Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
September 24, 2018

He owned it even when it was private.  He has cooled on it a bit since they launched the mortgaged streaming product.  The canola may not be catching on as fast as he originally thought.  He sold a while ago.

Input Capital Corp(INP-X)
September 24, 2018

He owned it even when it was private.  He has cooled on it a bit since they launched the mortgaged streaming product.  The canola may not be catching on as fast as he originally thought.  He sold a while ago.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$1.000
Owned
No
DON'T BUY
DON'T BUY
September 24, 2018

It is a well managed but regional and profitable bank.  It has been for sale for a long time.  There is a union there while other banks are non-union.  It has a safe dividend.  It is tough for them to grow.  There won't be a lot of excitement in this name – steady as she goes.

Laurentian Bank(LB-T)
September 24, 2018

It is a well managed but regional and profitable bank.  It has been for sale for a long time.  There is a union there while other banks are non-union.  It has a safe dividend.  It is tough for them to grow.  There won't be a lot of excitement in this name – steady as she goes.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$43.720
Owned
Unknown
BUY
BUY
September 24, 2018

They are developers and manufacturers of wireless antennas.  It is tremendously undervalued as they broadened their product offerings after acquisitions.  He is holding on and thinks it is a great buy right now for a long term hold.

Baylin Technologies(BYL-T)
September 24, 2018

They are developers and manufacturers of wireless antennas.  It is tremendously undervalued as they broadened their product offerings after acquisitions.  He is holding on and thinks it is a great buy right now for a long term hold.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$3.950
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
WEAK BUY
WEAK BUY
September 24, 2018

This is going to be a volatile business.  It is highly correlated to the semiconductor business.  They had to reorganize last year, but successfully.  Be prepared for quarterly volatility.  It is not cheap.  The stock moved up and got ahead of itself. 

Photon Control(PHO-X)
September 24, 2018

This is going to be a volatile business.  It is highly correlated to the semiconductor business.  They had to reorganize last year, but successfully.  Be prepared for quarterly volatility.  It is not cheap.  The stock moved up and got ahead of itself. 

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$2.300
Owned
Unknown
BUY
BUY
September 24, 2018

He would hang on to it and maybe buy some more.  It is considered a defensive stock.  A lot of utility and telecom stocks have come down because of higher interest rates.  The dividend is safe and their interest is to grow it.

BCE Inc.(BCE-T)
September 24, 2018

He would hang on to it and maybe buy some more.  It is considered a defensive stock.  A lot of utility and telecom stocks have come down because of higher interest rates.  The dividend is safe and their interest is to grow it.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$51.810
Owned
Unknown
BUY
BUY
September 24, 2018

He is not sure why the stock is doing so poorly except that money is being sucked out for other sectors.  A lot of these companies have never been better valued.  They had a great quarter last quarter.  They announced a lot of new systems post-quarter.  They are reinvesting in sales and marketing.  The sales have never been better.  He is holding on.  It needs a large announcement with a large US chain. 

D-Box Technologies(DBO-T)
September 24, 2018

He is not sure why the stock is doing so poorly except that money is being sucked out for other sectors.  A lot of these companies have never been better valued.  They had a great quarter last quarter.  They announced a lot of new systems post-quarter.  They are reinvesting in sales and marketing.  The sales have never been better.  He is holding on.  It needs a large announcement with a large US chain. 

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.210
Owned
Unknown