North West Company

NWC-T

TSE:NWC

35.17
0.27 (0.76%)
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
Chart
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.

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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.

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.

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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.

Ryan Bushell
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.

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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
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.

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

Don Vialoux
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.

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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.

Michael Sprung
Price
$30.670
Owned
Yes
COMMENT
COMMENT
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.

DON'T BUY
DON'T BUY
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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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.

Daniel Lloyd
Price
$25.140
Owned
Unknown
TOP PICK
TOP PICK
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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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%.

Michael Sprung
Price
$25.140
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
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.

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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.

BUY
BUY
July 14, 2016

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

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

Brendan Caldwell
Price
$29.330
Owned
Unknown
BUY
BUY
July 4, 2016

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.

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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.

Jason Del Vicario
Price
$29.920
Owned
Unknown
COMMENT
COMMENT
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.

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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.

Stephen Groff
Price
$28.150
Owned
No
HOLD
HOLD
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.

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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.

Michael Sprung
Price
$28.650
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 8, 2015

(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.

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(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.

Michael Sprung
Price
$23.500
Owned
Yes
HOLD
HOLD
June 1, 2015

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

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

Peter Hodson
Price
$23.700
Owned
Unknown
Showing 16 to 30 of 86 entries