High Liner Foods

HLF-T

TSE:HLF

8.25
0.01 (0.12%)
High Liner Foods Inc. is a Canadian seafood company that packages and sells seafood to restaurants and institutions under the High Liner, Icelandic Seafood, and FPI labels, and to individual consumers ...
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Analysis and Opinions about HLF-T

Signal
Opinion
Expert
COMMENT
COMMENT
December 23, 2019
They have had some difficulties with one of its products. It has a nice dividend, but is not sure if it is sustainable.
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High Liner Foods (HLF-T)
December 23, 2019
They have had some difficulties with one of its products. It has a nice dividend, but is not sure if it is sustainable.
DON'T BUY
DON'T BUY
September 5, 2019
To grow, they made lousy acquisitions, which blew up their balance sheet. Their product line is out of favour with consumers. Long-term, still has to de-lever. No earnings or revenue growth.
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High Liner Foods (HLF-T)
September 5, 2019
To grow, they made lousy acquisitions, which blew up their balance sheet. Their product line is out of favour with consumers. Long-term, still has to de-lever. No earnings or revenue growth.
BUY
BUY
July 5, 2019
It's in the right space, consumer staples. It's moved from $9 to $7, a big move. Earlier this year, it broke its long downtrend that began in 2016. The worst is over. This may bounce around a bit now. Overall, it looks good. $13 is resistance.
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It's in the right space, consumer staples. It's moved from $9 to $7, a big move. Earlier this year, it broke its long downtrend that began in 2016. The worst is over. This may bounce around a bit now. Overall, it looks good. $13 is resistance.
DON'T BUY
DON'T BUY
April 30, 2019
Been on a long downtrend and has been consolidating since. It's rangebound these days between $6-8. If it breaks above $8, it could become bullish. Until then, he wouldn't buy it.
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Been on a long downtrend and has been consolidating since. It's rangebound these days between $6-8. If it breaks above $8, it could become bullish. Until then, he wouldn't buy it.
DON'T BUY
DON'T BUY
January 22, 2019
He sold it too late. They made a horrible acquisition in southeast Asia. A disaster that they haven't recovered from.
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High Liner Foods (HLF-T)
January 22, 2019
He sold it too late. They made a horrible acquisition in southeast Asia. A disaster that they haven't recovered from.
HOLD
HOLD
January 3, 2019
Looks very cheap. Historically looking back to 1992 it has been this low only twice before in terms of Price to Book. Its balance sheet is OK. nice upside potential. The thing that overhangs the company is that the earning forecast is falling. Could be catching a falling knife. Put it away and wait for the next cycle.
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High Liner Foods (HLF-T)
January 3, 2019
Looks very cheap. Historically looking back to 1992 it has been this low only twice before in terms of Price to Book. Its balance sheet is OK. nice upside potential. The thing that overhangs the company is that the earning forecast is falling. Could be catching a falling knife. Put it away and wait for the next cycle.
WATCH
WATCH
December 24, 2018
He did well when he held it just before they started the dividend. He missed a lot of the major upside. It is back on the stock watch list. They pay a lovely dividend. But they have a fairly high debt load. He might buy it later on.
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High Liner Foods (HLF-T)
December 24, 2018
He did well when he held it just before they started the dividend. He missed a lot of the major upside. It is back on the stock watch list. They pay a lovely dividend. But they have a fairly high debt load. He might buy it later on.
WATCH
WATCH
October 22, 2018

He would not double down on it because we are in tax loss season. There could be some tax loss selling in November/December. It has fairly high debt. It now pays a dividend but did not do so when he owned it. They are a leader in the field and know what they are doing. They could do well in time.

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High Liner Foods (HLF-T)
October 22, 2018

He would not double down on it because we are in tax loss season. There could be some tax loss selling in November/December. It has fairly high debt. It now pays a dividend but did not do so when he owned it. They are a leader in the field and know what they are doing. They could do well in time.

DON'T BUY
DON'T BUY
August 29, 2018

He held it for 10 years and did very well, but then he unloaded it entirely, starting in February. He didn't see a recovery in its last quarter and sold his remaining shares. Highliner made a distrastrous acqusition and suffered a brutal recall.
Doesn't see a recovery anytime soon.

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High Liner Foods (HLF-T)
August 29, 2018

He held it for 10 years and did very well, but then he unloaded it entirely, starting in February. He didn't see a recovery in its last quarter and sold his remaining shares. Highliner made a distrastrous acqusition and suffered a brutal recall.
Doesn't see a recovery anytime soon.

DON'T BUY
DON'T BUY
August 21, 2018

Had a strong uptrend since 2016 and since then a series of lower lows and highs. Not great. It's now at the bottom of a lower trend.

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High Liner Foods (HLF-T)
August 21, 2018

Had a strong uptrend since 2016 and since then a series of lower lows and highs. Not great. It's now at the bottom of a lower trend.

DON'T BUY
DON'T BUY
July 23, 2018

Historically this company has not had a great return on capital. Returns from reinvestments have never really come.

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Historically this company has not had a great return on capital. Returns from reinvestments have never really come.

BUY
BUY
April 26, 2018

He decided to keep the name because the yield is safe and good. It is a touch business. They are doing value added food processing on many types of fish. Margins have been squeezed. He thinks this might be coming to an end. The shrimp farm in Asia looks like it is fixed. The company has value at some point. It is the kind of name that private equity tends to gravitate to. He thinks it should be trading higher, but it is not a momentum name.

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He decided to keep the name because the yield is safe and good. It is a touch business. They are doing value added food processing on many types of fish. Margins have been squeezed. He thinks this might be coming to an end. The shrimp farm in Asia looks like it is fixed. The company has value at some point. It is the kind of name that private equity tends to gravitate to. He thinks it should be trading higher, but it is not a momentum name.

BUY WEAKNESS
BUY WEAKNESS
April 18, 2018

He used to own this around $3 and sold it at $10. They recently had some contamination from one of their suppliers. The long-term CEO has stepped down to be the Board Chair. He would consider this if it went back below $10. It is a leader in the field.

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He used to own this around $3 and sold it at $10. They recently had some contamination from one of their suppliers. The long-term CEO has stepped down to be the Board Chair. He would consider this if it went back below $10. It is a leader in the field.

HOLD
HOLD
April 2, 2018

It hit a low in 2016 and it looks like that level is being tested (near $10). Near term the trend was down and longer term it is testing a old low. It is in a precarious position. It could bounce up or not. As a new buyer he would not buy it because you don’t know it will hold the $10 line. If you hold it then continue.

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It hit a low in 2016 and it looks like that level is being tested (near $10). Near term the trend was down and longer term it is testing a old low. It is in a precarious position. It could bounce up or not. As a new buyer he would not buy it because you don’t know it will hold the $10 line. If you hold it then continue.

DON'T BUY
DON'T BUY
March 27, 2018

He owned it previously and sold it at a good profit. He has come close to buying it back, but thankfully hasn’t (thankfully, because it keeps declining). This industry sells fish to retail and food service business. There was a hope that consumers would be eating more fish. Unfortunately, fish are priced in US dollars. As the dollar goes up, fish gets more expensive and demand goes down. Industry growth is not there. They have been making a lot of acquisitions and face the challenge of integrating the acquisitions into their system.

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He owned it previously and sold it at a good profit. He has come close to buying it back, but thankfully hasn’t (thankfully, because it keeps declining). This industry sells fish to retail and food service business. There was a hope that consumers would be eating more fish. Unfortunately, fish are priced in US dollars. As the dollar goes up, fish gets more expensive and demand goes down. Industry growth is not there. They have been making a lot of acquisitions and face the challenge of integrating the acquisitions into their system.

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