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

Last Price Recorded: $11.9600 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-17 BUY Michael Smedley

Thinks this probably should be bought here. Thinks it is a nice, patient Hold.


Price:
$11.990
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-10-06 COMMENT John Zechner

Has added to his holdings in the last couple of months. He understands how bad retail is because of Amazon competition. On the other hand, it is too hard for him to ignore what the potential valuation is on the real estate side. If there is $30 worth of real estate assets, they are going to find a way to surface it. The risk/reward is pretty good.


Price:
$12.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-28 COMMENT Greg Newman

This one is hard. Missed on Q2 again, where they missed $.90. Margin compression was an issue again. There are headwinds for retail, especially for department stores. However Saks did beat their best comp in 2 years. HBC also had some pretty good comps. There are better trends in retail so far for Q3, and there is optimism for the 2nd half. This is a risky name. It is very hard to model, as they don’t have any clear earnings path. When stocks are really hard to model, often they are the best buy.


Price:
$13.130
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-09-08 COMMENT Don Vialoux

Seasonality doesn’t really apply, because they have been going under a major restructuring. Fundamental analysts say it has real estate value at around $35 a share, and is currently trading at $12.75. There have been some activist investors trying to get the company to do something with the assets, such as capitalizing them and making them into condos. During the last couple of days, the stock has been in a trading range, and yesterday it broke above that base building pattern, for the 1st time in 6 months, which is very, very bullish. He would guess that there are some activist investors behind this scenario that are boosting the value of the stocks.


Price:
$12.660
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-09-05 COMMENT Michael Smedley

Thinks it will be quite a while before they actually close their doors. It is one of the stocks he has been lucky on in that he got out at $17. Wonders how department stores can create a new formula for their existence. The real estate is important, and you can buy this for a recovery on sheer speculation that it goes up later. The underlying value of the real estate is quite substantial.


Price:
$11.270
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-08-29 SELL Colin Stewart

This is such a sectoral challenged business being a department store. A lot has been discussed about its valuable real estate, but at the end of the day it’s the stores they are operating that cannot afford the lease payments to be in those prime locations. Ultimately, at some point, the model breaks down.


Price:
$11.760
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2017-08-23 DON'T BUY Douglas Kee

It is a roll of the dice.  The retail business is mature and declining.  It is a play on real estate.


Price:
$10.600
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Unknown
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
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