WATCH LIST
The second biggest wine company in Canada is also into beer. They recently launched the Wayne Gretzky Craft Beer. They are focusing on marketing and valuation has recently come down. In good times and bad, people will go out for a drink. The company grows by acquisition and the multiple has come down, making it a perfect entry point. A very well-managed, growing company. The legalization of marijuana is not expected to impact wine consumption.
🍺 Brewers
Canada Stocks
Molson Coors Canada (B) (TPX.B-T)
The well known Canadian brewer has several well-known brands under their wing, including Coor Light and Molson Canadian. They are working together with Hexo in order to start selling marijuana infused beverages in Canada.
stockchase.com Brick Brewing Company Ltd. (BRB-T)
A well-run Ontario based brewery that is growing their brands. They are also looking into cannabis beverages as a big opportunity. They are the second largest craft brewer in Canada. They are well positioned for growth.
stockchase.com Andrew Peller (ADW.A-T)
The second biggest wine company in Canada. They are focusing on marketing and valuation has recently come down. In good times and bad, people will go out for a drink. The company grows by acquisition and the multiple has come down, making it a perfect entry point. A very well-managed, growing company. The legalization of marijuana is not expected to impact wine consumption.
stockchase.com Big Rock Brewery (BR-T)
An Alberta based brewery that makes premium craft beer and cider. They have a wholesale and retail segment. They have a strong following in Alberta and is trying to expand outside of its home province through wholesale to provincial liquor boards.
stockchase.com U.S Stocks
Constellation Brands Inc (STZ-N)
An international producer of beer, wine and spirits. They have recently sold lower premium brands in order to invest in cannabis product development. They have major stakes in Canopy. A good defensive play.
stockchase.com Boston Beer (SAM-N)
A leading brewer of beer. They’ve won more than 500 awards, and they have a huge market share on the craft beer sector. They recently jumped following a SmarTrend’s Buy recommendation.
stockchase.com Molson Coors Brewing Company (TAP-N)
One of the world’s largest brewers. They are entering into the craft beer market, though these are expensive acquisitions. They generate good cash flow and are paying down debt. A concern is the limited space for growth. They are entering into joint ventures with cannabis companies for infused beverages.
stockchase.com Ambev S.A. (ABEV-N)
The biggest brewery in Latin America. The stock price jumped recently, folowing a strong second-quarter 2019 results. THe company offers a diverse set of products, including beer, carbonated soft drinks, and other non-alcoholic beverages.
stockchase.com Anheuser Busch Companies Inc. (BUD-N)
One of the most well established companies in the sector. Their brands include Budweiser, Corona, and Stella. They are the largest brewing company following a merger with SABMiller.
stockchase.com Thai Beverage PCL (TBVPF-OTC)
Thailand’s largest beverage companies, and a leader in Southeast Asia. They are making acquisitions of other beer companies, such as in Vietnam, and also working on their whisky business. It is listed on the Singapore Stock Exchange.
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