Corby Spirit and Wine (A) | StockChase
54
Corby Spirit and Wine (A) (CSW.A-T)

Last Price Recorded: $22.0000 on 2017-11-17

ON STOCKCHASE SINCE Jan 2002

breweries/beverages

Corby Spirit and Wine (A)


Signal Opinion Expert

2017-11-02

HOLD
Corby Spirit and Wine (A) (CSW.A-T)

It has been a story where he looked at it a year or so ago.  It is a bit expensive on a multiple basis but someone will probably come along and take it out in the future.  He would hold it if you own it.  They try to make acquisitions of smaller brands from time to time.  It is pretty sleepy.

breweries/beverages
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $22.100
Owned: No

2017-08-15

HOLD
Corby Spirit and Wine (A) (CSW.A-T)

One of the old greats in the liquor world. They distill certain things and have marketing rights to others. They do things overseas. Pays special dividends in January.

breweries/beverages
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $21.800
Owned: Unknown

2017-07-27

COMMENT
Corby Spirit and Wine (A) (CSW.A-T)

This has its own little niche and a much smaller distribution than some of the larger names. The spirits business had struggles last year. There is nothing wrong with this one.

breweries/beverages
David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $21.920
Owned: No

2016-12-13

COMMENT
Corby Spirit and Wine (A) (CSW.A-T)

This is in the consumer staples sector, and is not something he would be looking at. It has a high yield and is a great company and has done extremely well, but a pullback has taken place. Seasonally, this is not something he would favour.

breweries/beverages
Brooke Thackray

President, Jov Investment Management

Price: $22.800
Owned: Unknown

2016-10-20

TOP PICK
Corby Spirit and Wine (A) (CSW.A-T)

The dividend yield is 3%, but they pay special dividends each year.  Last year it made the yield a total of over 6% yield.  They have been growing through their wine business in Canada and just launched Wiser’s in the US.  He thinks their parent may take them out.

breweries/beverages
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $23.110
Owned: Yes

2016-08-31

COMMENT
Corby Spirit and Wine (A) (CSW.A-T)

This will continue to be a steady Eddie as it is in an area that people go to when they celebrate, expressing sadness, or just having a nice evening with friends and family. The company has done an excellent job of making sure they have the portfolio of brands that consumers look for.

breweries/beverages
Mohsin Bashir

VP Investments, Stone Asset Management

Price: $21.750
Owned: Unknown

2016-07-21

COMMENT
Corby Spirit and Wine (A) (CSW.A-T)

(Market Call Minute.) There is a pretty good outlook for this stock in the near term.

breweries/beverages
Robert McWhirter

President, Selective Asset Management

Price: $20.400
Owned: Unknown

2015-11-26

WEAK BUY
Corby Spirit and Wine (A) (CSW.A-T)

They sell alcohol.  They have a large parent investor.  The liquidity and market cap is not good so he does not own it.  They have a history of paying a dividend and any takeout would depend on their large shareholder.  They have iconic brands.  He likes the company and they have a solid balance sheet.

breweries/beverages
Michael Simpson, CFA

Senior Vice-President, Sentry Investments

Price: $20.860
Owned: No

2015-09-15

COMMENT
Corby Spirit and Wine (A) (CSW.A-T)

Pernod, the parent, owns about 51% of the company, so there is no chance of a take out. This controls 1 in 5 Spirit bottles in Canada. They can always make licensing in, or brand acquisitions in Canada, so there is some scope for growth. For him it is a liquidity issue. Institutions are very scared of a stock like this because it is hard to get in and very hard to get out. If you are in the name you have to be willing to stick around for a very long time.

breweries/beverages
Jerome Hass

Portfolio Manager, Lightwater Partners

Price: $19.180
Owned: No

2015-08-31

COMMENT
Corby Spirit and Wine (A) (CSW.A-T)

It is not a super liquid stock.  This summer has been a case where there is one seller and they go down.

breweries/beverages
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $19.440
Owned: Unknown

2015-08-26

COMMENT
Corby Spirit and Wine (A) (CSW.A-T)

This is a cash machine with high margins. Had looked at it a few times when they were starting to venture into the US, which tended to scare him a little. It gives you a special dividend once every few years. A pretty safe company.

breweries/beverages
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $19.110
Owned: No

2015-07-08

DON'T BUY
Corby Spirit and Wine (A) (CSW.A-T)

He likes the stocks where people don't pay attention to and Corby falls into this group. Market cap of 6 million. Trades at a slight discount to peers. No take out premiums. Low growth. Yield is 3.6%, Not very interested.

breweries/beverages
Jerome Hass

Portfolio Manager, Lightwater Partners

Price: $21.070
Owned: Unknown

2015-06-12

PAST TOP PICK
Corby Spirit and Wine (A) (CSW.A-T)

(A Top Pick July 22/14. Up 11.64%.) Thinks the push into the US with Wisers is going relatively well and it is going to take another 12-18 months to really evaluate it. This is a stable, core Canadian business. Has a nice dividend yield while you wait. If they are successful with Wisers, it could significantly add, even double their earnings. Yield of 3.5%.

breweries/beverages
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $22.030
Owned: Yes

2015-05-11

COMMENT
Corby Spirit and Wine (A) (CSW.A-T)

This is a great hold. Why wouldn’t a sensible portfolio hold the stock? It pays a dividend and it is safe.

breweries/beverages
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $22.580
Owned: Yes

2015-04-13

PAST TOP PICK
Corby Spirit and Wine (A) (CSW.A-T)

(A Top Pick April 22/14. Up 23.06%.) Has owned this for a few years and can see continuing owning it for several more years. Well-run business. Undergoing a major push to try to market their Wiser’s whiskey into the US. They have a strong position in the Canadian market and are working to expand that. Pays a nice 3%-3.5% dividend.

breweries/beverages
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $24.080
Owned: Yes

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