Diamond Estates Wines and Spirits Inc.

DWS-X

CVE:DWS

0.22
0.01 (4.35%)
Diamond Estates Wines & Spirits Ltd. is a winemaking company headquartered in Niagara on the Lake, Ontario.
More at Wikipedia

Analysis and Opinions about DWS-X

Signal
Opinion
Expert
BUY
BUY
December 12, 2019
He is not sure the company will stay public. A fruit juice company (LAS.A-T) has a 20% stake and could acquire it in 20-3 years for a much higher price.
He is not sure the company will stay public. A fruit juice company (LAS.A-T) has a 20% stake and could acquire it in 20-3 years for a much higher price.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.215
Owned
Unknown
TOP PICK
TOP PICK
October 31, 2019
They are the only other publicly traded wine company. The stock is down because of a slowdown in exports to China. The retail wine space is booming because of deregulation that allows sale of wine in grocery stores. Retail wine sales are increasing. The big news was in July a juice company in Quebec bought a huge stake and will help increase sales through the grocery channel. He assumes if things go according to plan that it might want to buy the rest of the company down the road. He beefed up his holdings in the company. (Analysts’ price target is $0.28)
They are the only other publicly traded wine company. The stock is down because of a slowdown in exports to China. The retail wine space is booming because of deregulation that allows sale of wine in grocery stores. Retail wine sales are increasing. The big news was in July a juice company in Quebec bought a huge stake and will help increase sales through the grocery channel. He assumes if things go according to plan that it might want to buy the rest of the company down the road. He beefed up his holdings in the company. (Analysts’ price target is $0.28)
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.200
Owned
Yes
TOP PICK
TOP PICK
September 10, 2019
There's been a drop in exports, namely to China, but they're growing their export volume again. They're doing very well in VQA Ontario which is rolling out 87 stores, and DWS has the largest market share here. The big news is that Lassonde took at 20% stake in the company and this will increase agency sales in Quebec. He expects Lassonde to buy the rest of the company. He just 3 million more shares to be the 3rd-largest shareholder. (Analysts’ price target is $0.28)
There's been a drop in exports, namely to China, but they're growing their export volume again. They're doing very well in VQA Ontario which is rolling out 87 stores, and DWS has the largest market share here. The big news is that Lassonde took at 20% stake in the company and this will increase agency sales in Quebec. He expects Lassonde to buy the rest of the company. He just 3 million more shares to be the 3rd-largest shareholder. (Analysts’ price target is $0.28)
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.215
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 27, 2019
(A Top Pick Mar 27/18, Down 45%) Speed bumps recently. Chinese exports came down. Has regained shelf space at LCBO. Thinks we've seen the bottom. Sales growth has been phenomenal. Biggest market share in grocery channel. Dirt cheap. They're long-term shareholders. They're doing all the right things.
(A Top Pick Mar 27/18, Down 45%) Speed bumps recently. Chinese exports came down. Has regained shelf space at LCBO. Thinks we've seen the bottom. Sales growth has been phenomenal. Biggest market share in grocery channel. Dirt cheap. They're long-term shareholders. They're doing all the right things.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.190
Owned
Yes
BUY
BUY
January 28, 2019
He owns just under 10% of the company. They are consolidating the industry. Last year was a transition year and they had a few hiccups. They regained all their shelf space at the LCBO. They are consolidating smaller players but could end up getting acquired down the road.
He owns just under 10% of the company. They are consolidating the industry. Last year was a transition year and they had a few hiccups. They regained all their shelf space at the LCBO. They are consolidating smaller players but could end up getting acquired down the road.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.230
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 3, 2018

(A Top Pick Dec 11/17, Down 29%) China had a bit too much inventory on hand. There was a poor crop about two or three years ago. Many Ontario companies had to de-list from the LCBO and it takes time to get re-listed, but they now have a number of products back on the shelves. Their sales in the grocery channel in Ontario – they have the leading market share. He expects 2019 to very, very strong. They are diversifying geographically.

(A Top Pick Dec 11/17, Down 29%) China had a bit too much inventory on hand. There was a poor crop about two or three years ago. Many Ontario companies had to de-list from the LCBO and it takes time to get re-listed, but they now have a number of products back on the shelves. Their sales in the grocery channel in Ontario – they have the leading market share. He expects 2019 to very, very strong. They are diversifying geographically.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.250
Owned
Yes
BUY
BUY
September 24, 2018

They made an acquisition about a month ago. It was in BC and is a long term investment. They want to start a vineyard there. They can double the capacity of their retail store there. Their business might accelerate under Ford now. They expanded their plant capacity with imports. They have been treading water recently but recent crops have been good. Now is a good time to get in. He owns 9,9% of the company.

They made an acquisition about a month ago. It was in BC and is a long term investment. They want to start a vineyard there. They can double the capacity of their retail store there. Their business might accelerate under Ford now. They expanded their plant capacity with imports. They have been treading water recently but recent crops have been good. Now is a good time to get in. He owns 9,9% of the company.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.280
Owned
Yes
TOP PICK
TOP PICK
March 27, 2018

This is one of two publicly traded wine companies in Canada. He has seen the success of Andrew Peller (ADW’A-T) and wants to be in the business. He has accumulated over 9.9% of the company. Diamond Estates is growing faster than the industry. It has the biggest market share in Ontario. This is a small company, growing hugely. They are sold out of exports, have new management in place. This is one of the biggest no-brainers he can invest in. (Analysts’ price target is 0.40$)

This is one of two publicly traded wine companies in Canada. He has seen the success of Andrew Peller (ADW’A-T) and wants to be in the business. He has accumulated over 9.9% of the company. Diamond Estates is growing faster than the industry. It has the biggest market share in Ontario. This is a small company, growing hugely. They are sold out of exports, have new management in place. This is one of the biggest no-brainers he can invest in. (Analysts’ price target is 0.40$)

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.320
Owned
Yes
TOP PICK
TOP PICK
December 11, 2017

The only other publicly traded company other than ADW.A-T in wine. Legislation in Ontario allows wine to be sold in grocery stores. This is going to grow significantly. But DWS-X also sells most of their production to a Chinese exporter. It has higher growth potential than Brick Brewing (BRB-T). (Analysts’ target: $0.40).

The only other publicly traded company other than ADW.A-T in wine. Legislation in Ontario allows wine to be sold in grocery stores. This is going to grow significantly. But DWS-X also sells most of their production to a Chinese exporter. It has higher growth potential than Brick Brewing (BRB-T). (Analysts’ target: $0.40).

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.325
Owned
Yes
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