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Corby Distilleries Ltd (A)

Stock Symbol: CDL.A-T

Last Price Recorded: 20.6700 on 2013-05-18 01:14:04

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Date Signal Expert Opinion Price
2013-03-28 BUY Paul Harris, CFA

Great business. Not cheap. Owned by Pernod and he feels that at some time they will just take it out of Canada. Nice dividend.

 Price:
$19.500
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2013-03-20 COMMENT Michael Smedley

Excellent dividends. Special dividends capability. Probably gets taken in eventually by its parent Pernod.

 Price:
$19.450
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2013-01-14 COMMENT Douglas Kee

Has a smattering of some historical holdings in some clients’ portfolios but is not interested in owning generally. Company has done well. His concern, longer-term, is the French company that really controls what goes on there. Well managed.

 Price:
$18.820
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2012-12-28 TOP PICK James Hodgins

Cash flow return on investment has improved dramatically since they went to an asset light model and is showing up in the special dividends that the company has been paying. Really under levered. Have $100 million in net cash, 20% of their market. Generates tremendous cash flow. There is a rumour that their parent will use the cash to purchase the distribution rights for José Cuervo Tequila.

 Price:
$17.200
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2012-12-14 PARTIAL BUY Fabrice Taylor

Makes booze and it’s a cash flow machine. Thinks they are in the process of paying a special dividend. Business is good. Not very liquid. Pretty decent conservative play and you can pick away at it.

 Price:
$17.190
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2012-12-04 TOP PICK Michael Smedley

They are into the swinging things in cocktails. Subject to the largest minority holding (12%) by a funds management, which means very big dollars for all the assets they held for very long time.

 Price:
$17.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2012-11-13 PAST TOP PICK James Hodgins

(Top Pick Nov 24/11, Up 16.86%) They just announced another special dividend.  He likes it a lot.

 Price:
$17.850
Subject:
SMALL & MID-CAP
Bias:
SELECTIVE
Owned:
Yes
2012-10-19 COMMENT David Cockfield

In a nice upward trend but it got to a point where he could do better for yield in other stocks so sold his position. An absolutely safe stock. 3.4% yield.

 Price:
$17.450
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2012-03-14 BUY Douglas Kee Historically he has owned in private client portfolios. Pays special dividends. Liquor is Liquor. Diagio controls what brands Corby has. Yield over 4%. Diagio owns 80% of stock.
 Price:
$16.000
Subject:
CANADIAN DIVIDEND
Bias:
BULL on DIVIDEND STOCKS
Owned:
Unknown
2011-12-29 BUY James Hodgins Announced special dividend after selling a bottling plant. Going forward will pay nice steady dividend. Now that bottling plant is sold off they are going to be able to drive brand growth and grow investment returns. Will continue to grow in a recessionary environment.
 Price:
$16.400
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Unknown
2011-11-24 TOP PICK James Hodgins Some real positive change has been occurring. Recently reported a bang-up quarter. Very nice growth in their core brands. Becoming asset light by selling off a bottling manufacturing facility and focusing on driving profitability through brand growth. This is a good model. Expect you could see 10%-15% returns over the next decade.
 Price:
$17.750
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2009-09-11 BUY Norman Levine Large domestic distiller of booze. From a macro point of view he likes the area. They don't export much. Recession resistant. Had a great quarter largely due to the threatened strike at Liquor Control Board of Ontario. People stocked up during at the end of the quarter. Next quarter will probably be weaker. Good long-term investment.
 Price:
$16.000
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
No
2008-07-08 COMMENT Michael Smedley Has been disappointing. An interesting price. Good dividends. Good earnings.
 Price:
$17.250
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2008-06-25 COMMENT Colin Stewart Likes the company but is a less liquid name. Has a significant ownership position from a European company called Pernod, which is one of the reasons it doesn't trade actively. Trading at about 8X EBITDA, which is pretty good value.
 Price:
$17.560
Subject:
CANADIAN MIDCAP
Bias:
SELECTIVE
Owned:
Unknown
2006-06-29 BUY David Driscoll Very illiquid, so a good stock for small investors. There is definitely a shift away from beer drinkers as the population ages. Stock doesn't move a lot because it's very heavily held by the family. Will have good return over the long run.
 Price:
$22.500
Subject:
GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 23 entries
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