Viewing Company North West Company | StockChase
stockchase picture

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

North West Company Stock Symbol: NWC-T

Notes:small remote stores

Last Price Recorded: $31.7500 on 2017-04-24

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-03-17 HOLD Michael Sprung

The business model has always been a really good one. They tend to sell in markets where competition has been more limited and prices high. Looking long term, the structure of those markets might be changing, but they have diversified. They own a number of Giant Tiger stores. They have operations in the Caribbean. He would prefer to buy this when it is under $30, and closer to $25 if it was available. It is not cheap now, trading at 4X BV.


Price:
$30.670
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-01-03 COMMENT Bruce Campbell (1)

This has the double whammy that it is consumer, which is out of favour a little, but this came down too much, and it is also basically a yield play. Over time, it has done relatively well, but there has been some profit taking. It has a near monopoly up north where its stores are. Not a big growth company, but you can get the yield plus a little over.


Price:
$27.560
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-09 DON'T BUY Daniel Lloyd

It is one of the oldest companies in Canada.  It is a no growth situation.  There are far more interesting names to own in the food distribution space.


Price:
$25.140
Subject:
CANADIAN
Bias:
BEARISH
Owned:
Unknown
2016-11-04 TOP PICK Michael Sprung

This has pulled back considerably from its highs. A leading retailer, particularly in Northern Canada, plus they offer a chain of discount stores called Giant Tiger and Cost U Less. They are also in the Caribbean, Alaska and South Pacific. Dividend yield of 4.93%.


Price:
$25.140
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 BUY on WEAKNESS Hap (Robert) Sneddon FCSI

They own a whole bunch of specialty food stores in the Northeast. He just sold his holdings earlier this month. It is holding in at around $26 and he is looking for a re-entry at around $25.83. The bottoming process however, can take several months.


Price:
$26.130
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-07-14 BUY Brendan Caldwell

(Market Call Minute) He likes the sector but does not know the economy of the North at present.


Price:
$29.330
Subject:
CANADIAN VALUE
Bias:
BULL
Owned:
Unknown
2016-07-04 BUY Jason Del Vicario

They meet his criteria.  He likes the company.  They are exposed to the cyclical nature of the resource space.  The dividend yield is attractive.  He would look at holding it for a long time.  Get it below $30.


Price:
$29.920
Subject:
NORTH AMERICAN (GROWTH)
Bias:
SELECTIVE
Owned:
Unknown
2016-04-20 COMMENT Stephen Groff

This is in a very unique niche. They serve parts of remote locations and are the only player in town. A very good business, but he is being very cautious on how much he is willing to pay. Hopes he gets it into his fund when he thinks he is getting paid to take the risk.


Price:
$28.150
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
No
2015-10-14 HOLD Michael Sprung

He has had it for some time.  He likes it longer term, but does not think it is a buy at today’s levels.  Things have slowed down in the economy of the north.  The dividend is safe. If the price of the stock went too much higher he would consider taking some off the table.


Price:
$28.650
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-08 PAST TOP PICK Michael Sprung

(A Top Pick June 16/14. Up 4.61%.) Has pulled back a little bit recently and at current price levels, he would almost consider adding more.


Price:
$23.500
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-01 HOLD Peter Hodson

A relatively unique company because of their locations.  4.9% yield.  A nice steady income stock.  He does not like the valuation that much.


Price:
$23.700
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2014-09-30 HOLD Keith Richards

This is a chart that is most definitely breaking down.  It broke the trend earlier this year and it did so definitively.  Give it a couple of days and if it stays below $22.50, then it will continue down.


Price:
$22.380
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-09-23 SELL Ross Healy

Has been watching this for quite some time, and it has been riding one of his technical break points at about 4X BV for a long, long time. However, when he looks at his FMV metric, earnings have not really been going anywhere. What happens is that the balance sheet gets a bit bigger and bigger and FMV has been slipping. The stock gave him a technical Sell signal.


Price:
$22.690
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-16 TOP PICK Michael Sprung

Managed to elude the proxy fight.  One of Canada’s oldest companies.  At any given time parts of it are working less well.  Bad weather and less mining activity have affected far north business.  As the economy improves he expects to see the stock price improve.  It is a reasonable place to re-enter.


Price:
$23.570
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-05-05 WEAK BUY Stephen Takacsy, B. Eng, MBA

Expensive, but well managed.  They made an acquisition in the Caribbean.  There are barriers to entry due to geography.  If you are going to invest in a retailer this is interesting, but the stock has never been cheap.


Price:
$25.550
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 67 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.