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Leon's Furniture Stock Symbol: LNF-T

Last Price Recorded: 14.7500 on 2014-09-15 01:14:08

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Date Signal Expert Opinion Price
2014-09-10 PAST TOP PICK Paul Gardner, CFA

(Top Pick Aug 07’13, Up 23.75%)  He has held since day 1.  75% of the stock is owned by the Leons family.  Their transportation network will be a lot more efficient. Consistent earning.  It is one of the toughest businesses.  Their valuation is not too high.  They are going to get a lot of synergies out of their acquisition of the Brick.  They may spin out their real estate.


Price:
$15.050
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-14 PAST TOP PICK Paul Harris, CFA

(A Top Pick Aug 29/13. Up 22%.) A well-run organization. Furniture business is a tough business, but they are very good at it. They own a lot of the property that the Leon’s stores sit on. If you look at the value of those assets conservatively, it is somewhere between $8 and $10. There is not a huge amount of competition.


Price:
$14.950
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-06-17 COMMENT Ross Healy

Stock is trading right at technical resistance. Has some decent upside potential, probably to the $16-$18 range. Not particularly cheap in a historical point of view, nor is it expensive.


Price:
$14.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-29 PAST TOP PICK Paul Harris, CFA

(A Top Pick May 30/13. Up 16.67%.) Great Canadian franchise that continues to grow its business. The purchase of the Brick was an astute one. Also they own a lot of the property that their stores sit on.


Price:
$14.470
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-05-05 PAST TOP PICK Paul Gardner, CFA

(A Top Pick April 1/13. Up 19.39%.) Has always liked this operator. They bought out the Brick, which effectively doubled their revenue. Has good growth out West. Cheap relative to its sector.


Price:
$14.910
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-03-26 PAST TOP PICK Paul Harris, CFA

(A Top Pick March 28/13. Up 28.48%.) Thinks it is going to continue to do well. Great franchise and great brand-name in Canada. Owns a lot of their own property. It has probably $4-$6 of value in their property.


Price:
$15.510
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-02-27 PAST TOP PICK Paul Harris, CFA

(Top Pick Feb 28/13, Up 30.72%) Acquired The Brick for a larger presence in Western Canada.  Own a lot of the properties, whose value accounts for the full price of the stock, and it is like you get the business for free.


Price:
$15.270
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-02-11 TOP PICK Paul Gardner, CFA

(A Top Pick Jan 21/13. Up 9.07%.) Taking over the Brick was a transformation acquisition. Allows them to become bigger for low cost. Earnings are going to grow from $.80 to $1.20. Trades at 15X earnings and the earnings are going to go up. This does not include the synergies that are going to come with the amalgamation. 70% is owned by the Leon’s family that has been in the business for 100 years. A conservative balance sheet. Also, owns all the property under the stores that they own. Very cheap. Probably worth 20%-30% over the next year or 2.


Price:
$14.890
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-01-20 TOP PICK Paul Harris, CFA

Great brand in Canada. Just bought the Brick a little while ago. Thinks there is a lot of opportunities for some synergies and cost savings that are going to go through with the Brick. Great dividend yield. A lot of the properties they are on, they own, so doing a conservative valuation of the properties, it is probably $6-$8 in value. Yield of 2.81%.


Price:
$14.270
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-27 TOP PICK Paul Harris, CFA

Missed their numbers a little so stock has not performed very well in the last little while. Trades at about 12X earnings with a reasonable yield of 2.95%. Their acquisition of Brick will show benefits over the next couple of years. Of their share price, $6 of it is their property, which is very, very cheap. There is not that many US companies that will compete with them. Cars have done reasonably well over the last little while so when that slows down, the furniture business will start to do well.


Price:
$13.550
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-10-03 PAST TOP PICK Paul Harris, CFA

(A Top Pick October 30/12. 16.23%.) A great Canadian brand name. The purchase of Bricks will really benefit them in the long run. They own lots of property, so you are not paying a lot for the furniture business. Their property is worth at least $5 a share.


Price:
$12.950
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2013-09-18 BUY Jerome Hass

Was a glitch with respect to competition regarding Brick, which they acquired.  A fine business. 


Price:
$13.120
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
No
2013-08-29 TOP PICK Paul Harris, CFA

Trades at a very low multiple. Its purchase of Brick was a good acquisition. This gives them a lot of synergies. Also, have about $5 a share in the properties they own. 3.2% dividend yield and they pay special dividends on occasion.


Price:
$12.610
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2013-08-07 TOP PICK Paul Gardner, CFA

Thinks they have made a transition by acquiring the Brick. They are going to keep both names in place and he expects it will be great synergies coming out of the supply chain. Will have purchasing power. Most furniture companies trade at 15-17 times and this one is trading at only 10 times. Yield of 3.18%. Should be worth $17-$18 over the next year.


Price:
$12.700
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
CAUTIOUS
Owned:
Yes
2013-07-16 DON'T BUY Jerome Hass

Competition Bureau’s concerns will weigh heavily on the stock for some time. Feels this is expensive relative to other plays. (See Top Picks.)


Price:
$11.750
Subject:
CANADIAN MID - LARGE CAP
Bias:
OPTIMISTIC
Owned:
No
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