Sun Gro Horticultural Inc (GRO-T(dead)) Stock Predictions - Stockchase
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Sun Gro Horticultural Inc (GRO-T(dead))

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Sun Gro Horticultural Inc

GRO-T(dead)

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Sun Gro Horticultural Inc (GRO-T(dead)) SAVE Dec, 31, 1969, 7:00 pm

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HOLD
Undergoing some strategic reviews because of a creeping competitor Premier Tech (?) and wouldn’t be surprised if an acquisition didn’t occur in the next month or 2.
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Undergoing some strategic reviews because of a creeping competitor Premier Tech (?) and wouldn’t be surprised if an acquisition didn’t occur in the next month or 2.
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$5.130
Owned Owned
Yes

SELL
Get peat moss out of Canada and ship to the US. Double whammy is 1. Foreign exchange exposure. 2. Peat moss is used for landscaping and US housing is going down. Thinks is should be $4 -$4.5 per unit.
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Get peat moss out of Canada and ship to the US. Double whammy is 1. Foreign exchange exposure. 2. Peat moss is used for landscaping and US housing is going down. Thinks is should be $4 -$4.5 per unit.
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Chris Rankin, M

Diversifie, Canaccord Capital...

Price Price
$7.550
Owned Owned
Unknown

COMMENT
Payout ratio of about 82%. Reported an excellent Q4. Excellent reserve life of peat bog. Reducing their debt.
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Payout ratio of about 82%. Reported an excellent Q4. Excellent reserve life of peat bog. Reducing their debt.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$8.000
Owned Owned
No

HOLD
Reserve life of 50 years. Controls 70% of the market. Very cheap at 6.5 EBITDA.
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Reserve life of 50 years. Controls 70% of the market. Very cheap at 6.5 EBITDA.
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Chris Rankin, M

Diversifie, Canaccord Capital...

Price Price
$7.370
Owned Owned
No

DON'T BUY
Peat moss. Heavily dependent on weather. Have been hurt by transportation issues in the past. They do very well keeping their costs under control. High payout ratio and high input costs.
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Peat moss. Heavily dependent on weather. Have been hurt by transportation issues in the past. They do very well keeping their costs under control. High payout ratio and high input costs.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$7.100
Owned Owned
No

DON'T BUY
Not a fan of the management team.
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Not a fan of the management team.
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$7.370
Owned Owned
No

PAST TOP PICK
(A Top Pick July 28/05. Down 14%.) Has now sold his holdings. Too much headwinds going into the story.
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(A Top Pick July 28/05. Down 14%.) Has now sold his holdings. Too much headwinds going into the story.
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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$6.900
Owned Owned
No

DON'T BUY
Peat moss. Growing market share but his concern is too much financial leverage and too high a payout ratio. This has created volatility. High risk.
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Peat moss. Growing market share but his concern is too much financial leverage and too high a payout ratio. This has created volatility. High risk.
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Sandy McIntyre

Vice-Chair, Sentry Select Capita...

Price Price
$6.980
Owned Owned
Yes

PAST TOP PICK
(A Top Pick July 28/05. Down 17%.) A quasi-monopoly. It takes the bogs and uses the peat moss to create mixes for home growers. It had about 45% gross margins and pricing power. Because it sells mostly in the US, the stronger Canadian dollar as well as transportation costs hurt them. Sold his holdings.
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(A Top Pick July 28/05. Down 17%.) A quasi-monopoly. It takes the bogs and uses the peat moss to create mixes for home growers. It had about 45% gross margins and pricing power. Because it sells mostly in the US, the stronger Canadian dollar as well as transportation costs hurt them. Sold his holdings.
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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$6.500
Owned Owned
No

PAST TOP PICK
(A Top Pick March 21/05. Down 9%.) Might have been a couple years early on this. Will probably be growing over the next 5 years.
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(A Top Pick March 21/05. Down 9%.) Might have been a couple years early on this. Will probably be growing over the next 5 years.
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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$7.320
Owned Owned
Yes

HOLD
Their payout ratio is very tight. Cash flowing around $0.90 a unit. Dominant in the growing medium area and as climate becomes more extreme you are looking for more controlled growing medium for quality of product. Would like to see their balance sheet a bit better and can see that correcting over time.
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Their payout ratio is very tight. Cash flowing around $0.90 a unit. Dominant in the growing medium area and as climate becomes more extreme you are looking for more controlled growing medium for quality of product. Would like to see their balance sheet a bit better and can see that correcting over time.
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Sandy McIntyre

Vice-Chair, Sentry Select Capita...

Price Price
$8.110
Owned Owned
Unknown

PAST TOP PICK
(A Top Pick Mar 21/05. No change.) Hurt by rising energy prices and a strong Cdn$, but have the ability to raise the price on peatmoss over time. Giving a 10% yield which is what he wants.
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(A Top Pick Mar 21/05. No change.) Hurt by rising energy prices and a strong Cdn$, but have the ability to raise the price on peatmoss over time. Giving a 10% yield which is what he wants.
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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$8.040
Owned Owned
Yes

TOP PICK
A leading producer of horticultural growing medium. Own a quasi monopoly on peat moss. Was hurt a couple of years ago by the strong Cdn$. They actually cut their distributions. They are one of the few companies that can raise prices. About a 11% yield.
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A leading producer of horticultural growing medium. Own a quasi monopoly on peat moss. Was hurt a couple of years ago by the strong Cdn$. They actually cut their distributions. They are one of the few companies that can raise prices. About a 11% yield.
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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$7.800
Owned Owned
Yes

DON'T BUY
Avoids/underweights seasonal based businesses. Basically they are overpaying in the non-heavy cash flow seasons. Has some volatility to it.
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Avoids/underweights seasonal based businesses. Basically they are overpaying in the non-heavy cash flow seasons. Has some volatility to it.
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Dean Orrico

President, Middlefield Capital ...

Price Price
$8.290
Owned Owned
No

TOP PICK
A Canadian resource company. Tough to find value on the oil/gas/mining side of the market. Sells peat moss products into the US market. Had been hurt with the energy prices and transportation. Yields 10% currently.
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A Canadian resource company. Tough to find value on the oil/gas/mining side of the market. Sells peat moss products into the US market. Had been hurt with the energy prices and transportation. Yields 10% currently.
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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$8.100
Owned Owned
Yes

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