| BUY | 14.520 | Peter Brieger | 5% yield is very attractive. Has always liked this one longer-term. Chart shows the stock has pretty well done a round-trip in the last three years although earnings are up substantially in that period. Virtually debt-free. High ROE. Consumer is on strike but this one represents excellent long-term value. | 2008-07-16 | |
| PAST TOP PICK | 15.910 | David Baskin | (A Top Pick July 17/07. Down 31%.) Very disappointed by their results. He bought based on good growth and attractive dividend and they then had 3 bad quarters in a row. Sold most of his holdings. | 2008-06-10 | |
| BUY | 16.990 | Peter Brieger | (Market Call Minute.) Stock dropped quite sharply today. Deals in the lower market space and people are going to look for value. The dividend. | 2008-06-04 | |
| PAST TOP PICK | 22.000 | Peter Brieger | (A Top Pick Aug 14/06. Up 16.5%.) Virtually no debt and an ROE of 15%. Good growth. Multiple is about 14 X earnings. Still likes, but sold his holdings to go into something else. | 2007-08-14 | |
| BUY | 24.840 | Peter Brieger | A dream company that is under appreciated. Virtually no debt. ROE of 17%-18%. Good growth. Good management. Seems to be stuck in the 12 to 14 PE range. | 2007-07-19 | |
| TOP PICK | 23.440 | David Baskin | $1 billion in sales. Under followed. Going to have 1,000 stores by the end of this year. Getting very nice margins. | 2007-07-17 | |
| BUY | 23.400 | Lesley Marks | Has started to trade at a premium multiple because its execution has been so strong. Expect it will continue to generate good cash flow and they'll strong dividends. | 2007-06-26 | |
| HOLD | 22.000 | Michael Smedley | Continues to be a quality hold. Wouldn't aggressively buy it but prefers other things. | 2007-03-23 | |
| BUY on WEAKNESS | 22.300 | Michael Sprung | Very well run Canadian retailer. He would love to own this company but, on a valuation basis, is always just a little ahead of what he would like to pay. Would buy closer to $20. | 2007-02-20 | |
| TOP PICK | 19.460 | Peter Brieger | A defensive play. As the economy slows down, he feels more shoppers will shop at these stores. Yield of 2.8 scent. Price-earnings ratio of about 12. Thinly traded. | 2006-08-14 | |
| TOP PICK | 19.800 | Peter Brieger | Pays almost 3%. Statistically it is cheap. It is trading at 11/12 time’s next year's earnings estimates. Did well in the recent correction. | 2006-07-18 | |
| BUY | 16.890 | Gavin Graham | Has been a big winner in regards to performance over the last few years. On his radar screen because of excellent management. It never looks cheap. | 2005-12-29 | |
| DON'T BUY | 16.830 | Jean-Francois Tardif | Has done extremely well in the last 3/4 years. What usually happens with this type of retailing is that you always have some bad years, so he is sceptical of the stock. Doesn't like the risk/reward. | 2005-12-23 | |
| WATCH | 15.200 | Peter Brieger | A dream stock. Very little debt, low P/E and in a niche area. Doesn’t know why it’s been slipping lately. On his radar screen. | 2005-12-15 | |
| HOLD | 18.290 | David Taylor, MBA, CFA | Had an incredible quarter and is a cheap stock. Great growth rate. | 2005-08-29 | |
| HOLD | 18.070 | Norman Levine | One of the best run retail/apparel in Canada. | 2005-08-15 | |
| DON'T BUY | 17.000 | Jean-Francois Tardif | Has had tremendous success. An extremely competitive market. Has had 3 good years in a row which is an unusual pattern. Normally have one good year and then one bad year, etc. Has a high multiple. Doesn't feel their margins are sustainable. | 2005-07-18 | |
| BUY on WEAKNESS | 13.790 | 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. No debt and a decent dividend at about 2.5% and have shown consistent steady earnings. Would consider at $13. | 2005-04-26 | |
| BUY | 14.600 | Norman Levine | One of the best run retailers in Canada. | 2005-04-13 | |
| BUY | 14.900 | Matt Baillie | A great retailer. Has held in pretty well. | 2005-04-08 | |
| BUY | 14.850 | Ross Healy | Upside potential is pretty good. Hang on until you are ready to bail out of the market. | 2005-04-07 | |
| BUY on WEAKNESS | 28.200 | Peter Brieger | A dream stock. Very little debt. In a good market niche. Superb management. Increases the dividend. Would be a buyer on a pull-back. | 2005-02-24 | |
| BUY | 26.170 | Peter Brieger | One of the cheapest and best retailers in Canada. At 10.7 X earnings a year out, not a bad yield. Would buy at $23/24. | 2005-01-13 | |
| TOP PICK | 20.000 | Werner Muehelemann | The Christmas bump could be interesting but buying because it is the best retailer in Canada. Nice growth. Margins are increasing. $3 cash. | 2004-10-25 | |
| TOP PICK | 19.000 | Werner Muehelemann | A strong story. One of the few retail stories that was able to show good earnings. | 2004-09-07 | |
Experts that have talked about Reitmans (Canada) Ltd. (A)
Rss Top Picks Feed
