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| PAST TOP PICK | 53.950 | Barry Schwarrtz | (Top Pick Sep 29/09, Up 29%) Expects really good earnings. Little food deflation did not stop good results. Dividend is up. Thinks it is the best performing grocery story. | 2010-08-10 | |
| PAST TOP PICK | 52.600 | David Baskin | (Top Pick Jun 18/09, Up 14%) 3 main assets. Sobeys, Cromby and movie theaters. The companies are worth $80 a share if values individually. Nice dividend (increased) and solid earnings. | 2010-07-06 | |
| PAST TOP PICK | 52.650 | Barry Schwarrtz | (A Top Pick Sept 29/09. Up 19.38%.) A lot of value in this company. High Cdn$ has created deflation in grocery stores so he expects weaker earnings this year. Expect it will turn around and there will be food inflation again. Not a lot of competition. Trades at a deep discount to Loblaws (L-T). | 2010-04-20 | |
| VAGUE | 52.650 | Douglas Kee | Food stocks have done fairly well in this environment because they are defensive. They own a lot of real estate and that is why they have done so well. You need inflation for food retailers to do really well. | 2010-04-20 | |
| BUY | 51.710 | Barry Schwarrtz | Took Sobey’s private in 2007 and that component is worth $75. Have done a spectacular job of turning the stores around. Gaining good market share. | 2010-03-24 | |
| PAST TOP PICK | 49.290 | Barry Schwarrtz | (Top Pick Sep 29/09, Up 13%) Quality company. Management should look at spinning out Sobeys. Lots more upside on this stock. Valuation is cheap. Good record of raising dividends every year. | 2010-02-22 | |
| TOP PICK | 45.750 | David Baskin | Has Sobey stores, Empire Theatres and part of Crombie REIT (CRR.UN-T). Suffers from a holding company discount. An analysis said that the Sobeys alone is worth $65. | 2009-12-15 | |
| PAST TOP PICK | 44.500 | Barry Schwarrtz | (Top Pick Sep 29’09 Up 2.4%) Sobeys parent. Still likes it. Cleaned up their balance sheet. Stock is still down. They are the best performing food retailer in Canada yet trades at a 30% discount. | 2009-12-02 | |
| BUY | 45.040 | David Baskin | As with many conglomerates, the value of the assets is much higher than the value of the stocks. The value will come out over time. 1.6% dividend. | 2009-11-19 | |
| PAST TOP PICK | 43.280 | Barry Schwarrtz | (A Top Pick Sept 29/09. Down 0.18 %.) Cheap. Still Buy. | 2009-11-10 | |
| BUY | 43.210 | David Baskin | A core retail in that it will continue to grow in spite of the economy. Well managed. Has a record of increased dividends. Good, solid core holding. | 2009-10-27 | |
| TOP PICK | 43.670 | Barry Schwarrtz | Holding company with main asset being Sobey’s, the best performing food retailer in Canada. Stock has not done well this year. Trading at 10X earnings versus its peers at 14X-15X. Raised its dividend regularly over the last 25 years. If the market doesn't recognize the value, Sobey’s family may spin out Sobey’s again. It's worth $75 a share and is only trading at $40. | 2009-09-29 | |
| Comment | 40.850 | Bruce Campbell | Thought they had overpaid when they had bought Sobey’s Food Stores. Stock has been weak since but is getting into a range where he would look at it again. | 2009-08-10 | |
| TOP PICK | 41.320 | David Baskin | Have 3 legs. 1) Sobey stores, 2) Empire Theatres and 3) Crombie REIT (CRR.UN-T) which it controls. Very well run company. Paid a dividend every quarter since 1982. Did a share offering and has not recovered since. | 2009-07-27 | |
| TOP PICK | 47.000 | David Baskin | Grocery stores. Took advantage of Loblaws (L-T) difficulties to increase Ontario market share. A lot of the plazas and malls where their anchored tenants, Sobeys, are located are owned by Empire or through their captive Crombie REIT. | 2009-06-18 | |
| BUY | 48.740 | Michael Smedley | This company is fine. One of the few select companies in the staples area in Canada. Good and solid. | 2008-12-31 | |
| Comment | 43.890 | Michael Smedley | (Market Called Minute.) By if you are very conservative. Very blue chip family company. | 2008-08-01 | |
| DON'T BUY | 37.900 | Colin Stewart | There is a general concern in the grocery store industry in Canada. A lot of fundamental pressures including Wal-Mart and Costco getting into groceries. | 2008-02-27 | |
| HOLD | 42.020 | Michael Smedley | Regards it as one of those very old, rich family organizations. Probably worth holding on. Fully priced. | 2007-12-12 | |
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| DON'T BUY | 42.140 | Bruce Campbell | Fundamentals are fine. Doesn't like the valuation of it. It's fully priced. | 2007-06-05 | |
| BUY | 44.000 | Michael Sprung | Real estate and Sobey’s grocery stores. Sobey’s has been gaining market share. Not sure that the east coast real estate has been doing as well. | 2006-12-08 | |
| PAST TOP PICK | 41.500 | David Baskin | Up 17%. Spinning their real estate into a REIT. Sobey stores have performed well. Stocks are a liitle expensive at this price. Be selective when buying. | 2006-02-28 | |
| TOP PICK | 35.610 | David Baskin | Owns the Sobey’s chain of grocery stores as well as a lot of real estate in Atlantic Canada. Trades at a discount to the value of its assets. A Conservative pick. | 2005-12-19 | |
| DON'T BUY | 22.250 | Mark Jackson, CFA | Price looks attractive, but would rather own the leader, Loblaws. | 2003-04-14 | |
| BUY | 24.290 | Michael Sprung | A good stock to earn long term. | 2002-12-09 | |
| BUY | 25.000 | David Baskin | Pretty good price. | 2002-10-31 | |
| BUY | 26.100 | Bruce Campbell | Its the parent of Sobeys and likes Sobeys, but prefers buying Sobeys direct. | 2002-10-28 | |
| BUY | 57.000 | Bruce Campbell | Sobey's is good value, but prefers owing Sobey's direct. | 2002-07-29 | |
| DON'T BUY | 59.500 | Brian Acker, CA | Likes, but too expensive. | 2002-04-12 | |
| DON'T BUY | 31.000 | Ray Steele | Had their run. Not keen on this sector | 2000-12-13 |
