Loblaw Companies Ltd (L-T) Stock Predictions - Stockchase
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Loblaw Companies Ltd (L-T)

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Loblaw Companies Ltd

L-T

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Loblaw Companies Ltd (L-T) SAVE Apr, 24, 2019, 5:29 pm

64.88 1.18 (1.79%)

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. More at Wikipedia

What the experts are saying about L-T



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DON'T BUY
Loblaw Companies Ltd(L-T) 

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%
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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
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$65.640
Owned Owned
No

COMMENT
Loblaw Companies Ltd(L-T) 

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.
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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.
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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$64.950
Owned Owned
Unknown

DON'T BUY
Loblaw Companies Ltd(L-T) 

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.
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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.
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$63.440
Owned Owned
Unknown

DON'T BUY
Loblaw Companies Ltd(L-T) 

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.
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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.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$61.370
Owned Owned
No

WATCH
Loblaw Companies Ltd(L-T) 

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%.
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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%.
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Tim Regan

Managing D, Kingwest & Company...

Price Price
$60.800
Owned Owned
No

DON'T BUY
Loblaw Companies Ltd(L-T) 

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.
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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.
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$61.110
Owned Owned
No

BUY
Loblaw Companies Ltd(L-T) 

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.
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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.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$61.250
Owned Owned
Yes

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.
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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.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$58.790
Owned 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.
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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.
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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$55.310
Owned 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.
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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.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$54.590
Owned 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.
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His model is $61.59. A year from now this stock may be trading at the same level.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$52.100
Owned 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.

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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.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$64.960
Owned 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.

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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.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$62.670
Owned 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.

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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.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$63.670
Owned 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
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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
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$67.930
Owned Owned
Yes

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