Andrew Peller | StockChase
22
Andrew Peller (ADW.A-T)

Last Price Recorded: $12.9200 on 2017-11-17

ON STOCKCHASE SINCE Dec 2000

breweries/beverages

Andrew Peller


Signal Opinion Expert

2017-06-26

STRONG BUY
Andrew Peller (ADW.A-T)

It got ahead of itself.  He is buying it at these levels and it is one of his biggest positions.  Wine is the fastest growing beverage in Canada.  It is a very good business and very well managed.  It is a good time to get in.  Their kits for home winemaking is a very good business.

breweries/beverages
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $11.100
Owned: Yes

2017-04-25

WATCH
Andrew Peller (ADW.A-T)

Consumer Staples tend to do well in the summer. The chart shows a symmetrical triangle indicating that a consolidation is taking place. That is positive. If it breaks out to the upside, that would be very positive and that would be the time to enter the stock. If it broke out above $11.50, that would be a good sign.

breweries/beverages
Brooke Thackray

President, Jov Investment Management

Price: $11.180
Owned: Unknown

2017-04-11

PAST TOP PICK
Andrew Peller (ADW.A-T)

(A Top Pick March 3/16. Up 35%.) A slower growth name. He likes that it is a pure play wine company. The wine industry has grown a bit faster than beers. They are also starting to get into mixed drinks as well as launching the Gretzky distillery brands, which could have some potential. Now trading at about 19X or 20X, so advised his members to sell their holdings. If you own, it is still worth while holding, but don’t expect another 30% return.

breweries/beverages
Ryan Modesto

Managing Partner, 5i Research

Price: $11.060
Owned: No

2017-03-22

PAST TOP PICK
Andrew Peller (ADW.A-T)

(A Top Pick March 22/16. Up 18%.) One of his biggest positions for many, many years. Extremely well-managed. They’ve grown the business, mainly organically through new products and reducing costs. Also, benefiting from the reform in Ontario, which allows food retailers to sell wine. There are about 75 new outlets now that have to give shelf space to Ontario wine companies. Still a Buy. Under $11 is a good price.

breweries/beverages
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $10.690
Owned: Yes

2017-01-18

PAST TOP PICK
Andrew Peller (ADW.A-T)

(A Top Pick Jan 15/16. Up 66.84%.) Had thought this had good growth potential, and it really delivered. Had a 3 for 1 split which added more liquidity. The yield is pretty tiny, so he wouldn’t hold this for the yield.

breweries/beverages
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $11.100
Owned: No

2016-12-12

BUY
Andrew Peller (ADW.A-T)

It is his top position.  He trimmed 10 % when it last peaked.  It had gotten a little on the pricey side and this is a good entry point.  The drip program will not be very dilutive.  There are only two companies in Canada to invest in the wine industry.

breweries/beverages
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $11.460
Owned: Yes

2016-10-19

HOLD
Andrew Peller (ADW.A-T)

This is the biggest Canadian wine company. Wine is a wonderful long term play on rising consumer income, and this is a wonderful company.

breweries/beverages
Gavin Graham

Trustee, Pointbreak ETFs

Price: $12.450
Owned: Unknown

2016-09-22

HOLD
Andrew Peller (ADW.A-T)

It is his biggest position, one of the best managed companies in Canada.  They are growing organically.  They recently did a 3 for 1 stock split.  It is not the value it was.  He would hold it.

breweries/beverages
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $34.750
Owned: Yes

2016-08-08

COMMENT
Andrew Peller (ADW.A-T)

Doesn’t own dual class share companies, but this one has been an amazing growth story. Incredibly successful. If he didn’t have an issue with dual class shares, he might actually buy this. It is unbelievable to him that in an industry which is low growth, they have made some great acquisitions and they cover all the basic markets from lower end to higher end. Have done a fantastic job. Truly a Canadian success story.

breweries/beverages
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $28.040
Owned: No

2016-06-29

COMMENT
Andrew Peller (ADW.A-T)

Thinks they are going to grow their earnings again this year. There were a couple of one-time items, but nothing major. Growing the business organically by launching new products, not just wines, but also spirits. Managing costs extremely well. A solid, well-managed company that is trading at a very reasonable multiple, and a lower one than some of its peers.

breweries/beverages
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $27.640
Owned: Unknown

2016-06-24

PAST TOP PICK
Andrew Peller (ADW.A-T)

(A Top Pick March 3/16. Up 8.14%.) This is a recession resistant type of industry. The wine space within alcohol, is actually a faster growing one, compared to the broader alcohol/spirits market. A stable company.

breweries/beverages
Ryan Modesto

Managing Partner, 5i Research

Price: $26.930
Owned: No

2016-04-11

BUY
Andrew Peller (ADW.A-T)

(Market Call Minute) An expensive stock, but over time there is a lot of strategic value and it could eventually be a takeover target.

breweries/beverages
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $28.730
Owned: Unknown

2016-03-22

TOP PICK
Andrew Peller (ADW.A-T)

It is his biggest position by size.  Earnings at $1.60 a share from the $0.80s.  They did a tremendous job in launching more products and bringing costs down.  They have undervalued real estate and little debt.  The multiple is reasonable.  Wine in supermarkets in Ontario will benefit them.

breweries/beverages
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $27.040
Owned: Yes

2016-03-03

TOP PICK
Andrew Peller (ADW.A-T)

Canadian wine producer and marketer. A short term catalyst is Ontario where they are going to start selling wine in grocery stores. The company is building a winery and distillery under the Gretzky Estate name, which is scheduled to be finished in 2017. No analyst covers or follows the stock, so it is relatively unknown. They have been hitting 52 week highs as well as all-time highs.

breweries/beverages
Ryan Modesto

Managing Partner, 5i Research

Price: $25.000
Owned: No

2016-01-15

TOP PICK
Andrew Peller (ADW.A-T)

Growing their sales at about 3%-4%. Nothing spectacular but in this environment it is something you want to see. Cash flow is very stable. Not a single analyst follows this company, so it has an opportunity to maybe get coverage someday. They don’t issue a lot of stock. Last May they raised their dividend by 7%. This is a bit of a safety call in this kind of a market. Dividend yield of 2.2%.

breweries/beverages
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $20.640
Owned: No

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