TSE:RET.A

Reitmans (Canada) Ltd. (A) (RET.A.TO)

0.08
-0.00 (0.00%)
as of Jul 29, 2020, 8:00:00 pm Market Open.
26 watching
0
DON'T BUY
(A Market Call Minute.) Solid business. Well-managed but he doesn't think retail is a great place to be. 5.4% yield.
WEAK BUY
Not experienced a lot of growth in the last few years but the dividend is over 5%. He prefers Telbits
COMMENT
Retailing is a tough business in Canada. Reasonable yield of over 5%. Doesn't expect to yield to go up. Just lost their CFO, which is a bit of a challenge for them. Competitive business.
DON'T BUY
Have a great business model – larger model ladies. Price hasn’t done very well. Whole retail area is not doing that well. Tough business, lots of competition from US. Not a company he would look at.
BUY
Continue to hold for yield. Very clean balance sheet. If you are weary on economic cycle you would not want to hold this name. For longer-term hold on the yield it is a good play.
COMMENT
Very well run. No debt and sitting on a very attractive investment portfolio. Not particularly cheap at over 2X book value and 13 or 14 tines PE.
BUY
Reasonable yield increased over 5-year period – 11% per year. Stable stock for retail industry. Is tightly held and doesn’t trade much. 108k avg. daily volume.
BUY
(Market Call Minute.) Well managed. Some analysts didn’t like their same store sales but they have $4 in cash. Expects dividend increases.
BUY
Had a pretty good ’09. He keeps an eye on this because it has a nice dividend. They proved to be good retail operators and good at managing inventory.
HOLD
Yield of over 4% with possibly 4% growth for a total return of about 8%. Little or no debt. Retail business is quite tough but they have been improving their stores quite sharply.
BUY
Virtually no debt, good ROE so should be a dream stock. Have been working hard to develop different parts of the market. Good yield. If you have a 3-year view it is fine. 4.6% yield.
PAST TOP PICK
(A Top Pick May 5/08. Down 27.63%.) This is a bet on consumers spending. Rock solid balance sheet with net cash. He is holding this for stock price appreciation and the 5.75% dividend.
BUY
5% yield is very attractive. Has always liked this one longer-term. Chart shows the stock has pretty well done a round-trip in the last three years although earnings are up substantially in that period. Virtually debt-free. High ROE. Consumer is on strike but this one represents excellent long-term value.
PAST TOP PICK
(A Top Pick July 17/07. Down 31%.) Very disappointed by their results. He bought based on good growth and attractive dividend and they then had 3 bad quarters in a row. Sold most of his holdings.
BUY
(Market Call Minute.) Stock dropped quite sharply today. Deals in the lower market space and people are going to look for value. The dividend.
Showing 46 to 60 of 82 entries