Andrew Peller

ADW.A-T

Analysis and Opinions about ADW.A-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 18/18, Down 8%) They made acquisitions and markets got ahead of themselves. Now things have settled down. It is a nice stable company and the dividends should increase over time. Stay with it.
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Andrew Peller (ADW.A-T)
November 7, 2019
(A Top Pick Nov 18/18, Down 8%) They made acquisitions and markets got ahead of themselves. Now things have settled down. It is a nice stable company and the dividends should increase over time. Stay with it.
BUY
BUY
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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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.
COMMENT
COMMENT
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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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.
TOP PICK
TOP PICK
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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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)
WAIT
WAIT
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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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.
BUY
BUY
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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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.

BUY WEAKNESS
BUY WEAKNESS
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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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.

STRONG BUY
STRONG BUY
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.

WATCH
WATCH
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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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.

PAST TOP PICK
PAST TOP PICK
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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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.

PAST TOP PICK
PAST TOP PICK
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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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.

PAST TOP PICK
PAST TOP PICK
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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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.

BUY
BUY
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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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.

HOLD
HOLD
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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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.

HOLD
HOLD
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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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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