Showing 1 to 15 of 44 entries
BUY
Very well managed, high quality company. #2 company in Canadian wine market. Recent market selloff has created buying opportunity for investors. Expecting post Covid-19 alcohol sales to rebound quickly. High margins will allow for profitability going forward.
breweries / beverages
PAST TOP PICK
(A Top Pick Apr 28/21, Down 32%) Beverages had a good run during Covid as consumers stocked up. Peller saw good growth, even though some areas of Canada were shut down. But import costs have risen, so margins have declined in the last few quarters. The good news is that travel and restaurants are reopening--and these offer Peller higher gross margins, which he expects to gradually improve this year into next. Trades at a cheap valuation now, so it's a good time for a long-term investor to enter. Brighter days are ahead.
breweries / beverages
PAST TOP PICK
(A Top Pick Mar 22/21, Down 34%) Company had tough time during pandemic. Margins not as strong as expected (rising packaging/shipping costs). Expecting strong rebound in sales as pandemic ends. Launching new products (spirits etc.). ~12 P/E stock price presents buying opportunities. Well managed company with strong free cash flow.
breweries / beverages
STRONG BUY
A very high quality company that is generating high margins and great cash flow. They have owned it a long time. Recent results showed margins were recovering. They have upgraded the quality of their wines allowing them to reach higher price points. Their estate winery business is booming and they are generating record retail sales. This should continue. It is really cheap here and the company is buying back large volumes. This is a great area to buy as there is very little downside here.
breweries / beverages
BUY
One of best managed companies in Canada. Great margins, great business. Grow organically and by acquisition, especially high-end brands. Cheap. Share buybacks. Hit by pandemic, but should see a surge in sales over the next few quarters. Good time to buy a high quality stock.
breweries / beverages
STRONG BUY
This is a real quality company, really well managed, great cash flow. This is a great time to buy it. It has not been this cheap in eight to ten years. The retail channels have done well although restaurant sales have not. It is recovering with restaurants reopening.
breweries / beverages
PARTIAL SELL
The stock has seen some significant down moves in recent weeks. Starting to show up with buy recommendations based on value. The company is well positioned as the second largest wine producer in Canada. Dealing with some headwinds. Strengthening CAD will create more imports which can be difficult for domestic producers. A short term speculative positioning rather than a long position. Will see volatility, especially in summer with thinner liquidity.
breweries / beverages
HOLD
Online makes it a growth industry going forward. Niagara region wines have a better international following. Comfortable continuing to hold it if you own it.
breweries / beverages
BUY
Long-term, core position of his. Extremely well managed. High quality, high profit margins, inexpensive at 1.5x revenues. In a soft period, mainly because of lockdowns in Ontario and at airports. E-commerce and retail sales have increased significantly. Extremely temporary weakness. Solid balance sheet, great cashflow.
breweries / beverages
TOP PICK
High quality earnings at a dirt-cheap price. Second largest producer in Canada. Stock's down 45%, but sales and earnings have continued to grow. Very well managed, strong brands, 40% margins, trading at 12x earnings. Buying back shares. Regularly grows its dividend. Yield is 2.13%. (Analysts’ price target is $16.25)
breweries / beverages
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company’s inventory is quite liquid and they are able to cover current long term debt. Debt levels also look manageable compared to cash flows. The total debt is around average although interest expenses are above average historically.. The current ratio is healthy at 4.3x making short term liabilities less of an issue. Unlock Premium - Try 5i Free

breweries / beverages
BUY on WEAKNESS
Allan Tong’s Discover Picks ADW.A has recovered from a March 2020 Covid trough of $7.02, posting an over 50% comeback. Before Valentine’s Day this year, Peller reported its sales were up 9.3% in Q3 and 4.6% year-to-date, aided by a new e-commerce portal that helped offset pandemic hit of as restaurant and bar closures. Also, ADW.A stock’s EBITA rose 18.1% YTD. However, for the three months ending 2020, gross margin as a percentage of sales was 37.4% compared to 41.3% the year before. Reasons included higher imported wine costs and customers tippling more lower-margin vintages. ADW did reduce its ad spend and trim staff in response to Covid. Read Wine and Pizza: 3 Uplifting Food Stocks for our full analysis.
breweries / beverages
TOP PICK
It's Canada's second-biggest wine seller. The stock is down 45% in the last three years, despite growing sales and earnings by acquiring new product and controlling costs. Good managers and brands, strong cash flow and boasts over 40% gross margin. Yet it trades at only 12x PE. Cheaper than U.S. wine IPOs. He expects ADW to report record profits and sales in coming months which should return shares to the mid/high-teens. Also, they're buying back shares. (Analysts’ price target is $16.25)
breweries / beverages
PAST TOP PICK
(A Top Pick Feb 24/20, Up 3%) It is a core position. It is one of two players in Canada. Top line growth slowed intentionally. They have done phenomenally well during the pandemic. They have done a good job reducing expenses.
breweries / beverages
TOP PICK
One of his core holdings. They are continuing to grow their margins. It is trading at a huge discount to other alcohol companies. (Analysts’ price target is $17.00)
breweries / beverages
Showing 1 to 15 of 44 entries

Andrew Peller(ADW.A-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 8

Stockchase rating for Andrew Peller is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Andrew Peller(ADW.A-T) Frequently Asked Questions

What is Andrew Peller stock symbol?

Andrew Peller is a Canadian stock, trading under the symbol ADW.A-T on the Toronto Stock Exchange (ADW.A-CT). It is usually referred to as TSX:ADW.A or ADW.A-T

Is Andrew Peller a buy or a sell?

In the last year, 8 stock analysts published opinions about ADW.A-T. 6 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Andrew Peller.

Is Andrew Peller a good investment or a top pick?

Andrew Peller was recommended as a Top Pick by on . Read the latest stock experts ratings for Andrew Peller.

Why is Andrew Peller stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Andrew Peller worth watching?

8 stock analysts on Stockchase covered Andrew Peller In the last year. It is a trending stock that is worth watching.

What is Andrew Peller stock price?

On 2022-07-07, Andrew Peller (ADW.A-T) stock closed at a price of $5.84.