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Sobeys
SBY-T
Analysis and Opinions about SBY-T
Signal
Opinion
Expert
BUY
BUY
January 15, 2007
The cheapest of the bunch. Not a bad defensive investment.
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The cheapest of the bunch. Not a bad defensive investment.
DON'T BUY
DON'T BUY
October 23, 2006
By the parent company, instead. Empire Corp. Has better assets, and a better mix of stuff.
Show full opinionHide full opinionBy the parent company, instead. Empire Corp. Has better assets, and a better mix of stuff.
DON'T BUY
DON'T BUY
September 1, 2006
Prefers the management teams on Loblaws (L-T) and Metro (MRU.A-T) because of their history of better execution. Some day, this will be a wonderful turnaround but, the question is when.
Show full opinionHide full opinionPrefers the management teams on Loblaws (L-T) and Metro (MRU.A-T) because of their history of better execution. Some day, this will be a wonderful turnaround but, the question is when.
DON'T BUY
DON'T BUY
August 21, 2006
Doesn't like the whole sector. This company missed out on the A & P acquisition. The big risk is the headline worry of Wal-Mart coming in.
Show full opinionHide full opinionDoesn't like the whole sector. This company missed out on the A & P acquisition. The big risk is the headline worry of Wal-Mart coming in.
BUY
BUY
March 15, 2006
Sobeys has reported earnings which are in-line. They are positive. They have had a trying time as Walmart comes in with its big box stores. Hold if you own, but don't buy right now.
Show full opinionHide full opinionSobeys has reported earnings which are in-line. They are positive. They have had a trying time as Walmart comes in with its big box stores. Hold if you own, but don't buy right now.
WEAK BUY
WEAK BUY
March 24, 2005
Prefers Loblaws (L-T) and the reach they have. Likes the way they have gone head to head with Wal-Mart (WMT-N). There isn't a better managed company in the food sector. Also prefers George Weston (WN-T).
Show full opinionHide full opinionPrefers Loblaws (L-T) and the reach they have. Likes the way they have gone head to head with Wal-Mart (WMT-N). There isn't a better managed company in the food sector. Also prefers George Weston (WN-T).
HOLD
HOLD
March 15, 2005
Speculation that this and Metro (MRU.SV.A-T) might be involved with the purchase of A&P Canada.
Show full opinionHide full opinionSpeculation that this and Metro (MRU.SV.A-T) might be involved with the purchase of A&P Canada.
BUY
BUY
January 5, 2005
Generally likes the grocery area. Thinks they will do fine. Currently having a little bit of difficulty with their margins being squeezed. Sales have gone up.
Show full opinionHide full opinionGenerally likes the grocery area. Thinks they will do fine. Currently having a little bit of difficulty with their margins being squeezed. Sales have gone up.
WEAK BUY
WEAK BUY
December 24, 2004
Model price is about $38. Doesn't qualify for their current portfolio.
Show full opinionHide full opinionModel price is about $38. Doesn't qualify for their current portfolio.
DON'T BUY
DON'T BUY
November 23, 2004
Food market in eastern Canada is extremely competitive. For them to grow, they have to do it on a long term basis and doesn't think it will give much return.
Show full opinionHide full opinionFood market in eastern Canada is extremely competitive. For them to grow, they have to do it on a long term basis and doesn't think it will give much return.
DON'T BUY
DON'T BUY
November 4, 2004
Its problem is that they have Loblaws as a competitor. Has a habit of blowing up every once in a while. Would prefer Loblaws which has higher valuations, buy pays off.
Show full opinionHide full opinionIts problem is that they have Loblaws as a competitor. Has a habit of blowing up every once in a while. Would prefer Loblaws which has higher valuations, buy pays off.
WEAK BUY
WEAK BUY
July 27, 2004
In the broad context of the market, this is a nice place to hide. Won't be as volatile as many other sectors. Would rather own Loblaws or Metro, especially Loblaws.
Show full opinionHide full opinionIn the broad context of the market, this is a nice place to hide. Won't be as volatile as many other sectors. Would rather own Loblaws or Metro, especially Loblaws.
DON'T BUY
DON'T BUY
July 5, 2004
Not interested in owning either Sobeys or Loblaws. Not a fan of the retailing food industry.
Show full opinionHide full opinionNot interested in owning either Sobeys or Loblaws. Not a fan of the retailing food industry.
DON'T BUY
DON'T BUY
June 17, 2004
Grocery business is a tough industry to make money in. Loblaws has the economic clout, geography and management experience to dominate any market. Margins are being hurt.
Show full opinionHide full opinionGrocery business is a tough industry to make money in. Loblaws has the economic clout, geography and management experience to dominate any market. Margins are being hurt.
WAIT
WAIT
May 18, 2004
Has been undergoing margin pressures preparing for Wal-Mart. About 10 X next year's earnings, so is very cheap. Wait to see when Loblaws margin compression comes to an end.
Show full opinionHide full opinionHas been undergoing margin pressures preparing for Wal-Mart. About 10 X next year's earnings, so is very cheap. Wait to see when Loblaws margin compression comes to an end.
DON'T BUY
DON'T BUY
April 29, 2004
Cheap on a fair market value but, the earnings forecast trend has been going down, down, down. Also had a technical breakdown.
Show full opinionHide full opinionCheap on a fair market value but, the earnings forecast trend has been going down, down, down. Also had a technical breakdown.
DON'T BUY
DON'T BUY
March 12, 2004
In an even more precarious shape than Loblaws Re: Wal-Mart. Have also had execution issues.
Show full opinionHide full opinionIn an even more precarious shape than Loblaws Re: Wal-Mart. Have also had execution issues.
TOP PICK
TOP PICK
February 4, 2004
Should be worth closer to fair value of $40. Could go higher. Good company at great price.
Show full opinionHide full opinionShould be worth closer to fair value of $40. Could go higher. Good company at great price.
DON'T BUY
DON'T BUY
January 20, 2004
Have a lot of work to do to meet the competition.
Show full opinionHide full opinionHave a lot of work to do to meet the competition.
DON'T BUY
DON'T BUY
January 9, 2004
Has expanded into Ontario by buying smaller chains but feels they are finding this new market's competition tougher than expected. Margins and earnings have suffered. Loblaws is now moving into the Maritimes.
Show full opinionHide full opinionHas expanded into Ontario by buying smaller chains but feels they are finding this new market's competition tougher than expected. Margins and earnings have suffered. Loblaws is now moving into the Maritimes.
DON'T BUY
DON'T BUY
December 31, 2003
Has had to struggle. Loblaws is a very strong competitor. A solid company, but there are more exciting places to invest.
Show full opinionHide full opinionHas had to struggle. Loblaws is a very strong competitor. A solid company, but there are more exciting places to invest.
DON'T BUY
DON'T BUY
December 30, 2003
Has grown in Ontario my acquisition which is expensive. Loblaws have been giving them strong competition in Ontario and out east.
Show full opinionHide full opinionHas grown in Ontario my acquisition which is expensive. Loblaws have been giving them strong competition in Ontario and out east.
WATCH
WATCH
December 22, 2003
It's very cheap at 10X next year's earnings but, has a black cloud over it because of the black out last summer. Over the long term, could be a very interesting buy.
Show full opinionHide full opinionIt's very cheap at 10X next year's earnings but, has a black cloud over it because of the black out last summer. Over the long term, could be a very interesting buy.
DON'T BUY
DON'T BUY
December 9, 2003
Not a bad company, but they are up against the juggernaut, Loblaws.
Show full opinionHide full opinionNot a bad company, but they are up against the juggernaut, Loblaws.
DON'T BUY
DON'T BUY
November 25, 2003
Would prefer Loblaws. Sobey’s could be affected more by competition.
Show full opinionHide full opinionWould prefer Loblaws. Sobey’s could be affected more by competition.
WEAK BUY
WEAK BUY
November 6, 2003
Good operators. Have paid down the debt that was created by their acquisition. They tripped in the last quarter and blamed the blackout. This is questionable. Longer-term should do well. Would prefer Loblaw's.
Show full opinionHide full opinionGood operators. Have paid down the debt that was created by their acquisition. They tripped in the last quarter and blamed the blackout. This is questionable. Longer-term should do well. Would prefer Loblaw's.
DON'T BUY
DON'T BUY
October 29, 2003
They have too many issues. Expect the price will be cheaper down the road.
Show full opinionHide full opinionThey have too many issues. Expect the price will be cheaper down the road.
DON'T BUY
DON'T BUY
Prefers Loblaws.
WAIT
WAIT
October 16, 2003
Profit warning in its last quarter. Cheap at 10 X earnings, but a “Show Me” story. Expect it will tread water for a while.
Show full opinionHide full opinionProfit warning in its last quarter. Cheap at 10 X earnings, but a “Show Me” story. Expect it will tread water for a while.
BUY
BUY
October 3, 2003
Have had a setback in earnings. Have done a pretty good job of consolidating the IGA stores. A pretty sound investment for the stable portion of someone's portfolio.
Show full opinionHide full opinionHave had a setback in earnings. Have done a pretty good job of consolidating the IGA stores. A pretty sound investment for the stable portion of someone's portfolio.
HOLD
HOLD
October 2, 2003
Trading at around 10/11 X forward earnings. Had some disappointments in the last two quarters. The market is in a “ show me” mode. Good management. Will have to demonstrate for a couple of quarters.
Show full opinionHide full opinionTrading at around 10/11 X forward earnings. Had some disappointments in the last two quarters. The market is in a “ show me” mode. Good management. Will have to demonstrate for a couple of quarters.
DON'T BUY
DON'T BUY
September 29, 2003
Prefers Loblaw's. Having some trouble getting growth.
Show full opinionHide full opinionPrefers Loblaw's. Having some trouble getting growth.
DON'T BUY
DON'T BUY
September 23, 2003
Valuation is very cheap. Last two quarters, they had some disappointments. Trading around 10/11 X forward earnings. Have to start showing some growth.
Show full opinionHide full opinionValuation is very cheap. Last two quarters, they had some disappointments. Trading around 10/11 X forward earnings. Have to start showing some growth.
DON'T BUY
DON'T BUY
September 11, 2003
Earnings disappointed the street and the quarter having the blackout hasn’t even been reported yet. Have been losing some market share.
Show full opinionHide full opinionEarnings disappointed the street and the quarter having the blackout hasn’t even been reported yet. Have been losing some market share.
DON'T BUY
DON'T BUY
September 10, 2003
Will take a hit on inventory loss because of hydro failure. Expects more tough quarters.
Show full opinionHide full opinionWill take a hit on inventory loss because of hydro failure. Expects more tough quarters.
HOLD
HOLD
September 9, 2003
Dropped because they didn’t meet expectations. May have been oversold.
Show full opinionHide full opinionDropped because they didn’t meet expectations. May have been oversold.
WEAK BUY
WEAK BUY
August 15, 2003
Expects management will continue to deliver.A decent investment.
Show full opinionHide full opinionExpects management will continue to deliver.A decent investment.