TSE:CTC.A

Canadian Tire Corporation Ltd. (A) (CTC.A.TO)

197.97
+1.66 (0.85%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
342 watching
0
Investor Insights
star iconJul 4, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Canadian Tire Corporation Ltd. (CTC.A) has received mixed reviews from various experts, reflecting a range of opinions about its current performance and future potential. Many acknowledge its solid business fundamentals, noting a recent earnings report that demonstrates significant year-over-year growth, with EPS up by 38%. However, concerns about the broader economic environment and consumer sentiment, particularly regarding discretionary spending, have led to warnings about the stock's volatility. While some experts appreciate its turnaround efforts and fair valuation at approximately 15x normalized earnings, others prefer more defensive names in the sector, highlighting the risks inherent in the consumer market. Overall, the consensus leans toward caution, with suggestions to potentially take profits while remaining optimistic about the company's long-term efficacy.

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Consensus
Cautious
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Valuation
Fair Value
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PAST TOP PICK
(A Top Pick Oct 26/10. Up 20.53%.)
DON'T BUY
Has managed to skate through the retail problems. Not at big yield stock. Last results were very good. He is still a little cautious on the retail side of the business.
PAST TOP PICK
(A Top Pick March 29/11. Up 3.1%.) This was a safety play and he has taken some money off the table. Recent weather is going to give them a bit of a rough run.
DON'T BUY
In a competitive environment and getting even more so. Just acquired Forzani Group so people are going to wait to see how it is going to be integrated. Facing a number of headwinds in the current environment including delinquencies on their financing side, slow growth in the economy, etc. Not that cheap at 12X earnings.
BUY
A good place to invest here. Made acquisition and are now dominant in sporting goods in Canada. Good franchise in tires but bit been good in recent years because consumer has not been spending on tires. Thinks there are better opportunities out there but it is a pretty good investment over the next 3 years.
DON'T BUY
Dual class share structure is a problem that he expects gets fixed in the next few years. Not his favourite. Not cheap enough for him.
DON'T BUY
Long term bond maturing in 2035 at 6%? 2020 is about as long as he goes in corporates.
BUY ON WEAKNESS
Acquiring Forzani (FGL-T), which is interesting. Expected to be mildly accretive this year and more so next year. Has been very successful at acquiring and integrating. Trading at a discount to it's historical amounts and the headwinds are still in place. Would prefer in the mid to high $50s.
WATCH
Has been coming down for awhile. His model price is $75, a positive differential of 27%. Getting close to his portfolio in the Canada Focus and close to a Buy. Be patient and don’t buy yet.
TOP PICK
This is one that really gets hit when “The Americans are coming”. It is now at the low end of its P/E multiple range. Growth rate and earnings predictability are very good. This is a way of participating in the economic recovery in retail.
COMMENT
This isn’t his kind of company at these kinds of levels. He is looking at stocks that are generally under $10. A lot of institutions love companies like this and if you can buy in at the right time you can have some good upside..
DON'T BUY
Neutral on this one. They are working on trying to redefine who they are and who their customer is. Haven’t really defined who their target market is.
TOP PICK
It’s cheap. Things like Target coming up here hurt this stock. They are well positioned. Restructured their operations over the last number of years. Financial arm is doing well. He doesn’t worry too much on the downside of this one.
COMMENT
Likes this from the standpoint of the Cdn consumer being in a lot better position than the US consumer.
STRONG BUY
Got knocked down on news that Target (TGT-N) was buying Zellers. Will take a long time so can’t see any immediate change. Has really beaten the numbers in the past 2 quarters.
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