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Compiling comments that experts make about stocks while on public TV.

2013-09-16

Opinion for Jean Coutu Group (PJC) (A) (PJC.A-T)

Signal Price Bias Subject Owned
WATCH $18.200 BULLISH MATERIALS, CONSUMERS & RISK-ARBITRAGE Unknown

Potential take out candidate.  It would be Metro, most likely.  A very well run company.  With shippers taken out it will be the only guy left.  The take out premium has already been priced in.  He would wait.  Doesn’t like the risk / reward ratio.  It would make a lot of sense if PJC took out someone else.

Adam Thomas
Vice President & Portfolio Manager, Qwest Fund Management http://www.qwestfunds.com/

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