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Market. [Live news coverage from the house of commons pre-empted the first segment of this show.]
BUY

He is not sure the company will stay public. A fruit juice company (LAS.A-T) has a 20% stake and could acquire it in 20-3 years for a much higher price.

COMMENT

There should be some changes on the board. With the IP and Technology it owns there is no excuse for the current low price. It has growing, recurring revenues. The board could do a much better job of unlocking shareholder value. It would make an attractive acquisition candidate for an AAPL-Q or GOOG-Q.

BUY
Extremely well run in a great business with a huge barrier to entry. They have been very innovative. They are branching out into iLottary and merchandise. It generates great margins and is a growing business.
BUY

The stock has gotten hammered since they stumbled on their quarterly results. It is almost entirely because of the AT&T / T-Mobile merger and they delayed capital spending. They are building a new plant. They are suffering from tax loss selling. There is a much bigger price coming down the road.

STRONG BUY
He loves the company and has a large position. They just finished a large manufacturing facility in Vancouver. They are the only ones in the world that do this decaf process. They have been gaining a lot of market share. He expects next year to be a stellar year for them. The stock is cheap on a valuation basis and pays a 4% dividend.
WATCH
He has been looking at it lately. They have been getting more recurring revenues. He is watching it after they had a negative news release recently. If it ever went down again he would look at buying it.
WEAK BUY
All their cash is going to be deployed in a patient, diversified manner. He views it more like a venture fund and so it is hard for him to analyze all of their businesses. It could be held for the long run.
DON'T BUY
It does not meet his criteria because he likes companies that are running their own businesses. They stumbled on some investments.
PAST TOP PICK
(A Top Pick Jan 28/19, Down 37%) They are very much encouraged by the latest results. The company has started buying back shares. It is suffering from some tax loss selling. There is huge upside and very little downside. He just bought a lot more.
PAST TOP PICK
(A Top Pick Jan 28/19, Down 19%) Growth has slowed down a little bit. Some of the bigger orders have slowed down as municipalities consider going electric. They pay a good dividend.
PAST TOP PICK
(A Top Pick Jan 28/19, Up 12%) It is a very safe stock and you collect the growing dividend. He likes the defensive characteristics and the demographics.
PARTIAL BUY
They have executed very well and he recently initiated a position. They supply to fertility clinics. They have been consolidated smaller companies in the same business. He bought half a position.
BUY
He is looking at it. It is a good recurring revenue model. It is a good business. They have a lot of debt but can handle it. They will have growth world-wide with their brands.
WATCH
It is getting pounded by tax loss selling. They have very valuable IP and a good installed base. It is worth more than it is trading for and he is urging the board to unlock some of that value.