Sunopta Inc. | StockChase
61
Sunopta Inc. (SOY-T)

Last Price Recorded: $10.0600 on 2018-01-17

ON STOCKCHASE SINCE May 2003

INDUSTRIAL PRODUCTS
61
Sunopta Inc. (SOY-T)

Last Price Recorded: $10.0600 on 2018-01-17

ON STOCKCHASE SINCE May 2003

INDUSTRIAL PRODUCTS

Sunopta Inc.


Signal Opinion Expert
TOP PICK
Sunopta Inc.(SOY-T) 

August 10, 2017

This has great assets globally. The biggest sourcing platform for organic foods. It is really hard to get an organic designation. It takes 3 years for a farm to convert. They spent a lot of time putting together assets and it hasn’t been managed well. The company did a strategic review, brought in an investor and a new CEO, who essentially cleared out the dark spot in his own team. A very hungry and very competent guy. We are at the very early stages of this turnaround plan.

INDUSTRIAL PRODUCTS

This has great assets globally. The biggest sourcing platform for organic foods. It is really hard to get an organic designation. It takes 3 years for a farm to convert. They spent a lot of time putting together assets and it hasn’t been managed well. The company did a strategic review, brought in an investor and a new CEO, who essentially cleared out the dark spot in his own team. A very hungry and very competent guy. We are at the very early stages of this turnaround plan.

INDUSTRIAL PRODUCTS
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$11.020
Owned Owned
Yes

TOP PICK
Sunopta Inc.(SOY-T) 

July 17, 2017

A leading supplier of health foods to companies like MacDonald’s.  They source non-GMO and organic foods from 60 countries.  The market for this is very, very big.  They supply some of the world’s leading brands.  He keeps owning it as long as it is the best available opportunity in the space.

INDUSTRIAL PRODUCTS

A leading supplier of health foods to companies like MacDonald’s.  They source non-GMO and organic foods from 60 countries.  The market for this is very, very big.  They supply some of the world’s leading brands.  He keeps owning it as long as it is the best available opportunity in the space.

INDUSTRIAL PRODUCTS
Brendan Caldwell

President, Caldwell Securities...

PricePrice
$12.370
Owned Owned
Yes

COMMENT
Sunopta Inc.(SOY-T) 

October 25, 2016

Recently there were some larger shareholders who were unhappy with management, and were trying to potentially force them to sell the company. That didn’t occur, and instead they did a refinancing with a large US investor. The share price sold off after that. They are in the right space with organic food and food distribution. He would be a little cautious. Still has a fair amount of debt on the balance sheet. We need to see better evidence that they can execute. Has owned this in the past.

INDUSTRIAL PRODUCTS

Recently there were some larger shareholders who were unhappy with management, and were trying to potentially force them to sell the company. That didn’t occur, and instead they did a refinancing with a large US investor. The share price sold off after that. They are in the right space with organic food and food distribution. He would be a little cautious. Still has a fair amount of debt on the balance sheet. We need to see better evidence that they can execute. Has owned this in the past.

INDUSTRIAL PRODUCTS
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$8.420
Owned Owned
No

BUY
Sunopta Inc.(SOY-T) 

October 24, 2016

It has been a problem child for quite some time.  Their balance sheet is looking better. This is a good time to be entering this stock as it is a good value opportunity.

INDUSTRIAL PRODUCTS

It has been a problem child for quite some time.  Their balance sheet is looking better. This is a good time to be entering this stock as it is a good value opportunity.

INDUSTRIAL PRODUCTS
Michael Underhill

Portfolio Manager, Exempler Funds, Capital Innovations...

PricePrice
$8.510
Owned Owned
Unknown

COMMENT
Sunopta Inc.(SOY-T) 

August 17, 2016

Has recently taken a small position. The stock has underperformed to the frustration of many despite the fact that they are in the right area and that people deem it as a pretty good growth area going forward. A couple of very large shareholders have recently started to rattle the cages which would suggest that the management team or the board should do something to surface shareholder value. Longer-term, the assets have value, and it is possible that somebody else may want to own these assets, or the entire company. A pretty interesting risk/reward at this price.

INDUSTRIAL PRODUCTS

Has recently taken a small position. The stock has underperformed to the frustration of many despite the fact that they are in the right area and that people deem it as a pretty good growth area going forward. A couple of very large shareholders have recently started to rattle the cages which would suggest that the management team or the board should do something to surface shareholder value. Longer-term, the assets have value, and it is possible that somebody else may want to own these assets, or the entire company. A pretty interesting risk/reward at this price.

INDUSTRIAL PRODUCTS
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$8.120
Owned Owned
Yes

COMMENT
Sunopta Inc.(SOY-T) 

August 12, 2016

Has had a few problems over the last few years. He started looking at this as a Short about 2.5 years ago, but didn’t pull the trigger on it. It is a lot more interesting now as a Long position. One of the few organic plays out there.

INDUSTRIAL PRODUCTS

Has had a few problems over the last few years. He started looking at this as a Short about 2.5 years ago, but didn’t pull the trigger on it. It is a lot more interesting now as a Long position. One of the few organic plays out there.

INDUSTRIAL PRODUCTS
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$8.680
Owned Owned
No

SELL
Sunopta Inc.(SOY-T) 

July 6, 2016

(Market Call Minute.)

INDUSTRIAL PRODUCTS

(Market Call Minute.)

INDUSTRIAL PRODUCTS
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$5.930
Owned Owned
Unknown

COMMENT
Sunopta Inc.(SOY-T) 

November 10, 2014

This company revolves around food. One of the real pieces they have had underway in the last couple of years is food additives, in this case, putting extra fibre into food. Pretty good growth. Earnings are $.50 forecasted for 2014, going to 23% to $.61 in 2015, against a very high PE of 26X. Free cash flow yield of 3%. Profitable. They are continuing to make products that are in high demand.

INDUSTRIAL PRODUCTS

This company revolves around food. One of the real pieces they have had underway in the last couple of years is food additives, in this case, putting extra fibre into food. Pretty good growth. Earnings are $.50 forecasted for 2014, going to 23% to $.61 in 2015, against a very high PE of 26X. Free cash flow yield of 3%. Profitable. They are continuing to make products that are in high demand.

INDUSTRIAL PRODUCTS
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$15.480
Owned Owned
No

WATCH
Sunopta Inc.(SOY-T) 

July 22, 2010

Health food. Was a growth by acquisition and they bought everything they could in the organic sector but it didn't work out so well. Looks like they have turned it around so now is the time to pay more attention to it.
INDUSTRIAL PRODUCTS
Health food. Was a growth by acquisition and they bought everything they could in the organic sector but it didn't work out so well. Looks like they have turned it around so now is the time to pay more attention to it.
INDUSTRIAL PRODUCTS
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$5.070
Owned Owned
No

HOLD
Sunopta Inc.(SOY-T) 

March 1, 2010

Had a number of accounting issues. It has been a turn-around story since then. Wait and see what happens in the next quarter report.
INDUSTRIAL PRODUCTS
Had a number of accounting issues. It has been a turn-around story since then. Wait and see what happens in the next quarter report.
INDUSTRIAL PRODUCTS
Prakash Hariharan

Portfolio Manager, Front Street Capital...

PricePrice
$3.170
Owned Owned
Unknown

SELL
Sunopta Inc.(SOY-T) 

March 4, 2009

There was a lot of uncertainty in terms of the ethanol business and had really stretched the on their core mandate. Consider switching into a larger cap names such as General Mills (GIS-N) that still has significant organic presence but offers a dividend yield, free cash flow and more secure balance sheet.
INDUSTRIAL PRODUCTS
There was a lot of uncertainty in terms of the ethanol business and had really stretched the on their core mandate. Consider switching into a larger cap names such as General Mills (GIS-N) that still has significant organic presence but offers a dividend yield, free cash flow and more secure balance sheet.
INDUSTRIAL PRODUCTS
Michael Brown

Portfolio Manager, Inhance Investment M...

PricePrice
$1.250
Owned Owned
No

WAIT
Sunopta Inc.(SOY-T) 

January 19, 2009

Likes the organic food business. Unfortunately, any recession, sometimes the high-margin stuff gets clocked a little bit. There are a bunch of class-action lawsuits still pending. There is no rush to get this right away.
INDUSTRIAL PRODUCTS
Likes the organic food business. Unfortunately, any recession, sometimes the high-margin stuff gets clocked a little bit. There are a bunch of class-action lawsuits still pending. There is no rush to get this right away.
INDUSTRIAL PRODUCTS
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$3.120
Owned Owned
No

HOLD
Sunopta Inc.(SOY-T) 

June 20, 2008

An example of a smaller stock that shouldn't make up a large portion of your portfolio. In the area of some food businesses that are coming along nicely. Pretty good bet.
INDUSTRIAL PRODUCTS
An example of a smaller stock that shouldn't make up a large portion of your portfolio. In the area of some food businesses that are coming along nicely. Pretty good bet.
INDUSTRIAL PRODUCTS
Pat McKeough

Editor, The Successful Inves...

PricePrice
$7.110
Owned Owned
Unknown

COMMENT
Sunopta Inc.(SOY-T) 

February 28, 2008

He became disenchanted when they could never bring the growth in revenue to the bottom line. He hasn't talked to them recently so doesn't know enough to make any recommendation, but his suspicion is that he would stay away.
INDUSTRIAL PRODUCTS
He became disenchanted when they could never bring the growth in revenue to the bottom line. He hasn't talked to them recently so doesn't know enough to make any recommendation, but his suspicion is that he would stay away.
INDUSTRIAL PRODUCTS
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$6.030
Owned Owned
No

HOLD
Sunopta Inc.(SOY-T) 

July 18, 2006

Sold his holdings as he felt the company wasn't sufficiently forthcoming. If you own, continue to hold for the long-term, three years. Fully priced.
INDUSTRIAL PRODUCTS
Sold his holdings as he felt the company wasn't sufficiently forthcoming. If you own, continue to hold for the long-term, three years. Fully priced.
INDUSTRIAL PRODUCTS
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$10.210
Owned Owned
No

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