Q: After years of holding this company I sold it for tax loss. I'm confident I have time to rebuy after 30 days without the need of a proxy. The question is, should I rebuy it. Even though it has grown for the last 3-4 Q's as a result of its entry into the RTD market, investors don't seem to care. Perhaps with a risk off market and a shift to value it could run. What do you think? How would you rank this stock, as an income stock with moderate growth or just a straight income stock? What would you consider a better income stock with moderate growth? Can you review it's last 2 or 3 Q's in your response? Thank you.
John
John
5i Research Answer:
This answer briefly reviews the Q4. For Q1 2026, profit rose 8% on RTD growth. EPS was 36c vs 33 the prior year. Sales were a record $75.4M, up 16%. Growth was entirely organic and was boosted by provincial trade measures. EBITDA was also a record, at $20.3M and up 4%. The company did gain market share. There are no analysts/estimates. We like the renewed growth profile but some of it is of course because US products have been restricted. As a small cap, it is priced well, but we do not see huge growth ahead. We would consider it 80% for income, and 20% for growth. Shares could do better certainly in a risk-off market.