OGC-T 0.53 MFI-T 0.1 ATRL-T -1.25 MI.UN-T -0.18 DRVN-Q -0.31 SWIM-Q -0.41 TOL-N -1.48
Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Stephen Takacsy, B. Eng, MBA and Mike S. Newton, CIM FCSI commented about whether PD-N, OKTA-Q, MA-N, CJT-T, CHR-T, MFC-T, QSR-T, ZWH-T, ROP-N, BAM.A-T, MSFT-Q, BA-N, ROKU-Q, TTD-Q, LULU-Q, RMD-N, FDX-N, MGV-N, NICE-Q, BYL-T, FOOD-T, DWS-X, NFI-T, SPB-T, CCL.B-T, PBL-T, CNR-T, AD-T, WCN-T, MAXR-T, BUS-X, BDGI-T, CHH-T, EIF-T, AIF-T, RUS-T, KEY-T, LSPD-T, SWP-T, SIS-T, RSI-T, DIV-T are stocks to buy or sell.

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DON'T BUY

Alaris Royalty Corp(AD-T)

Sep 10, 2019

Similar to DIV-T. He looked at this long and hard and decided not to buy any trusts stocks; there are too many companies within them and hard to value. AD stumbled and got punished. Don't buy for the dividend or stock appreciation. Managers need to regain investors' trust.

Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
No
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$19.400

Stock price when the opinion was issued

Financial Services
BUY ON WEAKNESS

Canadian National R.R.(CNR-T)

Sep 10, 2019
A great long-term company. Buy on a dip. It's one of his biggest positions. It's a cash machine that's well-managed with huge pricing power.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
Unlock Rating
$122.560

Stock price when the opinion was issued

Transportation
STRONG BUY

Pollard Banknote Ltd(PBL-T)

Sep 10, 2019
Good to buy now. They've been consolidating in the low-$20s. Enjoys high barriers to entry to print lottery tickets, a good moat around it. PBL leads and innovates in this sector, and are diversifying into related areas. Strong managers and growth potential.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
Unlock Rating
$22.000

Stock price when the opinion was issued

INDUSTRIAL PRODUCTS
BUY

CCL Industries (B)(CCL.B-T)

Sep 10, 2019
He's sold and bought it back. It has gotten way ahead of itself, then pulled back a lot. There are rumours the company will be sold; the board must decide on its direction. Well-managed and a global player.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
Unlock Rating
$56.530

Stock price when the opinion was issued

packaging containers
DON'T BUY

Superior Plus Corp(SPB-T)

Sep 10, 2019
He owns the bonds, but not the stock. A low-growth business, hauling around petrochemical products. Stable, though and a safe dividend. Little capital appreciation here.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
No
Unlock Rating
$12.020

Stock price when the opinion was issued

wholesale distributors
BUY

New Flyer Industries Inc.(NFI-T)

Sep 10, 2019
It's one of the cheapest TSX stocks. They made a few missteps, like order delays, but they will iron them out. They made a big UK acquisition. A good moat around it with few competitors. A very stable market for replacement buses. NFI also leads in e-buses. Trades at a low 10x PE. This will do well in the long run.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
Unlock Rating
$30.860

Stock price when the opinion was issued

Automotive
TOP PICK

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

Sep 10, 2019
There's been a drop in exports, namely to China, but they're growing their export volume again. They're doing very well in VQA Ontario which is rolling out 87 stores, and DWS has the largest market share here. The big news is that Lassonde took at 20% stake in the company and this will increase agency sales in Quebec. He expects Lassonde to buy the rest of the company. He just 3 million more shares to be the 3rd-largest shareholder. (Analysts’ price target is $0.28)
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
Unlock Rating
$0.215

Stock price when the opinion was issued

0
TOP PICK

Goodfood Market Corp.(FOOD-T)

Sep 10, 2019
One of the fastest-growing companies on the TSX. Trading at only 0.5x their revenue Pays. No dividend. They see a huge opportunity in delivering groceries to the home and not just fresh foods. They're a disruptor in the grocery space. Enjoys high margins. Down the line, a major supermarket will acquiring them. (Analysts’ price target is $4.39)
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
Unlock Rating
$3.000

Stock price when the opinion was issued

food processing
TOP PICK

Baylin Technologies(BYL-T)

Sep 10, 2019
They design attennas for phones. It's growing rapidly and trading at 7x EBITDA. It's one of his biggest positions. (Analysts’ price target is $5.61)
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
Unlock Rating
$3.000

Stock price when the opinion was issued

0
TOP PICK

Nice Ltd.(NICE-Q)

Sep 10, 2019
They oversee customer payments and surveillance in that area. Low volatility and great metrics. Reminds him of Roper. (Analysts’ price target is $156.25)
Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
Owned
Unlock Rating
$149.300

Stock price when the opinion was issued

Technology
TOP PICK

Vanguard Mega Cap Value Index Fund ETF (MGV-N)

Sep 10, 2019
Has a lot of financials and healthcare including Berkshire Hathaway, JPM and Exxon among 300 names. 0.70% MER. A good way to play value stocks, and it does okay in a non-value environment. He bought it yesterday.
Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
Owned
Unlock Rating
$81.300

Stock price when the opinion was issued

E.T.F.'s
TOP PICK

FedEx(FDX-N)

Sep 10, 2019

He owned it for a decade, but got stopped out last year. It's down 30% off its highs, but 70% of their business is NOT e-commerce. They have lots of room to grow into e-commerce. Some individual brands are bypassing Amazon and using FedEx directly to deliver. 50-60% of Walmart deliveries use FedEx who are putting 500 stores into Walmarts. Good brand and valuation. (Analysts’ price target is $188.42)

Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
Owned
Unlock Rating
$172.000

Stock price when the opinion was issued

Transportation
PAST TOP PICK

ResMed Inc.(RMD-N)

Sep 10, 2019
(A Top Pick Sep 25/18, Up 18%) They had a big correction in January and he got stopped out. Pity, because he missed that big run after January. We work on sleep apnea devices, which is a demographic play. A great name. Wishes he still owned it.
Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
No
Unlock Rating
$134.360

Stock price when the opinion was issued

Healthcare
PAST TOP PICK

LuLulemon Athletica (US)(LULU-Q)

Sep 10, 2019
(A Top Pick Sep 25/18, Up 22%) Surprising that they have grown in a choppy retail scenes. Also boasts increased store traffic as they move into menswear. But it's expensive now.
Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
Owned
Unlock Rating
$193.260

Stock price when the opinion was issued

household goods
PAST TOP PICK

The Trade Desk(TTD-Q)

Sep 10, 2019
(A Top Pick Sep 25/18, Up 36%) They do programmatic advertising. Customer retention is very high and media companies love it.
Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
Owned
Unlock Rating
$210.060

Stock price when the opinion was issued

0

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