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This has been diversifying into other beverages including water and new age beverages. Prefers PepsiCo (PEP-N) which can do foods with snack foods where their focus on growth is. In the short term, both are going to be a little weak. The consumer staples group has done well, but now people are looking to get a little more cyclical, so these 2 are running out of favour in the short term.
This has been diversifying into other beverages including water and new age beverages. Prefers PepsiCo (PEP-N) which can do foods with snack foods where their focus on growth is. In the short term, both are going to be a little weak. The consumer staples group has done well, but now people are looking to get a little more cyclical, so these 2 are running out of favour in the short term.
Has owned this for some time. Bought it during the financial crisis when people were basically giving away shares of financial companies. It has diversified, being almost more of a money manager than a lifeco. It is growing its life business both in Canada and the US as well as in Asia. Like most financial stocks, this responds to higher interest rates. The 10-year US bond is starting to have strength, which is positive for lifecos. He is positive on this company.
Has owned this for some time. Bought it during the financial crisis when people were basically giving away shares of financial companies. It has diversified, being almost more of a money manager than a lifeco. It is growing its life business both in Canada and the US as well as in Asia. Like most financial stocks, this responds to higher interest rates. The 10-year US bond is starting to have strength, which is positive for lifecos. He is positive on this company.
Recently weakened following its 2 major acquisitions. A growth by acquisition company. Recently acquired Ultramar in eastern Canada and Chevron’s Canadian refinery and gas station business in Western Canada. It has become a “show me” stock, and is a great, long term buying opportunity. Dividend yield of 4.4%.
Recently weakened following its 2 major acquisitions. A growth by acquisition company. Recently acquired Ultramar in eastern Canada and Chevron’s Canadian refinery and gas station business in Western Canada. It has become a “show me” stock, and is a great, long term buying opportunity. Dividend yield of 4.4%.
Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? This has proven to be the best run grocer in Canada.
Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? This has proven to be the best run grocer in Canada.
Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. This company has had its challenges but under the new CEO, it is showing that it is starting to come back. If you are a turnaround person, even though it has had a big run already, it is starting to outperform off a very bad low, and has the most turnaround potential.
Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. This company has had its challenges but under the new CEO, it is showing that it is starting to come back. If you are a turnaround person, even though it has had a big run already, it is starting to outperform off a very bad low, and has the most turnaround potential.
Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. Empire has had its challenges but is starting to come back. This company would be somewhere in between the two.
Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. Empire has had its challenges but is starting to come back. This company would be somewhere in between the two.
He can think of absolutely no reason to ever own this stock. The #1 corporate bum company in Canada. If you take away its gifts of money, subsidies, cheap loans and favouritism, he doesn’t understand why they exist.
He can think of absolutely no reason to ever own this stock. The #1 corporate bum company in Canada. If you take away its gifts of money, subsidies, cheap loans and favouritism, he doesn’t understand why they exist.
