stockchase picture

Compiling comments that experts make about stocks while on public TV.

There are 0 registered members and 81 guests viewing this site

Company Index

List by Company Name

All | 0-9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

List by Symbol

All | 0-9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Leon's Furniture

Stock Symbol: LNF-T

Last Price Recorded: 12.8800 on 2013-05-25 01:14:11

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Date Signal Expert Opinion Price
2013-04-25 PAST TOP PICK Paul Harris, CFA

(Top Pick Apr 17/12, Up 11.28%)  Tightly held and owns Brick now.  It’s a cheap stock at these levels.  Nice yield.  They own a lot of the properties they sit on.  They know how to run the furniture business.

 Price:
$13.030
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-01 TOP PICK Paul Gardner, CFA

Bought the over levered Brick that was in the penalty box.  LNF had no debt.  Earnings are going to increase.  The big concern in the market is Canadian housing, but he thinks it is all about employment, which is increasing in Canada.  He would not expect it to go down as much in a correction.

 Price:
$12.850
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
SELECTIVE
Owned:
Yes
2013-03-28 TOP PICK Paul Harris, CFA

Just acquired Brick Furniture at the right time. It had no debt but has a little now. Not covered by the street very much but it continues to grow. Family owned and they are concerned about shareholder value. Own a lot of their properties that their businesses sit on. Calculated BV was $5-$8 and the stock is around $12, so you still have a very good opportunity for them to do very well over the next little while. Nice yield.

 Price:
$12.300
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2013-02-28 TOP PICK Paul Harris, CFA

3.5% yield – they just bought The Brick.  Own a lot of the properties under their stores.  It is a great opportunity with The Brick purchase.  It gives them a lot of assets in Western Canada. 

 Price:
$12.030
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2013-01-21 TOP PICK Paul Gardner, CFA

Their acquisition of The Brick was great, as they bought their major competitor.  Pristine balance sheet.  The Brick will double earnings.  Only covered by BMO.

 Price:
$14.120
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2012-10-30 TOP PICK Paul Harris, CFA

Great company. Great brand-name in Canada. No debt and trades at about 15X earnings. 3.5% yield. Have $1 a share in cash. Own all the property that their stores are on and the value of it is about $5-$6 a share. Your basically getting the furniture business for free.

 Price:
$11.500
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2012-04-17 TOP PICK Paul Harris, CFA Great Canadian brand. No debt. 3.3% yield. Own a lot of the real estate their stores are on and this is almost the value of their market cap. Makes sense to buy it here. Their family has done a great job of running it and may pay a special dividend soon. Thinly traded.
 Price:
$12.050
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2012-02-23 TOP PICK Paul Gardner, CFA Management is so solid. There is no debt on the balance sheet. Even if the economy falls off you still have to renovate your home to stay in it. You are almost getting the on going business for a really cheap valuation.
 Price:
$12.300
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2012-01-12 BUY Douglas Kee Generous special dividend. Great management team. Increased dividend over time. It’s fairly illiquid.
 Price:
$12.600
Subject:
DIVIDEND STOCKS
Bias:
OPTIMISTIC
Owned:
No
2010-05-28 PAST TOP PICK Paul Gardner, CFA (A Top Pick May 4/09. Up 32.22%.) Still likes.
 Price:
$12.110
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
CAUTIOUS
Owned:
Yes
2010-04-01 PAST TOP PICK Paul Gardner, CFA (A Top Pick May 4/09. Up 36% excluding dividends.) Furniture retailer. They don't issue equity and have no debt on the balance sheet. Good dividends.
 Price:
$13.180
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
UNKNOWN
Owned:
Yes
2009-05-04 TOP PICK Paul Gardner, CFA No debt. Hurt by economy but major competitor is almost in bankruptcy. 10% earnings whereas regularly 14z earnings. Not going up for a while. They have increased dividends. They are long-term managers. 2.8% yield.
 Price:
$9.690
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
SELECTIVE
Owned:
Yes
2007-10-03 TOP PICK Paul Gardner, CFA A fantastic company. One of the few companies that does incredibly well with the strong Cdn$ because 60% of their purchasing power is buying in the US and China. Margins should increase. Trades at about 14X earnings. 2.2% yield.
 Price:
$13.000
Subject:
BONDS, REITS & DIVIDENDS (Large)
Bias:
OPTIMISTIC
Owned:
Yes
2004-11-25 HOLD Michael Smedley A very fine company. Family run. Sometimes pays a special dividend.
 Price:
$35.800
Subject:
CANADIAN LARGE
Bias:
BULL on RESOURCES
Owned:
Yes
2004-05-26 TOP PICK Michael Smedley 2.68% dividend. Cash rich. Pays extra dividends every now and then. No debt.
 Price:
$29.900
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 19 entries
First Previous 1 2 Next Last

No Comments.

You must be logged in to comment.