Shoppers Drug Mart Corp (SC.TO)

PAST TOP PICK
(A Top Pick July 5/06. Up 13%.) Was undervalued when he picked it. Still likes.
BUY
Good defensive play. Will continue to grow. The demographics are good. Their health and beauty aids is a high margin business.
HOLD
A defensive stock. When the economy turns down, people still go in to drugstores. It is also a growth stock. From a valuation point of view, it might be fully priced, up from a technical point of view it may have broken out.
TOP PICK
Not cheap, but the earnings visibility is wonderful. Lots more room for growth of new stores as well as revamping what they have and driving more sales per square foot. Relatively safe in an economic downturn.
DON'T BUY
His model price is $37.02, a 20% negative differential. Very expensive. The model price has been going down somewhat.
WEAK BUY
Fantastically managed. A stock that people go into as a defence, the way they used to go into Loblaws (L-T). Expensive, but expect it will get more expensive.
PAST TOP PICK
(A Top Pick Aug 18/05. Up 8.8%.) Was a pick because the growth was going that are but the stock wasn't doing much. Finally, in the last few weeks, there has been a strong recovery.
BUY
A good time to be in defensive plays and this one would fit in that category. Not a high dividend yielding stock, but the shares should do well.
TOP PICK
Management is focused, Canadian marketplace, run efficiently. Half the revenue is from the pharmacy, which is a big competitive advantage for them. They are adding 10% square footage growth every year over the next seven years. Beauty/cosmetics is a big business with high margins.
SELL
Looks a little expensive on a multiple basis. He has taken some profits recently. Dividend is minimal and he thinks the market will punish low dividend stocks.
WATCH
Expensive at 20/22 X earnings. Earnings are up 17 to 18% next year over this year. Try to buy in the $40/$42 range.
BUY
This is a “go to” stock for a defensive play. An excellent franchise. Continues to increase sales per square foot.
BUY
Earnings just came out and they had a good quarter. Continue to deliver on the earnings growth. Can see growth at 12/15% over 3 to 4 years at least. A defensive sector.
TOP PICK
Same store sales growth is attractive. Continues to add square footage. No hint of competition coming from the US. Great locations.
BUY
Excellent defensive play. Just reported quarterly earnings that were superb. Lagging in part because of the drug bill Ontario is passing. Will have less impact than expected. Trades at a discount to its peers in the US with significantly higher margins.
Showing 286 to 300 of 452 entries