TSE:NWC

North West Company (NWC.TO)

49.83
-3.53 (6.62%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
187 watching
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

North West Company (NWC-T) has garnered a favorable reputation in the retail sector, particularly due to its defensive characteristics. Although it is relatively small, the company has demonstrated stability and resilience, overcoming challenges such as a previous dividend cut due to lease issues, which once led to significant investor backlash. Currently, NWC is experiencing a consolidation period after a strong rally in early 2024, with its forward earnings multiples returning to levels consistent with its historical averages. Expert insights indicate a solid long-term outlook, especially considering potential government investments in Northern infrastructure and defense that could positively impact NWC. Despite recent earnings and sales that fell short of estimates, the company remains a steady performer with a reliable dividend, making it an appealing option for income-focused investors in a stable market environment.

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Consensus
Positive
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Valuation
Fair Value
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Similar
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PAST TOP PICK
(A Top Pick Dec 22/09. Up 28.8%.) Operates general merchandise/foods stores in the far north. Extremely well run. Now a Hold.
PAST TOP PICK
(A Top Pick Oct 16/09. Up 25.84%.) Still likes but sold his holdings. May put it back on again.
HOLD
It is a significant holding for him. People are looking for safety. They dominate communities where their stores are. Yield is not too bad. Suspects distribution will be tax adjusted. Well run company. They have franchise area for Giant Tiger. If it goes a few more dollars, they will be tempted to take profits.
TOP PICK
Northern community stores. There is a young, fast-growing population as well as new energy/Mining projects. 7.14% distribution will be cut in the 25% range.
TOP PICK
Retail facilities in the far north where they tend to be the only player in town. Also own Giant Tiger chain. Will convert to a corporation in early 2011 so they pay out could be adjusted at that time. 7.7% yield. Defensive play.
BUY
Northern community stores. One of the original trusts. Have a very good business model. Good company at a good price.
TOP PICK
Value investors favour this. Outlets in rural and urban settings. In far north are the only game in town. Strong management and will be able to go through conversion, maintaining something close to the distribution. Insulated in retail world.
TOP PICK
Very boring, steady Eddie kind of company paying 8%. About 200 general merchandise stores in Northern Ontario. Relatively immune to significant downfalls.
TOP PICK
A leading food/staple goods retailer in northern or remote communities in Canada and Alaska. Recently did an acquisition in the Caribbean. They tend to be the only retailer in a community so it tends to be defensive. Well positioned.
TOP PICK
Leading retailer of food and everyday products and services to the northern communities. Also have some operations in the Caribbean. Very defensive because they are the only provider. Strong management. Conservative balance sheet.
BUY ON WEAKNESS
Focused on retail to northern and remote communities. Recession resistant. Made an acquisition of a similar company in the Caribbean, which is working out quite well. Near-term there could be softness in their quarter over quarter numbers because of the Indian residential schools settlement check last year. Outlook is quite good.
BUY
Operate the Giant Tiger and Cost-U-Less (?) Stores in northern Canada and Alaska. Prospects in the immediate term look pretty good. Good price.
BUY
One of the largest operators of Giant Tiger stores in Northern Canada so it is like the Wal-Mart of the North. Won't be affected by a cyclical downturn. Very cheap.
HOLD
Very good model for an income trust. They are often the only store available for long distances in the far north. Cash flow tends to be fairly steady. Influenced by the level of consumer spending. With the current outlook for a slowdown, the price has dropped.
HOLD
Very high-quality company. They are the leading retailer of food and everyday products and services in northern Canada and Alaska. Stable business. Conservative management team. Not cheap.
Showing 61 to 75 of 101 entries