| Comment | 70.000 | Norman Levine | One of the best, if not the best Canadian retailers but it is not a good time to be a retailer. Feels the stock will continue to be vulnerable for a while. If you're a long-term investor, Hold but if you are a short-term investor, consider selling. | 2008-06-24 | |
| HOLD | 74.450 | Robert Floyd | Has been knocked down but has a history of supporting strong numbers in weak economic times. Marks Work Warehouse is doing reasonable well and expanding into women’s clothing. Attracting more women into their stores. | 2008-05-30 | |
| WEAK BUY | 74.000 | Norman Levine | The premier Canadian general merchandise retailer. Had economic and weather headwinds in eastern Canada. At current valuations, it's an OK buy. No catalyst in the near term to move it higher. | 2008-05-12 | |
| Comment | 80.950 | Norman Levine | Canada's premier retailer. Stock fell off the cliff a few months ago because it's biggest markets are Ontario and Quebec and there is weakness in their economies. In the near-term, they are going to have some issues, but in the long-term, it's the best retailer to own in Canada. | 2008-01-07 | |
| WEAK BUY | 86.750 | Fred Ketchen | Has had trouble squaring away revenues, profitability, inventory, etc. There is a lot of competition. Would consider going in at this time but would like to see what the next quarter brings. | 2007-11-27 | |
| BUY | 94.500 | Michael Smedley | Will continue building stores. The dollar is still out there and the population is growing. This is one of his “Buy and Hold” for ever. | 2007-10-31 | |
| HOLD | 93.500 | Brendan Caldwell | Stores within 15 minutes of 70% of the population. A darling of the Canadian retail industry. Not subject to a takeover because it's family owned. | 2007-10-24 | |
| BUY | 87.000 | Rob Callander | 2nd quarter results were terrific. 3rd quarter results will be flat year-over-year due to the expansion of some of their stores and they expect a very strong 4th quarter. | 2007-08-14 | |
| BUY | 90.300 | Michael Smedley | A niche company. A fabulous company that has no equal. | 2007-08-09 | |
| WAIT | 91.000 | Laura Wallace | Very well run. Will be subject to a great deal of competition. The other concern is the health of the consumer, especially in Ontario and Quebec. | 2007-08-02 | |
| BUY | 92.500 | Brian Acker, CA | His model price is $83.65, a positive differential. | 2007-04-12 | |
| HOLD | 103.500 | Robert Floyd | Very strong period of the year for them. Stock has performed quite nicely. | 2006-12-19 | |
| HOLD | 102.000 | Ross Healey | More emphasis on financials now, which is good. He has lightened up on this stock because it seemed to be kind of stuck slow gear. | 2006-12-04 | |
| Comment | 102.250 | James Cole, BA, CFA | Valuation is around 17Xearnings and is substantially higher than its peers. | 2006-11-13 | |
| WAIT | 107.000 | Ian Nakamoto | Likes this company a lot. Diversified. Has the right price points and good locations. A good brand name. Reporting shortly, so would wait to see what this shows before buying. | 2006-08-03 | |
| DON'T BUY | 114.000 | David Burrows | There is some reasonably significant risks in retail. One of the concerns in the market right now is economic slowdown, which will affect the consumer. Amongst the retailer stocks, there is general pervasive weakness with more volatility. | 2006-07-12 | |
| BUY | 115.000 | John Zechner | Great restructuring story and has done well over the last couple of years. Now back to the cyclicality of this industry. Don't buy for fast growth for the next couple of years but it will probably grow this 10/12% which is not bad. | 2006-06-27 | |
| PAST TOP PICK | 125.000 | Ross Healey | (A Top Pick March 16/06. Up 6.5%.) Still likes. | 2006-05-29 | |
| HOLD | 116.200 | Norman Levine | The premier retailer in Canada. If you want to be in retailing, this is one you have to own. This stock seems to have topped out and is coming down, probably due to fear of a weaker economy. | 2006-02-13 | |
| PAST TOP PICK | 118.500 | Ross Healey | (A Top Pick Dec 13/05. Up 2%.) Has not performed as well as he would have thought. At the tail end of a market cycle, it typically gets up to about 2.5 X book value which would be around $80. | 2006-02-06 | |
| BUY | 116.000 | David Burrows | If you are going to be in the retail space, you want to be with a retailer that's growing such as this. They launched some very large format stores over the last couple of years that have been quite successful. Expects that this will continue. A story that can keep getting better, both on revenue and margins. | 2006-01-04 | |
| BUY on WEAKNESS | 112.000 | John Zechner | Has had a great move over the past couple of years. Not a big fan of retailing right now, but this is probably more of a defensive retail. Would be inclined to own on a downturn. | 2005-12-12 | |
| BUY | 94.000 | Bruce Campbell | Low to mid P/E multiples. Good management. | 2005-09-12 | |
| DON'T BUY | 96.450 | David Driscoll | His valuation is in the $50/60 range which is where it is sitting right now. They'll do OK, but their margins are starting to decline because their sales are starting to even out. | 2005-06-28 | |
| PAST TOP PICK | 98.500 | Ross Healey | (A Top Pick April 7/05. Up 6%.) Likes this stock a lot and feels it has miles to go. Just grows and grows despite competition. Ususally tops out at 2.5 X book and is currently at 2 X book, so has about 25% to go. | 2005-06-16 | |
| BUY | 101.000 | David Burrows | There has been a focus over the last few months on retailers because they are less sensitive to costs like manufacturers. Prefers this retailer over Shoppers Drug Mart (SC-T). | 2005-05-03 | |
| BUY on WEAKNESS | 98.500 | Peter Brieger | Interested in 3 key stocks in the retail area, Rietman's (RET.NV.A-T), Canadian Tire (CTR-T) and Rona (RON-T) and will buy one or more of them on any pullback. | 2005-04-26 | |
| TOP PICK | 92.500 | Ross Healey | 3/4 years ago, there was a great fear that Wal-Mart (WMT-N) and Home Depot (HD-N) were going to eat their lunch and the stock dropped to its book value. Since then it has gone from strength to strength to strength. Big box stores are more profitable and their credit cards are outstandingly profitable. | 2005-04-07 | |
| BUY | 81.000 | Brian Acker, CA | Their model price is $60.80. A mispriced asset. | 2005-03-22 | |
| WEAK BUY | 80.580 | Matt Baillie | Have a lot of great real estate assets. Very strong brand that's held up in the face of very strong competition. Now own Mark's Work Wearhouse and are upgrading their stores. Doing a very good job. Looks a little pricey. | 2005-03-16 | |
| DON'T BUY | 80.200 | Fred Pynn | Good growth of earnings. How much more can they grow? Dependent on consumer spending. | 2005-03-03 | |
| BUY on WEAKNESS | 72.250 | David Baskin | Had a terrific run in 2004. When Wal Mart came to Canada, Canadian Tire more than held their own. Has done a very god job of refurbishing their stores. Fully priced. A 10/15% decline would be a good time to get in. | 2005-02-08 | |
| BUY | 69.200 | Veronika Hirsch | Retail is a very poor sector, but this company has really delivered. | 2005-01-28 | |
| BUY on WEAKNESS | 71.060 | David Baskin | A pretty good story. When Wal Mart came to Canada, he decided that Canadian Tire was going to have a pretty hard time and didn't buy. They have done a good job of competing with Wal Mart. Would look at it if it dropped a bit. | 2005-01-25 | |
| HOLD | 69.000 | Jim Huang | A pre-eminent Canadian retail franchise. Likes the company. In the short term, the stock is fully priced. In the last few years, they have done well in cutting costs and creating more shelf space and generating sales and that is now near its end. One of the big drivers has been credit cards. Will probably tread water. | 2005-01-19 | |
| DON'T BUY | 70.050 | Fred Sturm | Greatr company. Almost flawless in the execution of its business plan in view of the threat from US big box stores. Fairly valued here. | 2005-01-14 | |
| BUY | 71.500 | Peter Brieger | From a 3 year view, this is one of the great long term retailing stories. The only knock against the company is the ample need of credit to finance the customers' purchases. They are putting a cap of 50% of purchase for financing and are watching the credits like a hawk. | 2004-12-31 | |
| BUY | 71.500 | David Burrows | Seeing increased spending on home renovation/home improvement and this company sells into that market. A lot of the goods they are selling are coming from the US and with the stronger Cdn$, these goods are more profitable. Watch out for increased volatility in the share price which is starting to move in that direction. | 2004-12-21 | |
| HOLD | 74.500 | Norman Levine | A lot of inventory is paid in US$'s, so they should benefit from the weaker US$. It is probably already built into the price. Going into the seasonal slowdown now. | 2004-11-29 | |
| TOP PICK | 71.000 | Neil Wickham | Marks Men's Wear acquisition has worked out very well. Financially strong with a strong cash flow and strong growth. Expects 15/20% growth in the next several years. Credit card business has been growing very well. | 2004-11-23 | |
| DON'T BUY | 67.200 | Bruce Campbell | Stores are doing well, but a little expensive. | 2004-11-15 | |
| BUY | 66.500 | John Zechner | Earnings have been quite good. Expectation for growth over the next couple of quarters may be a little bit less than the market expects. A safe investment. Expects a 5/10% return over the next 12 months. | 2004-11-11 | |
| HOLD | 53.220 | Glenn Paradis, BA, CFA | Good momentum. Should continue to do fairly well. | 2004-10-14 | |
| WEAK BUY | 51.880 | Peter Brieger | On his buy list. For a cheaper play, you may want to consider Sears. | 2004-10-13 | |
| BUY on WEAKNESS | 50.640 | Mark Jackson, CFA | Executed on their plans extremely well. Trades in the 15 P/E range. Should continue to do well. | 2004-10-04 | |
| SELL | 49.500 | Pierre Bernard | A little rich. Reports in the US on consumer products indicates purchases are slowing down. Would reduce holdings if owned. | 2004-09-21 | |
| BUY | 47.930 | Norman Levine | Probably will have a lot of upside. | 2004-09-08 | |
| HOLD | 47.670 | Jackee Pratt | Well known company. Does not have a stable growth rate and can be lumpy. Uses a multiple of 14. | 2004-09-03 | |
| DON'T BUY | 47.600 | Gordon Higgins, CA, MBA, CFA | Has had a good run. Been running up with the earnings. A bit of a cyclical, so there's a high probability they could miss earnings this next quarter. Trading at 15/16 X earnings makes it fairly valued. | 2004-07-23 | |
| BUY | 47.770 | Steve Gold | Same store sales are increasing. Revenues per square foot are also increasing. Very diversified. Credit card business is to be envied. | 2004-06-22 | |
| BUY | 46.500 | Ian Nakamoto | Great company ,contiues to hold | 2004-06-14 | |
| DON'T BUY | 46.400 | Rob Callander | A fantastic company. Finds it expensive where it's trading now. | 2004-06-09 | |
| HOLD | 45.500 | Mark Jackson, CFA | Have surprised them on their ability to generate earnings growth through this cycle. Margins are good and have been expanding. Could have more upside. | 2004-05-28 | |
| BUY | 45.550 | David Burrows | The retail stores and financial services business are doing really well. Should continue to trade higher. | 2004-05-27 | |
| HOLD | 46.950 | Laura Wallace | Their recent quarterly results were excellent. The retail side is now starting to kick in. Expensive here. | 2004-05-19 | |
| BUY | 44.080 | Michael Smedley | In a sound array of products. Should do well. Performance is good. | 2004-05-12 | |
| BUY | 44.860 | John Sinkins, CFA | Met their earnings expectations. A high quality company. A good, long-term growth story. | 2004-05-11 | |
| BUY | 46.860 | Peter Brieger | A premier company. Not the cheapest in the group, but would be good for a long term buyer. | 2004-05-04 | |
| DON'T BUY | 42.750 | Bill Carrigan | Has a long-term up trendline. Look for the price to get back down into the lower end of the growth Channel. | 2004-04-28 | |
| BUY on WEAKNESS | 42.850 | David Baskin | A great Canadian success story. Have gone from strength to strength. A little expensive. Would buy 10/15% lower. | 2004-04-27 | |
| BUY | 45.300 | Gavin Graham | Looks good. We own. Good reworking of stores. Earnings growth 10-12% | 2004-03-30 | |
| PAST TOP PICK | 45.010 | Ross Healey | (A top pick Feb 23/04. Up 7%.) Still likes. A superb retailer. | 2004-03-29 | |
| VAGUE | 46.750 | Laura Wallace | Has done well because of an improvement in the retail economy as well as their new MasterCard. The retail competitive scene in Canada will be challenging. | 2004-03-18 | |
| TOP PICK | 53.500 | Ross Healey | For this kind of the market, a good culture cyclical stock. Good management. | 2004-03-16 | |
| TOP PICK | 42.750 | Ross Healey | (A top pick Dec 19/03. Up 10½%.) Seems to go from strength to strength. Came in with a lovely 4th quarter and the outlook remains strong. Fair market value is over $65. | 2004-02-23 | |
| BUY | 42.750 | Norman Levine | Executing very well. Has gone up a lot, but for a long-term investor is still a buy | 2004-02-23 | |
| BUY | 43.750 | Ted Macklin | A good company and has handled competition very well. Would be very comfortable owning this one. | 2004-02-12 | |
| HOLD | 41.840 | Michael Sprung | Wish we had owend it. Have done very well. Like this company | 2004-02-09 | |
| PAST TOP PICK | 41.750 | Ron Meisels | (Was a Top Pick Nov 26/03. No change.) Likes the stock. Upside target of $49. Good buy at this stage. | 2004-02-02 | |
| DON'T BUY | 42.920 | Bruce Campbell | Some upside. Not sure how much further it can go. Could go 10% higher | 2004-01-27 | |
| BUY | 42.860 | David Baskin | Has gotten to be a pretty expensive stock. A stock that you can put away and in five years it will be considerably higher. | 2004-01-22 | |
| TOP PICK | 41.500 | Ross Healey | (A Top Pick Nov 28/03. Up 4½%.) Huge FMV. | 2004-01-20 | |
| BUY | 39.450 | Brian Acker, CA | Recommend as part of your portfolio. Around this price suggest buying | 2003-12-24 | |
| TOP PICK | 38.700 | Ross Healey | Broke through stiff technical resistance, making it technically and fundamentally interesting | 2003-12-19 | |
| BUY on WEAKNESS | 39.290 | Jonathen Wellum, B. Comm, B. Sc | A good range of products, great value and very competitive. Executed well. | 2003-12-12 | |
| BUY | 39.200 | Robert Floyd | The earnings progression is very strong. You have to watch the valuation points so that you don't pay too much. Make good acquisitions. | 2003-12-08 | |
| TOP PICK | 39.300 | Ross Healey | “Fair market value” is much higher than the present price. Ran up against a major technical target of 1.6X book value but recently broke out and then settled back in. A very promising kind of pattern. Continues to grow at about 10/11% annually. | 2003-11-28 | |
| TOP PICK | 38.320 | Ron Meisels | Stock has already been in an up trend, but the up trend is so well defined that they believe it will continue. Has just hold back into a buying area. | 2003-11-26 | |
| DON'T BUY | 39.000 | Richard Stone | A pretty full stock price. Firing its engines really well. Same-store sales will be really strong. Would like it at a lower price. | 2003-10-29 | |
| DON'T BUY | 39.500 | Mark Jackson, CFA | A well-run company.Things have turned around given the economy and strategy re: Mark Men's Wearhouse. Valuation is a little high. | 2003-08-20 | |
| BUY | 33.650 | Bruce Campbell | | 2003-07-21 | |
| DON'T BUY | 36.200 | Rob Callander | Has had a phenominal recovery. Well managed. Continuing to try new things. Probably fully valued now. | 2003-06-05 | |
| BUY | 35.180 | David Burrows | The only Canadian retailers he would consider are Canadian Tire and Loblaws. | 2003-06-04 | |
| DON'T BUY | 34.260 | Laura Wallace | Has had a good move. Concerned about their credit card business and loss of growth in earnings. Core business is not doing as well as expected. | 2003-05-21 | |
| DON'T BUY | 30.480 | Laura Wallace | Concerned about consumer spending dropping as well as their competition. | 2003-04-16 | |
| HOLD | 30.350 | Laura Wallace | Financing side is doing better than sales which signals caution. | 2003-02-03 | |
| DON'T BUY | 30.250 | Pierre Bernard | Would prefer other merchandising stocks such as Shoppers or Jean Coutou. | 2003-01-20 | |
| WEAK BUY | 31.650 | Gordon Higgins, CA, MBA, CFA | Reasonable earnings. Stable. Not much growth. | 2003-01-10 | |
| HOLD | 32.850 | Bruce Campbell | A slow grower. | 2003-01-06 | |
| DON'T BUY | 30.610 | Laura Wallace | Facing increased competition. Well run. | 2002-11-06 | |
| HOLD | 31.370 | Pierre Bernard | Trend in earnings is OK. Small dividend. | 2002-10-29 | |
| BUY | 31.120 | David Burrows | Doing quite well. Growing. | 2002-10-28 | |
| WEAK BUY | 29.300 | John Sinkins, CFA | Cautoius in the short term. Fairly cheap. | 2002-10-02 | |
| TOP PICK | 26.870 | Kim Shannon | Great franchise. Stable earnings base. Reasonable price. | 2002-09-30 | |
| DON'T BUY | 30.700 | Gavin Graham | Could drop in price. Expect consumer spending could slow. | 2002-09-20 | |
| DON'T BUY | 32.780 | Joe Connolly | Not seeing any growth potential. Liked their Marks Men's Wear acquisition. | 2002-09-16 | |
| SHORT | 31.930 | David Driscoll | Not a fan. | 2002-09-12 | |
| DON'T BUY | 30.350 | Bruce Campbell | Needs better growth. Will take a year or two. | 2002-08-15 | |
| BUY | 30.650 | Steven Wippersteg | Will be starting to look at them. Doing well. | 2002-08-08 | |
| DON'T BUY | 32.960 | Mark Jackson, CFA | Not sure about their acquisition of Marks Mens Warehouse. Prefers specialty retail. | 2002-07-09 | |
Experts that have talked about Canadian Tire Corporation Ltd
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