Lakeport Brewing Income Fund (TFR.UN.TO) Buy,…

Lakeport Brewing Income Fund (TFR.UN.TO)

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TOP PICK

Every year trusts do very well going into the RRSP season. Because of this, all 3 picks are income trusts. It has gained the most market share over the last few years and is now at 10%. Feels they will make $1.50 or more next year.

SELL

Have done phenominally well with their discount brands however they've been a victim of their own success by attracting some of the majors into their segment.

BUY

A recent IPO that has done very well. Has raised its distribution. A leader in the value segment.

COMMENT

Has not been following. An interesting income fund because it has all the dynamics of a good fund. Stable cash flow going forward. Feels they can grow their business.

DON'T BUY

Don't particularily like the breweries business. There's no competitive advantage. Increased their distribution which she felt was quite aggressive given the short operating history that they've had.

TOP PICK

Earnings are growing and expects they will substantially increase their distributions.

DON'T BUY

A brand new trust. On the IPO, the payout ratio was very tight which doesn't give enough flexibility in the initial payout ratio. This is the "buck a beer" concept bringing a low cost product into a very competitive market. Hope that they don't sting Molsons and Labatt's so bad that they come after them with a price war. Margins are skinny.

BUY

Consumers are migrating to higher end beers or the lower end value of the market where this one is. Has about a 10% share of the Ontario beer market. Should see a couple of good quarters because of the hot summer.

DON'T BUY

A small new issue that came to market in the last month or two. Basically they're focused on the value segment of the beer market (24 cans of beer for $24) and she is concerned on how sustainable their competitive position is.

DON'T BUY

A small specialty brewery. Risky. Starting to get competition on their specialty product. Could be vulnerable.

Showing 16 to 25 of 25 entries

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Lakeport Brewing Income Fund (TFR.UN.TO)