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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: This companies sales are 46% in Canada and 54% in the US and it operates 16 manufacturing facilities. As far as I can tell, what it sells in Canada it produces in Canada and its sales in the US are produced in the US. In this regard I see little effect from the tariffs except for juice concentrates, and plastic resins which it imports from the US for its Canadian juices and plastic bottles. Are you able to confirm the accuracy of my thesis in this regard? It reports on March 19 and with the stock near 52 week highs I am trying to anticipate any negative surprises. Other than tariff issues is there something else I am missing which could produce a negative surprise with its sales/earnings? Do you see it as a buy, sell or hold?
Thank you.
Read Answer Asked by John on March 12, 2025
Q: It is doing well with Project Eagle turning around its US operations. It has gone from 0 analyst coverage to 3 covering it since November, and PT of $209. After hitting a high of $195 it has drifted to $175 on no news. I am thinking this is due to tariff threats, would you agree? With a negative beta I like it as a hedge, but I am wondering if there is now market specific risk and should sell.
Read Answer Asked by John on January 27, 2025
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.
Read Answer Asked by John on October 16, 2024
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.
Read Answer Asked by Jim on August 13, 2024
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.
Read Answer Asked by Murray on February 26, 2021
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!
Read Answer Asked by Sarah on January 14, 2021
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
Read Answer Asked by Stuart on February 20, 2019
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
Read Answer Asked by Marie on September 12, 2018
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.
Read Answer Asked by Piyush on August 22, 2018
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
Read Answer Asked by john on August 13, 2018
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