Great Management team. People want to sell their business to them. Maybe went ahead of themselves on a valuation multiple up to the beginning of the year and since then it has been nonstop down days. He feels there are more acquisitions ahead and won’t stay below $100 for long.  (Analysts’ price target is $127.55)

Likes it and has owned it for a long time. They do beef jerky and other specialty foods. They buy smaller companies. Strong management. It will drift from time to time, like now. High valuation name. Be patient with this. Growth by
acquisition. They buyback shares and increase dividends. Good to own. Buy on this pullback.

Despite a pullback, don't enter it now. At its peak, the stock got way past its fair market value. His target is $87. Don't look at it till then.

Trim? Outlook for a year? Very well managed. The high valuation has been keeping her away. Have to wait for a stumble or correction. If anything gets above 5-6 %, it’s prudent to sell down to manage risk. The small brands they own have room to grow. As with any stock with a high valuation, could get hit if there’s a stumble.

This chart has been a rocket.  He does not own it as it always seems too expensive.  If you own it, continue to hold, but don’t add at these price levels.  He respects the management team. 

Technically, the stock is going nowhere. It has outperformed the market this year, it is now close to its all-time high and is in a consolidation phase. It is going sideways.

Sandwich giant. Had a great move and it is a trend that is going to continue. One of Canada’s leaders in the prepared foods space. Some hiccups along the way but they fixed their problems very quickly. Valuation is not cheap, but their execution has been great.