Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
September 24, 2018

He loves the company but not the stock price. It is becoming more and more expensive on a forward earnings basis. He likes management and the industry. Wait for a pull back. It is not for the faint of heart.

Savaria Corp (SIS-T)
September 24, 2018

He loves the company but not the stock price. It is becoming more and more expensive on a forward earnings basis. He likes management and the industry. Wait for a pull back. It is not for the faint of heart.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$20.070
Owned
Yes
WATCH
WATCH
September 24, 2018

They still generate a lot of cash flow from their patents. New management has a new strategy. They made acquisitions last year to diversify. They seem to be implementing a software roll up strategy. Hang on if you own it, otherwise wait a few quarters to see exactly what the strategy will be.

Quarterhill Inc (QTRH-T)
September 24, 2018

They still generate a lot of cash flow from their patents. New management has a new strategy. They made acquisitions last year to diversify. They seem to be implementing a software roll up strategy. Hang on if you own it, otherwise wait a few quarters to see exactly what the strategy will be.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$1.860
Owned
Unknown
BUY
BUY
September 24, 2018

Their business is short term rentals and they have pricing power. They aren't subject to rent controls. There is no interest rate risk here. He really likes this company in this sector.

Their business is short term rentals and they have pricing power. They aren't subject to rent controls. There is no interest rate risk here. He really likes this company in this sector.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$17.370
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 24, 2018

(A Top Pick Sep 25/17, Up 6%) It is the largest such company in Canada. It has tripled its subscriber base recently. They are in Eastern AND Western Canada. They are a disruptor. There is no inventory or wastage as people order exactly what they need. It goes straight from the distribution center to your door. He thinks this will make a very attractive target for a Canadian grocer.

(A Top Pick Sep 25/17, Up 6%) It is the largest such company in Canada. It has tripled its subscriber base recently. They are in Eastern AND Western Canada. They are a disruptor. There is no inventory or wastage as people order exactly what they need. It goes straight from the distribution center to your door. He thinks this will make a very attractive target for a Canadian grocer.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$2.640
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 24, 2018

(A Top Pick Sep 25/17, Up 68%) It got taken out. He got in when the stock came down because institutional investors started throwing in the towel.

Pure Technologies Ltd (PUR-T)
September 24, 2018

(A Top Pick Sep 25/17, Up 68%) It got taken out. He got in when the stock came down because institutional investors started throwing in the towel.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$8.995
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 24, 2018

(A Top Pick Sep 25/17, Up 2%) It is a duopoly in Canada. They hedge themselves. When the new CEO came into to diversify them in to such things as maple syrup, the stock has not performed that well because they were behind with integration. This is a great integration point.

Rogers Sugar Inc (RSI-T)
September 24, 2018

(A Top Pick Sep 25/17, Up 2%) It is a duopoly in Canada. They hedge themselves. When the new CEO came into to diversify them in to such things as maple syrup, the stock has not performed that well because they were behind with integration. This is a great integration point.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$5.600
Owned
Yes
BUY
BUY
September 24, 2018

He bought at a lower multiple and the company has done well. He discussed the impact form cannabis with the CEO and they don't think there will be any. In the US there was a temporary impact on the beer industry. The prospects remain very bright with the sale of wine in grocery stores.

Andrew Peller (ADW.A-T)
September 24, 2018

He bought at a lower multiple and the company has done well. He discussed the impact form cannabis with the CEO and they don't think there will be any. In the US there was a temporary impact on the beer industry. The prospects remain very bright with the sale of wine in grocery stores.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$16.120
Owned
Yes