Andrew Peller

ADW.A-T

Analysis and Opinions about ADW.A-T

Signal
Opinion
Expert
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.

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.

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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.

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.

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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.

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.

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(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.

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.

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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.

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.

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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.

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.

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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.

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%.

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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%.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.
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Aging population tends to move towards wine. Has always been a good long-term play. Thinly traded. Buy it and put it away.
BUY
BUY
December 19, 2000
6 1/2% div. Strong mngmnt Debt is down
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Andrew Peller (ADW.A-T)
December 19, 2000
6 1/2% div. Strong mngmnt Debt is down
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