North West Company

NWC-T

TSE:NWC

27.67
0.46 (1.64%)
The North West Company is a Canadian multinational grocery and retail company which operates stores in Western Canada, Northern Canada, Alaska, Hawaii, and several other countries and US territories in Oceania and the Caribbean.
More at Wikipedia

Analysis and Opinions about NWC-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 3, 2019
They're going more into services. They're integrating a small airline for delivery, so there's synergy. Pays a fine 4.65% yield. A long-term buy. (Analysts’ price target is $31.00)
North West Company (NWC-T)
December 3, 2019
They're going more into services. They're integrating a small airline for delivery, so there's synergy. Pays a fine 4.65% yield. A long-term buy. (Analysts’ price target is $31.00)
Michael Sprung
President, Sprung Investment Management
Price
$28.460
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 10, 2019
(A Top Pick Oct 24/18, Up 5%) Has been flattish. Frustrated with it. Used to be a compelling retail story. Earnings stalled, and share price stuck in a trading range. Didn't like their acquisition of an airline.
North West Company (NWC-T)
October 10, 2019
(A Top Pick Oct 24/18, Up 5%) Has been flattish. Frustrated with it. Used to be a compelling retail story. Earnings stalled, and share price stuck in a trading range. Didn't like their acquisition of an airline.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$28.240
Owned
No
DON'T BUY
DON'T BUY
April 8, 2019
They are almost a regulated company as they are so subsidized. It is a decent but very slow growth company. He would look elsewhere.
They are almost a regulated company as they are so subsidized. It is a decent but very slow growth company. He would look elsewhere.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$28.750
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 26, 2019
(A Top Pick Feb 22/18, Up 23%) He bought at the right time; NWC has since benefitted from the rise in defensive stocks. It's a multi-year secular grower, insulated from competitors. NWC bought a small regional airline and have struggled to integrate it into their supply chain, and were hit hard in the Caribbean where they also operate from hurricanes in 2017. A macro tailwind is that Alaska and the far north have had strong economies. He's sticking with this and happy to.
North West Company (NWC-T)
February 26, 2019
(A Top Pick Feb 22/18, Up 23%) He bought at the right time; NWC has since benefitted from the rise in defensive stocks. It's a multi-year secular grower, insulated from competitors. NWC bought a small regional airline and have struggled to integrate it into their supply chain, and were hit hard in the Caribbean where they also operate from hurricanes in 2017. A macro tailwind is that Alaska and the far north have had strong economies. He's sticking with this and happy to.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$32.380
Owned
Yes
TOP PICK
TOP PICK
October 24, 2018

Deals in staples with inelastic demand, running stores in Alaska and remote northern Canada and isolated parts of the South Pacific and Caribbean selling food and general merchandise. These areas are so remote that there is no competition from e-commerce. These are natural monopolies, so NWC enjoys higher margins than a grocer. They're rebuilding their Caribbean stores after the 2017 hurricanes. (4.55% dividend yield, Analysts; Price Target $32.40)

North West Company (NWC-T)
October 24, 2018

Deals in staples with inelastic demand, running stores in Alaska and remote northern Canada and isolated parts of the South Pacific and Caribbean selling food and general merchandise. These areas are so remote that there is no competition from e-commerce. These are natural monopolies, so NWC enjoys higher margins than a grocer. They're rebuilding their Caribbean stores after the 2017 hurricanes. (4.55% dividend yield, Analysts; Price Target $32.40)

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$28.160
Owned
Yes
WEAK BUY
WEAK BUY
July 26, 2018

He held it a few years ago. It took a tumble and has started to stabilize. They have a unique business model. You have a good yield but he is cautious that they have not turned the corner yet after the pull back. It is a little expensive.

He held it a few years ago. It took a tumble and has started to stabilize. They have a unique business model. You have a good yield but he is cautious that they have not turned the corner yet after the pull back. It is a little expensive.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$30.080
Owned
Unknown
WATCH
WATCH
April 9, 2018

He is considering owning it. They have some short term issues, some self inflicted and some market. They just bought an airline.

He is considering owning it. They have some short term issues, some self inflicted and some market. They just bought an airline.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$27.420
Owned
No
DON'T BUY
DON'T BUY
March 28, 2018

It's retail in the far north. Unlike retail outside the far north, NWC has customers scattered geographically who depend on their goods. But he thinks revenue and dividend growth will be weak. You're not getting much return. He's not a fan of retail anyway. Higher costs to retail in the far north where they operate, namely transportation of goods on snowy roads.

It's retail in the far north. Unlike retail outside the far north, NWC has customers scattered geographically who depend on their goods. But he thinks revenue and dividend growth will be weak. You're not getting much return. He's not a fan of retail anyway. Higher costs to retail in the far north where they operate, namely transportation of goods on snowy roads.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$26.750
Owned
No
COMMENT
COMMENT
March 27, 2018

The stock has come way down. It had a great run for many years with very little competition but today, the margins of Giant Tiger have come way down in the West because of increased competition and because they are selling a higher proportion of food, which carries low margin. The expansion to the Caribbean has brought better margins but much higher risk because of the hurricanes. It’s a well-managed company that faces headwinds right now. It’s not clear what they will or should do with Giant Tiger in the future.

The stock has come way down. It had a great run for many years with very little competition but today, the margins of Giant Tiger have come way down in the West because of increased competition and because they are selling a higher proportion of food, which carries low margin. The expansion to the Caribbean has brought better margins but much higher risk because of the hurricanes. It’s a well-managed company that faces headwinds right now. It’s not clear what they will or should do with Giant Tiger in the future.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$27.040
Owned
No
TOP PICK
TOP PICK
February 23, 2018

Recent addition to their portfolio. Operates 225 stores in the Canadian north and Caribbean. Kind of immune to the influence of e-commerce given its logistics. Acts like a natural local monopoly. Trades at 14.5 times earnings (Analysts’ price target is $33.80)

North West Company (NWC-T)
February 23, 2018

Recent addition to their portfolio. Operates 225 stores in the Canadian north and Caribbean. Kind of immune to the influence of e-commerce given its logistics. Acts like a natural local monopoly. Trades at 14.5 times earnings (Analysts’ price target is $33.80)

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$28.070
Owned
Yes
HOLD
HOLD
January 29, 2018

Giant Tiger Stores and original HBC stores in Northern Canada. They also have operations in the south pacific and in Alaska. It has been a very well managed company with limited competition. Giant Tiger is not a huge part of their operation. It is well managed and pays a good dividend. It is a pretty safe stock and you pay a premium for it.

North West Company (NWC-T)
January 29, 2018

Giant Tiger Stores and original HBC stores in Northern Canada. They also have operations in the south pacific and in Alaska. It has been a very well managed company with limited competition. Giant Tiger is not a huge part of their operation. It is well managed and pays a good dividend. It is a pretty safe stock and you pay a premium for it.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$29.580
Owned
Unknown
COMMENT
COMMENT
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.

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.

Ryan Bushell
President, Newhaven Asset Management
Price
$30.210
Owned
No
PAST TOP PICK
PAST TOP PICK
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.

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.

Michael Sprung
President, Sprung Investment Management
Price
$30.090
Owned
Yes
COMMENT
COMMENT
June 2, 2017

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

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

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$33.020
Owned
Unknown
HOLD
HOLD
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.

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.

Michael Sprung
President, Sprung Investment Management
Price
$30.670
Owned
Yes
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