Shoppers Drug Mart Corp (SC.TO)

COMMENT
Has been a really consistent performing company. Until you begin to see the stock flattening out or fall over, it is one that will continue to go up and pay a decent dividend.
HOLD
Sold his holdings mid-$40’s, where he thought it was fully valued. He was wrong. One of the great Canadian brands. Brilliant strategy. As a value investor, he always feels it is a little pricey. He thinks it will keep going.
BUY
High multiple, but they do a great job. Have really carved a market niche for themselves.
DON'T BUY
A superbly run company. Priced to perfection at 23 X forward earnings. Too rich for him.
TOP PICK
In the Canadian retail section, this and Tim Hortons (THI-T) are the crème de la crème. Perennially expensive, but they just keep delivering. 15% earnings growth, year in, year out.
DON'T BUY
Sold his holdings at about this level. It has been a really good story and expects it to grow at a similar rate. He is a little uncomfortable with its high multiple in the mid-20’s. Also had a change in management. There are some pricing pressures coming in.
BUY
Likes this company. Reasonable growth rate. Seems to be chugging along quite nicely.
DON'T BUY
Stiffer competition in the market right now. Wal-Mart is starting to dispense pharmacies at reduced rates in the US and they could eventually do this in Canada. Expecting to have a 14% sales growth next year and is trading at 22 X earnings. A bit pricey.
BUY ON WEAKNESS
Keeps growing, expanding their stores, bringing in new product lines, strong year-over-year sales gains.
BUY
A blue-chip company. Investors are moving to the high quality. Moving more into cosmetics.
HOLD
Reported some very good numbers. Gaining market share on the pharmacy side. Should see higher highs.
WAIT
Great company. A little expensive at this time. A defensive stock. Wait for a lower price. Would prefer $40.
PAST TOP PICK
(A Top Pick Aug 18/05. Up 9.1%.) Good defensive growth. Was surprised it wasn't higher. Would buy at this price.
DON'T BUY
She presently does not own but tried to buy this stock at $40.00 in the summer. Recommends not buying at this price. Believes it is overpriced.
BUY
Based on economic sensitivity, this company is in the right group. Premier retailer in Canada right now. Had solid growth in earnings last 2 quarters.
Showing 271 to 285 of 452 entries