Lakeport Brewing Income Fund

TFR.UN-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about TFR.UN-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 29, 2005
Every year trusts do very well going into the RRSP season. Because of this, all 3 picks are income trusts. It has gained the most market share over the last few years and is now at 10%. Feels they will make $1.50 or more next year.
Show full opinionHide full opinion
Every year trusts do very well going into the RRSP season. Because of this, all 3 picks are income trusts. It has gained the most market share over the last few years and is now at 10%. Feels they will make $1.50 or more next year.
SELL
SELL
October 14, 2005
Have done phenominally well with their discount brands however they've been a victim of their own success by attracting some of the majors into their segment.
Show full opinionHide full opinion
Have done phenominally well with their discount brands however they've been a victim of their own success by attracting some of the majors into their segment.
BUY
BUY
October 7, 2005
A recent IPO that has done very well. Has raised its distribution. A leader in the value segment.
Show full opinionHide full opinion
A recent IPO that has done very well. Has raised its distribution. A leader in the value segment.
COMMENT
COMMENT
September 19, 2005
Has not been following. An interesting income fund because it has all the dynamics of a good fund. Stable cash flow going forward. Feels they can grow their business.
Show full opinionHide full opinion
Has not been following. An interesting income fund because it has all the dynamics of a good fund. Stable cash flow going forward. Feels they can grow their business.
DON'T BUY
DON'T BUY
September 16, 2005
Don't particularily like the breweries business. There's no competitive advantage. Increased their distribution which she felt was quite aggressive given the short operating history that they've had.
Show full opinionHide full opinion
Don't particularily like the breweries business. There's no competitive advantage. Increased their distribution which she felt was quite aggressive given the short operating history that they've had.
TOP PICK
TOP PICK
August 29, 2005
Earnings are growing and expects they will substantially increase their distributions.
Show full opinionHide full opinion
Earnings are growing and expects they will substantially increase their distributions.
DON'T BUY
DON'T BUY
August 12, 2005
A brand new trust. On the IPO, the payout ratio was very tight which doesn't give enough flexibility in the initial payout ratio. This is the "buck a beer" concept bringing a low cost product into a very competitive market. Hope that they don't sting Molsons and Labatt's so bad that they come after them with a price war. Margins are skinny.
Show full opinionHide full opinion
A brand new trust. On the IPO, the payout ratio was very tight which doesn't give enough flexibility in the initial payout ratio. This is the "buck a beer" concept bringing a low cost product into a very competitive market. Hope that they don't sting Molsons and Labatt's so bad that they come after them with a price war. Margins are skinny.
BUY
BUY
July 29, 2005
Consumers are migrating to higher end beers or the lower end value of the market where this one is. Has about a 10% share of the Ontario beer market. Should see a couple of good quarters because of the hot summer.
Show full opinionHide full opinion
Consumers are migrating to higher end beers or the lower end value of the market where this one is. Has about a 10% share of the Ontario beer market. Should see a couple of good quarters because of the hot summer.
DON'T BUY
DON'T BUY
July 15, 2005
A small new issue that came to market in the last month or two. Basically they're focused on the value segment of the beer market (24 cans of beer for $24) and she is concerned on how sustainable their competitive position is.
Show full opinionHide full opinion
A small new issue that came to market in the last month or two. Basically they're focused on the value segment of the beer market (24 cans of beer for $24) and she is concerned on how sustainable their competitive position is.
DON'T BUY
DON'T BUY
June 22, 2005
A small specialty brewery. Risky. Starting to get competition on their specialty product. Could be vulnerable.
Show full opinionHide full opinion
A small specialty brewery. Risky. Starting to get competition on their specialty product. Could be vulnerable.
Showing 16 to 25 of 25 entries