Loblaw Companies Ltd

L-T

TSE:L

68.95
0.14 (0.20%)
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.
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Analysis and Opinions about L-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 14, 2020
All the grocers pulled back in the last quarter given higher competition which lowers product prices. Trades at 15x earnings. Can grow 8-10%. They have online delivery now. That said, studies show that people still prefer to go to stores to buy groceries. She also likes the Shoppers Drug Mart chain; their Optimum card program works well to promote cross-selling with Loblaws. (Analysts’ price target is $75.91)
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Loblaw Companies Ltd (L-T)
January 14, 2020
All the grocers pulled back in the last quarter given higher competition which lowers product prices. Trades at 15x earnings. Can grow 8-10%. They have online delivery now. That said, studies show that people still prefer to go to stores to buy groceries. She also likes the Shoppers Drug Mart chain; their Optimum card program works well to promote cross-selling with Loblaws. (Analysts’ price target is $75.91)
DON'T BUY
DON'T BUY
January 7, 2020
Made a big move in late-October 2018 during a huge move to defensive stocks. It's been positive yet underperformed the market since then. It's pulled back a little recently. Loblaw is in a competitive space. Wait till summer seasonality before considering it. Support is at $65. Not fond of it.
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Made a big move in late-October 2018 during a huge move to defensive stocks. It's been positive yet underperformed the market since then. It's pulled back a little recently. Loblaw is in a competitive space. Wait till summer seasonality before considering it. Support is at $65. Not fond of it.
COMMENT
COMMENT
December 31, 2019
The staples are starting to round over after peaking a few months ago. He guesses that Loblaw has been trading above its moving average this year. If this breaks below that 200-day, then bail out.
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Loblaw Companies Ltd (L-T)
December 31, 2019
The staples are starting to round over after peaking a few months ago. He guesses that Loblaw has been trading above its moving average this year. If this breaks below that 200-day, then bail out.
COMMENT
COMMENT
December 13, 2019

Earnings miss? She owns Loblaws instead of Empire, who just commented how competition is increasing. The recent stock pullback might just be a re-calibration of earnings metrics following the release of an earnings miss.

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Loblaw Companies Ltd (L-T)
December 13, 2019

Earnings miss? She owns Loblaws instead of Empire, who just commented how competition is increasing. The recent stock pullback might just be a re-calibration of earnings metrics following the release of an earnings miss.

COMMENT
COMMENT
November 13, 2019
Loblaw vs. Empire vs. Metro Owns none. It's a toss-up. Metro is the best. Loblaw has had fits and starts. Empire is the dark horse, bouncing back from operational problems. One is as good as the others. Metro is good for the very long-term. But Empire for the shorter-term.
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Loblaw Companies Ltd (L-T)
November 13, 2019
Loblaw vs. Empire vs. Metro Owns none. It's a toss-up. Metro is the best. Loblaw has had fits and starts. Empire is the dark horse, bouncing back from operational problems. One is as good as the others. Metro is good for the very long-term. But Empire for the shorter-term.
COMMENT
COMMENT
November 13, 2019
Loblaw vs. Empire vs. Metro Owns none. It's a toss-up. Metro is the best. Loblaw has had fits and starts. Empire is the dark horse, bouncing back from operational problems. One is as good as the others. Metro is good for the very long-term. But Empire for the shorter-term.
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Loblaw Companies Ltd (L-T)
November 13, 2019
Loblaw vs. Empire vs. Metro Owns none. It's a toss-up. Metro is the best. Loblaw has had fits and starts. Empire is the dark horse, bouncing back from operational problems. One is as good as the others. Metro is good for the very long-term. But Empire for the shorter-term.
BUY
BUY
October 9, 2019
Metro vs. Empire She owns Loblaw instead. The sector is defensive, so it's done well this year. She likes Shoppers Drug Mart, hence Loblaw, for its cross-selling via their Optimum rewards card. She prefers Metro of the two, but thinks Loblaw is better.
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Metro vs. Empire She owns Loblaw instead. The sector is defensive, so it's done well this year. She likes Shoppers Drug Mart, hence Loblaw, for its cross-selling via their Optimum rewards card. She prefers Metro of the two, but thinks Loblaw is better.
PAST TOP PICK
PAST TOP PICK
August 7, 2019
(A Top Pick Aug 01/18, Up 29%) Sold it in the spring because it was getting fully valued, but made a 20%+ return.
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(A Top Pick Aug 01/18, Up 29%) Sold it in the spring because it was getting fully valued, but made a 20%+ return.
PAST TOP PICK
PAST TOP PICK
July 11, 2019
(A Top Pick Aug 01/18, Up 25%) A good return, but complicated, because it involved a spin-off of a REIT. He sold it at profit at $66 in April when the shares looked fully valued.
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(A Top Pick Aug 01/18, Up 25%) A good return, but complicated, because it involved a spin-off of a REIT. He sold it at profit at $66 in April when the shares looked fully valued.
TOP PICK
TOP PICK
July 10, 2019
The largest grocery retailer nationally. It is a nice consumer name. It is not unreasonably priced at 16 times forward earnings. They have scale, great locations and loyalty program, and they have their digital initiatives. (Analysts’ price target is $72.10)
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The largest grocery retailer nationally. It is a nice consumer name. It is not unreasonably priced at 16 times forward earnings. They have scale, great locations and loyalty program, and they have their digital initiatives. (Analysts’ price target is $72.10)
DON'T BUY
DON'T BUY
July 4, 2019

Competition is fierce from Walmart, Costco, Amazon. Has come up since it's in consumer staples. Low beta, decent dividend, but not a lot of growth ahead of it. He'd look at Dollarama or Couche-Tarde instead. Also, Ontario minimum wage increase has been a detriment.

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Competition is fierce from Walmart, Costco, Amazon. Has come up since it's in consumer staples. Low beta, decent dividend, but not a lot of growth ahead of it. He'd look at Dollarama or Couche-Tarde instead. Also, Ontario minimum wage increase has been a detriment.

BUY
BUY
July 2, 2019
The supermarket stocks Loblaw is the best. Empire made an acqusition in 2012 but had issues with it; they are good but lack a decent discount franchise. Loblaw has combined with Shoppers Drug Mart as food and value are a good match these days, and this has expanded margins. The Optimum loyalty card helps these businesses. Also, Loblaw's No Name products are strong sellers, and No Frills is a solid discount chain. Loblaw has the full package. Also, they are a big real estate player.
Show full opinionHide full opinion
The supermarket stocks Loblaw is the best. Empire made an acqusition in 2012 but had issues with it; they are good but lack a decent discount franchise. Loblaw has combined with Shoppers Drug Mart as food and value are a good match these days, and this has expanded margins. The Optimum loyalty card helps these businesses. Also, Loblaw's No Name products are strong sellers, and No Frills is a solid discount chain. Loblaw has the full package. Also, they are a big real estate player.
COMMENT
COMMENT
June 24, 2019

Their on-line offering will not be threatened by AMZN-Q's grocery delivery.

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Their on-line offering will not be threatened by AMZN-Q's grocery delivery.

HOLD
HOLD
June 24, 2019
A defensive play that'll move up and down with recession worries. They will sell of real estate to improve their balance sheet, not his favourite idea, but it is a well-run company. Lots of insider ownership, which is good.
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A defensive play that'll move up and down with recession worries. They will sell of real estate to improve their balance sheet, not his favourite idea, but it is a well-run company. Lots of insider ownership, which is good.
BUY
BUY
April 24, 2019
Is George Weston a better investment? Weston is a beneficiary owner of Loblaw (50%). He prefers Loblaw. They have some difficulties in terms of increased minimum wage, food inflation and the uncertainty with trade with the US. Many of their goods are imported. They are focusing on the digital side now. They are trying to have better royalties programs. You will be fine with it.
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Is George Weston a better investment? Weston is a beneficiary owner of Loblaw (50%). He prefers Loblaw. They have some difficulties in terms of increased minimum wage, food inflation and the uncertainty with trade with the US. Many of their goods are imported. They are focusing on the digital side now. They are trying to have better royalties programs. You will be fine with it.
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