Investment Q&A

Q: Pretty nice earnings, but with other issues noted on previous questions what fair value would you place on the shares at this point?

Q: I hold a small amount as a market hedge as the beta is -.16. It trades very thinly and has not issued any stock for at least 10 years. Going back 6 years from 2022 EPS did not grow at all. In 2023 EPS grew 63% from a low base in 2022, and sales 8%. For the 1st 6 mo. of 2024 EPS has grown 36% and sales 6%. In the 2nd Q of 2022 "Project Eagle" initiative began in an effort to revive anemic sales and margins in the US. Technically, the chart looks very positive. The company now has its first every non family member in its 106 year history, as its CEO effective September 1 2024. He had a positive 10 year track record at Coke prior to joining LAS.A in 2020. The company held its 1st ever investor day in 2023. Do you think more shares in this company could be purchased here on the confidence that a turn around is in place? Does the rational for holding and potentially acquiring more of it make sense. Please add insights you may have on the company and the sector it operates in.
Thank you.

Q: While I have enjoyed a nice return with LAS.a, my question is what’s the rational for keeping this a public company. The volume is nonexistent and they don’t seem to need the market to access capital. I’m not holding with the assumption that it goes private but it would obviously be a nice payday.

Q: Would appreciate an updated few. I have a few shares and thinking of buying more given the confidence to increase the dividend.

Q: Would you sell Lassonde and buy Shop at this time?
Thanks

Q: I am attracted to Lassonde's P/E of 12 and D/E of 0.4, but becoming concerned about Canadian companies with significant US exposure. Can you provide any insight or point me to articles that discuss the impact of Buy America policies on Canadian companies such as LAS.A (may sell juice to military bases or other federal programs), CVE (owns part of American refineries) or NFI (was expected to benefit from US funding of EV transit)? Thanks for any information you can provide. Use as many credits as you feel are required.

Q: I am looking to "trim the fat" from my TFSA, which currently holds 20 stocks: ATD, BCE, BMO, BNS, CCO, CM, ENB, FFH, PDYPF, INO.UN, LAS, NXE, NWC, NA, NTR, PEY, PZA, MJJ, TRP, WELL. Are there any positions that raise red flags with you? In addition, could you suggest 3 or 4 value picks suitable for a long-term hold (20 years plus)?
Thank you!

Q: I've held Lassonde for a couple of years and am off 30%. Buy more or sell?

Thanks

Q: May I get your thoughts on Lassonde Industries. Is the sell-off overdone as a result of competitors in the US and would you hold this consumer defensive in your TFSA? (High ROE/Growing Dividend/ Established brands)

Thank you

Q: Hi guys
I have held Lassonde for a long time and done very well, but the past year has not been kind to the stock price. And then there is this recent profit warning. I have not issue being patient if this is a blip but wonder whether this is the start of a trend with trade issues and people turning away from fruit juices. Your thoughts on this profit warning and this company going forward. By the way thank you so very much for bringing CSU to my attention as it has gone up exponentially since your recommendation many years ago. I harvested a bit of my profits today to bring the holding back to 5%.
Thanks
Stuart

Q: What are you thoughts on this company? They seem to have most of the market share in juices category in Canada with US exposure due to past acquisitions. Thanks.

Q: Would it be a good decision for Lassonde to split since the share is now over 200.00 ? If yes why? and if no why ?

Q: I know these are different sectors and market caps, regardless of portfolio specifics which would you guys consider being the better choice for a long term holding with a brief reason why.
Thanks guys

Q: Company gave the higher input cost and transportation as the reason of lower profit in 2Q-2018 and the stock fall 15% to 18%. Is this a concern for future or there is some thing more which pushed the price lower? Do you recommend adding to the position? It weights less than 1% of my portfolio.

Q: Questions:
(1) How would you rate Lassonde's earnings report? Is it a company worth holding taking into account their eps growth and debt profile?

(2) Do you see any red flags for the longer term regarding TSGI's eps growth. I'm surprised the market has such a negative view of the lowered eps guidance if most of it was a result of the higher share count. I would be interested in hearing your thoughts.

Thanks.

John

Q: Good day...I have looked at all of your responses to LAS.A...my question is with its higher debt, thin trading and growing dividend would this company make your high expectations from a company you would hold in a portfolio...at this time I have all of your balanced and an equal amount of income portfolio stocks and have been very thankful that I found your service...this stock is one that I am looking at to replace ECI in my portfolio...again thanks for a great gain...I look forward to your comments...Gene

Q: Greetings 5i crew.

I would like to eventually add Lassonde and Waste Connections to my portfolio. If you could only add one today, for the long term, which would you select and why?

Thank you.

John

Q: May I please get your opinion on Lassonde Industries (LAS.A) with the recently announced acquisition, as well as Constellation Software (CSU).

Thank you,

Q: Can I please get your opinion on LAS.A now that their 4 quarter earnings have been released as well as their guidance?

Thank you

Q: Hi there,

I haven't seen any coverage of this until something on a popular investment site the other day. LAS.A has gone from $80 to $256 in 5 years but seems to be completely unknown. It was just touted as a great growth stock for the next year. Does it offer value at $250/share? Any catalysts for growth to continue? Finally, Buy, sell or hold and why?

Thanks!