Loblaw Companies Ltd
L-T
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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.
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Opinion
Expert
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.
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.
food stores
DON'T BUY
DON'T BUY
February 27, 2019
Grocers got hit in the last quarter last year. There is high competition and the acquisition of Shoppers was good. However, the low yield holds him back from buying. Yield 2%
Grocers got hit in the last quarter last year. There is high competition and the acquisition of Shoppers was good. However, the low yield holds him back from buying. Yield 2%
food stores
COMMENT
COMMENT
February 25, 2019
As a recession approaches, what sectors should an investor sell? Look at the defensive interest-sensitives for safety, like utilities and consumer stocks like Loblaw who had a good move in the Q4-2018 sell-off.
As a recession approaches, what sectors should an investor sell? Look at the defensive interest-sensitives for safety, like utilities and consumer stocks like Loblaw who had a good move in the Q4-2018 sell-off.
food stores
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
$64.950
Unknown
DON'T BUY
DON'T BUY
January 23, 2019
It's been sideways since 2015. Trades at under 11x enterprise value over EBITDA in line with 10-year averages. They've done vs. TSX since mid-October. Investors have shifted from cyclical into consumer staples like L-T. There's a lot of competition ahead with cost challenges while minimum wage moves higher. 60% of their goods are from the US whose currency is strengething. Prefers ATD.
It's been sideways since 2015. Trades at under 11x enterprise value over EBITDA in line with 10-year averages. They've done vs. TSX since mid-October. Investors have shifted from cyclical into consumer staples like L-T. There's a lot of competition ahead with cost challenges while minimum wage moves higher. 60% of their goods are from the US whose currency is strengething. Prefers ATD.
food stores
DON'T BUY
DON'T BUY
January 7, 2019
Has been out of grocery for a couple of years. Low margins. Most people go to Costco. There are so many pressures like e-commerce, competition, inflation. Have to get so many things right, and so little wiggle room. He's not a fan of buying back stock, companies need to buckle down and innovate. Great assets, but he's not interested at all.
Has been out of grocery for a couple of years. Low margins. Most people go to Costco. There are so many pressures like e-commerce, competition, inflation. Have to get so many things right, and so little wiggle room. He's not a fan of buying back stock, companies need to buckle down and innovate. Great assets, but he's not interested at all.
food stores
WATCH
WATCH
January 4, 2019
He is trying to figure out how the George Weston REIT is working out alongside this asset. Loblaw's is very stable, and he is investigating it. Not quite ready to pull the trigger yet. Yield is less than 2%.
He is trying to figure out how the George Weston REIT is working out alongside this asset. Loblaw's is very stable, and he is investigating it. Not quite ready to pull the trigger yet. Yield is less than 2%.
food stores
DON'T BUY
DON'T BUY
December 31, 2018
He fears that the grocery sector will get disrupted. Not optimistic. Loblaw has spent so much on beautifying their stores, but failed to earn a sales increase from consumers. Meanwhile, people are buying food online with the Amazon-Whole Foods deal.
He fears that the grocery sector will get disrupted. Not optimistic. Loblaw has spent so much on beautifying their stores, but failed to earn a sales increase from consumers. Meanwhile, people are buying food online with the Amazon-Whole Foods deal.
food stores
BUY
BUY
December 4, 2018
Threatened by online shopping? He likes it, because it dominates grocers in Canada with good real estate. It's a little vulnerable to online shopping, but grocers like Loblaw won't be affected much. Also, Loblaw has click-and-collect e-shopping where a customer orders groceries online then picks them up. He expects double-digit earnings growth after Loblaw absorbs minimum wage hikes and provincial drug reform and inflation from transportation costs. He'd buy it here.
Threatened by online shopping? He likes it, because it dominates grocers in Canada with good real estate. It's a little vulnerable to online shopping, but grocers like Loblaw won't be affected much. Also, Loblaw has click-and-collect e-shopping where a customer orders groceries online then picks them up. He expects double-digit earnings growth after Loblaw absorbs minimum wage hikes and provincial drug reform and inflation from transportation costs. He'd buy it here.
food stores
COMMENT
COMMENT
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.
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.
food stores
DON'T BUY
DON'T BUY
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.
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.
food stores
COMMENT
COMMENT
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.
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.
food stores
DON'T BUY
DON'T BUY
November 2, 2018
His model is $61.59. A year from now this stock may be trading at the same level.
His model is $61.59. A year from now this stock may be trading at the same level.
food stores
BUY
BUY
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.
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.
food stores
DON'T BUY
DON'T BUY
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.
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.
food stores
DON'T BUY
DON'T BUY
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.
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.
food stores
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