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.
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.
Ryan Modesto
Managing Partner, 5i Research
Price
$12.500
Owned
No
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.
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.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$13.220
Owned
Yes
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.
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.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$12.590
Owned
Yes
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)
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)
Ryan Modesto
Managing Partner, 5i Research
Price
$14.010
Owned
_N/A
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.
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.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$13.940
Owned
No
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.

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.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$16.120
Owned
Yes
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.

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.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$15.540
Owned
Yes
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.

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.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$11.100
Owned
Yes
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.

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.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$11.180
Owned
Unknown
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.

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.

Ryan Modesto
Managing Partner, 5i Research
Price
$11.060
Owned
No
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.

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.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$10.690
Owned
Yes
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.

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.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$11.100
Owned
No
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.

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.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$11.460
Owned
Yes
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.

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.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$12.450
Owned
Unknown
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.

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.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$34.750
Owned
Yes
COMMENT
COMMENT
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.

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.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$28.040
Owned
No
COMMENT
COMMENT
June 29, 2016

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.

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.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$27.640
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 24, 2016

(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.

(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.

Ryan Modesto
Managing Partner, 5i Research
Price
$26.930
Owned
No
BUY
BUY
April 11, 2016

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

Andrew Peller (ADW.A-T)
April 11, 2016

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

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$28.730
Owned
Unknown
TOP PICK
TOP PICK
March 22, 2016

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.

Andrew Peller (ADW.A-T)
March 22, 2016

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.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$27.040
Owned
Yes
TOP PICK
TOP PICK
March 3, 2016

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.

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.

Ryan Modesto
Managing Partner, 5i Research
Price
$25.000
Owned
No
TOP PICK
TOP PICK
January 15, 2016

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%.

Andrew Peller (ADW.A-T)
January 15, 2016

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%.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$20.640
Owned
No
BUY
BUY
April 27, 2015

A core position, 6-7 times PE. Not expensive. It is well managed and growing. Selling alcohol in the grocery stores should not hurt them. It is a tremendous growth story.

Andrew Peller (ADW.A-T)
April 27, 2015

A core position, 6-7 times PE. Not expensive. It is well managed and growing. Selling alcohol in the grocery stores should not hurt them. It is a tremendous growth story.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$15.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 21, 2014

(Top Pick Jun 26/13, Up 23.58%) Still one of the cheapest stocks on the TSX.

Andrew Peller (ADW.A-T)
August 21, 2014

(Top Pick Jun 26/13, Up 23.58%) Still one of the cheapest stocks on the TSX.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$15.000
Owned
Yes
BUY
BUY
May 5, 2014

One of his biggest holdings, a core holding. A very inexpensive stock and a business that is worth multiples of what it is trading at today. One of the true value investments out there. It is relatively unknown. They have been increasing their dividend consistently. 3% yield. Earnings are flatter in the last year and hence the price chart. The intrinsic value is much higher.

One of his biggest holdings, a core holding. A very inexpensive stock and a business that is worth multiples of what it is trading at today. One of the true value investments out there. It is relatively unknown. They have been increasing their dividend consistently. 3% yield. Earnings are flatter in the last year and hence the price chart. The intrinsic value is much higher.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$13.750
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 7, 2013

(Top Pick Jun 26/13, Up 43.89%) Should do well this year. Good multiple. Some redundant real estate on the books that they could sell off and a valuable franchise in Canada, strong distribution outlet. Company could sell for up to twice the price it trades at today. Nice dividend that increases annually. 2.8% dividend.

Andrew Peller (ADW.A-T)
October 7, 2013

(Top Pick Jun 26/13, Up 43.89%) Should do well this year. Good multiple. Some redundant real estate on the books that they could sell off and a valuable franchise in Canada, strong distribution outlet. Company could sell for up to twice the price it trades at today. Nice dividend that increases annually. 2.8% dividend.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$14.200
Owned
Yes
TOP PICK
TOP PICK
June 26, 2013

Leading wine producer and marketer in Canada, owned by Canadian shareholders and controlled by the Peller family. Growing for many, many years and now is trading at about 10 times earnings. They just increased the dividend. It is really a very undervalued company. Could be worth $20 if sold to an international player. Have a non-vineyard property that is worth $2 per share that he thinks they will sell over the next few years.

Leading wine producer and marketer in Canada, owned by Canadian shareholders and controlled by the Peller family. Growing for many, many years and now is trading at about 10 times earnings. They just increased the dividend. It is really a very undervalued company. Could be worth $20 if sold to an international player. Have a non-vineyard property that is worth $2 per share that he thinks they will sell over the next few years.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$12.080
Owned
Yes
BUY
BUY
July 15, 2004
Aging population tends to move towards wine. Has always been a good long-term play. Thinly traded. Buy it and put it away.
Aging population tends to move towards wine. Has always been a good long-term play. Thinly traded. Buy it and put it away.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$21.990
Owned
No
BUY
BUY
December 19, 2000
6 1/2% div. Strong mngmnt Debt is down
Andrew Peller (ADW.A-T)
December 19, 2000
6 1/2% div. Strong mngmnt Debt is down
Bruce Sellery
Business Editor, Market Call
Price
$10.700
Owned
Unknown
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