going with value and a bit of growth. A cheap valuation, but within their peer space, they are one of the faster growing companies. Also, have really high insider ownership. This has organic growth, acquisition growth and dividend growth. The payout ratio is low and they have plenty of room to increase the dividend. Dividend yield of 2.3%.</p> http://www.stockchase.com/opinions/view/160445 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160445 Premium Brands Holdings Corp <p>A specialty food, manufacturer and distributor. Within Canada, consumer staples may have 15 companies that are investable. Most of them are large, mature, slow growth type of companies. Specialty foods means they can charge higher margins. You get the feeling management is not trying to build an empire and not growing for the sake of growth, but are making decisions that are in the shareholders&rsquo; best interests. Dividend yield of 2.88%.</p> http://www.stockchase.com/opinions/view/160446 Fri, 24 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160446