Alcanna

CLIQ-T

Analysis and Opinions about CLIQ-T

Signal
Opinion
Expert
WAIT
WAIT
October 24, 2014

You have to love how this rallies in all the volatility. Has been following this one for the last 2 years and it has been a complete disappointment. Management has done a great job of getting out there and telling the story of what they are going to do. They have a plan in place. He is getting a little more faith that management is going to be able to do what they say. We are only in the first or second inning of this turnaround. Dividend is safe.

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Alcanna (CLIQ-T)
October 24, 2014

You have to love how this rallies in all the volatility. Has been following this one for the last 2 years and it has been a complete disappointment. Management has done a great job of getting out there and telling the story of what they are going to do. They have a plan in place. He is getting a little more faith that management is going to be able to do what they say. We are only in the first or second inning of this turnaround. Dividend is safe.

HOLD
HOLD
October 7, 2014

Brought in new management. A lot of stores were being operated independently with no central ordering, no creative inventory management, etc. New management have good experience and the ability to take care of the low hanging fruit. The problem is, they do still pay out a lot of their cash flow in the form of a dividend. The challenge is that there are a lot of things going on and maybe not enough money to go around to fund everything at once. He would rather Buy at around $10. Yield of 8%.

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Alcanna (CLIQ-T)
October 7, 2014

Brought in new management. A lot of stores were being operated independently with no central ordering, no creative inventory management, etc. New management have good experience and the ability to take care of the low hanging fruit. The problem is, they do still pay out a lot of their cash flow in the form of a dividend. The challenge is that there are a lot of things going on and maybe not enough money to go around to fund everything at once. He would rather Buy at around $10. Yield of 8%.

DON'T BUY
DON'T BUY
May 27, 2014

(Market Call Minute.) Had recommended selling 9 months ago because the problems it was having with its competition, the BC government allowing liquor to be sold in supermarkets. 10% dividend could be cut.

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Alcanna (CLIQ-T)
May 27, 2014

(Market Call Minute.) Had recommended selling 9 months ago because the problems it was having with its competition, the BC government allowing liquor to be sold in supermarkets. 10% dividend could be cut.

COMMENT
COMMENT
May 14, 2014

Doesn’t know how well their US acquisition worked out for them. Liked it when it was largely an Alberta business. When they did their acquisition, he got concerned and sold his position. He would take a close look at what their US business is doing in terms of margins before deciding anything. The market is suspicious of companies that have too high of a dividend.

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Alcanna (CLIQ-T)
May 14, 2014

Doesn’t know how well their US acquisition worked out for them. Liked it when it was largely an Alberta business. When they did their acquisition, he got concerned and sold his position. He would take a close look at what their US business is doing in terms of margins before deciding anything. The market is suspicious of companies that have too high of a dividend.

DON'T BUY
DON'T BUY
April 8, 2014

At an interesting level. People are making a call that the dividend is too high and it will have to be cut. He has a problem with growth and their ability to sustain the dividend, just given what they are doing. Until the momentum shifts on it, he is less inclined to jump into a name like this.

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Alcanna (CLIQ-T)
April 8, 2014

At an interesting level. People are making a call that the dividend is too high and it will have to be cut. He has a problem with growth and their ability to sustain the dividend, just given what they are doing. Until the momentum shifts on it, he is less inclined to jump into a name like this.

DON'T BUY
DON'T BUY
February 14, 2014

There are rumours in BC that grocery stores will be allowed to sell liquor. That will impact some of this company’s footprint in BC, Alberta, Alaska and a small presence in Kentucky. This stock has a high valuation. Payout ratio is quite high. Very strong, pristine balance sheet.

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Alcanna (CLIQ-T)
February 14, 2014

There are rumours in BC that grocery stores will be allowed to sell liquor. That will impact some of this company’s footprint in BC, Alberta, Alaska and a small presence in Kentucky. This stock has a high valuation. Payout ratio is quite high. Very strong, pristine balance sheet.

HOLD
HOLD
February 4, 2014

Had a tough couple of years. Active in the states and some of the surrounding states have changed rules so people didn’t have to cross state lines to get liquor. BC just announced they were going to offer liquor in grocery stores. Dividend is okay but wouldn’t use the word “safe”. Same-store sales growth is nonexistent and probably going into decline this year. He rates it a “very high risk” income stock. 9% dividend.

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Alcanna (CLIQ-T)
February 4, 2014

Had a tough couple of years. Active in the states and some of the surrounding states have changed rules so people didn’t have to cross state lines to get liquor. BC just announced they were going to offer liquor in grocery stores. Dividend is okay but wouldn’t use the word “safe”. Same-store sales growth is nonexistent and probably going into decline this year. He rates it a “very high risk” income stock. 9% dividend.

SELL
SELL
December 24, 2013

(Market Call Minute) Not growing anymore and pretty rich in valuation.

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Alcanna (CLIQ-T)
December 24, 2013

(Market Call Minute) Not growing anymore and pretty rich in valuation.

DON'T BUY
DON'T BUY
December 13, 2013

They sell liquor in Alberta and BC as well as in one of the states, possibly Kentucky. Facing some competition in BC, which he thinks is a political issue, as well as in Kentucky. Having to reinvest more in their stores to make it more appealing. New CEO is probably figuring out how he is going to right the ship and we should know in early 2014. Won’t be raising the 7.7% dividend and there could even be a cut.

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Alcanna (CLIQ-T)
December 13, 2013

They sell liquor in Alberta and BC as well as in one of the states, possibly Kentucky. Facing some competition in BC, which he thinks is a political issue, as well as in Kentucky. Having to reinvest more in their stores to make it more appealing. New CEO is probably figuring out how he is going to right the ship and we should know in early 2014. Won’t be raising the 7.7% dividend and there could even be a cut.

COMMENT
COMMENT
December 11, 2013

Same-store sales, particularly in the US and to some extent in Canada, have been negative. Offset a little by some new bigger box wine stores they have been trying to open. However, this cannibalizes some of their other stores. Pays a very generous dividend of 7.68%. Unless things change around for them, he is not sure how long that dividend will be sustained.

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Alcanna (CLIQ-T)
December 11, 2013

Same-store sales, particularly in the US and to some extent in Canada, have been negative. Offset a little by some new bigger box wine stores they have been trying to open. However, this cannibalizes some of their other stores. Pays a very generous dividend of 7.68%. Unless things change around for them, he is not sure how long that dividend will be sustained.

HOLD
HOLD
November 5, 2013

Recession proof. It has not performed that well but there is a new CEO in place. Management team will probably do the right thing. 7.1% dividend. Prefers CDL.A-T.

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Alcanna (CLIQ-T)
November 5, 2013

Recession proof. It has not performed that well but there is a new CEO in place. Management team will probably do the right thing. 7.1% dividend. Prefers CDL.A-T.

COMMENT
COMMENT
October 31, 2013

Recently bought this. Good territory. Has tapered off, but should be picking up again. There is a gradual recovery going on in quite a few of the yield stocks.

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Alcanna (CLIQ-T)
October 31, 2013

Recently bought this. Good territory. Has tapered off, but should be picking up again. There is a gradual recovery going on in quite a few of the yield stocks.

BUY
BUY
October 31, 2013

Has come down a lot and is probably an attractive entry point. Dividend yield of about 7%, which is very attractive. The question is its sustainability.

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Alcanna (CLIQ-T)
October 31, 2013

Has come down a lot and is probably an attractive entry point. Dividend yield of about 7%, which is very attractive. The question is its sustainability.

WATCH
WATCH
September 19, 2013

Debt level is pretty high. New CEO come in and doing strategic review. There are issues about supermarkets selling spirits and wine and it could hurt their revenue. Wait for the strategic review and then decide.

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Alcanna (CLIQ-T)
September 19, 2013

Debt level is pretty high. New CEO come in and doing strategic review. There are issues about supermarkets selling spirits and wine and it could hurt their revenue. Wait for the strategic review and then decide.

HOLD
HOLD
September 11, 2013

Originally an income trust so it had a high dividend, which is why people owned it. Not a large growth rate stock and given that it has fallen you could hold it for the yield.

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Alcanna (CLIQ-T)
September 11, 2013

Originally an income trust so it had a high dividend, which is why people owned it. Not a large growth rate stock and given that it has fallen you could hold it for the yield.

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