These two tap Canadian growth markets

Loblaw is ready to thrive in a post-COVID-19 environment. Many of its customers who opted for home delivery (or in-store pickup) during pandemic lockdowns are sticking with that value-added service. The company’s improvements to its loyalty programs should also drive additional spending per visit, both… Read More

Loblaw gains from narrower focus

Loblaw’s shares have jumped 44% since the start of 2021, and recently hit a new all-time high of $92.00. That’s partly due to a reorganization in 2018 that transferred the company’s real estate business—Choice Properties REIT—to parent George Weston Ltd. The holding company owns 52.6%… Read More

Bakery sale unlocks Weston’s value

Holding companies often own a variety of unrelated businesses. As a result the shares of those complex companies tend to trade for less than the value of their assets.
One of the best ways to reduce or eliminate this “holding company discount” is for the firm… Read More

Loblaw and Weston set to thrive after COVID

Loblaw is in a strong position to thrive in a post-COVID-19 environment. Many of its customers who opted for home delivery (or in-store pickup) during the lockdowns will likely stick with that value-added service. The company’s improvements to its loyalty programs should also drive additional… Read More