The Globe and Mail reports in its Tuesday edition that Kelsey Dunwoodie at Deans Knight Capital Management in Vancouver is keen on Premium Brands Holdings. The Globe's Brenda Bouw writes that the Richmond, B.C., producer and distributor of branded specialty food products, is a stock that Deans Knight bought at the end of last year. "We've been watching the company's growth for years and recently found a reasonable entry point at approximately $100 a share," Ms. Dunwoodie said. "It's another stock we like in large part because of its management. Since 2001, under his leadership George Paleologou has grown the company to more than $7-billion today in annual sales from about $200-million. We initiated our position following meetings with George, which reaffirmed our conviction in the company's strategic direction and plans for long-term value creation. We saw it as an attractive entry point with growth driven by disciplined, accretive acquisitions alongside a robust capex program." Deans Knight focuses on Canadian small- and mid-cap companies in sectors such as natural resources, industrials and both consumer staples and discretionary. "I'm a perma-bull on Canada. I feel like Canada has so much potential," she adds.
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