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Today, Stephen Takacsy, B. Eng, MBA commented about whether 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.

COMMENT

A Comment -- General Comments From an Expert(A Commentary)

10/09/2019
A Comment -- General Comments From an Expert
Canadian small/mid-caps are neglected and undervalued, and could be acquired by private equity, while ETFs inflate large caps. Also, some tech stocks like Uber are going public at ridiculous valuations--the bubble is now bursting with WeWork.
Unknown
Stephen Takacsy, B. Eng, MBA
N/A
Unknown
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DON'T BUY

Diversified Royalty Corp(DIV-T)

10/09/2019
Diversified Royalty Corp
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.
Financial Services
Stephen Takacsy, B. Eng, MBA
$2.890
No
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COMMENT

Rogers Sugar Inc(RSI-T)

10/09/2019
Rogers Sugar Inc
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.
Consumer Products
Stephen Takacsy, B. Eng, MBA
$5.420
Unknown
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WATCH

Savaria Corp(SIS-T)

10/09/2019
Savaria Corp
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.
other services
Stephen Takacsy, B. Eng, MBA
$12.160
Owned
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BUY

Swiss Water Decaffeinated Coffee Inc(SWP-T)

10/09/2019
Swiss Water Decaffeinated Coffee Inc
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.
agriculture
Stephen Takacsy, B. Eng, MBA
N/A
Owned
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COMMENT

Lightspeed Commerce Inc(LSPD-T)

10/09/2019
Lightspeed Commerce Inc

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.

Technology
Stephen Takacsy, B. Eng, MBA
$36.190
No
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BUY

Keyera Corp(KEY-T)

10/09/2019
Keyera Corp

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.

oil / gas
Stephen Takacsy, B. Eng, MBA
$33.550
Owned
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COMMENT

Russel Metals(RUS-T)

10/09/2019
Russel Metals
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.
steel
Stephen Takacsy, B. Eng, MBA
$21.560
No
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BUY

Altus Group(AIF-T)

10/09/2019
Altus Group
A former top pick. It's had a nice run this year. It's a real estate service company transforming into a tech, the Bloomberg of real estate, that's growing by double-digits. A good one to hold for the long run. Good managers.
Business Services
Stephen Takacsy, B. Eng, MBA
$37.800
Owned
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COMMENT

Exchange Income(EIF-T)

10/09/2019
Exchange Income

He met the company last year. Similar to DIV-T, comprised of many businesses, and you buy this for the dividend. There are some good businesses here, but valuing those companies can be difficult. Good for dividend investors.

Transportation & Environmental Services
Stephen Takacsy, B. Eng, MBA
$37.690
No
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PAST TOP PICK

Centric Health(CHH-T)

10/09/2019
Centric Health
(A Top Pick Sep 24/18, Down 68%) He still likes it. It's the biggest specialty pharma distributor of meds to seniors residences in Canada. The stock got hammered recently, because they didn't get the price the market expected for selling the surgery clinics (the deal closes Sept. 30). Still, they will pay down a lot of debt with this deal. The new CEO has done a fantastic job by cutting costs and increasing gross margins, but the market is ignoring this. Their EBITDA is growing. When the sale closes, he'll buy more stock.
other services
Stephen Takacsy, B. Eng, MBA
$0.130
Owned
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PAST TOP PICK

Badger Daylighting(BDGI-T)

10/09/2019
Badger Daylighting
(A Top Pick Sep 24/18, Up 51%) Short-sellers were spreading rumours about it, and he's long defended Badger. It now has the valuation it deserves. It's still reasonably priced. Well-managed with a huge organic runway of growth ahead. They're buying back a lot of shares.
oil / gas
Stephen Takacsy, B. Eng, MBA
$42.150
Owned
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PAST TOP PICK

Grande West Transportation Group(BUS-X)

10/09/2019
Grande West Transportation Group
(A Top Pick Sep 24/18, Down 66%) The benefitted a lot a few years ago from selling their bus to the Canadian public transit market and the US private market. That bus was durable and fuel-efficient and beating competition; big parts of it are made in China. So, when the US launched the trade war, it hurt BUS-X. BUS has found a US partner now, but this makes the sales cycle much longer. That's why he sold.
Transportation
Stephen Takacsy, B. Eng, MBA
$0.420
No
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DON'T BUY

Maxar Technologies(MAXR-T)

10/09/2019
Maxar Technologies
A turnaround story. They carry a lot of debt after a bad acquisition, so be careful here. You need to have a strong stomach to buy this. Avoid it and look elsewhere.
computer software / processing
Stephen Takacsy, B. Eng, MBA
$10.910
No
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DON'T BUY

Waste Connections(WCN-T)

10/09/2019
Waste Connections
A very expensive stock. It's grown by acquisition with some organic growth. Too rich for him. There is some cyclicality, as during the Recession, with less garbage produced, and there's an environmental push for less garbage. Well-managed, though, and in a good business.
Transportation & Environmental Services
Stephen Takacsy, B. Eng, MBA
$117.070
No
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