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Opinions Robert Lauzon
XS Cargo Income FundXSC.UN.VDON'T BUYJun 02, 2006
He tends to stay away from retail. Too dependent on weather and consumer tastes. Doesn't think it's a great business for an income trust for the long-term.
$13.61
Stock price when the opinion was issued
specialty stores
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HOLD
Fairly valued. Their business model is not impacted by the tax changes for income trust.
Ravi SoodOwned
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BUY
Specialty retailer. Very similar to Liquidation World. Sales per square foot are off the charts. Good growth.
Jason ZandbergOwned
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PAST TOP PICK
(A Top Pick Feb 10. Down 6.7%.) Management owns half the company. A growth story. Still a favourite. Great long-term story.
Ravi SoodOwned
specialty stores
PAST TOP PICK
(A Top Pick Feb 10/06. Down 2.4%.) Continuing to open new stores. This is a growth story. Ended up 2005 with 24 stores. Saturation point in Canada is about 70 stores.
Ravi SoodOwned
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TOP PICK
Management owns 50% of the company. A growth business having started with 15 stores and now up to 25 stores. Saturation point is about 70 stores.
Ravi SoodOwned
specialty stores
TOP PICK
(A Top Pick Dec 9/05. Up 4%.) A real growth opportunity. Have the potential to have 70 Cargo stores across Canada. The profitability of these stores is staggering. Incredibly high sales per square foot. Would still buy. 50% of it is owned by management. Extremely high ROE.
Ravi SoodOwned
specialty stores
TOP PICK
(A Top Pick Oct 14/05. Down 3%.) Tremendous growth opportunities in their distributable cash flows, going from current $1 per unit to $1.40 by the end of ‘06 and maybe $1.80 exiting ’07.
Ravi SoodOwned
specialty stores
TOP PICK
Very tightly held management which owns 50% of the company. Not widely followed. Feels there's tremendous growth embedded in the company. Distribution of $1 a share which is expected to grow to $1.40 in '06 and $1.80 by '07.
Ravi SoodOwned
specialty stores
