Stock price when the opinion was issued
Depends on what percentage it makes of your portfolio, plus what your cost base is. #1 competitor to DFY is IFC. The industry is consolidating more. DFY might have a leg up on IFC, as DFY is smaller and can buy a few more things in Canada.
Cost inflation and extreme weather give him pause in this area. Both well-run businesses, but inclined to stay away. The sector poses some risks.
Reasonable dividend. Good company with quality prospects. Q1 a slight miss, but the business is very sound. Would recommend buying weakness. Excellent value at current share price.