Showing 1 to 15 of 656 entries
BUY
Considering inflation A past pick. They cater to customer needs, not their wants (that was the pandemic age), especially with high inflation and a slowing economy. There is a consumer trade-down theme in North America, so No Frills and discount grocers will benefit. They also have a great private label program and pharmacy operation. They manage costs and wages well.
food stores
HOLD
Doing very well, based on food inflation. People have been shopping more downscale, and Loblaw has more exposure to discount chains than competitors. Inflationary pressures. Defensive place to be. He wouldn't be selling in the hopes of a pullback.
food stores
TOP PICK
Customer needs, not wants. Wants should have been satisfied during the pandemic. Now budgets are getting tight, inflation is biting. #1 grocer in the country, 27% market share. For the pending frugality, leading footprint of discount banners. Private label program is better than key rivals. Dominant pharmacy is faster grower than grocery. Merchandising sophistication. Consistent performer in down markets. Yield is 1.37%. (Analysts’ price target is $120.09)
food stores
PARTIAL SELL
Grocers benefit from food price inflation, but only up to a point. Owns discount businesses. Buying back shares, which has contributed to EPS growth. Awfully expensive, take profits, as it should revert to the mean.
food stores
PAST TOP PICK
(A Top Pick Apr 08/21, Up 68%) A pandemic stock. Spectacular numbers, strong underlying margins. A leader, despite upcoming cost pressures. Trades at a discount to MRU. Still likes it, but ran its course for him. Cost inflation helps them. Shoppers has done well.
food stores
WAIT
Might be ahead of itself. Grocery inflation is helping. Pricing erosion to Shoppers Drug Mart. Trades at 16x, growth of 12%. If inflation abates over the next 2 years, excitement's already baked into the stock. Don't add here, wait for a much lower level.
food stores
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Primarily a hiding place for investors currently. It is trading at 18x earnings, which is 2 points higher than the average. The EPS should grow 12% this year. Dividends will also likely grow further. Could trim into further strength but for the time being, happy to hold it. Unlock Premium - Try 5i Free

food stores
PAST TOP PICK
(A Top Pick Sep 15/20, Up 31%) The gains are surprising. They've invested in long term areas, namely e-commerce. Costs to protect employees from Covid will roll off. Shoppers during Covid flocked to the top supermarkets, though are now returning to the discount chains, which Loblaw also owns. She's waiting for a pullback to add more shares. Loblaw is expanding into primary care health clinics and expanding into e-health, both of which are good.
food stores
PAST TOP PICK
(A Top Pick May 25/21, Up 39%) He took profits a month and a half ago. The stock got overvalued. Then, defensives didn't look like they would hold onto, but going forward they and other defensive stocks look more attractive.
food stores
PAST TOP PICK
(A Top Pick Apr 08/21, Up 27%) A star performer over the last 6 months. Still room to go. Margins of Shopper's DM are compelling at close to 40%.
food stores
PAST TOP PICK
(A Top Pick Jul 09/21, Up 20%) Trading in and out of this stock. Has pulled out of Loblaws when they were seeing key technical resistance. The yoy comparisons will become more challenging when we get to the third and fourth quarter. Does not own it currently. Would trim back.
food stores
BUY
Strong point is ownership of Shoppers. Way cheaper for healthcare to deliver vaccines through pharmacies. Supply chain and IT issues fixed. A tough space. A growth market due to immigration. Not cheap, but opportunities for growing earnings and dividends.
food stores
TOP PICK
Digital and e-commerce transition. Cheap relative to its space and on an absolute basis. Having Shoppers as an asset is so powerful. Yield is 1.9%. (Analysts’ price target is $75.33)
food stores
DON'T BUY

Grocery business is extremely competitive. He'd rather focus on Costco, Walmart, Amazon through Whole Foods. Private label investment putting pressure on margins plus its unionized workforce have been headwinds. 15x earnings for a 5% growth rate is not compelling at this part of the cycle.

food stores
HOLD
Suffered in Q3 last year with the reopening. High quality. A mature sector, disruption is always coming from e-commerce. Valuation is not that expensive at 13x. Intense competition. A hold.
food stores
Showing 1 to 15 of 656 entries

Loblaw Companies Ltd(L-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 5

Stockchase rating for Loblaw Companies Ltd is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Loblaw Companies Ltd(L-T) Frequently Asked Questions

What is Loblaw Companies Ltd stock symbol?

Loblaw Companies Ltd is a Canadian stock, trading under the symbol L-T on the Toronto Stock Exchange (L-CT). It is usually referred to as TSX:L or L-T

Is Loblaw Companies Ltd a buy or a sell?

In the last year, 5 stock analysts published opinions about L-T. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Loblaw Companies Ltd.

Is Loblaw Companies Ltd a good investment or a top pick?

Loblaw Companies Ltd was recommended as a Top Pick by on . Read the latest stock experts ratings for Loblaw Companies Ltd.

Why is Loblaw Companies Ltd stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Loblaw Companies Ltd worth watching?

5 stock analysts on Stockchase covered Loblaw Companies Ltd In the last year. It is a trending stock that is worth watching.

What is Loblaw Companies Ltd stock price?

On 2022-10-04, Loblaw Companies Ltd (L-T) stock closed at a price of $112.61.