Viewing Company Hudson Bay Co. | StockChase
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Hudson Bay Co. Stock Symbol: HBC-T

Last Price Recorded: $10.1500 on 2017-08-18

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Date Signal Expert Opinion Price
2017-07-27 WEAK BUY Andrey Omelchak

You have to get your head around the value of their real estate.  The whole retail space is under tremendous pressure.  It is just a question of when they are going to unlock those assets.


Price:
$10.770
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-13 HOLD Jerome Hass

The real estate play on this has caught people’s attention.  A lot of the stores could not really afford to pay.  They have to wait to pay out until they are more profitable. 


Price:
$11.110
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Unknown
2017-07-10 DON'T BUY Gerard Ferguson

The retail space is a very difficult space.  The core of their business is retailing, but the story is about retail and acquisition.  As a real estate company they are getting near the bottom. but as a retailer there is really very little value.  He does not like any retailers.


Price:
$10.740
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2017-06-30 COMMENT Hap (Robert) Sneddon FCSI

$9-$8 is acting as a base. You want to see it break above the range it has been trading in, around $12.95. This is going to run into resistance at about $12.77. The 200-day moving average is coming down as well. If it got above $13, you might want to get rid of half of it and hope the real estate holdings unlocks some higher value.


Price:
$11.570
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
Unknown
2017-06-12 WATCH Keith Richards

It looks to be basing. There is a possibility that the base is breaking.  He would want to see it break support by 3 days or more so this would be a problem.  If it does not get back to $9 soon he would be worried.  It got hit last week. 


Price:
$8.750
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-06-09 PAST TOP PICK Rick Stuchberry

(A Top Pick Jan 6/16. Down 48%.) They had a great platform to launch forward in retail. What he didn’t see was the effect that Amazon (AMZ-N) was going to have on the entire business. There is $20-$24 embedded in real estate in the company. He sold his holdings.


Price:
$8.610
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
2017-06-06 COMMENT Peter Hodson

Has done a really good job in taking a Canadian retailer and expanding it globally. Made some very good acquisitions and have done that quite well. They also have a pretty serious real estate portfolio which they could spin out to create some value. We are talking about the retail landscape and waiting for the company to create value from real estate, which may or may not happen. A cheap value stock, but their fundamental performance has not been that solid recently.


Price:
$9.730
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-05-29 DON'T BUY Colin Stewart

A tough one. It is a company that appears to have a lot of value, very valuable real estate assets, but obviously operating in a very tough space. Department store retailing is getting a lot of pressure from things like Amazon (AMZN-Q). The company has a lot of leverage on its balance sheet, and it is really not clear what they can do to surface that value. Real estate is only as good as the tenant that is renting it.


Price:
$10.060
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2017-05-25 COMMENT Douglas Kee

This is a retailer, and they’ve been buying more retail, but it is really a real estate play. The price could probably double if they flow out a REIT and realize value on the real estate side. They are losing money on the retail side now though.


Price:
$10.060
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-04-27 SELL Mohsin Bashir

He has difficulty in what is happening in the retail market.  He does not see a heck of lot of volume in the stores.  There is a secular movement toward on-line shopping and he does not see how they can compete.  Plowing through inventory is a margin squeeze.


Price:
$12.180
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-31 DON'T BUY Andy Nasr

There is some enthusiasm about spinning out a real estate arm.  He does not like the idea of such a REIT in which there are questions about the viability of the tenant.  He does not think HBC-T can make the transition to an ecommerce player. 


Price:
$10.810
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-24 HOLD Greg Newman

There is a time when you have to pull the pin before you lose more money.  But every company has a moment where they face plant.  He thinks the real estate value alone is worth a lot more than where it is now.  He has not sold his.  He would hold it and grit.


Price:
$9.860
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-02-21 HOLD Alex Ruus

(Market Call Minute.) Going through a bit of choppiness. Real estate is probably worth a lot, relative to the share price. Until you actually see that realized, weakness in their retail operations could put pressure on the stock.


Price:
$12.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-13 COMMENT John Zechner

The story now is that you are probably getting better than $20 in real estate assets, and retail for free. If they lever up to buy Macy’s, they have to bring in joint venture partners, which would probably be real estate partners, he thinks the whole entity in the end would trade at an even bigger discount, because the debt suddenly embedded in this thing would be absolutely huge. The risk parameters would go higher. The stock has rallied a little, and he has traded out of it, although he still owns a small part.


Price:
$11.750
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-02-07 DON'T BUY Gerard Ferguson

Retailing has changed. The proportion of people buying online is skyrocketing every year. This company has issues with foot traffic into their stores. Oddly enough, the Macy’s deal looks quite interesting. It is an opportunity for this company to acquire a retailer with partners on the real estate side, and it can be structured in a way that they don’t actually pay much for retail operations. He doesn’t know enough about Macy’s to say that it is a retailer that they need to own. He would look elsewhere on the retail side.


Price:
$10.990
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 319 entries
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