Shoppers Drug Mart Corp (SC.TO) Buy, Sell or…

Shoppers Drug Mart Corp (SC.TO)

0.00

-0.00 (0.00%)

55 watching

TOP PICK

The bulletproof defensive play. Same-store sales growth is running high. Building 10,000 square-foot stores so you are getting people into them. Yield of 1.7%.

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TOP PICK

One of the best managed companies in Canada. Trading at relatively low multiples at about 17X-18X next year's earnings. Still lots of growth opportunity for them.

BUY

Slightly disappointing over the last few months. Spiked to over $52 when they reported great numbers recently and doesn't know why it fell back. Great defensive place to hide. Lots of square footage in Canada and lots of things they can do. Expecting 15%-20% earnings growth at least for another 4 years.

DON'T BUY

A premier franchise in Canada. The only concern he would have is the convergence in Canada of the drug retailers and grocery retailers. At quite a premium valuation to the grocery store industry, which would give him some concern.

SELL

(Market Call Minute.) Great company. Bad stock. Valuation is too high.

WATCH

Has always been too expensive for him. Has been getting cheaper. Earnings are coming out in the next few days and he wants to see them before he commits a lot of capital to the deal. If the earnings are good, he is very interested in this. There is speculation that the front of the store, where the expensive stuff is sold, may be taking a little bit of a hit.

PAST TOP PICK

(A Top Pick Oct 24/07. Down 10%.) Still buying. Doesn't see the falloff as a permanent setback. Business is very sound.

SELL

(Market Call Minute.) Declining growth rate and there is concern about margins.

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DON'T BUY

(Market Call Minute.) Technicals are still pretty negative.

TOP PICK

Staples as opposed to discretionary. Good defensive growth. Good entry point.

TOP PICK

A nice, safe, solid stock. Balance sheet keeps growing just beautifully and steadily. Very profitable. This one gives you 15% to 17% a year.

TOP PICK

When looking for stocks that are a defensive growth, this is the one that comes to mind. Going forward, he sees 5% same store growth, 10% square footage growth and maybe a little bit of margin expansion, so you are seeing mid teens EPS growth. You're paying roughly 2X 08, 18X 09, which is not that high of the multiple.

BUY

This looks like it wants to go up. Had a scary down in July but has rallied back and had a breakout. Technical analysts like to buy early on a breakout. Money managers are probably going to be looking for stocks like this. Because of market conditions, this would be a “nervous” buy for him.

BUY

Still buying for new accounts. Just reported an excellent quarter. Consistent 15% growth in earnings. Has always traded at a premium multiple, but have some good visibility. Have about 10% of square footage marked out for the next 5 years. Just initiated a global and sourcing initiative under their new CEO.

TOP PICK

Has had such a good track record both operationally and in terms of it's price. An extremely well run business.

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Shoppers Drug Mart Corp (SC.TO)