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

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Shoppers Drug Mart Corp (SC.TO)

0.00

-0.00 (0.00%)

55 watching

PAST TOP PICK

(A Top Pick July 6/10. Up 26.02%.) Had been oversold.

TOP PICK

Earnings were as expected. Had major challenges with changes in regulations but they survived that. Pretty good dividend growth record. If they can’t grow their business they will increase the dividend over time. Growing business will be acquisition of smaller guys that can’t survive the regulations.

PAST TOP PICK

(Top Short May 20/10. Down 14%.) Would still Short.

TOP PICK

Producing $4-$5 million in free cash flow. This will be used to buy back shares and raising dividends and making acquisitions. Wildcard is that he believes they will receive approval and start launching their own private label drugs and this is not in the earnings estimates. This could add anywhere from $0.15-$0.20 per share.

COMMENT

Very defensive stock with no surprises. Yield of 2%. Well run company. In a competitive space. He prefers a space with more growth.

TOP PICK

If anyone could manage their way through the gov’t thing, they could do it. They proved that with a great first quarter. Sill looking for new CEO, which could be the catalyst that could set the stock higher.

BUY

Shoppers Drug Mart now have private brands, pharma that is fueling their bottom line, cosmetic and food line are doing well. They need to pick a CEO and if they pick a decent one you should see a pop in their stock. They like and own it.

COMMENT

Looking at this one right now. Chart shows a good uptrend and now seems to be forming a base. Also coming in to its seasonal time of the year for consumers’ staples, from May to August.

DON'T BUY

His concern is possible government interference. Great marketers. Growth has not been as good as it has in the past.

PAST TOP PICK

(A Top Pick Nov 25/09. Down 3.42%.) Still likes.

WEAK BUY

At these levels it’s an OK investment but will probably not go through the roof since growth is starting to decline and margins are being pressed by any kind of government intervention in what the pricing strategies can be. Currently operating margins are 9% versus the industry of 5%-6%.

DON'T BUY

The action we saw from March of last year: there was a big drop on legislation. He thinks the consumer stocks like J&J can be very boring. Dividend will be stable. $40 is a stable entry point with stop loss at $37. It will have trouble getting to $42. Wouldn’t expect big movements.

BUY ON WEAKNESS

Liked it a couple of $’s ago when all the bad news was in the stock. This is a stock that you will never get at 10X earnings. Class act with great management. Questions how the generic drug situation will work out.

DON'T BUY

Companies that are price takers are at risk, i.e. if input costs can go higher margins can get squeezed. This one has 3%-4% growth but inflation would be a concern. There has been a change of senior management. Generic profitability has been under pressure.

TOP PICK

Reasonably priced. Very consistent and good valuation. Cosmetics area is a high margin business. Thinks they will be allowed to manufacture private generic dugs.

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Shoppers Drug Mart Corp (SC.TO)