Lower costs will help Saputo adapt

Saputo has struggled in the past few years, as consumers shift away from dairy products to non-dairy, plant-based milks. In response, the company has added new products, such as goat cheese. Saputo is also in the midst of a major plan to improve its efficiency,… Read More

Saputo suspends its DRIP

SAPUTO INC. $28 is a hold. The company (Toronto symbol SAP; High-Growth Payer Portfolio, Consumer sector; Shares outstanding: 424.2 million; Market cap: $11.9 billion; Dividend yield: 2.6%; Dividend Sustainability Rating: Above Average; www.saputo.com) is Canada’s largest producer of dairy products. It also operates dairies in the U.S., Australia, the… Read More

Aggressive stocks help boost your returns

We continue to believe there’s room for most investors to hold aggressive stocks, which typically are more leveraged (with more debt) and volatile than conservative stocks.
Still, to cut your risk, you should limit aggressive stocks to no more than 20% of your total portfolio. We… Read More

Challenging times for these food producers

These four food and beverage makers face several obstacles to earnings growth, including rising costs for ingredients and labour and higher interest expenses. As a result, they have raised their selling prices to offset those higher input costs. They are also adding new products in… Read More

Use these key updates to build your returns

NEWELL BRANDS INC. $7.51 remains a hold. The company (Nasdaq symbol NWL; Conservative-Growth Payer Portfolio, Manufacturing & Industry sector; Shares outstanding: 414.2 million; Market cap: $3.1 billion; Dividend yield: 3.7%; Dividend Sustainability Rating: Average; www.newellbrands.com) makes a wide range of consumer and household products such as PaperMate pens, Elmer’s… Read More

We prefer food sellers over food producers

Under pressure from the federal government, Canada’s leading grocery chains have agreed to a series of measures to lower prices for consumers. Those include discounts, price-matching campaigns, and price freezes. The government is also looking at ways to get food producers to lower their prices.
We… Read More