Reitmans (Canada) Ltd. (A) (RET.A.TO) Buy,…

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

PAST TOP PICK

(A Top Pick Aug 14/06. Up 16.5%.) Virtually no debt and an ROE of 15%. Good growth. Multiple is about 14 X earnings. Still likes, but sold his holdings to go into something else.

BUY

A dream company that is under appreciated. Virtually no debt. ROE of 17%-18%. Good growth. Good management. Seems to be stuck in the 12 to 14 PE range.

TOP PICK

$1 billion in sales. Under followed. Going to have 1,000 stores by the end of this year. Getting very nice margins.

BUY

Has started to trade at a premium multiple because its execution has been so strong. Expect it will continue to generate good cash flow and they'll strong dividends.

HOLD

Continues to be a quality hold. Wouldn't aggressively buy it but prefers other things.

BUY ON WEAKNESS

Very well run Canadian retailer. He would love to own this company but, on a valuation basis, is always just a little ahead of what he would like to pay. Would buy closer to $20.

TOP PICK

A defensive play. As the economy slows down, he feels more shoppers will shop at these stores. Yield of 2.8 scent. Price-earnings ratio of about 12. Thinly traded.

TOP PICK

Pays almost 3%. Statistically it is cheap. It is trading at 11/12 time’s next year's earnings estimates. Did well in the recent correction.

BUY

Has been a big winner in regards to performance over the last few years. On his radar screen because of excellent management. It never looks cheap.

DON'T BUY

Has done extremely well in the last 3/4 years. What usually happens with this type of retailing is that you always have some bad years, so he is sceptical of the stock. Doesn't like the risk/reward.

WATCH

A dream stock. Very little debt, low P/E and in a niche area. Doesn’t know why it’s been slipping lately. On his radar screen.

HOLD

Had an incredible quarter and is a cheap stock. Great growth rate.

HOLD

One of the best run retail/apparel in Canada.

DON'T BUY

Has had tremendous success. An extremely competitive market. Has had 3 good years in a row which is an unusual pattern. Normally have one good year and then one bad year, etc. Has a high multiple. Doesn't feel their margins are sustainable.

BUY ON WEAKNESS

Interested in 3 key stocks in the retail area, Rietman's (RET.NV.A-T), Canadian Tire (CTR-T) and Rona (RON-T) and will buy one or more of them on any pullback. No debt and a decent dividend at about 2.5% and have shown consistent steady earnings. Would consider at $13.

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