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Compiling comments that experts make about stocks while on public TV.

Loblaw Companies Ltd Stock Symbol: L-T

Last Price Recorded: $71.4900 on 2017-07-25

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Date Signal Expert Opinion Price
2017-07-17 DON'T BUY Brendan Caldwell

There are wonderful opportunities in the food business.  But this one is in a very competitive environment and he does not own it right now.  It does not have a huge competitive advantage.  He is in a wait and see mode with respect to Shoppers.


Price:
$70.890
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
No
2017-07-13 TOP PICK Paul Harris, CFA

Trading at about 15X earnings. They have rationalized Shoppers quite well. Also, have spent a lot of money on technology. They throw off about $1 billion of free cash flow each year, and a lot of it has been spent on technology and improving stores. There has been a lot of food deflation, and they’ve been able to offset that with better technology. Dividend yield of 1.5%. (Analysts’ price target is $83.50.)


Price:
$71.370
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 PAST TOP PICK Christine Poole

(A Top Pick July 12/16. Up 1.86%.) The stock had gone up to about $7-$8 and then Amazon (AMZN-Q) acquired Whole Foods which impacted all the retailers in the US as well as our Canadian grocers. This is a really attractive entry point. Loblaw’s has a pilot project called “Click and Collect” where you can order online. She also likes Shoppers because of the demographics.


Price:
$71.040
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-16 COMMENT Norman Levine

The Amazon (AMZN-Q) acquisition of Whole Foods (WFM-Q) brings into question the whole food retailing business in North America. More so immediately in the US, but also in Canada. His desire to be in this business has gone down to zero.


Price:
$72.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-16 BUY on WEAKNESS Greg Newman

Before today, this is a name that typically traded between 18X and 15X, and currently is around 17X. You want to buy it more towards the lower end of the range at about 15X. With the news on Amazon’s acquisition, you are probably going to be able to get it at around 15X. Q1 was a real nice beat. Their growth margins were up very sharply and EPS rose 9% year-over-year. They hiked their dividends and they have a stock repurchase going on.


Price:
$72.790
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-05-26 COMMENT Stan Wong

He is staying away from some of the defensive names like this one. Shares are trading at 17X forward earnings with an 8% growth rate. A modest 1.4% dividend yield. Valuations are slightly above to average based on historical norms. What concerns him is that food deflation is happening right now and we are seeing a highly competitive industry. Same-store sales have been flat to falling for this company, although on the Shoppers side they have been inching higher.


Price:
$75.920
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-05-25 COMMENT Douglas Kee

A low yielder, but have increased the dividend recently. They’ve done a good job of putting food retailing and Shoppers Drug stores together. It is a slow business. Typically, food retailers do well when there is food inflation.


Price:
$75.990
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 PAST TOP PICK Christine Poole

(A Top Pick May 18/16. Up 14%.) She likes the food retail and the drug retail. They have great locations. A lot of their Shoppers outlets are offering fresh food, which is a good concept in the urban centres.


Price:
$77.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-26 TOP PICK Robert McWhirter

The program was interupted by a news flash from Washington, and wasn't inished. Top Picks are not talked about today.


Price:
$75.700
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
OPTIMISTIC
Owned:
_N/A
2017-04-26 COMMENT Bruce Campbell (2)

This will probably be another distribution hub for marijuana at some time. He suspects it would have a very small impact on the stock. Thinks there are better opportunities elsewhere.


Price:
$75.700
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-04-06 DON'T BUY Stan Wong

A consumer staples name which is in the defensive space. He is completely underweight the area. It has just moved up and down over the past 12 months or so, and has really been quite sideways. Shares are trading at 16X forward earnings with a 10% growth rate, trading in line with historical valuations. With food deflation and lower prices in a very highly competitive industry, this is a name he would not be rushing out to buy. It could face a potential slowdown in sales growth. Shoppers is working well for them, but not enough to push the shares higher in an environment where cyclical stocks are doing well.


Price:
$70.700
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
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
Showing 1 to 15 of 562 entries
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