Focus on quality pays off for Andrew Peller

ANDREW PELLER LTD. (Toronto symbols ADW.A $17 and ADW.B $17; Income Portfolio, Consumer sector; Shares outstanding: 44.2 million; Market cap: $751.4 million; Price-to-sales ratio: 2.0; Dividend yield: 1.2%; www.andrewpeller.com) began operating in 1961, and is now Canada’s second-largest producer of wines, after Arterra Wines (formerly the Canadian division of Constellation… Read More

Updating Andrew Peller Ltd.

ANDREW PELLER LTD. (Toronto symbols ADW.A $18 and ADW.B $18; Conservative Growth Payer Portfolio, Consumer sector; Shares outstanding: 42.6 million; Market cap: $766.8 million; Dividend yield: 1.0%; Dividend Sustainability Rating: Above Average; www.andrewpeller.com) is Canada’s second-largest wine producer.
Peller last raised its quarterly dividend by 10.3% in June 2017… Read More

‘Sin’ stocks keep expanding their markets

They face ever-tightening government restrictions and high taxes, but many so-called “sin stocks”—companies focused on gambling, tobacco and alcohol—continue to deliver steady returns (see graphs).

Recession proof profits

This is no surprise considering that consumer spending on leisure, alcohol and tobacco is one of the least… Read More

Focus on premium wines to pay off

ANDREW PELLER LTD. (Toronto symbols ADW.A $16 and ADW.B $16; Income Portfolio, Consumer sector; Shares outstanding: 44.2 million; Market cap: $707.2 million; Price-to-sales ratio: 2.1; Dividend yield: 1.1%; TSINetwork Rating: Average; www.andrewpeller.com) is Canada’s second-largest wine producer.

The company recently acquired three wineries in B.C.: Black… Read More