North West Company (NWC-T) Stock Predictions - Stockchase
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North West Company (NWC-T)

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small remote stores

merchandising/lodging

North West Company

NWC-T

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North West Company (NWC-T) SAVE Mar, 26, 2019, 8:55 pm

28.81 0.08 (0.28%)

About North West Company (NWC-T)

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

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PAST TOP PICK
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.
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(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.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$32.380
Owned Owned
Yes

TOP PICK
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)

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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)

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$28.160
Owned Owned
Yes

WEAK BUY

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. 

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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. 

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$30.080
Owned Owned
Unknown

WATCH

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

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

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Greg Dean

Principal , Cambridge Global Ass...

Price Price
$27.420
Owned Owned
No

DON'T BUY
North West Company(NWC-T) 

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.

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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.

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David Driscoll

President , Liberty Internationa...

Price Price
$26.750
Owned Owned
No

COMMENT
North West Company(NWC-T) 

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.

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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.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$27.040
Owned Owned
No

TOP PICK
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)

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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)

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$28.070
Owned Owned
Yes

HOLD
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.

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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.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$29.580
Owned Owned
Unknown

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.

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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.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$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.

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(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.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$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.

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

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$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.

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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.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$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.

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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.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$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.

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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.

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Daniel Lloyd

Portfolio , Forge First Asset Ma...

Price Price
$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%.

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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%.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$25.140
Owned Owned
Yes

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