Premium Brands Holdings Corp (PBH.TO)

Technically, the stock is going nowhere. It has outperformed the market this year, it is now close to its all-time high and is in a consolidation phase. It is going sideways.

It is one of his favourite companies. It has always looked expensive and always will. It is about 20 times earnings. It is a premium operator. 7% annual dividend growth. They make small but astute acquisitions.

Sandwich giant. Had a great move and it is a trend that is going to continue. One of Canada’s leaders in the prepared foods space. Some hiccups along the way but they fixed their problems very quickly. Valuation is not cheap, but their execution has been great.

Has been a market darling for a number of years on the back of pre-made sandwiches they are selling. That business continues to ramp up like crazy, and thinks it is going to continue. On the other side they continue to make acquisitions in the specialty meat and deli business. This is always on his radar screen because of the growth profile. If you don't own, take a close look at it, because the potential for it to continue to grow over the years is pretty strong.

Very well-run company and involved in food, specifically premium type food. They've grown their BV tremendously. He first screened them at $30. If you want to initiate a position, wait for a pullback as the valuation is a little stretched.

Has definitely been a growth stalwart, a real leader over last 4-5 years. It’s been an organic growth, and more so a growth by acquisition story. Doesn't think the latest pullback is unduly concerning. Nothing has changed fundamentally. The multiple, over the last 4-5 years, has expanded close to 30X earnings now, which is very, very high for a consumers’ staples company, especially given that most growth is not really organic.

(A Top Pick March 27/17. Up 30%.) They've done some very good acquisitions, but missed their 3rd quarter, and the stock took a big hit. A couple of days later, they made a nice acquisition, and it got back everything it lost and then hit a new high. A nice solid company. Have good contracts and have made great acquisitions and have kept their balance sheet in line. This is a keeper.

It is one of the best. They are a great convenience for people. It is a brilliant company and is one of Canada’s best. You should buy it if you don’t hold it. If the market corrects after the end of the year then you might get it a little cheaper.

Sell or hold? The stock has done very well, and the company has done a great job of expanding their business. They’ve made a number of acquisitions which have been very accretive. If you are still holding your original number of shares, it would probably be prudent to trim it.

This is doing well. It is going through a bit of a bath with its franchisees. The market seems to be telling us that everything is going alright.

A provider of specialty meat brands and sandwiches for service stations. They go for the niche goods, so they don’t have to compete as much on costs. He really likes this company. Not doing well today, because the earnings missed pretty significantly on the top and bottom lines. Views it as just a hiccup, and longer-term it is just fine. Expensive, but the best companies usually are expensive for a reason. He would be okay with adding on weakness.

(A Top Pick Nov 16/16. Up 56%.) This continues to execute and their stock price has been doing extremely well. The high growth part of their business has been "ready to make" sandwiches.

A great company, a consolidator in the prepared food space. It is always expensive. It keeps expanding. You could take some partial profits to avoid portfolio concentration.

The sandwich kings of British Columbia. It is into the world of professionals and non-professionals who are moving fast who want to buy some nice prepacked sandwiches.

(A Top Pick June 24/16. Up 76.11%.) A well-run company. Management has been great capital allocators. They are able to grow through both acquisitions and organically.