154

Saputo Inc. (SAP-T)

ON STOCKCHASE SINCE May 2001

specialty cheeses

food processing

Saputo Inc.
SAP-T

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Signal	Opinion	Expert
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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Douglas Kee Chief Inve, Leon Frazer & Associ... Price $44.430 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? food processing 0 0 0 0 0 0 comments	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? food processing 0 0 0 0 0 0 comments David Baskin President, Baskin Wealth Manage... Price $38.670 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $40.670 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Jon Vialoux Research A, CastleMoore Inc.... Price $40.040 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Gavin Graham Trustee, Pointbreak ETFs... Price $40.610 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $38.010 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. food processing 1 0 0 0 0 0 comments	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. food processing 1 0 0 0 0 0 comments David Baskin President, Baskin Wealth Manage... Price $40.140 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $40.950 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $43.390 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $42.900 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. food processing 0 0 0 0 0 0 comments	(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. food processing 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $44.410 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. food processing 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $44.240 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $43.910 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $43.960 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Bruce Campbell President, Campbell and Lee Inv... Price $45.430 Owned No

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