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Stock Opinions by Stephen Takacsy, B. Eng, MBA

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Market. After the election he thinks it will be business as usual. Investors should remain cautious and conservative in their investing strategy. He has shied away from the re-opening trade. Those sectors are already correcting. He prefers renewable energy and telecom, consumer staples and energy infrastructure stocks. He tends to outperform during a downturn.
Unknown
STRONG BUY
This is a real quality company, really well managed, great cash flow. This is a great time to buy it. It has not been this cheap in eight to ten years. The retail channels have done well although restaurant sales have not. It is recovering with restaurants reopening.
breweries / beverages
HOLD
It's been a pretty good period to hold it as they transition more to a consulting company. It is not cheap . Hang on to it as there is a lot of infrastructure spending taking place in the world.
consulting
HOLD
Some of their businesses are impacted by the pandemic. They were expecting a turnaround over the last six months. He would hang on. They have world-leading wireless technology. If it was sold tomorrow, it would fetch two to three times what it trades at.
0
HOLD
They have been suffering like other vehicle manufacturing companies from supply constraints. He would let the dust settle before buying or just hang on if you have it.
Automotive
BUY on WEAKNESS
It is one of a small group of major grocers in Canada, a really well managed company. He would buy it on any weakness. It is a good defensive stock to hold over the long term. He sold it recently because it had had a long run.
food stores
BUY on WEAKNESS
They have had a good run. The dividend is safe. It has some international exposure which adds some volatility. These are good opportunities to add to the banks. Some banks have a lot of room to raise dividends.
banks
DON'T BUY
RCI.B-T vs. SJR.B-T. He is not buying either right now. He owns Bell and Telus. There is deal risk in the merger between Rogers and Shaw. You might want to take the money and run if you hold Shaw. Both are fairly priced.
Cable
DON'T BUY
RCI.B-T vs. SJR.B-T. He is not buying either right now. He owns Bell and Telus. There is deal risk in the merger between Rogers and Shaw. You might want to take the money and run if you hold Shaw. Both are fairly priced.
Cable
WATCH
It's a great little business. They had to switch locations for their facility and that cost them. They have one line up and running at that new location. They got good financing for the moving of their second production line. They have a lot of debt, although friendly. Volumes are increasing nicely. You would have to be a really long term investor.
0
PAST TOP PICK
(A Top Pick Sep 22/20, Up 16%) It is growing nicely but what hit it was that they announced a very large acquisition. There is enormous synergies going forward. They have 80% recurring revenue. This is a really good time to get into this company.
computer software / processing
PAST TOP PICK
(A Top Pick Sep 22/20, Up 89%) He got out when he saw it blast off beyond his target price. The results have been very disappointing since then. They have been losing a lot of market share. Management has a huge credibility problem. They have a huge IP patent portfolio that should be monetized.
electrical / electronic
PAST TOP PICK
(A Top Pick Sep 22/20, Up 40%) It is a very well managed company. Occupancy rates are increasing. The dividend is perfectly safe. Growth is starting up again as they build new residences.
other services
BUY on WEAKNESS
He recently sold his position because he was concerned about the lack of sequential growth and the subscriber decline. If it came back down he would reconsider it again. He is watching it from the sidelines. He likes the management and the company.
food processing
BUY on WEAKNESS
He is looking at it, but he owns CNR-T right now. It is under a bit of pressure because of the acquisition. He is looking at buying it on weakness. CP-T will come out of this as a much stronger company.
Transportation
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