A very good company. Lack of liquidity is a problem for institutional investors. Expects to significant slowdown in spending which will affect auto sales.
Model price of $55 suggests a substantial increase, but he still wouldn't buy it here. Has big earnings which is creating a growth in the balance sheet. Other stocks he'd rather buy.
Has bounced up a little, but not a bad entry point. If it drops $1/1.50 it would be a great entry point. You'll have to be patient with this holding is there aren't a lot of catalysts. Potentially, it could be up for sale.
Feels that all the bad news is in the price now. Dissension among the Molson family indicating it is a prime candidate for consolidation. Has just broken through its 200 day moving average.