TSE:GOOS

Canada Goose Holdings (GOOS.TO)

13.60
-0.08 (0.58%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
195 watching
0
HOLD
It has been a good IPO story. He sold after the IPO. It is a premier retailer and believes they can defend their margins. This jacket is in demand globally, so he sees more growth to come. It is just too expensive right now for him to re-enter.
DON'T BUY
A luxury brand and many are rushing out to buy a $900 parka. They're a one-pony show, though they diversifying away from making only coats. The China situation is certainly a concern. They're too expensive now, anyway, and relatively new (he wants to see more history). One store is near his Vancouver office and he's seen long line-ups. But where are its recurring revenue (sales from the same customer)?
HOLD
He is a value manager and views this as a growth stock so he is not a buyer of it. He likes the product and sees lots of people using it. The stock is too expensive and he sees it is being impacted by China tariff worries. Long term you would want to own it.
SHORT
Extremely high PE of 68. A lot of their growth was supposed to come from China, but China-Canada relations are terrible now. Likely to impact GOOD negatively.
WATCH
Problem is that the chart isn't that long. If the cycle is on a 4-year reset, he'd expect discretionary names to outperform. So watch to see if it holds above support, and the next support level is $44-45 to look to for exposure. There's further downward pressure, plus the tensions between China and Canada. If it can break above, should suggest a new uptrend. But for now, wait.
RISKY
GOOS has been caught in current China-Canada tensions, but he feels this furor will pass. GOOS is showing great growth. You could take a stab at this at current levels, then see if it returns to $90. This is a short-term trade, not a long-term investment.
WAIT
People line up on a Monday to get into this store. Their management is great and the stock was doing phenomenally. The market is not as in love with high PE stocks and they are banking on China. They were about to open their first store in Beijing. Then those two Canadians were arrested and the new store opening was put on hold.
BUY
They blew away earnings recently in a bad market. They're very strong in China--great. The luxury market is boundless there. Their online sales are also strong. That said, he wants to sit back a little more and watch it. But if you believe in it, you could buy it now.
COMMENT
He can’t bring a lot technically to this. Everything they touch turns to gold. It started at $20, and now it’s over $90. It’s breaking out all over the place, and momentum is still up. He’s not a chaser himself, but it’s hard to tell someone to sell it here and then it continues to go up.
DON'T BUY
It's a wonderful story. The stock is very pricey, though growth rates are impressive. They have innovative marketing. But can the demand for winter coats in Canada continue for them? He'd prefer a company with a global customer base.
COMMENT
Trades at a huge multiple, though they are experiencing good growth and the brand is strong. Never bought this, but she'll pay attention when they report tomorrow.
COMMENT

A complicated chart. Uptrend, then parabolic, then corrected, and now trapped in a head-and-shoulder formation, but today may be breaking that neckline. Perhaps there'll be resistance at $90. If it breaks $90, it'll be back on trend which will be a good story. His target is $90, which is not much upside, then see what happens.

DON'T BUY

A huge success story. A high-quality, expensive product, but a fashion one. In fashion, this year's star can be next year's dud. Compare to Lululemon which is very volatile. CG is very expensive now. A great company is not necessarily a great stock. He hopes they succeed, though.

DON'T BUY

It is a high momentum consumer cyclical. Consumer cyclicals, especially the high fliers are typically the ones that get crushed when we pull back.

DON'T BUY

It is almost like a tech company in valuation. That makes them subject to pretty big volatility. They signed with China for distribution, which is very positive. Fashions are fad companies so he is cautious. He is not going to buy this one due to valuation. It has too much fashion and valuation risk. He prefers names like AMZN-Q.

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