Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 11, 2014

He is favourable on this from an M&A perspective. Felt there was a significant amount of value to be had in the event they were able to sell their bakery business, which has been done. Have a bunch of cash on their balance sheet. He is a little confused because he thinks the market is giving them too much credit on their ability to turn around the protein business. That is yet to be seen. Easy money has been made, but on the upside you are looking at $21-$22.

He is favourable on this from an M&A perspective. Felt there was a significant amount of value to be had in the event they were able to sell their bakery business, which has been done. Have a bunch of cash on their balance sheet. He is a little confused because he thinks the market is giving them too much credit on their ability to turn around the protein business. That is yet to be seen. Easy money has been made, but on the upside you are looking at $21-$22.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$20.320
Owned
No
COMMENT
COMMENT
July 11, 2014

Continues to be very bullish on this. Raised a little money in the last while, and this was followed by the tech sector getting hit because of a general pullback. Fundamentals have not changed, but in fact they have improved. Have signed additional contracts. They have extremely sticky customers. The shoring up of the balance sheet gives them additional ability to bid for more business with their existing customer base, as well as new business. Trading at an extremely cheap multiple.

Continues to be very bullish on this. Raised a little money in the last while, and this was followed by the tech sector getting hit because of a general pullback. Fundamentals have not changed, but in fact they have improved. Have signed additional contracts. They have extremely sticky customers. The shoring up of the balance sheet gives them additional ability to bid for more business with their existing customer base, as well as new business. Trading at an extremely cheap multiple.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$5.310
Owned
Yes
COMMENT
COMMENT
July 11, 2014

It has actually held up quite well relative to some of its peers. Thinks they will continue to gain traction given the price point that’s required for the consumer these days.

Walmart Inc (WMT-N)
July 11, 2014

It has actually held up quite well relative to some of its peers. Thinks they will continue to gain traction given the price point that’s required for the consumer these days.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$76.820
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 11, 2014

This has had an excellent move. Continues to execute on its package of lands. This is really a call on the energy sector which he is favourable on. As a late cyclical exposure play, he likes it. He would Buy on any pullback.

This has had an excellent move. Continues to execute on its package of lands. This is really a call on the energy sector which he is favourable on. As a late cyclical exposure play, he likes it. He would Buy on any pullback.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$8.710
Owned
Yes
BUY
BUY
July 11, 2014

Looking at this from a 3-5 year timeframe, it is a Buy. An excellent company. Extremely focused on innovation. The next quarter should look pretty good, just on the back of what we are seeing from the World Cup side of things.

Nike Inc (NKE-N)
July 11, 2014

Looking at this from a 3-5 year timeframe, it is a Buy. An excellent company. Extremely focused on innovation. The next quarter should look pretty good, just on the back of what we are seeing from the World Cup side of things.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$77.290
Owned
No
STRONG BUY
STRONG BUY
July 11, 2014

A unique little Canadian company that has a very, very unique value proposition. They have 2 businesses. Ladies under apparel business, which recently got contracts with Target (TGT-N) and VF Corp (VFC-N). He expects this division to have high double-digit growth over the next few years. The other business is a chemicals licensing division, which has deals with technical companies that are looking for something special.

Ifabric Corp (IFA-X)
July 11, 2014

A unique little Canadian company that has a very, very unique value proposition. They have 2 businesses. Ladies under apparel business, which recently got contracts with Target (TGT-N) and VF Corp (VFC-N). He expects this division to have high double-digit growth over the next few years. The other business is a chemicals licensing division, which has deals with technical companies that are looking for something special.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$4.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 11, 2014

(A Top Pick June 26/13. Up 25.64%.) This story really hasn’t changed. Best in breed Canadian retailer. Has monopolistic pricing powers.

(A Top Pick June 26/13. Up 25.64%.) This story really hasn’t changed. Best in breed Canadian retailer. Has monopolistic pricing powers.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$91.160
Owned
Yes