Saputo Inc. | StockChase
143
Saputo Inc. (SAP-T)

Last Price Recorded: $44.8800 on 2017-12-13

ON STOCKCHASE SINCE May 2001

specialty cheeses

food processing
143
Saputo Inc. (SAP-T)

Last Price Recorded: $44.8800 on 2017-12-13

ON STOCKCHASE SINCE May 2001

specialty cheeses

food processing

Saputo Inc.


Signal Opinion Expert
COMMENT
Saputo Inc.(SAP-T) 

December 7, 2017

Hasn’t looked at this in a while. Prior to this year it has been doing very well. He has very little exposure to consumer staples. Would prefer being in more cyclical areas such as financials, consumer discretionaries or technology. Technically he doesn’t find the stock very exciting. Fundamentally, it’s trading at around 20X earnings with an 8% growth rate. Looks a little expensive.

food processing

Hasn’t looked at this in a while. Prior to this year it has been doing very well. He has very little exposure to consumer staples. Would prefer being in more cyclical areas such as financials, consumer discretionaries or technology. Technically he doesn’t find the stock very exciting. Fundamentally, it’s trading at around 20X earnings with an 8% growth rate. Looks a little expensive.

food processing
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$44.240
Owned Owned
No

COMMENT
Saputo Inc.(SAP-T) 

November 15, 2017

They continue to be busy, both in New Zealand and Australia. Their whole purpose is to grow by acquisition. It ranks 150 in the overall database of 700 stocks, so is roughly in the top quarter. There are other stocks that rank more attractively. As part of a portfolio though, you will do okay with this. Just announced they plan to buy back up to 8 million shares.

food processing

They continue to be busy, both in New Zealand and Australia. Their whole purpose is to grow by acquisition. It ranks 150 in the overall database of 700 stocks, so is roughly in the top quarter. There are other stocks that rank more attractively. As part of a portfolio though, you will do okay with this. Just announced they plan to buy back up to 8 million shares.

food processing
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$43.910
Owned Owned
No

COMMENT
Saputo Inc.(SAP-T) 

November 10, 2017

A cheese/dairy processor. Just announced another acquisition in Australia. Good operators. The stock has done relatively well, but always trades at a premium valuation. It’s a consolidator, as there is not a lot of organic growth. Doesn’t see any compelling reason to own the industry. Other industries have more attractive growth rates. Dividend yield of 1.5%.

food processing

A cheese/dairy processor. Just announced another acquisition in Australia. Good operators. The stock has done relatively well, but always trades at a premium valuation. It’s a consolidator, as there is not a lot of organic growth. Doesn’t see any compelling reason to own the industry. Other industries have more attractive growth rates. Dividend yield of 1.5%.

food processing
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$43.960
Owned Owned
No

HOLD
Saputo Inc.(SAP-T) 

November 2, 2017

They just reported and it was a small miss.  They made a recent acquisition in Australia.  He finds it expensive and so it is probably a hold.  You get a reasonable dividend.

food processing

They just reported and it was a small miss.  They made a recent acquisition in Australia.  He finds it expensive and so it is probably a hold.  You get a reasonable dividend.

food processing
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$45.430
Owned Owned
No

COMMENT
Saputo Inc.(SAP-T) 

November 1, 2017

Just made a milk acquisition in Australia. They've been making acquisitions in New Zealand and Australia in order to export to China. That takes NAFTA out of probably a quarter of their business. Just announced they had made an acquisition of a goat cheese operation out of Wisconsin.

food processing

Just made a milk acquisition in Australia. They've been making acquisitions in New Zealand and Australia in order to export to China. That takes NAFTA out of probably a quarter of their business. Just announced they had made an acquisition of a goat cheese operation out of Wisconsin.

food processing
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$46.440
Owned Owned
Unknown

COMMENT
Saputo Inc.(SAP-T) 

September 12, 2017

A dairy processor, well-managed, that tends to grow by acquisition. There is no compelling reason for her to want to own this. It is not trading at a really attractive multiple, and tends to be reasonably valued at all times.

food processing

A dairy processor, well-managed, that tends to grow by acquisition. There is no compelling reason for her to want to own this. It is not trading at a really attractive multiple, and tends to be reasonably valued at all times.

food processing
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$42.360
Owned Owned
No

BUY
Saputo Inc.(SAP-T) 

August 25, 2017

Earnings estimates were increased over the last 30 days.  They had a 16% lift on earnings last report.  ROE is 18.5% and is attractive.  He likes the company and it is part of a group of conservative stocks.  The ability to grow the dividend is what is attractive.

food processing

Earnings estimates were increased over the last 30 days.  They had a 16% lift on earnings last report.  ROE is 18.5% and is attractive.  He likes the company and it is part of a group of conservative stocks.  The ability to grow the dividend is what is attractive.

food processing
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$42.590
Owned Owned
Yes

PAST TOP PICK
Saputo Inc.(SAP-T) 

July 18, 2017

(A Top Pick June 24/16. Up 7.15%.) It may be in for a dairy war because of NAFTA issues. In some respects, he thinks it won’t have any impact. It buys milk in Canada and sells milk and products in Canada, and the same in the US. Had a nice run until early 2017, but has been a lousy performer year to date. Has potential for acquisitions. Their balance sheet is in great shape. Valuation is reasonable.

food processing

(A Top Pick June 24/16. Up 7.15%.) It may be in for a dairy war because of NAFTA issues. In some respects, he thinks it won’t have any impact. It buys milk in Canada and sells milk and products in Canada, and the same in the US. Had a nice run until early 2017, but has been a lousy performer year to date. Has potential for acquisitions. Their balance sheet is in great shape. Valuation is reasonable.

food processing
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$40.420
Owned Owned
Yes

COMMENT
Saputo Inc.(SAP-T) 

May 24, 2017

A very predictable, stable and mature business. Historically, management has been pretty good at finding acquisitions to shore up any gaps in growth rates. A name that always looks expensive, but people are very reluctant to part with their shares. He is pretty comfortable with the business model. Sees better growth prospects in the consumer staples sector. You could be reasonably comfortable with this stock.

food processing

A very predictable, stable and mature business. Historically, management has been pretty good at finding acquisitions to shore up any gaps in growth rates. A name that always looks expensive, but people are very reluctant to part with their shares. He is pretty comfortable with the business model. Sees better growth prospects in the consumer staples sector. You could be reasonably comfortable with this stock.

food processing
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$43.640
Owned Owned
No

PAST TOP PICK
Saputo Inc.(SAP-T) 

April 17, 2017

(Top Pick June 24/16, Up 25%) It is all about timing.  He still likes the business.  The family has a majority position.  He is happy to buy more in pull backs.  These guys generate lots of free cash and know what to do with it.  They are very diversified geographically.

food processing

(Top Pick June 24/16, Up 25%) It is all about timing.  He still likes the business.  The family has a majority position.  He is happy to buy more in pull backs.  These guys generate lots of free cash and know what to do with it.  They are very diversified geographically.

food processing
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$46.630
Owned Owned
Yes

PAST TOP PICK
Saputo Inc.(SAP-T) 

April 10, 2017

(A Top Pick March 16/16. Up 15%.) Chart shows a nice upward trend from 2015. The company has done some good expansion internationally. Expects this will have a good return over the next year.

food processing

(A Top Pick March 16/16. Up 15%.) Chart shows a nice upward trend from 2015. The company has done some good expansion internationally. Expects this will have a good return over the next year.

food processing
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$46.020
Owned Owned
Yes

HOLD
Saputo Inc.(SAP-T) 

March 17, 2017

This has done extremely well since 2015. They just completed a major acquisition in Australia. It has been well-run, and has grown a lot by acquisitions.

food processing

This has done extremely well since 2015. They just completed a major acquisition in Australia. It has been well-run, and has grown a lot by acquisitions.

food processing
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$45.270
Owned Owned
No

PAST TOP PICK
Saputo Inc.(SAP-T) 

February 21, 2017

(A Top Pick Feb 8/16. Up 26.61%.) Ranks in the top 3% of his database. Overall yield is a modest 1.3%, but it does pay a dividend. Earnings were up 12% year-over-year on a 2% sales growth. In the coming quarter earnings are expected to be up another 12% with year-over-year growth at about 10.5%.

food processing

(A Top Pick Feb 8/16. Up 26.61%.) Ranks in the top 3% of his database. Overall yield is a modest 1.3%, but it does pay a dividend. Earnings were up 12% year-over-year on a 2% sales growth. In the coming quarter earnings are expected to be up another 12% with year-over-year growth at about 10.5%.

food processing
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$45.980
Owned Owned
Yes

HOLD
Saputo Inc.(SAP-T) 

January 26, 2017

The only thing that would alarm him, is the whole transpacific trade deal. Hasn’t owned this in the last 5 years, and it has certainly done very, very well. Until Trump does some strange Tweet about dairy farmers and how Canadians are flooding their market, be happy to own it.

food processing

The only thing that would alarm him, is the whole transpacific trade deal. Hasn’t owned this in the last 5 years, and it has certainly done very, very well. Until Trump does some strange Tweet about dairy farmers and how Canadians are flooding their market, be happy to own it.

food processing
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$48.520
Owned Owned
No

COMMENT
Saputo Inc.(SAP-T) 

January 6, 2017

Ranks 20 in his database. Yield is only about 1.3%, but what you are really hoping for is that earnings continue to grow with a 17.5% ROE. Thinks there is still good opportunity going forward.

food processing

Ranks 20 in his database. Yield is only about 1.3%, but what you are really hoping for is that earnings continue to grow with a 17.5% ROE. Thinks there is still good opportunity going forward.

food processing
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$46.390
Owned Owned
Yes

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