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Sleep Country Canada Holdings Stock Symbol: ZZZ-T

Last Price Recorded: $39.3300 on 2017-07-20

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Date Signal Expert Opinion Price
2017-07-17 BUY Brendan Caldwell

In a good competitive landscape it is focused on the mattress landscape.  Its biggest competitors like Sears, are not having a good time of it.  Good advertising and refurbishment of their stores is really helping them.  It is one he has owned for several months and will likely to continue to own.


Price:
$40.010
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-13 BUY Jerome Hass

It has a good run this year based on Sears mattresses.  They also had good numbers.  There is also a scarcity for consumer stocks in Canada.  This is a stable name a decent long term hold.  You want to go and test a mattress.


Price:
$40.690
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-06 PAST TOP PICK Jim Huang

(A Top Pick June 6/16. Up 77.73%.) They’ve done very well in executing their marketing campaign. Have been pulling back and not advertising as much. They’ve been taking market share from Department stores as well as adding higher margin accessories.


Price:
$41.850
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-22 PAST TOP PICK Bruce Campbell (2)

(Top Pick Jun 30/16, Up 75%) They continued to execute very well and have grown business at the stores and got into accessories where they drive more business at a higher margin.  Now they moved up because of recent announcements by Sears.


Price:
$41.070
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-19 DON'T BUY Veeral Khatri

He used to be short it.  It is an expensive shop.  There are some short term benefits with Sears potentially getting out of the mattress business.  There are regulatory and competitive changes on the landscape for this one.


Price:
$38.920
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-04-04 HOLD Gerard Ferguson

This company has executed and continue to do so. They’ve built out a great franchise. In the meantime, all their competitors are shrinking away from the Canadian market. He would stick with this.


Price:
$32.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-03-20 PAST TOP PICK Jim Huang

(A Top Pick March 1/16. Up 70%.) Not a cheap stock, but continues to be justified because some of the former competition is no longer in effect, which has left a lot of market share up for grabs.


Price:
$31.890
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 PAST TOP PICK William Chin

(A Top Pick Sept 16/16. Up 6.37%.) Expanding into the higher margin accessories line, scented pillows, duvet covers, etc. They are also renovating 15-20 of their stores every year. The competitive profile favours them.


Price:
$32.070
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK William Chin

This is not just selling mattresses, but are also selling accessories, which are higher margin lines of products. It is doing very well, which is reflected in the charts. If the company is doing well, you will see investors appreciate that and adding value to the stock price, and we are seeing that. Dividend yield of 1.84%. (Analysts’ price target is $36.)


Price:
$32.070
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-01-03 HOLD Bruce Campbell (1)

Has done a great job taking a huge market share away, from Sears in particular. It got to the $34-$35 range which was a little ahead of itself. Dips provide an opportunity. In Canada, there aren’t many choices in consumer that have the growth, but this is one of them. He has a Top Pick which is his choice. The company is well-managed and a good Hold here. Because of the multiple, you don’t get multiple expansion, you only get earnings growth. However, you could probably make 10%-20% profit on this. Dividend yield of just over 2%.


Price:
$28.460
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-29 TOP PICK Steve Belisle

High single digit same store sales growth which is unknown by retailers in Canada.  Growth in Accessories is close to 20% on a same store sales basis.  (Analysts’ Target: $34.50).


Price:
$28.460
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2016-12-29 COMMENT Jerome Hass

He likes this company. There is a real scarcity of consumer stocks in Canada, and this one fits that bill. He was cautious on the IPO, because it was a private equity one, and he is always leery about private equity. Last year they did 11% same-store sales, and this year they are on track to do about 9.5%. Even if they can do 5% same-store sales, that is very impressive. A good name, and not particularly expensive.


Price:
$28.460
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-12-08 TOP PICK Jim Huang

During the downturn in the financial crisis, they cut back on spending, and the sales growth slowed down. Now they have started spending again, sales growth has started to pick up. They are taking market share away from Sears, the Bay, etc. They are also adding ancillary products of pillowcases, etc., which actually have higher margins than the mattresses themselves. There is a lot of upside remaining in this. Dividend yield of 2.14%. (Analysts’ price target is $34.50.)


Price:
$28.950
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-11-16 COMMENT Bruce Campbell (2)

He no longer owns this based on his technical tools. Saw that it was starting to break down technically. Fundamentally he loves the company. This is one you can tuck away in your portfolio and go to sleep.


Price:
$27.370
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-11-10 PAST TOP PICK Gerard Ferguson

(Top Pick Aug 9/16, Down 11.65%) He sold, although they released their most recent numbers and they were quite good.


Price:
$27.980
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
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