601

Loblaw Companies Ltd (L-T)

ON STOCKCHASE SINCE Nov 2000

food stores

L
L
L

Loblaw Companies Ltd
L-T

85 watching

Join the Discussion

Expert Opinions
0 comments
Your Reaction

0 0 0 0 0

What the experts are saying about L-T

Signal	Opinion	Expert
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. food stores 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Colin Stewart CEO & Port, JC Clark Investments... Price $58.790 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. food stores 0 0 1 0 0 0 comments	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 0 0 1 0 0 0 comments Rick Stuchberry Portfolio , Wellington-Altus Pri... Price $55.310 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. food stores 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $54.590 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. food stores 0 0 0 0 0 0 comments	His model is $61.59. A year from now this stock may be trading at the same level. food stores 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $52.100 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. food stores 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Cole Kachur Senior Wea, ScotiaWealth Managem... Price $64.960 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. food stores 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $62.670 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. food stores 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments David Cockfield Managing D, Northland Wealth Man... Price $63.670 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) food stores 0 0 0 0 0 0 comments	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) food stores 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $67.930 Owned Yes
DON'T BUY	Loblaw Companies Ltd(L-T) July 10, 2018 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $67.310 Owned Unknown
DON'T BUY	Loblaw Companies Ltd(L-T) July 4, 2018 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $67.100 Owned No
DON'T BUY	Loblaw Companies Ltd(L-T) June 20, 2018 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Steve DiGregori Portfolio , Canoe Financial... Price $67.950 Owned No
BUY	Loblaw Companies Ltd(L-T) June 8, 2018 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $65.370 Owned Yes
BUY	Loblaw Companies Ltd(L-T) June 1, 2018 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Bryden Teich Portfolio , Avenue Investment Ma... Price $67.120 Owned Yes
DON'T BUY	Loblaw Companies Ltd(L-T) May 28, 2018 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. food stores 0 0 0 0 0 0 comments	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. food stores 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $65.540 Owned Unknown
PAST TOP PICK	Loblaw Companies Ltd(L-T) May 18, 2018 (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. food stores 0 0 0 0 0 0 comments	(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. food stores 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $65.780 Owned No

Stockchase, in its reporting on what has been discussed by indviduals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : hello@stockchase.com.

© Stockchase Inc. & Wealthica Financial Technology Inc.