Shoppers Drug Mart Corp

SC-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about SC-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 10, 2015
(Past Top Pick June 6, 2014, Bond matures May 24,2018, up 3.79%) Had a good balance sheet, but folded into Loblaws now, Performed well. Most bonds yields have been going sideways since late 2014.
(Past Top Pick June 6, 2014, Bond matures May 24,2018, up 3.79%) Had a good balance sheet, but folded into Loblaws now, Performed well. Most bonds yields have been going sideways since late 2014.
Hank Cunningham
Fixed Income Strategist, Odlum Brown Limited
Price
$60.830
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 11, 2015

(A Top Pick Jan 29/14. Up 4.98%.) 2.36% bond maturing May 24/18. He had liked the balance sheet and the bond has done really well.

(A Top Pick Jan 29/14. Up 4.98%.) 2.36% bond maturing May 24/18. He had liked the balance sheet and the bond has done really well.

Hank Cunningham
Fixed Income Strategist, Odlum Brown Limited
Price
$60.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 20, 2014

(A Top Pick Jan 29/14. Up 2.96%.) 2.36% bond maturing May 24/18. This has rolled down the curve with a positive return of over 3%. It will continue to generate positive returns.

(A Top Pick Jan 29/14. Up 2.96%.) 2.36% bond maturing May 24/18. This has rolled down the curve with a positive return of over 3%. It will continue to generate positive returns.

Hank Cunningham
Fixed Income Strategist, Odlum Brown Limited
Price
$60.830
Owned
Yes
TOP PICK
TOP PICK
June 6, 2014

2.36% Bond Maturing May 24/18. ‘A’ rated even after L-T bought them. Good positive return over time.

2.36% Bond Maturing May 24/18. ‘A’ rated even after L-T bought them. Good positive return over time.

Hank Cunningham
Fixed Income Strategist, Odlum Brown Limited
Price
$60.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 5, 2014

(Top Pick May 16/13, Up 34.12%) He did not keep the Loblaw’s shares because he did not want to be exposed to food retailers. He is now sitting on the cash from this.

(Top Pick May 16/13, Up 34.12%) He did not keep the Loblaw’s shares because he did not want to be exposed to food retailers. He is now sitting on the cash from this.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$60.830
Owned
No
PAST TOP PICK
PAST TOP PICK
April 30, 2014

(A Top Pick April 23/13. Up 39.41%.) This was acquired by Loblaws (L-T).

(A Top Pick April 23/13. Up 39.41%.) This was acquired by Loblaws (L-T).

Nick Majendie
Director & Senior Portfolio Manager, Scotia Wealth Management
Price
$60.830
Owned
No
PAST TOP PICK
PAST TOP PICK
February 14, 2014

(A Top Pick June 19/13. Up 27.54%.) Had not been expecting the takeout by Loblaws (L-T), but just bought this because it was a quality retailer generating a lot of free cash flow and paying down their debts.

(A Top Pick June 19/13. Up 27.54%.) Had not been expecting the takeout by Loblaws (L-T), but just bought this because it was a quality retailer generating a lot of free cash flow and paying down their debts.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$58.490
Owned
Yes
TOP PICK
TOP PICK
January 29, 2014

2.36% bond maturing May 24/18. A company that you don’t get many choices to buy in the consumer area. Credit quality is good at A minus and the yield spread is attractive.

2.36% bond maturing May 24/18. A company that you don’t get many choices to buy in the consumer area. Credit quality is good at A minus and the yield spread is attractive.

Hank Cunningham
Fixed Income Strategist, Odlum Brown Limited
Price
$58.610
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 21, 2014

(A Top Pick May 16/13. Up 29.79%.) Sold his holdings in October because the transaction by Loblaw’s (L-T) involved quite a few shares being swapped and he did not want exposure to food retailing.

(A Top Pick May 16/13. Up 29.79%.) Sold his holdings in October because the transaction by Loblaw’s (L-T) involved quite a few shares being swapped and he did not want exposure to food retailing.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$59.040
Owned
No
DON'T BUY
DON'T BUY
December 16, 2013

$61.29 is full value. Loblaw’s is fairly fully valued. There is too much competition, even if Target is struggling in Canada. Prefers THI-T but it is fully valued. Same with Canadian Tire or Sears. Dollarama would be a better entry point.

$61.29 is full value. Loblaw’s is fairly fully valued. There is too much competition, even if Target is struggling in Canada. Prefers THI-T but it is fully valued. Same with Canadian Tire or Sears. Dollarama would be a better entry point.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$57.860
Owned
Unknown
COMMENT
COMMENT
September 25, 2013

(Market Call Minute.) With this one, you are now riding with Loblaw’s (L-T). ROE is fairly modest on Loblaw’s and he didn’t think either one going to go any further.

(Market Call Minute.) With this one, you are now riding with Loblaw’s (L-T). ROE is fairly modest on Loblaw’s and he didn’t think either one going to go any further.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$59.400
Owned
Unknown
HOLD
HOLD
September 9, 2013

Assumes deal will go through. No one was expecting this. SC is Loblaw’s way of getting into the neighborhoods instead of just having their big box stores. They bought a quality asset at the perfect time. Wal-Mart might have done it. Take the L-T shares when the deal completes.

Assumes deal will go through. No one was expecting this. SC is Loblaw’s way of getting into the neighborhoods instead of just having their big box stores. They bought a quality asset at the perfect time. Wal-Mart might have done it. Take the L-T shares when the deal completes.

Brandon Osten
President & CEO, Venator Capital Management
Price
$59.480
Owned
Unknown
COMMENT
COMMENT
September 6, 2013

(Market Call Minute.) Roll your holdings into the Loblaw’s (L-T) trade and hope they can run the combined operation better than they ran Loblaw’s.

(Market Call Minute.) Roll your holdings into the Loblaw’s (L-T) trade and hope they can run the combined operation better than they ran Loblaw’s.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$59.290
Owned
No
COMMENT
COMMENT
September 5, 2013

Not trading close to deal price because there is risk that the deal may not close and there is a time value until the deal closes. Also L-T’s share price has come off since the deal was announced. He is in Canada Bread in this space. They will probably spin some of Shoppers real estate into the Choice REIT.

Not trading close to deal price because there is risk that the deal may not close and there is a time value until the deal closes. Also L-T’s share price has come off since the deal was announced. He is in Canada Bread in this space. They will probably spin some of Shoppers real estate into the Choice REIT.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$59.300
Owned
No
BUY
BUY
August 8, 2013

(Market Call Minute) Likes sector and company.

(Market Call Minute) Likes sector and company.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$60.500
Owned
Yes
Showing 1 to 15 of 452 entries