High Liner Foods

HLF-T

TSE:HLF

10.77
0.00 (0.00%)
High Liner Foods Inc. is a Canadian seafood company that packages and sells seafood to restaurants and institutions under the High Liner, Icelandic Seafood, and FPI labels, and to individual consumers ...
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Analysis and Opinions about HLF-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 2, 2017

(Top Pick Mar 31/16, Up 30.78%) They had disappointing earnings in November, but he bought it right. He got the upside and still owns it. It is a way to play the demand for protein.

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High Liner Foods (HLF-T)
February 2, 2017

(Top Pick Mar 31/16, Up 30.78%) They had disappointing earnings in November, but he bought it right. He got the upside and still owns it. It is a way to play the demand for protein.

COMMENT
COMMENT
January 6, 2017

High Liner (HLF-T) or Clearwater (CLR-T)? Sold his holdings on this about 3 months ago. Both stocks have had about a 22%-25% haircut in the last 90 days. Both are free cash flow generators, 8.2% for Clearwater and 6.1% for this one. There is $55 million of free cash flow for Clearwater, about 50% more in absolute dollars than on this one. ROE is about the same. The big difference in the coming year, is on the ROE, where it is forecasted to be 21% for this company. In comparison, Clearwater appears to be better value with better growth prospects.

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High Liner Foods (HLF-T)
January 6, 2017

High Liner (HLF-T) or Clearwater (CLR-T)? Sold his holdings on this about 3 months ago. Both stocks have had about a 22%-25% haircut in the last 90 days. Both are free cash flow generators, 8.2% for Clearwater and 6.1% for this one. There is $55 million of free cash flow for Clearwater, about 50% more in absolute dollars than on this one. ROE is about the same. The big difference in the coming year, is on the ROE, where it is forecasted to be 21% for this company. In comparison, Clearwater appears to be better value with better growth prospects.

COMMENT
COMMENT
January 4, 2017

This is a stock that got absolutely killed in 2015, and had a tremendous resurgence last year. In general, he likes the protein stocks. This is inexpensive, and still has an acquisition strategy which it is trying to play out. Good company.

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High Liner Foods (HLF-T)
January 4, 2017

This is a stock that got absolutely killed in 2015, and had a tremendous resurgence last year. In general, he likes the protein stocks. This is inexpensive, and still has an acquisition strategy which it is trying to play out. Good company.

BUY
BUY
December 20, 2016

(Market Call Minute.) Even though the price has come off a lot, it has still been a good performer this year. He thinks there are better times ahead. The balance sheet is improving.

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High Liner Foods (HLF-T)
December 20, 2016

(Market Call Minute.) Even though the price has come off a lot, it has still been a good performer this year. He thinks there are better times ahead. The balance sheet is improving.

PARTIAL SELL
PARTIAL SELL
September 22, 2016

There is volatility in this sector. It is because of the rising US dollar. Volumes went down. Take some profits if you are up.

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High Liner Foods (HLF-T)
September 22, 2016

There is volatility in this sector. It is because of the rising US dollar. Volumes went down. Take some profits if you are up.

HOLD
HOLD
September 9, 2016

A great company. They’ve had some turbulence in the last couple of years, but to start a company like this from scratch, you would have to spend an awful lot of money. Has a lot of assets that are difficult to replicate. A great company to own over the long-term. Trading at about 14X earnings, so pretty reasonably priced.

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High Liner Foods (HLF-T)
September 9, 2016

A great company. They’ve had some turbulence in the last couple of years, but to start a company like this from scratch, you would have to spend an awful lot of money. Has a lot of assets that are difficult to replicate. A great company to own over the long-term. Trading at about 14X earnings, so pretty reasonably priced.

PAST TOP PICK
PAST TOP PICK
September 1, 2016

(A Top Pick Sept 3/15. Up 55.22%.) This has only done well because it did so poorly in 2015. The valuation on this company is dirt, dirt cheap. He still sees a lot more value in this. Still a Buy.

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High Liner Foods (HLF-T)
September 1, 2016

(A Top Pick Sept 3/15. Up 55.22%.) This has only done well because it did so poorly in 2015. The valuation on this company is dirt, dirt cheap. He still sees a lot more value in this. Still a Buy.

COMMENT
COMMENT
August 19, 2016

Surprised everyone by coming out with some excellent earnings. They’ve made considerable progress in several areas. Have about 5 things working for them all at once. Made a tremendous transition from fishing on the east coast to value-added processing in the North American market. They supply about 10% of the US market and 50% of the Canadian market.

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High Liner Foods (HLF-T)
August 19, 2016

Surprised everyone by coming out with some excellent earnings. They’ve made considerable progress in several areas. Have about 5 things working for them all at once. Made a tremendous transition from fishing on the east coast to value-added processing in the North American market. They supply about 10% of the US market and 50% of the Canadian market.

WAIT
WAIT
August 16, 2016

They are selling a component of their business. Stock was up today, but he thinks there is a couple of dollars left. There are about 3 analysts covering this, and you might get an upgrade tomorrow.

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High Liner Foods (HLF-T)
August 16, 2016

They are selling a component of their business. Stock was up today, but he thinks there is a couple of dollars left. There are about 3 analysts covering this, and you might get an upgrade tomorrow.

HOLD
HOLD
June 10, 2016

Had a long upward move from 2011 until it reached the peak at the beginning of 2015. It then broke down, and it is now trying to form some kind of a base. It broke above its pivot point and he thinks it will come down to test and then continue upwards.

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Had a long upward move from 2011 until it reached the peak at the beginning of 2015. It then broke down, and it is now trying to form some kind of a base. It broke above its pivot point and he thinks it will come down to test and then continue upwards.

HOLD
HOLD
May 24, 2016

This is a long-term Hold, not a short-term play. They capitalize on the trends of seafood and healthier eating, which are currently very strong across North America. Historically they’ve done an outstanding job, making very good acquisitions, integrating them well. Lately have run into some problems. Organic growth has been negative and they’ve taken on too much debt. They have a leveraged situation which they are now addressing. Feels they’ve done a pretty good job recently in improving the business, and you should see them going back to the positive growth rate.

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This is a long-term Hold, not a short-term play. They capitalize on the trends of seafood and healthier eating, which are currently very strong across North America. Historically they’ve done an outstanding job, making very good acquisitions, integrating them well. Lately have run into some problems. Organic growth has been negative and they’ve taken on too much debt. They have a leveraged situation which they are now addressing. Feels they’ve done a pretty good job recently in improving the business, and you should see them going back to the positive growth rate.

WEAK BUY
WEAK BUY
April 28, 2016

It should climb back up. When it comes to China you are better with CLR-T. HLF-T gives you the value added, processed, packaged foods.

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It should climb back up. When it comes to China you are better with CLR-T. HLF-T gives you the value added, processed, packaged foods.

COMMENT
COMMENT
April 8, 2016

Likes the specialty food business as well as the seafood business. Has not followed this one closely, but does own Clearwater Seafoods (CLR-T). (See Top Picks.)

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Likes the specialty food business as well as the seafood business. Has not followed this one closely, but does own Clearwater Seafoods (CLR-T). (See Top Picks.)

TOP PICK
TOP PICK
March 31, 2016

They are a processor of seafood rather than a fisher. 3.4% yield. The US dollar is a tailwind now because of their US plants.

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They are a processor of seafood rather than a fisher. 3.4% yield. The US dollar is a tailwind now because of their US plants.

COMMENT
COMMENT
March 31, 2016

The numbers have all lined up as being pretty good. It looks like a pretty good overlooked name. Trading at less than 10X earnings.

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The numbers have all lined up as being pretty good. It looks like a pretty good overlooked name. Trading at less than 10X earnings.

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