Coolbrands (A) Sold to Nestle (COB.A.TO)

TOP PICK
Has come off for no reason they can understand. Quarterly results will be announced next week. Good management. Will grow globally.
BUY
At this price, it's a fair buy. Made some really good strategic acquisitions. Well-run company.
TOP PICK
The quarter ending in July will show fully integrated assets from their acquisitions. A good core product name to own.
HOLD
Model price is $25.48. The money has already been made in this stock. You will certainly get your growth over time.
BUY
Could be a good stock to own over the next couple of years.
BUY
Commodity costs are a concern for the second quarter. The summer months are going to be good for them. Trading at about 15 X next year's earnings.
DON'T BUY
A dual share structure where he feels there's a lack of corporate governance. Trading at 18 X this year's and 14 X next year's earnings is decent, but not compellingly cheap.
BUY
A great company. Has done some fabulous things. Has dropped with the market. A good long-term hold.
BUY
Numbers beat street expectations. The market concern is that butterfat pricing will cut into their margins, but he feels the company has a lot of leeway to generate growth. The drop is a buying opportunity.
DON'T BUY
The risk level on the stock has gone up dramatically because it's way ahead of where should be. Should pay down some of their debt.
DON'T BUY
Feels it's going to pause for a while.
DON'T BUY
This stock scares the heck out of him. A whole lot of risk in this.
BUY
Feels there is still some room to grow long-term. Balance sheet is fine. Short-term will probably flatten out.
DON'T BUY
Made a fabulous acquisition, but the problem now is that the market gave it full value. Fully priced.
BUY
Some corporate governance concerns but should be OK.
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