List by Company Name |
List by Symbol |
Notes:Business material
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-22 | DON'T BUY | John Wilson |
Just under 10% yield. Fundamentals are challenging. It is a very competitive market. Expects them to shrink over the net several years. Tweet finance |
Price: $15.170 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: Unknown |
| 2013-04-18 | DON'T BUY | Jennifer Radman |
Phenomenal valuation, great balance sheet. But it comes short on management. Likes them to have a sense of urgency. They are not concerned about the lower amount of paper usage. Ignoring that trend is a red flag. They made a lot of acquisitions in Europe over the last 5 years and she is not convinced they can do what is necessary. Short term the consolidation of the number 2 and 3 players will be a bit of a benefit to them. Tweet finance |
Price: $12.700 Subject: US EQUITIES Bias: SELECTIVE Owned: No |
| 2013-01-14 | BUY | Barry Schwartz |
Has been lumped in with all the other retailers, he thinks, unfairly. It is their European stores. Great company and too cheap and they are buying back shares hand over fist. Could be taken over by private equity. Tweet finance |
Price: $12.160 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2012-08-16 | WATCH | Benj Gallander |
This whole sector has been hit very hard. Just dropped a couple of dollars in the last few days because of poor results and they weren’t very positive looking forward. Because of that, he will look at this more closely now. Would buy it at this time as he expects there will be tax loss selling in the future. Tweet finance |
Price: $11.380 Subject: CONTRARIAN INVESTING Bias: UNKNOWN Owned: No |
| 2012-08-02 | DON'T BUY | Sandy McIntyre |
Went into an expansion in Portugal that did not work out and now they are into another expansion and the market does not like it. It is not a name with him. Tweet finance |
Price: $12.520 Subject: INCOME INVESTING Bias: SELECTIVE Owned: Unknown |
| 2012-08-01 | HOLD | Christine Poole |
(Market Call Minute.) There is a potential pickup in business spending as economic growth improves. Cheap. Tweet finance |
Price: $12.670 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2012-06-12 | BUY | Barry Schwartz |
Office supplies. Very mature business. As long as the US employment improves over time, people are going to need office supplies. This company pretty much has dominant market share. Generates a significant amount of free cash flow. They are buying back shares hand over fist. Great dividend increaser. Valuation is remarkably cheap at 8X this year's earnings. Tweet finance |
Price: $12.760 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2012-05-23 | DON'T BUY | Norman Levine |
This is a stock he would have liked to own but hasn't for a little while. Office supplies has been a pretty tough market to be in. Their biggest product has been paper over the years. People have been using less and less paper. If you think you are getting a strong economic recovery, this might be one to look at. Tweet finance |
Price: $13.650 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2012-05-08 | TOP PICK | Barry Schwartz |
Largest office supply company globally. 2nd biggest online retailer globally. Trading for less than 10X earnings. Beautiful balance sheet. Just raised its dividend 10%. Very strong free cash flow yield. Tweet finance |
Price: $15.000 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2011-05-18 | DON'T BUY | David Burrows |
Stock took a big drop. He is not a bottom fisher so not interested. Recent earnings have not been very good. There are a lot of retailers doing extremely well so there are better places to focus on. Tweet finance |
Price: $16.630 Subject: NORTH AMERICAN - LARGE Bias: DEFENSIVE Owned: No |
| 2009-05-13 | DON'T BUY | Jeff Parent B. Eng. FCSI |
This is a difficult market as there is some reliance on businesses. Found a significant bottom at $14. Fairly strong resistance point at $21.60. Upside is going to be fairly limited to $21-$22. This is a stock that is not going to take off. Has a lot of competition. Tweet finance |
Price: $19.220 Subject: TECHNICAL ANALYSIS Bias: OPTIMISTIC Owned: Unknown |
| 2008-09-08 | BUY | David Burrows |
(Market Call Minute.) Breadth in the retail sector is improving. Taking market share in the stock is working higher. Tweet finance |
Price: $25.070 Subject: NORTH AMERICAN - LARGE Bias: BULL on US LARGE CAPS Owned: Unknown |
| 2008-05-08 | COMMENT | Brian Acker, CA |
The model price is $28.46, a positive 30% differential. Thinks this would be consumer discretionary, which is not the favourite of most portfolio managers, but this is done very well to hang in there. Not cheap enough to get into his portfolios but doing a very good job in a hostile retail environment. Tweet finance |
Price: $21.440 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: No |
| 2007-11-01 | BUY | Brian Acker, CA |
He has a model price of $31.44, which is a 35% positive differential. $20.10 would be a huge Buy. Tweet finance |
Price: $22.220 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2006-05-11 | BUY | Brad Willock |
If you are going to be in the retail/consumer sector, this is a good one to be in. 75% of their revenue comes from spending by businesses which he likes. Not too expensive. Tweet finance |
Price: $26.980 Subject: NORTH AMERICAN - LARGE Bias: BULL on METALS Owned: Yes |