High Liner Foods

HLF-T

TSE:HLF

8.68
0.08 (0.93%)
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 ...
More at Wikipedia

Analysis and Opinions about HLF-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 3, 2012

(Top Pick Nov 21/11, Up 100.27% Total Return) It was trading obscenely cheap. Made an amazing acquisition to get them exposure to the US. Still cheap today.

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High Liner Foods (HLF-T)
December 3, 2012

(Top Pick Nov 21/11, Up 100.27% Total Return) It was trading obscenely cheap. Made an amazing acquisition to get them exposure to the US. Still cheap today.

TOP PICK
TOP PICK
November 23, 2012

Buying up more and more brands so really becoming a consumer marketing company and not one that has a huge amount of “risk on” for fish stocks etc. Some great acquisitions and a really wonderful story. Return on capital is excellent. Trading at only 8X earnings so it has lots of room to go.

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High Liner Foods (HLF-T)
November 23, 2012

Buying up more and more brands so really becoming a consumer marketing company and not one that has a huge amount of “risk on” for fish stocks etc. Some great acquisitions and a really wonderful story. Return on capital is excellent. Trading at only 8X earnings so it has lots of room to go.

TOP PICK
TOP PICK
September 12, 2012

Not the kids’ fish stick company anymore. Now 70% in the US. In food services in hospitals, restaurants, etc. Seafood business is very fragmented and they want to be the leader through consolidation. Absurdly cheap at 8X earnings. Have raised the dividend 7 times since 2003. 2.2% dividend.

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High Liner Foods (HLF-T)
September 12, 2012

Not the kids’ fish stick company anymore. Now 70% in the US. In food services in hospitals, restaurants, etc. Seafood business is very fragmented and they want to be the leader through consolidation. Absurdly cheap at 8X earnings. Have raised the dividend 7 times since 2003. 2.2% dividend.

PAST TOP PICK
PAST TOP PICK
July 31, 2012

(A Top Pick Aug 11/11. Up 28.54%.) Pays a dividend of $.40 a share. Have made a terrific acquisition by getting assets from Icelandic Group giving them an entrée into the US, retail, grocery and food service. Took on a lot of debt but are already paying it down. Trading at 8X earnings so is still very cheap

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(A Top Pick Aug 11/11. Up 28.54%.) Pays a dividend of $.40 a share. Have made a terrific acquisition by getting assets from Icelandic Group giving them an entrée into the US, retail, grocery and food service. Took on a lot of debt but are already paying it down. Trading at 8X earnings so is still very cheap

TOP PICK
TOP PICK
November 21, 2011
With the recent acquisition of an Icelandic group, it is now the largest value added frozen seafood company in North America. Thinks the acquisition will grow earnings to over $2 next year. Raised its dividends 7 times in the last 3 years. Trading at a low valuation.
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High Liner Foods (HLF-T)
November 21, 2011
With the recent acquisition of an Icelandic group, it is now the largest value added frozen seafood company in North America. Thinks the acquisition will grow earnings to over $2 next year. Raised its dividends 7 times in the last 3 years. Trading at a low valuation.
TOP PICK
TOP PICK
August 11, 2011
Premier Canadian frozen seafood company. Raised its dividends a number of times over the past 3 years. Terrific balance sheet and growing earnings and a cheap valuation.
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High Liner Foods (HLF-T)
August 11, 2011
Premier Canadian frozen seafood company. Raised its dividends a number of times over the past 3 years. Terrific balance sheet and growing earnings and a cheap valuation.
DON'T BUY
DON'T BUY
March 2, 2011
Longest holding he ever had – 17 years, and he didn’t even get a double on it. Then after he sold it it went way up. Now they want to keep increasing the dividend. It came off recently because they are looking at an acquisition. He loves dividends but this is not a stock where he is going to do it.
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Longest holding he ever had – 17 years, and he didn’t even get a double on it. Then after he sold it it went way up. Now they want to keep increasing the dividend. It came off recently because they are looking at an acquisition. He loves dividends but this is not a stock where he is going to do it.
BUY
BUY
August 13, 2010
Excellent company based in Halifax with primary products of shrimp and salmon. Recent earnings were fairly good. In the short run, prices and costs have kicked up a little bit but they do have inventory.
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High Liner Foods (HLF-T)
August 13, 2010
Excellent company based in Halifax with primary products of shrimp and salmon. Recent earnings were fairly good. In the short run, prices and costs have kicked up a little bit but they do have inventory.
BUY
BUY
May 21, 2010
Market/package frozen fish. Terrific balance sheet. Just bought back stock. Terrific cash flow generator. Increased dividend 3 times in the last 12 months. 3% dividend. Sensitive to Cdn$ so the higher it goes, the better since most of their fish is in US$’s. Oil spill has little effect on them.
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Market/package frozen fish. Terrific balance sheet. Just bought back stock. Terrific cash flow generator. Increased dividend 3 times in the last 12 months. 3% dividend. Sensitive to Cdn$ so the higher it goes, the better since most of their fish is in US$’s. Oil spill has little effect on them.
COMMENT
COMMENT
May 13, 2010
Held this one in his portfolio for 17 years and sold it earlier this year. Seems to be a dividend Corporation now, which will help support them.
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Held this one in his portfolio for 17 years and sold it earlier this year. Seems to be a dividend Corporation now, which will help support them.
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