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Saputo Inc. Stock Symbol: SAP-T

Notes:specialty cheeses

Last Price Recorded: $45.6300 on 2017-03-22

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Date Signal Expert Opinion Price
2017-03-17 HOLD Michael Sprung

This has done extremely well since 2015. They just completed a major acquisition in Australia. It has been well-run, and has grown a lot by acquisitions.


Price:
$45.270
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2017-02-21 PAST TOP PICK Robert McWhirter

(A Top Pick Feb 8/16. Up 26.61%.) Ranks in the top 3% of his database. Overall yield is a modest 1.3%, but it does pay a dividend. Earnings were up 12% year-over-year on a 2% sales growth. In the coming quarter earnings are expected to be up another 12% with year-over-year growth at about 10.5%.


Price:
$45.980
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Yes
2017-01-26 HOLD Mike S. Newton, CIM FCSI

The only thing that would alarm him, is the whole transpacific trade deal. Hasn’t owned this in the last 5 years, and it has certainly done very, very well. Until Trump does some strange Tweet about dairy farmers and how Canadians are flooding their market, be happy to own it.


Price:
$48.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2017-01-06 COMMENT Robert McWhirter

Ranks 20 in his database. Yield is only about 1.3%, but what you are really hoping for is that earnings continue to grow with a 17.5% ROE. Thinks there is still good opportunity going forward.


Price:
$46.390
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
Yes
2016-12-28 PAST TOP PICK Hap (Robert) Sneddon FCSI

(A Top Pick Nov 26/15. Up 46.61%.) He is still buying at this price. They have a good International strategy. A defensive name. He is looking for $65.


Price:
$47.170
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-20 BUY Barry Schwartz

A wonderful shareholder friendly company. Always increasing the dividend and always buying back stock. They think about smart capital allocation before making an acquisition. There is a wonderful big runway of growth for them. Not cheap, but good stocks are never cheap.


Price:
$47.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-24 PAST TOP PICK Barry Schwartz

(A Top Pick July 21/15. Up 29.12%.) 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.


Price:
$37.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Barry Schwartz

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%.


Price:
$37.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-13 PARTIAL SELL Larry Berman CFA, CMT, CTA

In the short run, it looks like it is rolling over. There was a lot of support in the last couple of months at around $39-$40, and is being broken today in a big way. The next area of support would come in close to the $30 area. There is probably some downside risk in the next while. In the lower $30, it would be something you would want to accumulate again. He would think about lightening up on the current strength.


Price:
$37.790
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-06-06 COMMENT Jim Huang

Probably a stock you want to own for the long-term, but not trade around. A very well-run company and one of the biggest players in their industry. A steady, not fast-growing, business that is well-managed.


Price:
$39.900
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-04-01 DON'T BUY Allan Meyer

(Market Call Minute.) A little bit high on a PE basis. In the near term, he would be careful about going into this. Very, very well-managed and are setting themselves up for the long-term, but it doesn’t rate well for him at this time.


Price:
$40.900
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-03-28 HOLD Barry Schwartz

Sells cheese and milk, and continues to use its free cash flow to buy more companies. He continues to add this to portfolios, but probably not at the current prices. Has a conservative balance sheet and still has room to grow. Thinks it is going to be a long term hold for his clients.


Price:
$40.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-16 TOP PICK Hap (Robert) Sneddon FCSI

Cheese and Milk.  It just broke out.  It has a fantastic balance sheet.  Recent earnings caught analysts off guard.  If it comes back a little big he wants to add to it.


Price:
$40.420
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
SELECTIVE
Owned:
Yes
2016-02-12 HOLD Don Vialoux

Because it tends to be a consumer staples stock it tends to do well in the summer. The stock is currently doing something that it normally does not do. It is actually very strong in the winter time, which is encouraging. Technically it is testing the high that it made in 2015. It is getting lined up for a possible move in the summer again.


Price:
$36.990
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-09 HOLD Christine Poole

A leading dairy processor and cheese manufacturer. Global in scope, operating internationally as well as in the US. A mature industry, but they are very good acquisitors. Always priced at a premium because of its more stable cash flows and its abilities to acquire. For a good, long term investment, she would stay with this.


Price:
$37.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
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