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
July 22, 2011
(A Top Pick July 6/10. Up 26.02%.) Had been oversold.
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(A Top Pick July 6/10. Up 26.02%.) Had been oversold.
TOP PICK
TOP PICK
July 21, 2011
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.
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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
PAST TOP PICK
July 12, 2011

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

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

TOP PICK
TOP PICK
July 6, 2011
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.
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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
COMMENT
June 30, 2011
Very defensive stock with no surprises. Yield of 2%. Well run company. In a competitive space. He prefers a space with more growth.
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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
TOP PICK
May 18, 2011
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.
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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
BUY
May 17, 2011
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.
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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
COMMENT
May 4, 2011
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.
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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
DON'T BUY
April 15, 2011
His concern is possible government interference. Great marketers. Growth has not been as good as it has in the past.
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His concern is possible government interference. Great marketers. Growth has not been as good as it has in the past.
PAST TOP PICK
PAST TOP PICK
April 8, 2011
(A Top Pick Nov 25/09. Down 3.42%.) Still likes.
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(A Top Pick Nov 25/09. Down 3.42%.) Still likes.
WEAK BUY
WEAK BUY
March 31, 2011
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%.
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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
DON'T BUY
March 11, 2011
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.
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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 WEAKNESS
BUY WEAKNESS
March 2, 2011
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.
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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
DON'T BUY
March 1, 2011
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.
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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
TOP PICK
February 23, 2011
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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Reasonably priced. Very consistent and good valuation. Cosmetics area is a high margin business. Thinks they will be allowed to manufacture private generic dugs.
Showing 61 to 75 of 452 entries