Saputo Inc. (SAP-T) Stock Predictions - Stockchase
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Saputo Inc. (SAP-T)

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specialty cheeses

food processing

Saputo Inc.

SAP-T

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Saputo Inc. (SAP-T) SAVE Mar, 25, 2019, 11:41 pm

44.88 0.24 (0.54%)

About Saputo Inc. (SAP-T)

Saputo Inc. is a Montreal-based Canadian dairy company founded in 1954 by the Saputo family. Currently, Saputo produces, markets, and distributes a wide array of dairy products, including cheese, fluid ... More at Wikipedia

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COMMENT
Saputo Inc.(SAP-T) 

March 13, 2019

He watches it, watching defensive stocks. SAP has done well. They bought a UK company, Dairy Crest, and the market liked it. There'll be more acquisitions to come. The only problem is the commodity price of milk and cheeese, which is going down.
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He watches it, watching defensive stocks. SAP has done well. They bought a UK company, Dairy Crest, and the market liked it. There'll be more acquisitions to come. The only problem is the commodity price of milk and cheeese, which is going down.
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$44.430
Owned Owned
No

DON'T BUY
Saputo Inc.(SAP-T) 

January 22, 2019

He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?
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He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?
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David Baskin

President, Baskin Wealth Manage...

Price Price
$38.670
Owned Owned
No

BUY
Saputo Inc.(SAP-T) 

December 7, 2018

Their earnings report was weak with adjusted net earnings down 12%. They own assets in the US and Canada, so cross-border shipping is not a problem. Also have an Australian business which will serve Chinese demand for milk later. Dividend has grown 10% a year over past year and has slowed down a bit lately as they've made acquisitions. You can buy this for your TFSA and tuck it away.
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Their earnings report was weak with adjusted net earnings down 12%. They own assets in the US and Canada, so cross-border shipping is not a problem. Also have an Australian business which will serve Chinese demand for milk later. Dividend has grown 10% a year over past year and has slowed down a bit lately as they've made acquisitions. You can buy this for your TFSA and tuck it away.
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David Driscoll

President , Liberty Internationa...

Price Price
$40.670
Owned Owned
Yes

COMMENT
Saputo Inc.(SAP-T) 

November 23, 2018

Consumer staples are defensive, so it's outperformed the wider market. Seasonally, it shines Jan.16-June 14. Has had a mild, long-term trend of lower-lows and lower-highs, but momentum is now turning higher. Not a place for long-term capital appreciation. This is a first-half of the year story, really.
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Consumer staples are defensive, so it's outperformed the wider market. Seasonally, it shines Jan.16-June 14. Has had a mild, long-term trend of lower-lows and lower-highs, but momentum is now turning higher. Not a place for long-term capital appreciation. This is a first-half of the year story, really.
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$40.040
Owned Owned
Unknown

COMMENT
Saputo Inc.(SAP-T) 

October 1, 2018

Regarding the resolution of NAFTA today, Saputo is a fine, international company and saw resolution on the supply management issue. Saputo actually has cheese factories in the U.S., so it's always been a cross-border play. The US dairy farmers gained a little more exposure to the Canadian market, but not that much, which means the USMCA isn't too damaging to Saputo. He stresses that Saputo has a lot of international exposure, to offset this negative effect.

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Regarding the resolution of NAFTA today, Saputo is a fine, international company and saw resolution on the supply management issue. Saputo actually has cheese factories in the U.S., so it's always been a cross-border play. The US dairy farmers gained a little more exposure to the Canadian market, but not that much, which means the USMCA isn't too damaging to Saputo. He stresses that Saputo has a lot of international exposure, to offset this negative effect.

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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$40.610
Owned Owned
Unknown

DON'T BUY
Saputo Inc.(SAP-T) 

September 11, 2018

They had a soft quarter, the price environment for their products is weak. In addition, the supply managing negotiations in NAFTA are creating uncertainties for their business. An interview with Saputo’s president indicated that changing supply management rules would cause challenges for Saputo over the near term. However, Saputo is really good at expanding through acquisitions, they have a strong balance sheet and operations in several countries. Support for this stock will come as they expand within the new environment. The changes might also reduce their costs. She would not buy yet. She wants to wait to get a better sense of what will come out of NAFTA.

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They had a soft quarter, the price environment for their products is weak. In addition, the supply managing negotiations in NAFTA are creating uncertainties for their business. An interview with Saputo’s president indicated that changing supply management rules would cause challenges for Saputo over the near term. However, Saputo is really good at expanding through acquisitions, they have a strong balance sheet and operations in several countries. Support for this stock will come as they expand within the new environment. The changes might also reduce their costs. She would not buy yet. She wants to wait to get a better sense of what will come out of NAFTA.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$38.010
Owned Owned
No

HOLD
Saputo Inc.(SAP-T) 

August 29, 2018

Has owned this for over 10 years. Subject to volatility due to the price of its raw material that they can't control. Dairy is a low-growth market. China's growth has been slower than hoped. He feels so-so about Saputo. Likes the management, but not the raw material. Food stocks never go out of fashion, so a good diversifyer in a portfolio, but it won't create fireworks for an investor.

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Has owned this for over 10 years. Subject to volatility due to the price of its raw material that they can't control. Dairy is a low-growth market. China's growth has been slower than hoped. He feels so-so about Saputo. Likes the management, but not the raw material. Food stocks never go out of fashion, so a good diversifyer in a portfolio, but it won't create fireworks for an investor.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$40.140
Owned Owned
Yes

DON'T BUY
Saputo Inc.(SAP-T) 

August 8, 2018

They reported yesterday and had a weak quarter and they guided lower.  There is a lot of competition in this market.  They grow through acquisitions.  She prefers company that grow organically.  They are in a mature business.  She thinks there are better opportunities elsewhere.

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They reported yesterday and had a weak quarter and they guided lower.  There is a lot of competition in this market.  They grow through acquisitions.  She prefers company that grow organically.  They are in a mature business.  She thinks there are better opportunities elsewhere.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$40.950
Owned Owned
No

COMMENT
Saputo Inc.(SAP-T) 

May 23, 2018

This is doing well for a consumer staples stock. The group has been performing badly, and Saputo is a nice house in a bad neighbourhood. Great company. But there are better sectors to buy.

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This is doing well for a consumer staples stock. The group has been performing badly, and Saputo is a nice house in a bad neighbourhood. Great company. But there are better sectors to buy.

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David Burrows

President , Barometer Capital Ma...

Price Price
$43.390
Owned Owned
Unknown

COMMENT
Saputo Inc.(SAP-T) 

January 19, 2018

A big international company now, and whether NAFTA comes or goes, doesn't make the slightest bit of difference anymore. For years and years, this has been bouncing right along one of his technical break points of about 4X BV, which is where it’s trading right now. It doesn't have a lot of upside potential, but the BV is growing not too badly. As long as it keeps on growing, you should be alright.

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A big international company now, and whether NAFTA comes or goes, doesn't make the slightest bit of difference anymore. For years and years, this has been bouncing right along one of his technical break points of about 4X BV, which is where it’s trading right now. It doesn't have a lot of upside potential, but the BV is growing not too badly. As long as it keeps on growing, you should be alright.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$42.900
Owned Owned
Unknown

COMMENT
Saputo Inc.(SAP-T) 

January 5, 2018

(Market Call Minute.) Has owned this in the past. There is a benefit and an offset to the kind of tax code and other stuff that has been going on. One of the Top 3 picks in tonight's show will be a better offering.

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(Market Call Minute.) Has owned this in the past. There is a benefit and an offset to the kind of tax code and other stuff that has been going on. One of the Top 3 picks in tonight's show will be a better offering.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$44.410
Owned Owned
No

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.

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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.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$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.

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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.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$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%.

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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%.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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.

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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
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$45.430
Owned Owned
No

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