Opinions Colin Stewart
Lassonde Industries Inc.LAS.A.TOPAST TOP PICKFeb 19, 2025
Stock price when the opinion was issued
As of May 29, 2026. Market Open.
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Good business. Packaged food and juice. Success in US growing through acquisition. Pressure from input commodity costs. Things seem to have stabilized from Covid margin pressures. Strong balance sheet. Not overly liquid. Fairly reasonable valuation. On his radar; if it pulled back, might take a position.
Tariffs shouldn't be a problem. Now improving operations and margins. Juice not growing as much as in the past, due to concerns about sugar intake. Not expensive, very well managed. Not a liquid stock. For a long-term value investor.
He's never owned it. Quite acquisitive in the past. Topline has slowed, hard to see how it's going to move the needle for a decent growth rate.
Colin StewartThe CEO has been an excellent creator of shareholder wealth. They went through a period of consolidation and have not broken through the 250 day moving average. They are a stead grower. (Analysts’ target: $272.50).
Jason Del Vicario
Michael Simpson, CFA
Michael SmedleyMichael SmedleyMichael Simpson, CFAMichael SmedleyMichael Simpson, CFA
Stock fell soon after recommending, he sold, now it's recovered. Good company. Supply issues and inflationary pressures have normalized. Pretty good value at 11-11.5x PE. Watches it; could potentially add on a pullback.