Sunopta Inc.

SOY-T

TSE:SOY

8.73
0.82 (8.59%)
SunOpta, Inc. is a multi-national food and mineral company headquartered in Canada and founded in 1973.
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Analysis and Opinions about SOY-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
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.

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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.

TOP PICK
TOP PICK
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.

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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.

COMMENT
COMMENT
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.

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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.

BUY
BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

SELL
SELL
Sunopta Inc. (SOY-T)
July 6, 2016

(Market Call Minute.)

COMMENT
COMMENT
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.

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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.

WATCH
WATCH
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.
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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.
HOLD
HOLD
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.
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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.
SELL
SELL
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.
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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.
WAIT
WAIT
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.
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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.
HOLD
HOLD
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.
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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.
COMMENT
COMMENT
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.
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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.
HOLD
HOLD
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.
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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.
SELL
SELL
February 20, 2006
Recently sold it. It failed to do what it was supposed to do, and had disappointing returns. Was a top pick a few years ago.
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Sunopta Inc. (SOY-T)
February 20, 2006
Recently sold it. It failed to do what it was supposed to do, and had disappointing returns. Was a top pick a few years ago.
DON'T BUY
DON'T BUY
December 28, 2005
Getting increasingly frustrated at this. Likes the health food space. Will give it a quarter or two to see if they can turn the corner.
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Sunopta Inc. (SOY-T)
December 28, 2005
Getting increasingly frustrated at this. Likes the health food space. Will give it a quarter or two to see if they can turn the corner.
HOLD
HOLD
December 15, 2005
Starting to look a little better on the charts. Based on talks with management, he will continue to hold and give it a couple of quarters more to see if they have turned the corner.
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Sunopta Inc. (SOY-T)
December 15, 2005
Starting to look a little better on the charts. Based on talks with management, he will continue to hold and give it a couple of quarters more to see if they have turned the corner.
HOLD
HOLD
November 29, 2005
Has clearly been a disappointment but has picked up a little recently. Likes the space. If he starts to see disappointment in the 1st or 2nd quarter, then he'll sell.
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Sunopta Inc. (SOY-T)
November 29, 2005
Has clearly been a disappointment but has picked up a little recently. Likes the space. If he starts to see disappointment in the 1st or 2nd quarter, then he'll sell.
HOLD
HOLD
November 15, 2005
Has been a disappointment. Likes the health food area. They've won some pretty exciting contracts. Still worth holding on to.
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Sunopta Inc. (SOY-T)
November 15, 2005
Has been a disappointment. Likes the health food area. They've won some pretty exciting contracts. Still worth holding on to.
BUY
BUY
October 18, 2005
Has had a couple of disappointing quarters. Thinks they are getting their act together. Have cut costs and have a major new distribution centre. The low carb business which fell off the cliff is now showing signs of stabilizing. The crop situation is looking pretty good.
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Sunopta Inc. (SOY-T)
October 18, 2005
Has had a couple of disappointing quarters. Thinks they are getting their act together. Have cut costs and have a major new distribution centre. The low carb business which fell off the cliff is now showing signs of stabilizing. The crop situation is looking pretty good.
BUY
BUY
September 15, 2005
Buying for new accounts. Has been a trying stock. Company feels they are on track to earning $0.40 a share this year and if that's the case, the stock is very cheap.
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Sunopta Inc. (SOY-T)
September 15, 2005
Buying for new accounts. Has been a trying stock. Company feels they are on track to earning $0.40 a share this year and if that's the case, the stock is very cheap.
BUY
BUY
August 17, 2005
Fundamentally it's a terrific story, but the execution of the story leaves a bit to be desired. Have not sold any shares and are buying more.
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Sunopta Inc. (SOY-T)
August 17, 2005
Fundamentally it's a terrific story, but the execution of the story leaves a bit to be desired. Have not sold any shares and are buying more.
DON'T BUY
DON'T BUY
August 9, 2005
An exciting business considering everybody is trying to get healthier. The stock is a bit expensive. Has always traded at a very high multiple. Would find it interesting if it traded at 15 X earnings.
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Sunopta Inc. (SOY-T)
August 9, 2005
An exciting business considering everybody is trying to get healthier. The stock is a bit expensive. Has always traded at a very high multiple. Would find it interesting if it traded at 15 X earnings.
WEAK BUY
WEAK BUY
July 26, 2005
At these levels you'll probably do OK from here. Have gone on a huge acquisition spree. Cleaning things up and they're still riding the organic boom a little bit. Pretty well run. A hodge podge of assets that they are grouping together to run more efficiently. Entry level is getting close.
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Sunopta Inc. (SOY-T)
July 26, 2005
At these levels you'll probably do OK from here. Have gone on a huge acquisition spree. Cleaning things up and they're still riding the organic boom a little bit. Pretty well run. A hodge podge of assets that they are grouping together to run more efficiently. Entry level is getting close.
BUY
BUY
July 12, 2005
Had disappointed him in the past. They are in good markets, but just didn't seem to be executing as well. Earnings kept coming in below expectations. Stock has turned around since the beginning of the spring and it could be a good long term one because they're in the right markets.
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Sunopta Inc. (SOY-T)
July 12, 2005
Had disappointed him in the past. They are in good markets, but just didn't seem to be executing as well. Earnings kept coming in below expectations. Stock has turned around since the beginning of the spring and it could be a good long term one because they're in the right markets.
BUY
BUY
May 30, 2005
Had a decent 1st quarter. If they can come through with a decent 2nd quarter, the street may start to believe they can produce $0.40 for the year and $0.50/0.60 next year. Still buying for new accounts.
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Sunopta Inc. (SOY-T)
May 30, 2005
Had a decent 1st quarter. If they can come through with a decent 2nd quarter, the street may start to believe they can produce $0.40 for the year and $0.50/0.60 next year. Still buying for new accounts.
PAST TOP PICK
PAST TOP PICK
May 18, 2005
(A Top Pick Feb 24/05. Down 28%.) Pleased with the 1st quarter as it was showing signs of stabilizing. Looking for $0.33/0.35 for the year. Cheap. Buying for new clients.
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Sunopta Inc. (SOY-T)
May 18, 2005
(A Top Pick Feb 24/05. Down 28%.) Pleased with the 1st quarter as it was showing signs of stabilizing. Looking for $0.33/0.35 for the year. Cheap. Buying for new clients.
BUY
BUY
April 26, 2005
There was a write off last year based on a decision by management not to compete with some of the people they were supplying. If they come through with $0.35/0.40 a share, which he thinks they will, the stock is cheap.
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Sunopta Inc. (SOY-T)
April 26, 2005
There was a write off last year based on a decision by management not to compete with some of the people they were supplying. If they come through with $0.35/0.40 a share, which he thinks they will, the stock is cheap.
PAST TOP PICK
PAST TOP PICK
April 5, 2005
(A Top Pick Jan 27/05. Down 33%.) Still holding and will probably buy for new accounts. Would like to see the 1st quarter which comes out about the middle of May to be on track at an estimated $0.32/0.35US this year. Had some non-recurring write-offs.
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Sunopta Inc. (SOY-T)
April 5, 2005
(A Top Pick Jan 27/05. Down 33%.) Still holding and will probably buy for new accounts. Would like to see the 1st quarter which comes out about the middle of May to be on track at an estimated $0.32/0.35US this year. Had some non-recurring write-offs.
WEAK BUY
WEAK BUY
March 22, 2005
Their model price is $9.70. However, there has been downward revision in terms of earnings. Would like to see an updated balance sheet. On the surface it looks like a mis-priced asset.
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Sunopta Inc. (SOY-T)
March 22, 2005
Their model price is $9.70. However, there has been downward revision in terms of earnings. Would like to see an updated balance sheet. On the surface it looks like a mis-priced asset.
WEAK BUY
WEAK BUY
March 21, 2005
A little too volatile for him. The whole health food additive is not a bad business to be in, but you are dealing in a small cap company which can be volatile.
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Sunopta Inc. (SOY-T)
March 21, 2005
A little too volatile for him. The whole health food additive is not a bad business to be in, but you are dealing in a small cap company which can be volatile.
HOLD
HOLD
March 14, 2005
Was a top pick, but is trying his patience. They were supposed to earn $0.25 for the year just ended which they did on record, but then proceeded to take the $0.05 per share in non-cash write-off. Market didn't like that.
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Sunopta Inc. (SOY-T)
March 14, 2005
Was a top pick, but is trying his patience. They were supposed to earn $0.25 for the year just ended which they did on record, but then proceeded to take the $0.05 per share in non-cash write-off. Market didn't like that.
TOP PICK
TOP PICK
February 24, 2005
(A Top Pick Dec 31/04. Down 8%.) Likes long term, but sorely testing his patience. Long term fundamentals are outstanding. Still buying for his new clients. Will probably earn $0.23 this year, but 3 years out, will be substantially higher.
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Sunopta Inc. (SOY-T)
February 24, 2005
(A Top Pick Dec 31/04. Down 8%.) Likes long term, but sorely testing his patience. Long term fundamentals are outstanding. Still buying for his new clients. Will probably earn $0.23 this year, but 3 years out, will be substantially higher.
DON'T BUY
DON'T BUY
February 23, 2005
The interest that came out of the Atkins diet seems to be fading away. Have moved into organic foods and distributing kosher foods, but it hasn't made up for the fact that the demand and the hype from the low carb fad has gone. Needs another catalyst to get going.
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Sunopta Inc. (SOY-T)
February 23, 2005
The interest that came out of the Atkins diet seems to be fading away. Have moved into organic foods and distributing kosher foods, but it hasn't made up for the fact that the demand and the hype from the low carb fad has gone. Needs another catalyst to get going.
TOP PICK
TOP PICK
February 11, 2005
The growth in the health food space is going to be geometric as more and more people are getting into it.
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Sunopta Inc. (SOY-T)
February 11, 2005
The growth in the health food space is going to be geometric as more and more people are getting into it.