| Comment | 12.300 | Mark Grammer | Have a pretty good grip on their US business and are looking to grow it. Have some cash now. Expect there will be some acquisitions. Prefers Tesco, a UK company. | 2007-08-13 | |
| BUY | 12.500 | Michael Smedley | Doing a 5 for 4 reverse stock split as well as issuing a special dividend. A seriously good company. | 2007-05-25 | |
| PAST TOP PICK | 12.040 | Paul Harris, CFA | (A Top Pick Oct 406. Up 11.2%.) Throws off lots of free cash flow. Is going to be upgraded to investment-grade in the next little while. Expect it will be taken over. | 2007-04-12 | |
| TOP PICK | 10.640 | Paul Harris, CFA | A food services company. Almost went bankrupt several years ago over some accounting issues. Has been restructured with new management. Thinks it will do well over the next little while. | 2007-03-16 | |
| PAST TOP PICK | 10.310 | Paul Harris, CFA | (A Top Pick Aug 22/06. Up 9.2%.) This was a restructuring story. Expect they will have a lot more cash in the next little while. | 2007-01-15 | |
| PAST TOP PICK | 10.340 | Paul Harris, CFA | (A Top Pick Aug 15/06. Up 8.7%.) Had a lot of trouble over accounting scandals during an acquisition. New management is re-structuring. Generates free cash in excess of 9%. Still likes. Cheap. | 2006-12-12 | |
| TOP PICK | 10.830 | Paul Harris, CFA | (A Top Pick Aug 15/06. Up 13.5%.) Good balance sheet and throwing off lots of cash. Feels their debt will move into triple B category. | 2006-10-04 | |
| TOP PICK | 9.440 | Paul Harris, CFA | Throws off lots of free cash. Aggressively paying down their debt. Have been junk bond status but should be investment-grade bonds by the end of this year. | 2006-08-22 | |
| TOP PICK | 9.440 | Paul Harris, CFA | A Dutch company. European business does very well. US has been lagging. Generates a lot of free cash flow. Trades at about 8.5 X free cash flow yield. Continuing to bring down their debt level. Expecting they will move from junk bond status to investment-grade. There are a lot of catalysts for this company. | 2006-08-15 | |
| TOP PICK | 9.170 | Paul Harris, CFA | Had some accounting issues in the past. All new management. The food services business is a good business. Have lots of operating leverage. Feels they will be able to increase their net margins from 1% to 3% which would double their earnings. Have cleared out a lot of non-core assets. | 2005-02-25 | |
| TOP PICK | 8.360 | Paul Harris, CFA | Have a restructuring plan. Really like it. Grocery stores. 2/3 of business in U.S. Upside of $14.50 | 2004-02-09 | |
| DON'T BUY | 8.910 | Lou Schizas | Accounting issues. Has dropped below a technical support level. Caution. | 2003-10-22 | |
| PAST TOP PICK | 9.290 | David Driscoll | (Was a top pick on July 30/02. Down 40%.) Sold out as soon as they heard rumors of fraud. | 2003-06-17 | |
| BUY | 8.180 | Lou Schizas | Was oversold. On a technical basis, the stock could run to as high as $10, but could meet resistance and drop. A solid business. | 2003-06-04 | |
| DON'T BUY | 13.450 | Paul O'Neil | May get competition from Wal mart. Expect a price war. | 2002-09-20 | |
| BUY | 15.460 | David Driscoll | Good dividend yield. Trades at less than 15 X earnings. | 2002-09-12 | |
| TOP PICK | 16.820 | David Driscoll | Dividend is 5.7%. | 2002-07-30 | |
| BUY | 16.700 | Paul O'Neil | Oversold. Good price. 12/13 X plus a dividend makes a good portfolio hold. Watch out for competition for Wal Mart | 2002-07-17 | |
| BUY | 19.900 | David Driscoll | Still buying. Yield is over 4.5%. Trading at over 12 X earnings. Share price is dropping because of the rise in the Euro. | 2002-06-25 | |
| BUY | 24.730 | Michelle Calpin | Has done well. Good steady growth. A long term hold. | 2002-04-22 | |
| BUY | 24.990 | Brad Willock | Solid company. Safe. | 2002-04-19 | |
| TOP PICK | 24.600 | Neil Murdock | Strong manageemnt team. Great track record. Very attractive price. | 2002-04-15 | |
| BUY | 25.120 | John Sinkins, CFA | Reasonably valued at this time. | 2002-04-04 | |
| BUY | 25.900 | Paul O'Neil | Good business. Low multiples. | 2002-03-18 | |
| BUY | 24.160 | Arthur Heinmaa | Prefers this over Loblaws. Better multiple and a global stock. | 2002-02-08 | |
| PAST TOP PICK | 25.790 | David Driscoll | (Was a top pick on Oct 12 down 8%) 19 X earnings and 2% dividend versus Loblaws 30 X earnings and a .8% dividend. Good margins. | 2002-01-09 | |
| BUY | 27.910 | Neil Murdock | Strong management. Good track record. Good margins. At a good price. | 2002-01-07 | |
| BUY | 29.400 | Arthur Heinmaa | A cheap way to be in the food sector. Good mngmnt. | 2001-11-23 | |
| TOP PICK | 27.250 | Arthur Heinmaa | Good acquisitions/management. | 2001-10-19 | |
| TOP PICK | 29.020 | David Driscoll | 3rd largest food retailer globally. PE is only 20. Acquisition of Alliant Exchange was good. | 2001-10-12 | |
Experts that have talked about Ahold N V Adr
Rss Top Picks Feed
