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B+

Review of Primo Water Corporation

MAY 21, 2020 - The company acquired the 'Primo' business and brand earlier this year and sold its other beverages business. The company now looks more interesting as a pure-play water company with a direct-to-consumer business model. Rating initiated at 'B+'.

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Q: Retired dividend-income investor. I am a little light in the Consumer sector. I already own PBH, NWC and PLC with "full" positions relative to their individual risk level, as well as consumer stocks held within various ETFs (ZLB, CDZ, ZWC). I save a full 5% position for blue-chip stocks, like RY, FTS, BCE.

I started looking into the above stocks (AW, CTC, LNF, MG, PRMW, QSR), but filtered it down to a choice of LNF vs PRMW, using both fundamentals and technicals as well as considering my current holdings.

Q#1 = Based on PBH, NWC and PLC being long term holds, do you agree that 2 food companies are enough => I should select a non-food consumer, right?

Q#2 = If I had to choose between LNF and PRMW today, I am leaning towards LNF (better P/B, P/CF, P/S, ROE...better dividend too). So, in my opinion, I think it shows better value. Do you agree? Which shows better upside (I only see 1 analyst on LNF with a target of $17.00)?

Q#3 = Are there other Consumer stocks I should consider? Or, in your opinion, are any of the 5 stocks mentioned above deserve consideration?

Bottom line = where would you put your money?
Thanks, I appreciate your help.....Steve

Read Answer Asked by Stephen on November 16, 2020

Q: These four fine companies are all RSI oversold at present. I know you like all of them, or have, and am wondering if they could be considered strong buys at these levels ( for long term holders) or whether best to wait and see what the coming weeks bring us all. What order of priority would you give them for current investment? BTW, thanks for the consistently calm and perspective-driven approach you take in your advice.

Read Answer Asked by Alex on November 02, 2020
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