Stephen Takacsy, B. Eng, MBA Ten Peaks Coffee Co TPK-T BUY Mar 27, 2018

The only one with a chemical free decaffeination process – the Swiss water method. They are spreading it throughout the world as the chemical process is being banned in more and more countries. He owns about 7.5% of the company as he accumulates it.

Unusual in that it has almost the only non-chemical decaffeination process. It needs to be acquired by someone who wants the decaffeination process. It is not dynamic and is not going to do anything gigantic. You have to be aware that in coffee there can always be a year that goes wrong.

A great little company. Volumes have been growing steadily for the last few years. Huge barriers to entry. Great margins and cash flow. They are building a new plant because of expected further huge growth in volumes.

(Market Call Minute) He owns about 8% of the company. They had good volume growth in the last quarter. They are building a new plant which is coming on stream in the next year.

A coffee decaffeinater and distributor. There is a lot to like about this company. Has a pretty strong balance sheet and pays about a 4% dividend, which look sustainable. Coffee prices are falling, which means you have higher volumes and higher purchases from distributors. They’re building a new plant expansion, which won't be finished for another 1.5 years. As an investor, you’ll probably have to wait 1.5 years for things to ramp up, so you’ll have to be patient. There isn't any catalyst right now for the next leg of growth.

He owns 8% of the company. You have zero analyst coverage. They are the only ones in the world to do this chemical free decaffeination process. You are going to see some good volume improvement going forward. You may see some analysts starting to cover it. They need to beef up their investor relations. They have good margins and good cash flow. It has international growth potential also. It is not an expensive stock.

This used to be an income trust. It’s not a very fast-growing business because coffee is a mature industry. The yield is under 4%, which is unattractive on a slow-growth company.

(A Top Pick Jun. 26/17, Down 2%) One of his larger holdings. Decaffeinate without using the paint remover chemical. Big clients are Tim Horton's, McDonalds and others. They are building a new plant.

A de-caffeinated coffee company which is growing faster than the caffeinated coffee market. Driven by health trends. Over the last years they've been building a new production facility which will open up their capacity, so the company will grow. They're gaining market share and launching a sales force in Europe. They're setting themselves up for growth. Cheap shares, nice 4% yield. May have to be patient until the facility opens in Q3 2019.