North West Company | StockChase
70
North West Company (NWC-T)

Last Price Recorded: $31.7600 on 2017-12-13

ON STOCKCHASE SINCE Dec 2000

small remote stores

merchandising/lodging
70
North West Company (NWC-T)

Last Price Recorded: $31.7600 on 2017-12-13

ON STOCKCHASE SINCE Dec 2000

small remote stores

merchandising/lodging

North West Company


Signal Opinion Expert
COMMENT
North West Company(NWC-T) 

October 3, 2017

This is in retail, but in remote areas. It was once a very good dividend yielder, but was forced to cut their dividend. It is going to be a steady company, and one he would look at, but just not quite large enough or stable enough on a long-term basis. A decent company.

merchandising/lodging

This is in retail, but in remote areas. It was once a very good dividend yielder, but was forced to cut their dividend. It is going to be a steady company, and one he would look at, but just not quite large enough or stable enough on a long-term basis. A decent company.

merchandising/lodging
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Asso...

PricePrice
$30.210
Owned Owned
No

PAST TOP PICK
North West Company(NWC-T) 

September 13, 2017

(A Top Pick Nov 4/16. Up 23%.) Still considers this as a Buy. It is nice if you can get it under $30. They will be impacted a little by the hurricane as they had 12 stores in the islands, which would have represented about 10% of pre-tax profit. Giant Tiger has been lagging, but they have been doing some tremendous adjustments in their management of product in the far North, and margins and market share have been going up. Has a new delivery system with the air transport that they purchased. Good company and good dividend.

merchandising/lodging

(A Top Pick Nov 4/16. Up 23%.) Still considers this as a Buy. It is nice if you can get it under $30. They will be impacted a little by the hurricane as they had 12 stores in the islands, which would have represented about 10% of pre-tax profit. Giant Tiger has been lagging, but they have been doing some tremendous adjustments in their management of product in the far North, and margins and market share have been going up. Has a new delivery system with the air transport that they purchased. Good company and good dividend.

merchandising/lodging
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$30.090
Owned Owned
Yes

COMMENT

This is in an upward trend and has gone to new highs, so technically it looks very, very good.

merchandising/lodging

This is in an upward trend and has gone to new highs, so technically it looks very, very good.

merchandising/lodging
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$33.020
Owned Owned
Unknown

HOLD
North West Company(NWC-T) 

March 17, 2017

The business model has always been a really good one. They tend to sell in markets where competition has been more limited and prices high. Looking long term, the structure of those markets might be changing, but they have diversified. They own a number of Giant Tiger stores. They have operations in the Caribbean. He would prefer to buy this when it is under $30, and closer to $25 if it was available. It is not cheap now, trading at 4X BV.

merchandising/lodging

The business model has always been a really good one. They tend to sell in markets where competition has been more limited and prices high. Looking long term, the structure of those markets might be changing, but they have diversified. They own a number of Giant Tiger stores. They have operations in the Caribbean. He would prefer to buy this when it is under $30, and closer to $25 if it was available. It is not cheap now, trading at 4X BV.

merchandising/lodging
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$30.670
Owned Owned
Yes

COMMENT
North West Company(NWC-T) 

January 3, 2017

This has the double whammy that it is consumer, which is out of favour a little, but this came down too much, and it is also basically a yield play. Over time, it has done relatively well, but there has been some profit taking. It has a near monopoly up north where its stores are. Not a big growth company, but you can get the yield plus a little over.

merchandising/lodging

This has the double whammy that it is consumer, which is out of favour a little, but this came down too much, and it is also basically a yield play. Over time, it has done relatively well, but there has been some profit taking. It has a near monopoly up north where its stores are. Not a big growth company, but you can get the yield plus a little over.

merchandising/lodging
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$27.560
Owned Owned
No

DON'T BUY
North West Company(NWC-T) 

November 9, 2016

It is one of the oldest companies in Canada.  It is a no growth situation.  There are far more interesting names to own in the food distribution space.

merchandising/lodging

It is one of the oldest companies in Canada.  It is a no growth situation.  There are far more interesting names to own in the food distribution space.

merchandising/lodging
Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$25.140
Owned Owned
Unknown

TOP PICK
North West Company(NWC-T) 

November 4, 2016

This has pulled back considerably from its highs. A leading retailer, particularly in Northern Canada, plus they offer a chain of discount stores called Giant Tiger and Cost U Less. They are also in the Caribbean, Alaska and South Pacific. Dividend yield of 4.93%.

merchandising/lodging

This has pulled back considerably from its highs. A leading retailer, particularly in Northern Canada, plus they offer a chain of discount stores called Giant Tiger and Cost U Less. They are also in the Caribbean, Alaska and South Pacific. Dividend yield of 4.93%.

merchandising/lodging
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$25.140
Owned Owned
Yes

BUY on WEAKNESS
North West Company(NWC-T) 

September 28, 2016

They own a whole bunch of specialty food stores in the Northeast. He just sold his holdings earlier this month. It is holding in at around $26 and he is looking for a re-entry at around $25.83. The bottoming process however, can take several months.

merchandising/lodging

They own a whole bunch of specialty food stores in the Northeast. He just sold his holdings earlier this month. It is holding in at around $26 and he is looking for a re-entry at around $25.83. The bottoming process however, can take several months.

merchandising/lodging
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$26.130
Owned Owned
No

BUY

(Market Call Minute) He likes the sector but does not know the economy of the North at present.

merchandising/lodging

(Market Call Minute) He likes the sector but does not know the economy of the North at present.

merchandising/lodging
Brendan Caldwell

President, Caldwell Securities...

PricePrice
$29.330
Owned Owned
Unknown

BUY

They meet his criteria.  He likes the company.  They are exposed to the cyclical nature of the resource space.  The dividend yield is attractive.  He would look at holding it for a long time.  Get it below $30.

merchandising/lodging

They meet his criteria.  He likes the company.  They are exposed to the cyclical nature of the resource space.  The dividend yield is attractive.  He would look at holding it for a long time.  Get it below $30.

merchandising/lodging
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$29.920
Owned Owned
Unknown

COMMENT
North West Company(NWC-T) 

April 20, 2016

This is in a very unique niche. They serve parts of remote locations and are the only player in town. A very good business, but he is being very cautious on how much he is willing to pay. Hopes he gets it into his fund when he thinks he is getting paid to take the risk.

merchandising/lodging

This is in a very unique niche. They serve parts of remote locations and are the only player in town. A very good business, but he is being very cautious on how much he is willing to pay. Hopes he gets it into his fund when he thinks he is getting paid to take the risk.

merchandising/lodging
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$28.150
Owned Owned
No

HOLD
North West Company(NWC-T) 

October 14, 2015

He has had it for some time.  He likes it longer term, but does not think it is a buy at today’s levels.  Things have slowed down in the economy of the north.  The dividend is safe. If the price of the stock went too much higher he would consider taking some off the table.

merchandising/lodging

He has had it for some time.  He likes it longer term, but does not think it is a buy at today’s levels.  Things have slowed down in the economy of the north.  The dividend is safe. If the price of the stock went too much higher he would consider taking some off the table.

merchandising/lodging
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$28.650
Owned Owned
Yes

PAST TOP PICK

(A Top Pick June 16/14. Up 4.61%.) Has pulled back a little bit recently and at current price levels, he would almost consider adding more.

merchandising/lodging

(A Top Pick June 16/14. Up 4.61%.) Has pulled back a little bit recently and at current price levels, he would almost consider adding more.

merchandising/lodging
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$23.500
Owned Owned
Yes

HOLD

A relatively unique company because of their locations.  4.9% yield.  A nice steady income stock.  He does not like the valuation that much.

merchandising/lodging

A relatively unique company because of their locations.  4.9% yield.  A nice steady income stock.  He does not like the valuation that much.

merchandising/lodging
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$23.700
Owned Owned
Unknown

HOLD
North West Company(NWC-T) 

September 30, 2014

This is a chart that is most definitely breaking down.  It broke the trend earlier this year and it did so definitively.  Give it a couple of days and if it stays below $22.50, then it will continue down.

merchandising/lodging

This is a chart that is most definitely breaking down.  It broke the trend earlier this year and it did so definitively.  Give it a couple of days and if it stays below $22.50, then it will continue down.

merchandising/lodging
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$22.380
Owned Owned
Unknown

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