Saputo Inc. | StockChase
142
Saputo Inc. (SAP-T)

Last Price Recorded: $43.6500 on 2017-11-20

ON STOCKCHASE SINCE May 2001

specialty cheeses

food processing

Saputo Inc.


Signal Opinion Expert

2017-11-15

COMMENT
Saputo Inc. (SAP-T)

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 Management

Price: $43.910
Owned: No

2017-11-10

COMMENT
Saputo Inc. (SAP-T)

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 Management

Price: $43.960
Owned: No

2017-11-02

HOLD
Saputo Inc. (SAP-T)

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 InvMngmnt

Price: $45.430
Owned: No

2017-11-01

COMMENT
Saputo Inc. (SAP-T)

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 International Investment Management Inc

Price: $46.440
Owned: Unknown

2017-09-12

COMMENT
Saputo Inc. (SAP-T)

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 Management

Price: $42.360
Owned: No

2017-08-25

BUY
Saputo Inc. (SAP-T)

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 Management

Price: $42.590
Owned: Yes

2017-07-18

PAST TOP PICK
Saputo Inc. (SAP-T)

(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 Management

Price: $40.420
Owned: Yes

2017-05-24

COMMENT
Saputo Inc. (SAP-T)

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 Council

Price: $43.640
Owned: No

2017-04-17

PAST TOP PICK
Saputo Inc. (SAP-T)

(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 Management

Price: $46.630
Owned: Yes

2017-04-10

PAST TOP PICK
Saputo Inc. (SAP-T)

(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.

Price: $46.020
Owned: Yes

2017-03-17

HOLD
Saputo Inc. (SAP-T)

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 Management

Price: $45.270
Owned: No

2017-02-21

PAST TOP PICK
Saputo Inc. (SAP-T)

(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 Management

Price: $45.980
Owned: Yes

2017-01-26

HOLD
Saputo Inc. (SAP-T)

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 Management

Price: $48.520
Owned: No

2017-01-06

COMMENT
Saputo Inc. (SAP-T)

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 Management

Price: $46.390
Owned: Yes

2016-12-28

PAST TOP PICK
Saputo Inc. (SAP-T)

(A Top Pick Nov 26/15. Up 46.61%.) He is still buying at this price. They have a good International strategy. A defensive name. He is looking for $65.

food processing
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $47.170
Owned: Yes

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