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Long-term it looks tough for them, with serious competition from Walmart and Costco. Loblaw is trying to cut costs and enhance its digital operations. Same-store sales are sluggish, though Shoppers is doing better. More headwinds: generic drug pricing, minimum wage rises and the US exchange rate.
It has 13x forward earnings with a 12% growth rate as global consumer spending rises. Digital currency is overtaking cash and cheques as a strong trend. Worldwide, people still use cash over plastic, but this will change--and AmEx will benefit. Last week, they announced a co-branded card with Amazon and $3.4-billion buyback program. He's held this for a long time. (Analysts' price target: $109.27)
Great ROE. They're improving brand awareness, guest experience and ordering online, like Tim Horton's coffee. Also, they're looking to expand internationally. They're trying to make domestic franchisees happier. It pays 2.9% dividend yield. 23x forward earnings with a 15% growth rate. (Analysts' price target: $87.83)
It's held up well in the past year with a rising 200-day moving average. Not a high-grow company, maybe 6% a year. It doesn't excite him. Other such companies are growing faster.