Ahold (Amsterdam Exchange)

AH-AEX

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

Analysis and Opinions about AH-AEX

Signal
Opinion
Expert
COMMENT
COMMENT
April 22, 2010
(Amsterdam exchange.) Food stores. Very good company. Own a large franchise in the US and a good franchise in Europe. Margins are getting better. Better to look at things in Canada where you don't have the currency risk.
(Amsterdam exchange.) Food stores. Very good company. Own a large franchise in the US and a good franchise in Europe. Margins are getting better. Better to look at things in Canada where you don't have the currency risk.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$12.740
Owned
No
COMMENT
COMMENT
August 13, 2007
Have a pretty good grip on their US business and are looking to grow it. Have some cash now. Expect there will be some acquisitions. Prefers Tesco, a UK company.
Have a pretty good grip on their US business and are looking to grow it. Have some cash now. Expect there will be some acquisitions. Prefers Tesco, a UK company.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$12.300
Owned
No
BUY
BUY
May 25, 2007
Doing a 5 for 4 reverse stock split as well as issuing a special dividend. A seriously good company.
Doing a 5 for 4 reverse stock split as well as issuing a special dividend. A seriously good company.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$12.500
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 12, 2007
(A Top Pick Oct 406. Up 11.2%.) Throws off lots of free cash flow. Is going to be upgraded to investment-grade in the next little while. Expect it will be taken over.
(A Top Pick Oct 406. Up 11.2%.) Throws off lots of free cash flow. Is going to be upgraded to investment-grade in the next little while. Expect it will be taken over.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$12.040
Owned
Yes
TOP PICK
TOP PICK
March 16, 2007
A food services company. Almost went bankrupt several years ago over some accounting issues. Has been restructured with new management. Thinks it will do well over the next little while.
A food services company. Almost went bankrupt several years ago over some accounting issues. Has been restructured with new management. Thinks it will do well over the next little while.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$10.640
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 15, 2007
(A Top Pick Aug 22/06. Up 9.2%.) This was a restructuring story. Expect they will have a lot more cash in the next little while.
(A Top Pick Aug 22/06. Up 9.2%.) This was a restructuring story. Expect they will have a lot more cash in the next little while.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$10.310
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 12, 2006
(A Top Pick Aug 15/06. Up 8.7%.) Had a lot of trouble over accounting scandals during an acquisition. New management is re-structuring. Generates free cash in excess of 9%. Still likes. Cheap.
(A Top Pick Aug 15/06. Up 8.7%.) Had a lot of trouble over accounting scandals during an acquisition. New management is re-structuring. Generates free cash in excess of 9%. Still likes. Cheap.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$10.340
Owned
Yes
TOP PICK
TOP PICK
October 4, 2006
(A Top Pick Aug 15/06. Up 13.5%.) Good balance sheet and throwing off lots of cash. Feels their debt will move into triple B category.
(A Top Pick Aug 15/06. Up 13.5%.) Good balance sheet and throwing off lots of cash. Feels their debt will move into triple B category.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$10.830
Owned
Yes
TOP PICK
TOP PICK
August 22, 2006
Throws off lots of free cash. Aggressively paying down their debt. Have been junk bond status but should be investment-grade bonds by the end of this year.
Throws off lots of free cash. Aggressively paying down their debt. Have been junk bond status but should be investment-grade bonds by the end of this year.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$9.440
Owned
Yes
TOP PICK
TOP PICK
August 15, 2006
A Dutch company. European business does very well. US has been lagging. Generates a lot of free cash flow. Trades at about 8.5 X free cash flow yield. Continuing to bring down their debt level. Expecting they will move from junk bond status to investment-grade. There are a lot of catalysts for this company.
A Dutch company. European business does very well. US has been lagging. Generates a lot of free cash flow. Trades at about 8.5 X free cash flow yield. Continuing to bring down their debt level. Expecting they will move from junk bond status to investment-grade. There are a lot of catalysts for this company.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$9.440
Owned
Yes
TOP PICK
TOP PICK
February 25, 2005
Had some accounting issues in the past. All new management. The food services business is a good business. Have lots of operating leverage. Feels they will be able to increase their net margins from 1% to 3% which would double their earnings. Have cleared out a lot of non-core assets.
Had some accounting issues in the past. All new management. The food services business is a good business. Have lots of operating leverage. Feels they will be able to increase their net margins from 1% to 3% which would double their earnings. Have cleared out a lot of non-core assets.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$9.170
Owned
Yes
TOP PICK
TOP PICK
February 9, 2004
Have a restructuring plan. Really like it. Grocery stores. 2/3 of business in U.S. Upside of $14.50
Have a restructuring plan. Really like it. Grocery stores. 2/3 of business in U.S. Upside of $14.50
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$8.360
Owned
Unknown
DON'T BUY
DON'T BUY
October 22, 2003
Accounting issues. Has dropped below a technical support level. Caution.
Accounting issues. Has dropped below a technical support level. Caution.
Lou Schizas
Business Editor, Market Call
Price
$8.910
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 17, 2003
(Was a top pick on July 30/02. Down 40%.) Sold out as soon as they heard rumors of fraud.
(Was a top pick on July 30/02. Down 40%.) Sold out as soon as they heard rumors of fraud.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$9.290
Owned
Unknown
BUY
BUY
June 4, 2003
Was oversold. On a technical basis, the stock could run to as high as $10, but could meet resistance and drop. A solid business.
Was oversold. On a technical basis, the stock could run to as high as $10, but could meet resistance and drop. A solid business.
Lou Schizas
Business Editor, Market Call
Price
$8.180
Owned
Unknown
Showing 1 to 15 of 31 entries