L-T
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.
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
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
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.
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.
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)
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)
(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.
(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.
Are grocers safe? Yes, during this stay at home phase. Loblaw trades at 16x forward PE with a 7% growth rate. It's low beta at half the volatility of the TSX. Q2 will probably be good in terms of revenues. But he's concerned with their private label segment has required a lot of investment. Also, Loblaw is highly unionized and faces wage pressure. He prefers Metro a bit for its better valuation.
Are grocers safe? Yes, during this stay at home phase. Loblaw trades at 16x forward PE with a 7% growth rate. It's low beta at half the volatility of the TSX. Q2 will probably be good in terms of revenues. But he's concerned with their private label segment has required a lot of investment. Also, Loblaw is highly unionized and faces wage pressure. He prefers Metro a bit for its better valuation.
vs. Maple Leaf Foods MLF has exposure to commodity prices so it is a little cyclical. Loblaw offers slow growth but stable. MFI is probably getting hit by the coronavirus, but investing in plant-based protein which is promising. He wants to see MLF this plays out before investing.
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.
Ranking : 3 out of 5
Bullish - Buy Signals / Votes : 3
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 4
Total Signals / Votes : 8
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
In the last year, 8 stock analysts published opinions about L-T. 3 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Loblaw Companies Ltd.
Loblaw Companies Ltd was recommended as a Top Pick by Brian Madden on 2020-12-02. Read the latest stock experts ratings for Loblaw Companies Ltd.
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.
8 stock analysts on Stockchase covered Loblaw Companies Ltd In the last year. It is a trending stock that is worth watching.
On 2020-12-04, Loblaw Companies Ltd (L-T) stock closed at a price of $63.53.
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.