
TSE:ADW.A
This summary was created by AI, based on 1 opinions in the last 12 months.
Andrew Peller, trading under the symbol ADW.A-T, is perceived as a fairly well-run company, yet it operates in a challenging environment characterized by thin margins and significant tax liabilities. The complexity of interprovincial trade further complicates its operational landscape. While the company offers a decent dividend and doesn't typically trade at high valuations, experts note a lack of growth potential. This stagnation is exacerbated by broader societal trends, as fewer individuals are consuming alcoholic beverages, presenting additional headwinds for future performance. Overall, while there are some positive aspects, the challenges posed by the market and consumer preferences make for a cautious outlook.
One of his biggest holdings, a core holding. A very inexpensive stock and a business that is worth multiples of what it is trading at today. One of the true value investments out there. It is relatively unknown. They have been increasing their dividend consistently. 3% yield. Earnings are flatter in the last year and hence the price chart. The intrinsic value is much higher.
(Top Pick Jun 26/13, Up 43.89%) Should do well this year. Good multiple. Some redundant real estate on the books that they could sell off and a valuable franchise in Canada, strong distribution outlet. Company could sell for up to twice the price it trades at today. Nice dividend that increases annually. 2.8% dividend.
Leading wine producer and marketer in Canada, owned by Canadian shareholders and controlled by the Peller family. Growing for many, many years and now is trading at about 10 times earnings. They just increased the dividend. It is really a very undervalued company. Could be worth $20 if sold to an international player. Have a non-vineyard property that is worth $2 per share that he thinks they will sell over the next few years.
A core position, 6-7 times PE. Not expensive. It is well managed and growing. Selling alcohol in the grocery stores should not hurt them. It is a tremendous growth story.