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Andrew Peller Stock Symbol: ADW.A-T

Last Price Recorded: $11.5500 on 2017-09-22

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Date Signal Expert Opinion Price
2017-06-26 STRONG BUY Stephen Takacsy, B. Eng, MBA

It got ahead of itself.  He is buying it at these levels and it is one of his biggest positions.  Wine is the fastest growing beverage in Canada.  It is a very good business and very well managed.  It is a good time to get in.  Their kits for home winemaking is a very good business.


Price:
$11.100
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-04-25 WATCH Brooke Thackray

Consumer Staples tend to do well in the summer. The chart shows a symmetrical triangle indicating that a consolidation is taking place. That is positive. If it breaks out to the upside, that would be very positive and that would be the time to enter the stock. If it broke out above $11.50, that would be a good sign.


Price:
$11.180
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-11 PAST TOP PICK Ryan Modesto

(A Top Pick March 3/16. Up 35%.) A slower growth name. He likes that it is a pure play wine company. The wine industry has grown a bit faster than beers. They are also starting to get into mixed drinks as well as launching the Gretzky distillery brands, which could have some potential. Now trading at about 19X or 20X, so advised his members to sell their holdings. If you own, it is still worth while holding, but don’t expect another 30% return.


Price:
$11.060
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-03-22 PAST TOP PICK Stephen Takacsy, B. Eng, MBA

(A Top Pick March 22/16. Up 18%.) One of his biggest positions for many, many years. Extremely well-managed. They’ve grown the business, mainly organically through new products and reducing costs. Also, benefiting from the reform in Ontario, which allows food retailers to sell wine. There are about 75 new outlets now that have to give shelf space to Ontario wine companies. Still a Buy. Under $11 is a good price.


Price:
$10.690
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-18 PAST TOP PICK Peter Hodson

(A Top Pick Jan 15/16. Up 66.84%.) Had thought this had good growth potential, and it really delivered. Had a 3 for 1 split which added more liquidity. The yield is pretty tiny, so he wouldn’t hold this for the yield.


Price:
$11.100
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-12-12 BUY Stephen Takacsy, B. Eng, MBA

It is his top position.  He trimmed 10 % when it last peaked.  It had gotten a little on the pricey side and this is a good entry point.  The drip program will not be very dilutive.  There are only two companies in Canada to invest in the wine industry.


Price:
$11.460
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-10-19 HOLD Gavin Graham

This is the biggest Canadian wine company. Wine is a wonderful long term play on rising consumer income, and this is a wonderful company.


Price:
$12.450
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-22 HOLD Stephen Takacsy, B. Eng, MBA

It is his biggest position, one of the best managed companies in Canada.  They are growing organically.  They recently did a 3 for 1 stock split.  It is not the value it was.  He would hold it.


Price:
$34.750
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-08-08 COMMENT Lorne Steinberg

Doesn’t own dual class share companies, but this one has been an amazing growth story. Incredibly successful. If he didn’t have an issue with dual class shares, he might actually buy this. It is unbelievable to him that in an industry which is low growth, they have made some great acquisitions and they cover all the basic markets from lower end to higher end. Have done a fantastic job. Truly a Canadian success story.


Price:
$28.040
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BEARISH on BONDS
Owned:
No
2016-06-29 COMMENT Stephen Takacsy, B. Eng, MBA

Thinks they are going to grow their earnings again this year. There were a couple of one-time items, but nothing major. Growing the business organically by launching new products, not just wines, but also spirits. Managing costs extremely well. A solid, well-managed company that is trading at a very reasonable multiple, and a lower one than some of its peers.


Price:
$27.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-06-24 PAST TOP PICK Ryan Modesto

(A Top Pick March 3/16. Up 8.14%.) This is a recession resistant type of industry. The wine space within alcohol, is actually a faster growing one, compared to the broader alcohol/spirits market. A stable company.


Price:
$26.930
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-04-11 BUY Colin Stewart

(Market Call Minute) An expensive stock, but over time there is a lot of strategic value and it could eventually be a takeover target.


Price:
$28.730
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Unknown
2016-03-22 TOP PICK Stephen Takacsy, B. Eng, MBA

It is his biggest position by size.  Earnings at $1.60 a share from the $0.80s.  They did a tremendous job in launching more products and bringing costs down.  They have undervalued real estate and little debt.  The multiple is reasonable.  Wine in supermarkets in Ontario will benefit them.


Price:
$27.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-03-03 TOP PICK Ryan Modesto

Canadian wine producer and marketer. A short term catalyst is Ontario where they are going to start selling wine in grocery stores. The company is building a winery and distillery under the Gretzky Estate name, which is scheduled to be finished in 2017. No analyst covers or follows the stock, so it is relatively unknown. They have been hitting 52 week highs as well as all-time highs.


Price:
$25.000
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-01-15 TOP PICK Peter Hodson

Growing their sales at about 3%-4%. Nothing spectacular but in this environment it is something you want to see. Cash flow is very stable. Not a single analyst follows this company, so it has an opportunity to maybe get coverage someday. They don’t issue a lot of stock. Last May they raised their dividend by 7%. This is a bit of a safety call in this kind of a market. Dividend yield of 2.2%.


Price:
$20.640
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 22 entries
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