Pollard Banknote Ltd (PBL.TO) Buy, Sell or Hold

Pollard Banknote Ltd (PBL.TO)

17.29

+0.24 (1.41%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

66 watching

TOP PICK

The 2^nd largest producer of instant lottery scratch tickets globally. This is an industry dominated by a few large companies. They have long-term relationships with the state and government owned lotteries around the world. They produce tickets for 50-60 lotteries. This industry has grown organically 6%-7% over the last 20 years. Trading at about 8.5X EBITDA, so not an expensive stock. Dividend yield of 1.9%.

HOLD

A very good income investment, and generally thinks it is a good investment. They make scratch lottery tickets. Revenues have been increasing fairly dramatically and have just recently signed a number of new contracts. Believes management owns about 70% of the company. Have done a good job in terms of increasing earnings and the dividends. Yield of over 3%.

BUY

Interesting little company that shows up well on his models. But it is not very liquid so he has a small position. A retail investor could get a normal position. Should keep growing.

HOLD

3.88% dividend. Thinly traded. He would hang on and maybe buy a little more.

BUY

Scratch card lottery. Small-cap, so there are some liquidity issues. 9.25% yield. Slow but steady growing company. Pollard family has a very large ownership position in the company, so not likely a takeover candidate.

SHORT

Going against consensus. They print lottery tickets, and ship to Canada and US. Revenue is going down due to the US dollar. They have been loosing customers because they are no longer price competitive. He sees risk here.

BUY

Involved in the printing of lottery tickets. One of 3 significant players globally. Not particularly expensive and supply good yield for a portfolio. Non-cyclical. Could become privatized.

DON'T BUY

1 of 3 lottery ticket providers in Ontario. Downgraded to a secondary provider on a contract with the state of New York. Until they have some clarity as to what they can do to replace the loss of revenues, he would stay clear.

DON'T BUY

Contract for printing lottery tickets for New York State will terminate in June. Hoping to replace it with a contract with Ontario. Have been very creative in developing new lottery type products. Competition is two large US companies so there are political concerns.

SELL

This was grossly overpriced. They then lost a major customer and took a big hit. May not have the highly stable cash flow that everybody thought so there has been a lot of institutional selling and hedge fund shorting.

WAIT

Supplier of lottery and “scratch and win” tickets. Lost one of their major contracts. A very stable business. Would stay on the sidelines and see how the company operates for the next 3/4 quarters.

WEAK BUY

Pollard Banknote is a fairly new, small trust. They manufacture tickets and charitable gaming products.(bingo) It is a stable business, relatively recession resistant. US is their key market. Decent pay out ratio. Not a bad name. Recently they were downgraded from being the primary supplier for the New York State lottery this year to being the secondary supplier. Another negative is the foreign exchange side, as most of their business is from the US.

PAST TOP PICK

(A Top Pick Oct 21/05. Up 25%.) They are in an enviable position where they print material such as gambling chips, lotto tickets etc where others cannot get licensed.

TOP PICK

A printer of tickets into the lotto industry. They're clients are governments and theyare #2 in North America. A utility type trust. Very conservative. Shows good growth profile.

BUY

Prints lottery tickets. One of three in North America. Government agencies are their major customers. Because of the security needs, there are real barriers to this industry. Not a cyclical business, so fits his criteria. Also recession proof. An excellent trust.

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