Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 10, 2019
He doesn't follow it, but all the royalty trusts are not stocks he buys. Maybe it's good for the income. DIV has some good businesses like Mr. Lube, but trusts are difficult to value. For income investors. Careful not to overpay trusts.
He doesn't follow it, but all the royalty trusts are not stocks he buys. Maybe it's good for the income. DIV has some good businesses like Mr. Lube, but trusts are difficult to value. For income investors. Careful not to overpay trusts.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$2.890
Owned
No
COMMENT
COMMENT
September 10, 2019
The sugar business is stable; it's a duopoly in Canada, though it's facing pushback from health advocates. Also, China may boycott maple syrup, so that's a challenge. Sugar is very low growth. The dividend is safe.
Rogers Sugar Inc (RSI-T)
September 10, 2019
The sugar business is stable; it's a duopoly in Canada, though it's facing pushback from health advocates. Also, China may boycott maple syrup, so that's a challenge. Sugar is very low growth. The dividend is safe.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$5.420
Owned
Unknown
WATCH
WATCH
September 10, 2019
He sold a lot of this in the high-teens when the valuation got ahead of itself. He wants to buy back, but first needs to see organic growth in stair lifts, for example. SIS also needs to better integrate acquisitions. But he likes the managers and this sector. Insiders just bought more share and increased the dividend.
Savaria Corp (SIS-T)
September 10, 2019
He sold a lot of this in the high-teens when the valuation got ahead of itself. He wants to buy back, but first needs to see organic growth in stair lifts, for example. SIS also needs to better integrate acquisitions. But he likes the managers and this sector. Insiders just bought more share and increased the dividend.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$12.160
Owned
Yes
BUY
BUY
September 10, 2019
SWP is one of the few companies in the world to decaf coffee using a chemical process. A few competitors have shut down. Volumes are growing nicely and they are improving their margins. They are completing a Vancouver plant this year, which will ramp up volumes in coming quarters. Pays a good dividend as you wait.
SWP is one of the few companies in the world to decaf coffee using a chemical process. A few competitors have shut down. Volumes are growing nicely and they are improving their margins. They are completing a Vancouver plant this year, which will ramp up volumes in coming quarters. Pays a good dividend as you wait.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.000
Owned
Yes
COMMENT
COMMENT
September 10, 2019

Careful with analysts price targets when a stock is soaring up and up, like LSPD. The valuation is rich with all money-losing tech companies, like Uber. LSPD is likely doing better, but has a very high valuation. This will be very volatile--careful. This is a solid company, but too expensive for him.

Lightspeed POS (LSPD-T)
September 10, 2019

Careful with analysts price targets when a stock is soaring up and up, like LSPD. The valuation is rich with all money-losing tech companies, like Uber. LSPD is likely doing better, but has a very high valuation. This will be very volatile--careful. This is a solid company, but too expensive for him.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$36.190
Owned
No
BUY
BUY
September 10, 2019

He likes the LNG space, and KEY has good assets in good areas. Pays a very good dividend as they grow these projects. A definite buy, but be patient with its capital appreciation. Good managers.

Keyera Corp (KEY-T)
September 10, 2019

He likes the LNG space, and KEY has good assets in good areas. Pays a very good dividend as they grow these projects. A definite buy, but be patient with its capital appreciation. Good managers.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$33.550
Owned
Yes
COMMENT
COMMENT
September 10, 2019
A cyclical business, though RUS has survived many down cycles. Well-managed company. Be prepared for the dividend to be cut in tough times and to rise when it's good.
Russel Metals (RUS-T)
September 10, 2019
A cyclical business, though RUS has survived many down cycles. Well-managed company. Be prepared for the dividend to be cut in tough times and to rise when it's good.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$21.560
Owned
No