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Sleep Country Canada Holdings Stock Symbol: ZZZ-T

Last Price Recorded: $35.4300 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-14 PAST TOP PICK Bruce Campbell (2)

(A Top Pick Sept 21/16. 0% return.) This has gone up and has come back down. Growth continues to be really strong. Same-store sales growth was 7%  and the multiple probably got a little ahead of itself. Also, there is more talk about the online “Bed in a Box”.


Price:
$32.500
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2017-09-13 COMMENT Michael Sprung

Hasn’t been spending a lot of time working on this, but what is impeding its progress lately probably has more to do with encroaching competition in that industry. There have been more Internet mattress sellers coming on stream lately. Also, they are facing some cost escalations. Feels they are generally facing some fundamental shifts in retail. He would be very sensitive to the valuation you pay on this.


Price:
$32.090
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2017-08-29 HOLD Colin Stewart

The underperformance in the near term has mostly been related to the last quarter they reported, where same-store sales performance was not as good as the analysts had expected. Over the last number of years, this has been a very, very well-run company, and the stock has done extremely well. Expectations may have gotten too high. They’ve been gaining share from Sears Canada, which should continue.


Price:
$33.510
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2017-08-17 HOLD Bruce Campbell (1)

(Market Call Minute)  It is relatively expensive.  Good management, growth and earnings, however.


Price:
$34.070
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-26 PAST TOP PICK Bruce Campbell (2)

(A Top Pick July 27/16. Up 46.11%.) This continues to execute very well. It has pulled back of late, which is probably from rotation out of the sector. They will be reporting next week, and he expects pretty strong sales again. They’ll probably be helped by all the trouble at Sears, one of their big competitors.


Price:
$38.580
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
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
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