Loblaw Companies Ltd

L-T

TSE:L

72.14
0.28 (0.39%)
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
Chart
TOP PICK
TOP PICK
April 8, 2021
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)
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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)
DON'T BUY
DON'T BUY
April 7, 2021

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.

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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.

Stan Wong
Price
$71.040
Owned
No
HOLD
HOLD
March 24, 2021
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.
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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.
BUY
BUY
March 22, 2021

He just added to his position around $62. He doesn't understand how it fell that low. It's a great business and enjoys an oligopoly in Canada. They reached same-store sales growth last year that will likely taper off as people eat in restaurants more. Food inflation will benefit the grocers. It's in a stable, safe business. The PE is fair. Empire has performed the best in this group, while Metro is managed well and steady. Loblaw has lagged, but is the most undervalued and offers the best value.

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He just added to his position around $62. He doesn't understand how it fell that low. It's a great business and enjoys an oligopoly in Canada. They reached same-store sales growth last year that will likely taper off as people eat in restaurants more. Food inflation will benefit the grocers. It's in a stable, safe business. The PE is fair. Empire has performed the best in this group, while Metro is managed well and steady. Loblaw has lagged, but is the most undervalued and offers the best value.

HOLD
HOLD
March 1, 2021

WN-T vs. L-T This sector is just not loved right now. Investors just aren't looking at these kinds of stocks right now. Their costs have been moving up but people aren't eating more. Their sweet spot is late April until late May. L-T could be okay so he would hold on to it.

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WN-T vs. L-T This sector is just not loved right now. Investors just aren't looking at these kinds of stocks right now. Their costs have been moving up but people aren't eating more. Their sweet spot is late April until late May. L-T could be okay so he would hold on to it.

Brooke Thackray
Price
$61.850
Owned
Unknown
BUY
BUY
February 1, 2021
The valuation is so cheap relative to the rest of the market. He thinks these guys are positioned well in a lot of ways. It is a low margin business but it is a great safe place to own and he would add to the name.
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Loblaw Companies Ltd (L-T)
February 1, 2021
The valuation is so cheap relative to the rest of the market. He thinks these guys are positioned well in a lot of ways. It is a low margin business but it is a great safe place to own and he would add to the name.
John Zechner
Price
$62.780
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 18, 2021
(A Top Pick Jan 14/20, Down 2%) It has lagged the market. The valuation is very attractive. Food retail is very competitive. They incurred incremental costs for PPE and had to pay higher wages. They own Shoppers Drug Mart but their front end of their stores really weakened because of working from home. Money shifted away and now she finds it very attractive.
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Loblaw Companies Ltd (L-T)
January 18, 2021
(A Top Pick Jan 14/20, Down 2%) It has lagged the market. The valuation is very attractive. Food retail is very competitive. They incurred incremental costs for PPE and had to pay higher wages. They own Shoppers Drug Mart but their front end of their stores really weakened because of working from home. Money shifted away and now she finds it very attractive.
Christine Poole
Price
$63.880
Owned
Yes
BUY
BUY
January 18, 2021

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A nice stable stock with a secure dividend. Although it may only show slow growth, it is a defensive play in case of volatility and downturn. Unlock Premium - Try 5i Free

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Loblaw Companies Ltd (L-T)
January 18, 2021

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A nice stable stock with a secure dividend. Although it may only show slow growth, it is a defensive play in case of volatility and downturn. Unlock Premium - Try 5i Free

DON'T BUY
DON'T BUY
January 13, 2021

Stock's underperformed for a while. Prefers Costco to all the food retailers. Not a big buyer of consumer staples right now. In a recovery, you want to focus on cyclicals. Covid costs have hit grocery stores.

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Loblaw Companies Ltd (L-T)
January 13, 2021

Stock's underperformed for a while. Prefers Costco to all the food retailers. Not a big buyer of consumer staples right now. In a recovery, you want to focus on cyclicals. Covid costs have hit grocery stores.

Stan Wong
Price
$63.790
Owned
No
BUY
BUY
December 2, 2020

L vs. WN A bit like splitting hairs. Weston controls Loblaw. When you buy Weston, you get 95% Loblaw and 5% bakery. A great business. A buy and hold through the cycles. If you get a rip roaring cyclical market, it will probably lag. High single digit or low double digit return. He doesn't like the bakery, so Loblaw gets the nod.

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Loblaw Companies Ltd (L-T)
December 2, 2020

L vs. WN A bit like splitting hairs. Weston controls Loblaw. When you buy Weston, you get 95% Loblaw and 5% bakery. A great business. A buy and hold through the cycles. If you get a rip roaring cyclical market, it will probably lag. High single digit or low double digit return. He doesn't like the bakery, so Loblaw gets the nod.

Brian Madden
Price
$63.530
Owned
No
HOLD
HOLD
November 30, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock remains at a lower range. Investors may believe it has benefited strongly from the pandemic, thus future growth will be slower than recent growth. It is still a solid company and decent investment. Likes it for safety, stability and some growth. Unlock Premium - Try 5i Free

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Loblaw Companies Ltd (L-T)
November 30, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock remains at a lower range. Investors may believe it has benefited strongly from the pandemic, thus future growth will be slower than recent growth. It is still a solid company and decent investment. Likes it for safety, stability and some growth. Unlock Premium - Try 5i Free

SELL
SELL
November 18, 2020

Trading in a jittery way for some years. Has let go technical support of $70. Makes him nervous. He's switch to Weston, as that's near its 10-year valuation low, with good upside potential. Weston is safer.

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Loblaw Companies Ltd (L-T)
November 18, 2020

Trading in a jittery way for some years. Has let go technical support of $70. Makes him nervous. He's switch to Weston, as that's near its 10-year valuation low, with good upside potential. Weston is safer.

Ross Healy
Price
$65.170
Owned
Unknown
BUY
BUY
September 22, 2020
On strike in Newfoundland for the past month A steady business and doing well during Covid. Loblaw also owns pharmacies. It's reasonably priced in the high-$60s.
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Loblaw Companies Ltd (L-T)
September 22, 2020
On strike in Newfoundland for the past month A steady business and doing well during Covid. Loblaw also owns pharmacies. It's reasonably priced in the high-$60s.
TOP PICK
TOP PICK
September 15, 2020

Food retailing is defensive. Unlike Empire, Loblaw owns Shoppers which gives it an edge. Loblaw is expanding their health business, entering digital health with a new acquisition. The locations of both Loblaw and SDM are great and boast a 30% market share. People are becoming comfortable using online medical services, a trend that will continue across North America long term. The growth rate in their click-and-collect and grocery delivery may not be that strong, but will continue to rise. Trades at 14x forward earnings, reasonable. The dividend is a moderate 2%. Even if we enter high volatility, this sector and stock will be fine. (Analysts’ price target is $80.82)

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Loblaw Companies Ltd (L-T)
September 15, 2020

Food retailing is defensive. Unlike Empire, Loblaw owns Shoppers which gives it an edge. Loblaw is expanding their health business, entering digital health with a new acquisition. The locations of both Loblaw and SDM are great and boast a 30% market share. People are becoming comfortable using online medical services, a trend that will continue across North America long term. The growth rate in their click-and-collect and grocery delivery may not be that strong, but will continue to rise. Trades at 14x forward earnings, reasonable. The dividend is a moderate 2%. Even if we enter high volatility, this sector and stock will be fine. (Analysts’ price target is $80.82)

Christine Poole
Price
$68.260
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 16, 2020

(A Top Pick Jul 10/19, Up 6%) Relatively defensive with food and pharma. Nice defensive stock to own in this environment. Pantry loading with Covid, but they also have higher costs with protection equipment and higher labour costs. Leader in online grocery. The trading discount from Metro should narrow over time.

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(A Top Pick Jul 10/19, Up 6%) Relatively defensive with food and pharma. Nice defensive stock to own in this environment. Pantry loading with Covid, but they also have higher costs with protection equipment and higher labour costs. Leader in online grocery. The trading discount from Metro should narrow over time.

Christine Poole
Price
$69.360
Owned
Yes
Showing 1 to 15 of 644 entries

Loblaw Companies Ltd(L-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 7

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 14

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, 14 stock analysts published opinions about L-T. 7 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. 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 Paul Gardner, CFA on 2021-04-08. 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?

14 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 2021-05-14, Loblaw Companies Ltd (L-T) stock closed at a price of $72.14.