Jean Coutu Group (PJC) (A) (PJC.A.TO) Buy,…

Jean Coutu Group (PJC) (A) (PJC.A.TO)

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22 watching

DON'T BUY

An excellent operator. Took on a lot of debt when they acquired Ekards and expected it would take 2/3 years before you saw any positive signs that they were turning it aroumd. In the near term, things have not worked as well as they had hoped. He is looking at it to see if he should be in the stock at this time.

HOLD

The last few weeks have not been kind. The company came in with much lower than expected earnings and disappointing sales out of their US Ekards acquisition. This is a buy for the next 2/3 years. When they bought such a bad company he knew it was going to take a long time to turn it around. Too early to say the acquisition hasn't worked.

WAIT

Has been hit recently. The integration from the Ekard Drugs acquisition is going more slowly or is more difficult than anticipated. They are good operators. Would give it another couple of quarters. Good management.

BUY

It will probably take them a year before everything is fine. The process they are going through will take some time. They have great potential.

DON'T BUY

Very good management. A little leery of the stock based on their recent acquisition of US based Eckards. Speculative.

STRONG BUY

They have shown that the know how to operate in the US and how to do turn arounds in the US.

HOLD

Earnings forcasts have been steadily improving. His FMV is about $30. Runs into very, very strong technical resistance at the $26/27 area. If he owned the stock, would hold for this level and then sell.

DON'T BUY

Prefers Shoppers (SC-T) as it is 20% growth with much lower risk for about the same valuation. Doing a good job with their US Eckard acquisition, but has a higher execution risk. Has a pretty healthy multiple.

WEAK BUY

Made a huge acquisition in the US and took on a lot of risk buying a really tired and under performing chain in Eckards. This is a long term project to get it producing up to the standard of the rest of the chain. They are doing quite well with this. Not sure if the risk is commensurate with the potential reward.

DON'T BUY

His model price is $19.71, so it is overvalued for him.

BUY

Liked the most recent results, but really didn't care about them. The reason is, they bought this for their acquisition of Eckard Drug in the US which would take 2/3 years for the integration. The real results will come in 1/2 years.

BUY

Seems to have broken out of the doldrums it was in. People were nervous about the absorbtion of the big US operation. Great operators. A good area to be in.

TOP PICK

Thinks there's a huge opportunity. Over the next 3/5 years the stock could double. Will have a lot of work to do on the Ekkard stores they acquired. Already have atores in New England states and will take that model and move it through the Ekkard stores. Attractive valuation.

TOP PICK

The easiest way to play the age demographics. Instead of buying biotechs and pharma stocks, a drug store is a better choice. The buying of Ekards in the US was a real coup. Patience will pay. A good investment.

BUY

Likes their acquisition of Ekard drugs in the US which a major growth opportunity. Have experience in this type of operation and have done very well with them. Will take time, so be patient.

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Jean Coutu Group (PJC) (A) (PJC.A.TO)