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Analysis and Opinions about SBY-T

Signal
Opinion
Expert
BUY
BUY
January 15, 2007
The cheapest of the bunch. Not a bad defensive investment.
Sobeys (SBY-T)
January 15, 2007
The cheapest of the bunch. Not a bad defensive investment.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$42.240
Owned
Unknown
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.
Sobeys (SBY-T)
October 23, 2006
By the parent company, instead. Empire Corp. Has better assets, and a better mix of stuff.
David Baskin
President, Baskin Wealth Management
Price
$38.780
Owned
Unknown
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.
Sobeys (SBY-T)
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.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$39.150
Owned
No
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.
Sobeys (SBY-T)
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.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$38.910
Owned
No
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.
Sobeys (SBY-T)
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.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$38.650
Owned
No
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).
Sobeys (SBY-T)
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).
Bill MacLachlan
Director, Mawer Investment Mngmnt
Price
$38.260
Owned
No
HOLD
HOLD
March 15, 2005
Speculation that this and Metro (MRU.SV.A-T) might be involved with the purchase of A&P Canada.
Sobeys (SBY-T)
March 15, 2005
Speculation that this and Metro (MRU.SV.A-T) might be involved with the purchase of A&P Canada.
George Loughery
Vice President of Investments, Seamark Asset Management
Price
$38.230
Owned
Yes
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.
Sobeys (SBY-T)
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.
Ian Nakamoto
Director of Research, MacDougall, MacDougall & MacTier
Price
$34.450
Owned
Unknown
WEAK BUY
WEAK BUY
December 24, 2004
Model price is about $38. Doesn't qualify for their current portfolio.
Sobeys (SBY-T)
December 24, 2004
Model price is about $38. Doesn't qualify for their current portfolio.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$34.400
Owned
No
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.
Sobeys (SBY-T)
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.
Neil Wickham
President, Wickham Investment Counsel
Price
$35.800
Owned
No
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.
Sobeys (SBY-T)
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.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$33.650
Owned
No
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.
Sobeys (SBY-T)
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.
Ian Nakamoto
Director of Research, MacDougall, MacDougall & MacTier
Price
$29.380
Owned
No
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.
Sobeys (SBY-T)
July 5, 2004
Not interested in owning either Sobeys or Loblaws. Not a fan of the retailing food industry.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$28.950
Owned
No
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.
Sobeys (SBY-T)
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.
David Baskin
President, Baskin Wealth Management
Price
$29.700
Owned
No
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.
Sobeys (SBY-T)
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.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$27.500
Owned
No
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.
Sobeys (SBY-T)
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.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$28.220
Owned
No
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.
Sobeys (SBY-T)
March 12, 2004
In an even more precarious shape than Loblaws Re: Wal-Mart. Have also had execution issues.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$30.620
Owned
No
TOP PICK
TOP PICK
February 4, 2004
Should be worth closer to fair value of $40. Could go higher. Good company at great price.
Sobeys (SBY-T)
February 4, 2004
Should be worth closer to fair value of $40. Could go higher. Good company at great price.
Peter Arender, CFA
Unknown, Unknown
Price
$34.070
Owned
Yes
DON'T BUY
DON'T BUY
January 20, 2004
Have a lot of work to do to meet the competition.
Sobeys (SBY-T)
January 20, 2004
Have a lot of work to do to meet the competition.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$35.100
Owned
No
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.
Sobeys (SBY-T)
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.
David Cockfield
Managing Director, Northland Wealth Management
Price
$34.900
Owned
No
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.
Sobeys (SBY-T)
December 31, 2003
Has had to struggle. Loblaws is a very strong competitor. A solid company, but there are more exciting places to invest.
Ray Steele
Vice President of Investments, Mavrix Fund Management
Price
$33.300
Owned
Unknown
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.
Sobeys (SBY-T)
December 30, 2003
Has grown in Ontario my acquisition which is expensive. Loblaws have been giving them strong competition in Ontario and out east.
David Cockfield
Managing Director, Northland Wealth Management
Price
$33.400
Owned
Unknown
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.
Sobeys (SBY-T)
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.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$32.380
Owned
Unknown
DON'T BUY
DON'T BUY
December 9, 2003
Not a bad company, but they are up against the juggernaut, Loblaws.
Sobeys (SBY-T)
December 9, 2003
Not a bad company, but they are up against the juggernaut, Loblaws.
David Baskin
President, Baskin Wealth Management
Price
$31.360
Owned
No
DON'T BUY
DON'T BUY
November 25, 2003
Would prefer Loblaws. Sobey’s could be affected more by competition.
Sobeys (SBY-T)
November 25, 2003
Would prefer Loblaws. Sobey’s could be affected more by competition.
Mike Weir
Managing Director, Guardian Capital
Price
$29.520
Owned
No
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.
Sobeys (SBY-T)
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.
Ted Macklin
Managing Director, Guardian Capital
Price
$31.250
Owned
Unknown
DON'T BUY
DON'T BUY
October 29, 2003
They have too many issues. Expect the price will be cheaper down the road.
Sobeys (SBY-T)
October 29, 2003
They have too many issues. Expect the price will be cheaper down the road.
Richard Stone
President, Stone Funds
Price
$31.060
Owned
Unknown
DON'T BUY
DON'T BUY
October 20, 2003
Prefers Loblaws.
Sobeys (SBY-T)
October 20, 2003
Prefers Loblaws.
Andrew McCreath
Senior Portfolio Manager, Sentry Select Capital
Price
$31.800
Owned
Unknown
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.
Sobeys (SBY-T)
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.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$32.150
Owned
Yes
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.
Sobeys (SBY-T)
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.
Ray Steele
Vice President of Investments, Mavrix Fund Management
Price
$32.010
Owned
No
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.
Sobeys (SBY-T)
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.
John Zechner
Chairman, J. Zechner & Assoc
Price
$32.050
Owned
No
DON'T BUY
DON'T BUY
September 29, 2003
Prefers Loblaw's. Having some trouble getting growth.
Sobeys (SBY-T)
September 29, 2003
Prefers Loblaw's. Having some trouble getting growth.
Mike Weir
Managing Director, Guardian Capital
Price
$32.240
Owned
Unknown
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.
Sobeys (SBY-T)
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.
John Zechner
Chairman, J. Zechner & Assoc
Price
$31.850
Owned
No
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.
Sobeys (SBY-T)
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.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$32.370
Owned
Unknown
DON'T BUY
DON'T BUY
September 10, 2003
Will take a hit on inventory loss because of hydro failure. Expects more tough quarters.
Sobeys (SBY-T)
September 10, 2003
Will take a hit on inventory loss because of hydro failure. Expects more tough quarters.
Richard Stone
President, Stone Funds
Price
$31.450
Owned
Unknown
HOLD
HOLD
September 9, 2003
Dropped because they didn’t meet expectations. May have been oversold.
Sobeys (SBY-T)
September 9, 2003
Dropped because they didn’t meet expectations. May have been oversold.
Nereo Piticco
President, P C J Investment Counsel
Price
$32.000
Owned
No
WEAK BUY
WEAK BUY
August 15, 2003
Expects management will continue to deliver.A decent investment.
Sobeys (SBY-T)
August 15, 2003
Expects management will continue to deliver.A decent investment.
Andrew McCreath
Senior Portfolio Manager, Sentry Select Capital
Price
$36.350
Owned
No
PAST TOP PICK
PAST TOP PICK
August 11, 2003
(Was a top pick on June 18/03.No change.)Picked because it was a laggard, but is still lagging.Very cheap.A good safe place to be.
Sobeys (SBY-T)
August 11, 2003
(Was a top pick on June 18/03.No change.)Picked because it was a laggard, but is still lagging.Very cheap.A good safe place to be.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$36.250
Owned
Yes
WEAK BUY
WEAK BUY
August 7, 2003
In the long-term, a strong management group.Has done very well.Not a bad story, but not a sector they're investing in right now.
Sobeys (SBY-T)
August 7, 2003
In the long-term, a strong management group.Has done very well.Not a bad story, but not a sector they're investing in right now.
John Zechner
Chairman, J. Zechner & Assoc
Price
$35.950
Owned
No
TOP PICK
TOP PICK
August 5, 2003
(Was the top pick.April 9, 2003.No change.)While the rest of the market has gone up Sobeys has dropped.A good buying opportunity.P/E of 12.
Sobeys (SBY-T)
August 5, 2003
(Was the top pick.April 9, 2003.No change.)While the rest of the market has gone up Sobeys has dropped.A good buying opportunity.P/E of 12.
Peter Arender, CFA
Unknown, Unknown
Price
$35.780
Owned
Unknown
WEAK BUY
WEAK BUY
July 23, 2003
Looks reasonably priced. Concerned as to whether it can maintain the profit growth. Strong balance sheet.
Sobeys (SBY-T)
July 23, 2003
Looks reasonably priced. Concerned as to whether it can maintain the profit growth. Strong balance sheet.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$35.000
Owned
No
WEAK BUY
WEAK BUY
July 18, 2003
Doesn't have the glamour or size of Loblaws, so there is a discount. A solid company. Good asset, but not moving much.
Sobeys (SBY-T)
July 18, 2003
Doesn't have the glamour or size of Loblaws, so there is a discount. A solid company. Good asset, but not moving much.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$35.350
Owned
No
BUY
BUY
July 10, 2003
Cheap and has decent upside potential. A good defensive play.
Sobeys (SBY-T)
July 10, 2003
Cheap and has decent upside potential. A good defensive play.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$34.950
Owned
Unknown
BUY
BUY
July 8, 2003
Well run. Prefers Metro. Good price. Solid company. Half the multiple of Loblaws. Some growth.
Sobeys (SBY-T)
July 8, 2003
Well run. Prefers Metro. Good price. Solid company. Half the multiple of Loblaws. Some growth.
David Baskin
President, Baskin Wealth Management
Price
$35.320
Owned
Unknown
BUY
BUY
June 19, 2003
Great company. Stable. Slow growing.
Sobeys (SBY-T)
June 19, 2003
Great company. Stable. Slow growing.
Ray Steele
Vice President of Investments, Mavrix Fund Management
Price
$36.110
Owned
Unknown
TOP PICK
TOP PICK
June 18, 2003
(Was a top pick on Mar 6/03. Down 2.8%.) Has lagged a bit. Should have a couple of years of decent earnings growth. A safe place to be.
Sobeys (SBY-T)
June 18, 2003
(Was a top pick on Mar 6/03. Down 2.8%.) Has lagged a bit. Should have a couple of years of decent earnings growth. A safe place to be.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$36.260
Owned
Yes
TOP PICK
TOP PICK
June 18, 2003
Good price and growth potential. Expects 10/15% upside.
Sobeys (SBY-T)
June 18, 2003
Good price and growth potential. Expects 10/15% upside.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$36.260
Owned
Unknown
BUY
BUY
June 12, 2003
Food retailers have been doing fairly well. Market share is holding fairly well. A good long term hold. Good price.
Sobeys (SBY-T)
June 12, 2003
Food retailers have been doing fairly well. Market share is holding fairly well. A good long term hold. Good price.