List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-02-22 | WAIT | Jeff Young |
Everyone thought they would be in trouble when Wal-Mart (WMT-N) came into Canada. It actually drove traffic to this company. Target (TGT-N) seems to be Wal-Mart, but with fashion and this would be his concern. He wants to wait and see what Target does to Reitmans’ numbers. Strong balance sheet and the dividend is safe for the time being. Tweet finance |
Price: $11.380 Subject: CANADIAN DIVIDEND Bias: BULLISH o n CDN DIVIDEND STOCKS Owned: No |
| 2012-11-16 | DON'T BUY | Irwin Michael, B.Com, MBA |
Yield is good. Balance sheet is solid. Woman’s apparel is solid but he sees better opportunities out there. Tweet finance |
Price: $11.820 Subject: VALUE Bias: OPTIMISTIC Owned: Unknown |
| 2012-10-25 | DON'T BUY | Douglas Kee |
Or Reitman’s (RET-T)? He wouldn’t buy either one of these. The market in Canada for retailing is pretty tough these days and they are having their problems. Tweet finance |
Price: $12.500 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No |
| 2012-10-05 | HOLD | Keith Richards |
Chart shows a cup formation with an attempt at building a handle. Now you wait for a spike in volume and actually the volume has picked up recently. This is a “wait-and-see” stock. Tweet finance |
Price: $12.880 Subject: TECHNICAL ANALYSIS Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2012-10-03 | DON'T BUY | Jason Donville |
Clothing retailers – will do well for two or three years and then suddenly get clobbered. Prefers THI-T. Tweet finance |
Price: $12.990 Subject: CANADIAN SMALL & FINANCIALS Bias: BULL on TECHNOLOGY Owned: Unknown |
| 2012-08-02 | BUY | Sandy McIntyre |
Done a fantastic job over the years. Target will be an impact on margins. Fashion/disposable clothing. This is an interruption and they will work their way through it. It is a very long term-hold. Tweet finance |
Price: $12.160 Subject: INCOME INVESTING Bias: SELECTIVE Owned: No |
| 2012-08-01 | SELL | Christine Poole |
(Market Call Minute.) Women's apparel is a very tough space to be in. Tweet finance |
Price: $12.100 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2012-07-31 | DON'T BUY | Barry Schwartz |
6.7% dividend and any stock with the dividend over 5% unless it is a utility or telco is dangerous territory. Feels the market is telling you the dividend is not sustainable. There are a lot of US retailers coming in, which may squeeze this company. Tweet finance |
Price: $12.000 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2012-07-16 | COMMENT | Benj Gallander |
Has seen the stock through several cycles and they always manage to come out doing well. Doesn't know the balance sheet, so he cannot comment on it. If it dropped much further, he would have a much closer look. Target is going to shake up the landscape to some degree when they move in. If you own stocks in this sector, take careful look at the financials and the ratios to stay on top of things. Tweet finance |
Price: $11.970 Subject: CONTRARIAN INVESTING Bias: UNKNOWN Owned: No |
| 2012-05-24 | DON'T BUY | Douglas Kee |
(A Market Call Minute.) Solid business. Well-managed but he doesn't think retail is a great place to be. 5.4% yield. Tweet finance |
Price: $14.830 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown |
| 2011-10-27 | WEAK BUY | Randall Abramson |
Not experienced a lot of growth in the last few years but the dividend is over 5%. He prefers Telbits Tweet finance |
Price: $14.930 Subject: NORTH AMERICAN (VALUE) Bias: OPTIMISTIC Owned: Unknown |
| 2011-08-29 | COMMENT | Douglas Kee |
Retailing is a tough business in Canada. Reasonable yield of over 5%. Doesn't expect to yield to go up. Just lost their CFO, which is a bit of a challenge for them. Competitive business. Tweet finance |
Price: $13.930 Subject: CANADIAN DIVIDEND Bias: DEFENSIVE Owned: No |
| 2011-07-21 | DON'T BUY | Douglas Kee |
Have a great business model – larger model ladies. Price hasn’t done very well. Whole retail area is not doing that well. Tough business, lots of competition from US. Not a company he would look at. Tweet finance |
Price: $15.390 Subject: CANADIAN DIVIDEND Bias: OPTIMISTIC Owned: Unknown |
| 2011-07-19 | BUY | Jamie Horvat |
Continue to hold for yield. Very clean balance sheet. If you are weary on economic cycle you would not want to hold this name. For longer-term hold on the yield it is a good play. Tweet finance |
Price: $15.050 Subject: CANADIAN Bias: DEFENSIVE Owned: Unknown |
| 2011-07-08 | COMMENT | Irwin Michael, B.Com, MBA |
Very well run. No debt and sitting on a very attractive investment portfolio. Not particularly cheap at over 2X book value and 13 or 14 tines PE. Tweet finance |
Price: $16.390 Subject: VALUE Bias: SELECTIVE Owned: No |