Loblaw Companies Ltd | StockChase
590
Loblaw Companies Ltd (L-T)

Last Price Recorded: $66.2300 on 2018-06-20

ON STOCKCHASE SINCE Nov 2000

food stores
590
Loblaw Companies Ltd (L-T)

Last Price Recorded: $66.2300 on 2018-06-20

ON STOCKCHASE SINCE Nov 2000

food stores

Loblaw Companies Ltd


Signal Opinion Expert
BUY

Reasonable in terms of a longer term outlook. They sell products that everyone needs: food, and pharmaceuticals and beauty products through Shoppers Drug Mart. Good positions and locations in both those segments, which are critical for those types of businesses. Experienced operators. The industry is in transition regarding goods delivery and pickup. They have click and collect, and have introduced online delivery. Some headwinds with minimum wage, which they’re now overcoming. Earnings growth not that stellar. Going forward earnings should be in mid to high single digit range. Stock is reasonably priced at around $65, with a bit of a yield. 

food stores

Reasonable in terms of a longer term outlook. They sell products that everyone needs: food, and pharmaceuticals and beauty products through Shoppers Drug Mart. Good positions and locations in both those segments, which are critical for those types of businesses. Experienced operators. The industry is in transition regarding goods delivery and pickup. They have click and collect, and have introduced online delivery. Some headwinds with minimum wage, which they’re now overcoming. Earnings growth not that stellar. Going forward earnings should be in mid to high single digit range. Stock is reasonably priced at around $65, with a bit of a yield. 

food stores
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$65.370
Owned Owned
Yes

BUY

He recently bought this. Cash flow and earnings have ticked up, though the stock has been sidways the past few years. They've done well integrating Shopper's Drug Mart. They are massively buying back stock. Also done well growing No Frills, a growth opportunity. A safe, defensive name with room to grow. Pays a 1.8% dividend.

food stores

He recently bought this. Cash flow and earnings have ticked up, though the stock has been sidways the past few years. They've done well integrating Shopper's Drug Mart. They are massively buying back stock. Also done well growing No Frills, a growth opportunity. A safe, defensive name with room to grow. Pays a 1.8% dividend.

food stores
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$67.120
Owned Owned
Yes

DON'T BUY

Revenues are flat for the grocery sector.  They bought back 5% of their stock and so earnings per share are going up.  He would stay away from the sector because of the lack of top line growth.

food stores

Revenues are flat for the grocery sector.  They bought back 5% of their stock and so earnings per share are going up.  He would stay away from the sector because of the lack of top line growth.

food stores
Teal Linde

Portfolio , Linde Equity Report...

Price Price
$65.540
Owned Owned
Unknown

PAST TOP PICK

(Past Top Pick on April 26, 2017, Down 12%) Expenses rose $100 million due to increased costs to cover higher minimum wages. Also suffered from increased competition. He sold his shares  along with other food stocks. Earnings will grow 3% this year.

food stores

(Past Top Pick on April 26, 2017, Down 12%) Expenses rose $100 million due to increased costs to cover higher minimum wages. Also suffered from increased competition. He sold his shares  along with other food stocks. Earnings will grow 3% this year.

food stores
Robert McWhirte

President, Selective Asset Mana...

Price Price
$65.780
Owned Owned
No

DON'T BUY
Loblaw Companies Ltd(L-T) 

April 12, 2018

Lots of competition from well capitalized companies. Not really compelling form a technical point of view. Some of the reforms affecting the price of the generics drugs affect Shoppers Drug Mart that is owned by this company. There is also food inflation to deal with. Consumers staples in general is a sector that he doesn’t like. Margins are very thin.

food stores

Lots of competition from well capitalized companies. Not really compelling form a technical point of view. Some of the reforms affecting the price of the generics drugs affect Shoppers Drug Mart that is owned by this company. There is also food inflation to deal with. Consumers staples in general is a sector that he doesn’t like. Margins are very thin.

food stores
Stan Wong

Director &, Private Wealth Manag...

Price Price
$63.840
Owned Owned
No

DON'T BUY
Loblaw Companies Ltd(L-T) 

March 13, 2018

Their 200-day moving average has been flat for a year and is starting to decline. It faces many headwinds: costs, heavy competition (from Walmart, Costco, Amazon); reform in testing of generic drugs; and higher wages in some provinces.

food stores

Their 200-day moving average has been flat for a year and is starting to decline. It faces many headwinds: costs, heavy competition (from Walmart, Costco, Amazon); reform in testing of generic drugs; and higher wages in some provinces.

food stores
Stan Wong

Director &, Private Wealth Manag...

Price Price
$66.920
Owned Owned
No

BUY
Loblaw Companies Ltd(L-T) 

March 12, 2018

Has good free cash flow yield of 8-9%. The premiere grocery store in Canada. Its trading valuation has come down. Deflation on the grocery side is stabilizing. They spent a lot of money on the technology behind supply chain management, which caused lots of problems, but is now saving them money. Shoppers Drug Mart acqusition is doing incredibly well. Bottom line is growing around 8-10%. Don't expect capital appreciation of past years because competitors have caught up to them. Dividend yield of 1.7%

food stores

Has good free cash flow yield of 8-9%. The premiere grocery store in Canada. Its trading valuation has come down. Deflation on the grocery side is stabilizing. They spent a lot of money on the technology behind supply chain management, which caused lots of problems, but is now saving them money. Shoppers Drug Mart acqusition is doing incredibly well. Bottom line is growing around 8-10%. Don't expect capital appreciation of past years because competitors have caught up to them. Dividend yield of 1.7%

food stores
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$66.960
Owned Owned
Yes

HOLD

He thinks the reward system update has not gone well and can cause fissures in customer loyalty.  Presuming they can recover there is not much competition and things should go back to normal.  It is a well-run company, hey says, and they would be a company to keep as an anchor. 

food stores

He thinks the reward system update has not gone well and can cause fissures in customer loyalty.  Presuming they can recover there is not much competition and things should go back to normal.  It is a well-run company, hey says, and they would be a company to keep as an anchor. 

food stores
Thomas George

, TD Asset Management...

Price Price
$64.760
Owned Owned
No

BUY on WEAKNESS

The grocery business is tough, with very low margins. Minimum wage, tougher pricing on drugs and the bread scandal are headwinds. He likes their strong discount presence, their urban focus and their stock buybacks. He thinks they are much better positioned than Metro or Empire. Lots of people don’t like this stock now, which is another reason that he likes it. With all the free cash flow buying that much stock, they are paying you to wait.

food stores

The grocery business is tough, with very low margins. Minimum wage, tougher pricing on drugs and the bread scandal are headwinds. He likes their strong discount presence, their urban focus and their stock buybacks. He thinks they are much better positioned than Metro or Empire. Lots of people don’t like this stock now, which is another reason that he likes it. With all the free cash flow buying that much stock, they are paying you to wait.

food stores
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$65.020
Owned Owned
Yes

DON'T BUY
Loblaw Companies Ltd(L-T) 

February 23, 2018

He would avoid it. Good company but better places to allocate your money in the next couple of years. Generic drug reform is going to affect them as well as the increase in minimum wages. Food price deflation is affecting them as well as the threat of e-commerce.

food stores

He would avoid it. Good company but better places to allocate your money in the next couple of years. Generic drug reform is going to affect them as well as the increase in minimum wages. Food price deflation is affecting them as well as the threat of e-commerce.

food stores
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$64.860
Owned Owned
No

PAST TOP PICK
Loblaw Companies Ltd(L-T) 

February 20, 2018

(A Top Pick April 26, 2017. Down 12.78%). The increase in minimum wage is a $140 million headwind in 2018 and there is a lot of competition. He sold the stock early in the year. There are continuing struggles in the food industry group. 

food stores

(A Top Pick April 26, 2017. Down 12.78%). The increase in minimum wage is a $140 million headwind in 2018 and there is a lot of competition. He sold the stock early in the year. There are continuing struggles in the food industry group. 

food stores
Robert McWhirte

President, Selective Asset Mana...

Price Price
$65.760
Owned Owned
No

COMMENT
Loblaw Companies Ltd(L-T) 

January 12, 2018

A stock he likes a lot. It's a great story. Have done a really great job of integrating Shoppers. They are buying back about $1 billion in stock right now. They've done a really good job with their "no frills" and discount banners, which is going to be a segment of the market that is going to be increasingly important going forward.

food stores

A stock he likes a lot. It's a great story. Have done a really great job of integrating Shoppers. They are buying back about $1 billion in stock right now. They've done a really good job with their "no frills" and discount banners, which is going to be a segment of the market that is going to be increasingly important going forward.

food stores
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$67.380
Owned Owned
Yes

COMMENT
Loblaw Companies Ltd(L-T) 

December 19, 2017

Bread price-fixing He can’t believe this happened in Canada with a major supermarket. Loblaw will be offering $25 gift cards to consumers and book a hit of $75M-$150M which isn’t a big amount considering the size of the company. He doesn’t think it will have any dramatic impact.

food stores

Bread price-fixing He can’t believe this happened in Canada with a major supermarket. Loblaw will be offering $25 gift cards to consumers and book a hit of $75M-$150M which isn’t a big amount considering the size of the company. He doesn’t think it will have any dramatic impact.

food stores
Brooke Thackray

President, Jov Investment Manag...

Price Price
$68.650
Owned Owned
Unknown

COMMENT
Loblaw Companies Ltd(L-T) 

December 11, 2017

If he were going to buy a grocer, it would be Kroger (KR-N). It’s much cheaper, the largest chain in the US, a big discount, and probably growing just as fast. Amazon (AMZN-Q) is hurting both of them.

food stores

If he were going to buy a grocer, it would be Kroger (KR-N). It’s much cheaper, the largest chain in the US, a big discount, and probably growing just as fast. Amazon (AMZN-Q) is hurting both of them.

food stores
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$68.300
Owned Owned
Unknown

PAST TOP PICK
Loblaw Companies Ltd(L-T) 

November 29, 2017

(A Top Pick Nov 23/16. 0%.) A lot of concerns that surround this company are reflected in the valuation. They are in line with where it has been historically. Has a lot of operational room to offset some of the headwinds.

food stores

(A Top Pick Nov 23/16. 0%.) A lot of concerns that surround this company are reflected in the valuation. They are in line with where it has been historically. Has a lot of operational room to offset some of the headwinds.

food stores
Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$68.180
Owned Owned
Yes

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