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

Shoppers Drug Mart Corp (SC.TO)

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HOLD

The big risk is that a lot of their products are consumer discretionary. If interest rates stay up and housing prices come down, consumer discretionary products are vulnerable. However, this is an extraordinary well-run company that continues to gain market share.

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BUY

This is the way to play the pharmaceutical sector. Buy it and hold it.

BUY

Has been bouncing along pretty well all year at 4 X book value. Fall back to good technical support at $40 and has now had a nice jump of about 10%. Has decent upside potential but the stock doesn’t seem to want to move out of its range. Give it 5/10% upside and then sell if you want to treat it as a trade.

BUY

Prefers this over Jean Coutu (PJC.SV.A-T). Growth is built in, less risk, better profitability

TOP PICK

For a long time, this stock looked great to him with great profit growth, but at the beginning of this year profitability deteriorated and he backed away from it. Profitability has improved and he is now back with it. A defensive business. Expects there will be further positive earning surprises come up.

WEAK BUY

The premiere drug company in Canada. The market has recognised that end the stock is fairly expensive. If you're a long-term investor, you can buy it here. If your short-term, it could be a little vulnerable.

WEAK BUY

A terrific success in the Canadian pharmaceutical industry. Have done a great job in the front of the store, the non-prescription part of the business. Have increased their margins. Trades at a higher multiple than most of the major retailers. Doesn't have the greatest balance sheet in the world.

BUY

Under $40 is a good entry point for this stock. Thinks the 20% growth continues for another 2, 3, 4 years. Same store sales, both the front and back of the store, are high single digits.

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TOP PICK

Has been a great solid story for him. Delivering great front store sales. Same store sales growth has been 5 to 5.5%. Margins have been improving. It's hard to find good growth names in the Canadian market. You can be fairly sure that management will continue to execute.

DON'T BUY

22 X is too expensive for him in the drug store area. If you want to be in this sector, this would be the one to choose. There is growing competition from Loblaws (L-T) and would expect other food stores to get into the drug store business too.

BUY

The growth is still there. Can still improve their margin. Will grow at a slow rate.

BUY

A good defensive area. This one is by far the best drug retailer in Canada.

PAST TOP PICK

(A Top Pick July 14/05. Down 2.5%.) Growing at 20% and has been sideways now for 9 months. If it keeps the same multiple that it's had for the last couople of years and plays a little catchup, it can go to the high $40's by year end.

BUY

Will be a slow and steady performer. Good management. A lot of opportunity to continue to show upside and margin growth. Limited downside risk.

DON'T BUY

Overvalued. His model price is $36.45. 11% discount to where he thinks fair value is. Sees value elsewhere.

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Shoppers Drug Mart Corp (SC.TO)