Stockchase Opinions

Stephen Takacsy, B. Eng, MBA Pet Valu Holdings PET-T PAST TOP PICK Apr 29, 2025

(A Top Pick Mar 28/24, Down 12%)

It got very overvalued during the pandemic hype, but this has since normalized. However, systems sales are still growing as they open 40-45 new stores annually. The market remains underserved outside cities. A cap-lite model, generating 22% EBITDA margins, and over 20% ROIC. Strong free cash flow. A great time to buy at 16x PE. Is recession-proof. Likely a takeover candidate.

$27.460

Stock price when the opinion was issued

specialty stores
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DON'T BUY

Liked that pet food is heavy (harder to purchase online and ship), so thought this would provide more protection. Challenging space, especially for a long-term investor like himself.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 23/25, Down 3.7%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with PET is stagnating.  To remain disciplined, we recommend trailing up the stop (from $18) to $20 at this time.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 12/24, Up 6.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PET is progressing well.  To remain disciplined, we recommend trailing up the stop (from $20) to $23 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 12/24, Up 17.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PET is progressing well.  To remain disciplined, we recommend trailing up the stop (from $23) to $26 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 12/24, Up 24.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PET has achieved its target at $32.  To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $26.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 12/24, Up 31.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PET is progressing well.  To remain disciplined, we recommend trailing up the stop (from $26) to $29 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 12/24, Up 40.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PET is progressing well.  To remain disciplined, we recommend trailing up the stop (from $29) to $32 at this time.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 12/24, Up 46.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PET is progressing well.  To remain disciplined, we recommend trailing up the stop (from $32.00) to $35.50 at this time.  

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 12/24, Up 40%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PET has triggered its stop at $35.50.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 31%, when combined with our previous guidance.