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Loblaw Companies Ltd Stock Symbol: L-T

Last Price Recorded: $72.5900 on 2017-03-24

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Date Signal Expert Opinion Price
2017-03-15 WAIT Don Vialoux

Historically this has been a summer stock. Normally it starts to do well at approximately the middle of June right through until the end of September. It’s in a trading range right now and not doing much of anything. If you see this moving above its trading range by the middle of June, that is going to be the set up for the next seasonal trade, which will take you into September. Dividend yield of 1.5%.


Price:
$71.360
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-09 COMMENT Stan Wong

An interesting name. Recently they have kind of listened to the consumer, and started to be more competitive on pricing. Being in the consumer staples space is a reason why he doesn’t like this as a name in the portfolio. However, compared to some of the other food retailers, he likes it, especially with its diversification into Shoppers Drug Mart, which is a much higher margin business.


Price:
$70.630
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-03-03 BUY David Cockfield

Has never been a fan of the food industry. However, if you want a relatively safe stock and a company that is doing reasonably well right now, this is a good place to put your money.


Price:
$69.870
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-06 COMMENT Keith Richards

A consumer staple on the Canadian side. Seasonally, they are typically better to own in the summer. Not for the “buy and hold” investor, this is a stock for the trader, Buy at $60 and Sell at around $70.


Price:
$67.540
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2017-02-01 COMMENT Michael Sprung

He owns this through George Weston (WN-T) which also has the bakery business in the US. The stock has pulled back to the $67-$68 price range. You are seeing a reflection of the environment that grocery stores are finding themselves in. A very, very competitive environment. Consumers have been going more and more into lower priced stores. There is an inability for them to pass on price inflation. For the time being, we may see some margin compression. Over the last number of years the company has successfully put in a new SAP system, revamped their supply chain and did some management restructuring. He would look at this as a premier player in the Canadian grocery market.


Price:
$67.820
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-13 PAST TOP PICK Stan Wong

(A Top Pick Dec 3/15. Up 7.24%.) He took profits on this a while ago. Being in the consumer staples space, he doesn’t pay attention to this particular area. He does like this stock.


Price:
$69.800
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
No
2017-01-11 COMMENT Christine Poole

Competition is fierce, but in terms of square footage growth, it has moderated from prior years. Loblaw owns Shopper Drugs as well, and she likes the drug retail. Also they both have the best locations. The company has gone through a period where they introduced new IT systems, refurbished larger stores, and are seeing the benefit of that flow through now.


Price:
$70.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-05 COMMENT Douglas Kee

Has a very small position in this. A well-managed company. The Shoppers acquisition is going along very well. Typically, these food retail companies do very well when inflation is going up, so if we get a rise in inflation in the next couple of years, it will be good for them. However, money is coming out of consumer stocks and going into the more commodity oriented stocks.


Price:
$70.680
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 BUY Stephen Groff

He owns both L-T and WN-T.  They have done a great job of being more efficient and integrating Shoppers.  They generate a healthy amount of cash.  It is not dirt cheap, but you can get it at an attractive price.  Buy it and leave it.


Price:
$69.390
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Unknown
2016-12-02 COMMENT David Cockfield

Long-term hold? He is not enthused about the industry. It had some good market moves when people were looking for safe places, but the competition is fierce. Everybody is getting into this field. It is such a thin margin business and so competitive that he would rather go elsewhere.


Price:
$69.570
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-11-23 TOP PICK Andy Nasr

The largest food and drug retailer in Canada. The stock has come off a lot. Rebounded very recently. The concerns regarding food price deflation are a little overdone, in that they are somewhat self-inflicted. This company lowered prices to try to be a little bit more competitive, and are going to start to demand concessions from some of their suppliers which should stabilize things. They generate a substantial amount of free cash flow. Dividend yield of 1.5%. (Analysts’ price target is $79.31.)


Price:
$69.270
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-11-18 COMMENT Stan Wong

In the consumer staples space in Canada and the US, we are seeing some weakness. He sees money moving from defensive types of names into more cyclicals. The company had some very good earnings earlier this week, and the stock has moved up towards its 200-day moving average, but if you look at how the stock has performed over the last year, that moving average has really been flat, a bit of a warning sign. Trading at about 17X earnings with not that high of a growth rate.


Price:
$68.480
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-17 DON'T BUY Zachary Curry

It is one of the slower ones when it comes to being disrupted by Amazon and the like.  See his Top Picks today.


Price:
$68.240
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-15 WATCH Christine Poole

The stock pulled back to about $65 because of concerns on food inflation. Competition in food retail has really moderated in the last few years. Also, their Shoppers holdings is an attractive sector given the demographics. They are the largest in both those spaces. Achieved the synergies they indicated when they bought Shoppers. Loblaw’s went through a whole refurbishment program, and we are starting to see the benefits of the new operating and computer systems they put in. There is going to be some cross-selling between the 2 stores. Shoppers have indicated they want to be a distributor of medicinal marijuana, which makes a lot of sense. They are reporting before 9 AM tomorrow, so see what is said before jumping in.


Price:
$64.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-10 COMMENT Ryan Bushell

Owns very little, and only in special accounts. It has a fairly stable, mature business. They have already kind of spun out their real estate, and pulled that financial engineering trick. The Shoppers acquisition was good and has performed for them, but the business only has a dividend yield of 1%-2%. For him, if he wants a total 8% return, so how is he going to get that other 6%-7%?


Price:
$64.080
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
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