Latest Expert Opinions

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Altagas Ltd (ALA-T)
December 3, 2018
It is a tough call at this stage. They made a pretty bad acquisition in California that is really taking them down. There are better opportunities out there. He prefers KEY-T.
Altagas Ltd (ALA-T)
December 3, 2018
It is a tough call at this stage. They made a pretty bad acquisition in California that is really taking them down. There are better opportunities out there. He prefers KEY-T.
oil/gas
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Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$14.720
Owned
Unknown
WATCH
WATCH
Sleep Country Canada Holdings (ZZZ-T)
December 3, 2018
This was a real high flying stock for so many years. They came out with disappointing same store sales growth just as Sears was closing down and they were expected to gain additional market share. They are buying an online mattress company. It may move the needle – time will tell.
Sleep Country Canada Holdings (ZZZ-T)
December 3, 2018
This was a real high flying stock for so many years. They came out with disappointing same store sales growth just as Sears was closing down and they were expected to gain additional market share. They are buying an online mattress company. It may move the needle – time will tell.
household goods
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Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$23.310
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
Diamond Estates Wines and Spirits Inc. (DWS-X)
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.

Diamond Estates Wines and Spirits Inc. (DWS-X)
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.

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Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.250
Owned
Yes
PAST TOP PICK
PAST TOP PICK
Badger Daylighting (BAD-T)
December 3, 2018

(A Top Pick Dec 11/17, Up 15%) It is an infrastructure play with over 70% of their business in the US. There are many areas of the US where they don't know what hydrovac excavation is. It is much less of an energy services company than they were in the past.

Badger Daylighting (BAD-T)
December 3, 2018

(A Top Pick Dec 11/17, Up 15%) It is an infrastructure play with over 70% of their business in the US. There are many areas of the US where they don't know what hydrovac excavation is. It is much less of an energy services company than they were in the past.

oil/gas
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Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$32.020
Owned
Yes
PAST TOP PICK
PAST TOP PICK
Park Lawn Corp (PLC-T)
December 3, 2018
(A Top Pick Dec 11/17, Up 14%) They have some funeral homes as well as cemeteries. They have expanded into the US via acquisitions. It is the only pure play in this sector. There are huge tailwinds demographically for the next 25-30 years. They have good margins. They are one of the few consolidators in the industry. He expects many years from now a huge player will acquire them. This is a good entry point.
Park Lawn Corp (PLC-T)
December 3, 2018
(A Top Pick Dec 11/17, Up 14%) They have some funeral homes as well as cemeteries. They have expanded into the US via acquisitions. It is the only pure play in this sector. There are huge tailwinds demographically for the next 25-30 years. They have good margins. They are one of the few consolidators in the industry. He expects many years from now a huge player will acquire them. This is a good entry point.
REAL ESTATE
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Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$23.130
Owned
Yes
HOLD
HOLD
Intertape Polymer Group (ITP-T)
December 3, 2018
The dividend is safe. The question is getting in at the right price. This one is more commodity than CCL.B-T or WPK-T. Management has been doing a really good job of diversifying into other sectors of packaging. They are benefiting from the whole home delivery momentum. The question is what the company is worth going down the road. He thinks there is good upside if they keep executing. (Analysts’ price target is $23.00)
Intertape Polymer Group (ITP-T)
December 3, 2018
The dividend is safe. The question is getting in at the right price. This one is more commodity than CCL.B-T or WPK-T. Management has been doing a really good job of diversifying into other sectors of packaging. They are benefiting from the whole home delivery momentum. The question is what the company is worth going down the road. He thinks there is good upside if they keep executing. (Analysts’ price target is $23.00)
packaging/containers
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Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$17.030
Owned
No
STRONG BUY
STRONG BUY
Keyera Corp (KEY-T)
December 3, 2018
He most recently added it. He likes energy infrastructure. They have some good assets. The stock got beaten up because of temporary factors. The dividend is perfectly safe.
Keyera Corp (KEY-T)
December 3, 2018
He most recently added it. He likes energy infrastructure. They have some good assets. The stock got beaten up because of temporary factors. The dividend is perfectly safe.
oil/gas
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0 Comments
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$29.090
Owned
Yes
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