Loblaw Companies Ltd (L-T) Stock Predictions - Stockchase
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Loblaw Companies Ltd (L-T)

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Loblaw Companies Ltd

L-T

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Loblaw Companies Ltd (L-T) SAVE Nov, 21, 2018, 12:23 am

58.55 0.24 (0.41%)

About Loblaw Companies Ltd (L-T)

Loblaw Companies Limited is a Canadian food retailer that encompasses 1,000 corporate and franchise supermarkets that operates under 22 regional and market segment banners. More at Wikipedia

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COMMENT
Loblaw Companies Ltd(L-T) 

November 19, 2018

Choice REIT and relationship with Loblaw A year ago, Loblaw spun their real estate into a REIT, because real estate assets garners higher valuations than grocery stores to allow investors to buy the grocery side alone or the real estate that underlines the grocery stores. Canadian Tire did the same thing. He owns no grocers; there's too much competition.
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Choice REIT and relationship with Loblaw A year ago, Loblaw spun their real estate into a REIT, because real estate assets garners higher valuations than grocery stores to allow investors to buy the grocery side alone or the real estate that underlines the grocery stores. Canadian Tire did the same thing. He owns no grocers; there's too much competition.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$58.790
Owned Owned
No

DON'T BUY
Loblaw Companies Ltd(L-T) 

November 6, 2018

Recommended it a few years, because he thought the Shoppers Drug Mart deal would be a catalyst. But he sold his shares last year. It's hard to turn around a big company, and this has been turning for a while. They haven't found the magic formula yet and the stock has been flat.
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Recommended it a few years, because he thought the Shoppers Drug Mart deal would be a catalyst. But he sold his shares last year. It's hard to turn around a big company, and this has been turning for a while. They haven't found the magic formula yet and the stock has been flat.
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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$55.310
Owned Owned
No

COMMENT
Loblaw Companies Ltd(L-T) 

November 5, 2018

Loblaw last week booted out its REIT and the stock went down, but not as much as some may think. It has strong upside potential, but has long gone sideways. Eventually, the market will get tired of this sideways movement and let it fall. The company is well-run.
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Loblaw last week booted out its REIT and the stock went down, but not as much as some may think. It has strong upside potential, but has long gone sideways. Eventually, the market will get tired of this sideways movement and let it fall. The company is well-run.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$54.590
Owned Owned
Unknown

DON'T BUY
Loblaw Companies Ltd(L-T) 

November 2, 2018

His model is $61.59. A year from now this stock may be trading at the same level.
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His model is $61.59. A year from now this stock may be trading at the same level.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$52.100
Owned Owned
No

BUY
Loblaw Companies Ltd(L-T) 

October 25, 2018

They will get involved in online shopping.  There is heavy competition in this space and heavy price discounting.  Loblaw is probably the best in this sector.  Is a well run company.  Groceries are a stable and somewhat defensive.

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They will get involved in online shopping.  There is heavy competition in this space and heavy price discounting.  Loblaw is probably the best in this sector.  Is a well run company.  Groceries are a stable and somewhat defensive.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$64.960
Owned Owned
Yes

DON'T BUY
Loblaw Companies Ltd(L-T) 

October 11, 2018

MRU-T vs. L-T.  He has owned both in the last three years.  Earnings were down 3% for MRU-T even though sales were up.  L-T is facing the same problems.  There are overall challenges in the whole group.

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MRU-T vs. L-T.  He has owned both in the last three years.  Earnings were down 3% for MRU-T even though sales were up.  L-T is facing the same problems.  There are overall challenges in the whole group.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$62.670
Owned Owned
Unknown

DON'T BUY
Loblaw Companies Ltd(L-T) 

October 5, 2018

Avoid this sector. Competitive, paper-thin margins. Other sectors pay better dividends and have less volatility. Not enough of a dividend to justify holding through the sideways motion.

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Avoid this sector. Competitive, paper-thin margins. Other sectors pay better dividends and have less volatility. Not enough of a dividend to justify holding through the sideways motion.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$63.670
Owned Owned
No

TOP PICK
Loblaw Companies Ltd(L-T) 

August 1, 2018

This is a recent addition to their portfolio.  Loblaw runs some dominant banners in both grocery retailing and pharmacy.  Have accelerated their organic growth with the purchase of Shoppers Drugmart.  They have gained market share and shown margin improvement.  We like what they are doing operationally and financially.  Stock is trading at 14X earnings.  The value of growth and consistency in this name is exceptional.  (Analysts’ price target is $76.92)

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This is a recent addition to their portfolio.  Loblaw runs some dominant banners in both grocery retailing and pharmacy.  Have accelerated their organic growth with the purchase of Shoppers Drugmart.  They have gained market share and shown margin improvement.  We like what they are doing operationally and financially.  Stock is trading at 14X earnings.  The value of growth and consistency in this name is exceptional.  (Analysts’ price target is $76.92)

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$67.930
Owned Owned
Yes

DON'T BUY

Will Shoppers Drug Mart be the top distributor of medical marijuana? He doesn't know. But the problem here with Loblaw is competition from Amazon and small indie grocers. That's why this stock has been sideways.

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Will Shoppers Drug Mart be the top distributor of medical marijuana? He doesn't know. But the problem here with Loblaw is competition from Amazon and small indie grocers. That's why this stock has been sideways.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$67.310
Owned Owned
Unknown

DON'T BUY

Long-term it looks tough for them, with serious competition from Walmart and Costco. Loblaw is trying to cut costs and enhance its digital operations. Same-store sales are sluggish, though Shoppers is doing better. More headwinds: generic drug pricing, minimum wage rises and the US exchange rate.

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Long-term it looks tough for them, with serious competition from Walmart and Costco. Loblaw is trying to cut costs and enhance its digital operations. Same-store sales are sluggish, though Shoppers is doing better. More headwinds: generic drug pricing, minimum wage rises and the US exchange rate.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$67.100
Owned Owned
No

DON'T BUY

He owns no grocers now. Loblaw faces the Amazon threat, as well as Walmart and Costco competition. He doubts Loblaw can maintain their margins. Shoppers Drug Mart though is rock solid. Look elsewhere.

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He owns no grocers now. Loblaw faces the Amazon threat, as well as Walmart and Costco competition. He doubts Loblaw can maintain their margins. Shoppers Drug Mart though is rock solid. Look elsewhere.

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Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$67.950
Owned Owned
No

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. 

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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. 

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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.

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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.

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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.

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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.

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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.

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(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.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$65.780
Owned Owned
No

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