Andrew Peller (ADW.A-T) Stock Predictions - Stockchase
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Andrew Peller (ADW.A-T)

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Andrew Peller

ADW.A-T

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Andrew Peller (ADW.A-T) SAVE Apr, 19, 2019, 9:01 am

12.77 0.06 (0.47%)

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BUY
Andrew Peller(ADW.A-T) 

March 27, 2019

Long-term holders. Love the company, management is fantastic. Bought some more recently. Came down on valuation. Great entry point at this price. Second biggest wine company in Canada. Putting a lot of money into marketing. Will start to see benefits of investing in brands as topline growth. Would hang on to this one.
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Long-term holders. Love the company, management is fantastic. Bought some more recently. Came down on valuation. Great entry point at this price. Second biggest wine company in Canada. Putting a lot of money into marketing. Will start to see benefits of investing in brands as topline growth. Would hang on to this one.
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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$13.220
Owned Owned
Yes

COMMENT
Andrew Peller(ADW.A-T) 

December 20, 2018

He owns a bit of this, but prefers Corbys because it has a better cash generation ratio and pays a better dividend. He doesn't dislike ADW, though.
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He owns a bit of this, but prefers Corbys because it has a better cash generation ratio and pays a better dividend. He doesn't dislike ADW, though.
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$12.590
Owned Owned
Yes

TOP PICK
Andrew Peller(ADW.A-T) 

November 29, 2018

He likes the business as in good times and bad times people go out for a drink with friends. (Analysts’ price target is $19.58)
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He likes the business as in good times and bad times people go out for a drink with friends. (Analysts’ price target is $19.58)
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Ryan Modesto

Managing P, 5i Research...

Price Price
$14.010
Owned Owned
_N/A

WAIT
Andrew Peller(ADW.A-T) 

November 21, 2018

They are a Canadian wine story. They are growing by acquisition. As the market has gone through a correction, so has this stock. As the multiple corrects, he will be looking at it.
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They are a Canadian wine story. They are growing by acquisition. As the market has gone through a correction, so has this stock. As the multiple corrects, he will be looking at it.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$13.940
Owned Owned
No

BUY
Andrew Peller(ADW.A-T) 

September 24, 2018

He bought at a lower multiple and the company has done well.  He discussed the impact form cannabis with the CEO and they don't think there will be any.  In the US there was a temporary impact on the beer industry.  The prospects remain very bright with the sale of wine in grocery stores.

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He bought at a lower multiple and the company has done well.  He discussed the impact form cannabis with the CEO and they don't think there will be any.  In the US there was a temporary impact on the beer industry.  The prospects remain very bright with the sale of wine in grocery stores.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$16.120
Owned Owned
Yes

BUY on WEAKNESS
Andrew Peller(ADW.A-T) 

January 29, 2018

It is his largest position.  It has had quite a move to the upside recently.  3 analysts started covering the stock and they made an acquisition.  They are very well managed and there is good growth in wine consumption.  They also benefit where Ontario grocery stores are being encouraged to carry wine.  Buy it on a dip and put it away.  He does not think pot legalization will cut into wine consumption.

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It is his largest position.  It has had quite a move to the upside recently.  3 analysts started covering the stock and they made an acquisition.  They are very well managed and there is good growth in wine consumption.  They also benefit where Ontario grocery stores are being encouraged to carry wine.  Buy it on a dip and put it away.  He does not think pot legalization will cut into wine consumption.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$15.540
Owned Owned
Yes

STRONG BUY
Andrew Peller(ADW.A-T) 

June 26, 2017

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.

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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.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$11.100
Owned Owned
Yes

WATCH
Andrew Peller(ADW.A-T) 

April 25, 2017

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.

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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.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$11.180
Owned Owned
Unknown

PAST TOP PICK
Andrew Peller(ADW.A-T) 

April 11, 2017

(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.

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(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.

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Ryan Modesto

Managing P, 5i Research...

Price Price
$11.060
Owned Owned
No

PAST TOP PICK
Andrew Peller(ADW.A-T) 

March 22, 2017

(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.

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(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.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$10.690
Owned Owned
Yes

PAST TOP PICK
Andrew Peller(ADW.A-T) 

January 18, 2017

(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.

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(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.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$11.100
Owned Owned
No

BUY
Andrew Peller(ADW.A-T) 

December 12, 2016

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.

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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.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$11.460
Owned Owned
Yes

HOLD
Andrew Peller(ADW.A-T) 

October 19, 2016

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

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

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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$12.450
Owned Owned
Unknown

HOLD
Andrew Peller(ADW.A-T) 

September 22, 2016

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.

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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.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$34.750
Owned Owned
Yes

COMMENT
Andrew Peller(ADW.A-T) 

August 8, 2016

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.

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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.

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$28.040
Owned Owned
No

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