Sleep Country Canada Holdings (ZZZ-T) Stock Predictions - Stockchase
WATCH LIST
63
Sleep Country Canada Holdings (ZZZ-T)

ON STOCKCHASE SINCE Aug 2015

household goods

Sleep Country Canada Hold...

ZZZ-T

22 watching          
Join the Discussion

Sleep Country Canada Holdings (ZZZ-T) SAVE Mar, 21, 2019, 11:34 pm

20.14 0.14 (0.7%)

About Sleep Country Canada Holdings (ZZZ-T)

Sleep Country Canada Inc. is a Canadian mattress retailer, with over 185 stores operating in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, PEI and Nova Scotia. More at Wikipedia

What the experts are saying about ZZZ-T



  • All
  • Filtered
Signal Opinion Expert
SELL
Reporting soon. Last results were not good. Negative sentiment in Canada because of high debt levels. Sold her position. New products have higher margins, so that contributed to growth. But that's slowed down. Not loving it here. (Analysts’ price target is $30.19)
household goods
0 0 0 0 0
0 comments
Reporting soon. Last results were not good. Negative sentiment in Canada because of high debt levels. Sold her position. New products have higher margins, so that contributed to growth. But that's slowed down. Not loving it here. (Analysts’ price target is $30.19)
household goods
0 0 0 0 0
0 comments
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$22.520
Owned Owned
No

BUY
He's recommended it before. There's been a malaise in the North American mattress space (i.e. Sears going under). They continue to do well online and will continue to grow their market share.
household goods
0 0 0 0 0
0 comments
He's recommended it before. There's been a malaise in the North American mattress space (i.e. Sears going under). They continue to do well online and will continue to grow their market share.
household goods
0 0 0 0 0
0 comments
Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$20.930
Owned Owned
Unknown

PAST TOP PICK
(A Top Pick Nov 30/17, Down 37%) The 2018 earnings have kept pace, the valuation multiples have simply collapsed. They trade at 7.3 times EBITDA versus historical levels of 11 times. They still see new store openings, maybe not with the same growth rate. Housing has slowed, which may slow sales. Still a great bet and very cheap. If he had new money, he would be buying.
household goods
0 0 0 0 0
0 comments
(A Top Pick Nov 30/17, Down 37%) The 2018 earnings have kept pace, the valuation multiples have simply collapsed. They trade at 7.3 times EBITDA versus historical levels of 11 times. They still see new store openings, maybe not with the same growth rate. Housing has slowed, which may slow sales. Still a great bet and very cheap. If he had new money, he would be buying.
household goods
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$19.330
Owned Owned
Yes

WATCH
This was a real high flying stock for so many years. They came out with disappointing same store sales growth just as Sears was closing down and they were expected to gain additional market share. They are buying an online mattress company. It may move the needle – time will tell.
household goods
0 0 0 0 0
0 comments
This was a real high flying stock for so many years. They came out with disappointing same store sales growth just as Sears was closing down and they were expected to gain additional market share. They are buying an online mattress company. It may move the needle – time will tell.
household goods
0 0 0 0 0
0 comments
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$23.310
Owned Owned
Unknown

PAST TOP PICK

(Past Top Pick Nov. 30, 2017, Down 18%) It just hit 52-week lows, but its earnings from fallen from 18x to 13x. ZZZ had a few weak same-store sales in recent quarters, but not disastrous. The retail story isn't sexy compared to, say, cannabis where investors have poured in. They still dominate mattress sales in Canada. Their new ad campaign is pushing accessories which sees revenue growth. There are fears that the mattress-in- a-box companies will compete, but ZZZ also sells a box beds. It's a mystery to him why Sleep has been hammered. A few good quarters will turn it around. You can buy it now.

household goods
0 0 0 0 0
0 comments

(Past Top Pick Nov. 30, 2017, Down 18%) It just hit 52-week lows, but its earnings from fallen from 18x to 13x. ZZZ had a few weak same-store sales in recent quarters, but not disastrous. The retail story isn't sexy compared to, say, cannabis where investors have poured in. They still dominate mattress sales in Canada. Their new ad campaign is pushing accessories which sees revenue growth. There are fears that the mattress-in- a-box companies will compete, but ZZZ also sells a box beds. It's a mystery to him why Sleep has been hammered. A few good quarters will turn it around. You can buy it now.

household goods
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$26.280
Owned Owned
Yes

WATCH

One of the better IPO's and had run up a lot, but it has been struggling lately. It's facing competition from new players offering cheap beds. They're good operators, and they dominate the Canadian market share, especially since Sears went out of business. The valuation is not expensive and has decreased. It could possibly get bought. He's monitoring the stock.

household goods
0 0 0 0 0
0 comments

One of the better IPO's and had run up a lot, but it has been struggling lately. It's facing competition from new players offering cheap beds. They're good operators, and they dominate the Canadian market share, especially since Sears went out of business. The valuation is not expensive and has decreased. It could possibly get bought. He's monitoring the stock.

household goods
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$26.530
Owned Owned
Yes

WATCH

In general, he finds retail stocks hard to make money on, especially fashion-oriented ones. Sleep Country sells mattresses, not fashion goods, so it is more interesting to him. However, its market cap is too small for his investing approach. He has looked at it several times and has missed several good opportunities in the stock. The stock price has suffered over the past year after very strong growth in the years before that. There has been a proliferation of online providers of mattresses and they are competing effectively against companies like Sleep Country. Sleep Country has gone online as well, and he thinks they provide an excellent customer experience. However, he expects them to lose more share and he expects the stock price to go further down. At some point, the drop will be overdone and it will be a good company to buy. But not yet.

household goods
0 0 0 0 0
0 comments

In general, he finds retail stocks hard to make money on, especially fashion-oriented ones. Sleep Country sells mattresses, not fashion goods, so it is more interesting to him. However, its market cap is too small for his investing approach. He has looked at it several times and has missed several good opportunities in the stock. The stock price has suffered over the past year after very strong growth in the years before that. There has been a proliferation of online providers of mattresses and they are competing effectively against companies like Sleep Country. Sleep Country has gone online as well, and he thinks they provide an excellent customer experience. However, he expects them to lose more share and he expects the stock price to go further down. At some point, the drop will be overdone and it will be a good company to buy. But not yet.

household goods
0 0 0 0 0
0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$29.540
Owned Owned
No

TOP PICK

Combination of valuation, same store sales and growth. Ticks on all boxes. Trading at 15 times earnings. Leader in their field. Great entry point. Yield 2.4%  (Analysts’ price target is $39.11)

household goods
0 0 0 0 0
0 comments

Combination of valuation, same store sales and growth. Ticks on all boxes. Trading at 15 times earnings. Leader in their field. Great entry point. Yield 2.4%  (Analysts’ price target is $39.11)

household goods
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$31.420
Owned Owned
Yes

WEAK BUY

There are some US competitors who recently reported poor earnings.  The mattress-in-a-box is a real threat to the industry.  The recent earnings report showed same store sales growth of only 4.4%, from over 7% previously.  He thinks there is an opportunity right now and would begin to step in as a buyer.  

household goods
0 0 0 0 0
0 comments

There are some US competitors who recently reported poor earnings.  The mattress-in-a-box is a real threat to the industry.  The recent earnings report showed same store sales growth of only 4.4%, from over 7% previously.  He thinks there is an opportunity right now and would begin to step in as a buyer.  

household goods
0 0 0 0 0
0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$31.200
Owned Owned
No

PAST TOP PICK

 (A Top Pick November 30/17 Up 2%)   Concerns about the Canadian economy are weighing on this.  Shoppers were given bargains following the Sears closure.  Mattress in a box competition is growing, which they plan to roll out their own product to combat it. 

household goods
0 0 0 0 0
0 comments

 (A Top Pick November 30/17 Up 2%)   Concerns about the Canadian economy are weighing on this.  Shoppers were given bargains following the Sears closure.  Mattress in a box competition is growing, which they plan to roll out their own product to combat it. 

household goods
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$33.780
Owned Owned
Yes

BUY

One of the stronger retailers in Canada.  They meet his criteria for high return on equity.  He thinks it is a good entry point.  They are more reasonably priced this year than last because of higher earnings.  They are adding stores and are an incredibly well run company.  Possibly add to the position.

household goods
0 0 0 0 0
0 comments

One of the stronger retailers in Canada.  They meet his criteria for high return on equity.  He thinks it is a good entry point.  They are more reasonably priced this year than last because of higher earnings.  They are adding stores and are an incredibly well run company.  Possibly add to the position.

household goods
0 0 0 0 0
0 comments
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$34.750
Owned Owned
No

COMMENT

They've introduced sheets and pillowcases which enjoy wider margins than mattresses, so they've been doing well. However, they face competition from Casper. Sure, they will grab Sears' market share, but Sears is now liquidating their beds at a discount. Three to five years this will be a buy, but not this year. Rather, own it for the longer term, like three years.

household goods
0 0 0 0 0
0 comments

They've introduced sheets and pillowcases which enjoy wider margins than mattresses, so they've been doing well. However, they face competition from Casper. Sure, they will grab Sears' market share, but Sears is now liquidating their beds at a discount. Three to five years this will be a buy, but not this year. Rather, own it for the longer term, like three years.

household goods
0 0 0 0 0
0 comments
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$32.510
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Oct 20/17. Down 13%.) Sold this, because revenues have been coming off and the costs are rising. One of the short-term catalysts was Sears going bankrupt, and putting their mattresses on fire sale.

household goods
0 0 0 0 0
0 comments

(A Top Pick Oct 20/17. Down 13%.) Sold this, because revenues have been coming off and the costs are rising. One of the short-term catalysts was Sears going bankrupt, and putting their mattresses on fire sale.

household goods
0 0 0 0 0
0 comments
William Chin

Portfolio , Caldwell Investment ...

Price Price
$33.400
Owned Owned
No

BUY

They are a Canadian retail success story and there aren’t many of them.  They dominate the space they are in.  Their net income has been growing lately.  They are taking their business model to on-line retailing.  He is going to take another hard look at them.

household goods
0 0 0 0 0
0 comments

They are a Canadian retail success story and there aren’t many of them.  They dominate the space they are in.  Their net income has been growing lately.  They are taking their business model to on-line retailing.  He is going to take another hard look at them.

household goods
0 0 0 0 0
0 comments
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$32.410
Owned Owned
No

COMMENT

Chart shows this is coming back to its formal level of around $32 and has been sort of basing. It looks like the market really likes that level, and some of the indicators are starting to turn up. If not sure about the story, the easiest thing to do is to look at the bases the chart shows, and anything below around $32.25, there may be another leg down. Pretty attractive yield. If it breaks down, there is going to be a lot of buying between $32 and $26. Dividend yield of 2%+.

household goods
0 0 0 0 0
0 comments

Chart shows this is coming back to its formal level of around $32 and has been sort of basing. It looks like the market really likes that level, and some of the indicators are starting to turn up. If not sure about the story, the easiest thing to do is to look at the bases the chart shows, and anything below around $32.25, there may be another leg down. Pretty attractive yield. If it breaks down, there is going to be a lot of buying between $32 and $26. Dividend yield of 2%+.

household goods
0 0 0 0 0
0 comments
Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$32.410
Owned Owned
Unknown

Showing 1 to 15 of 63 entries
Successfully Saved Company
Successfully Saved Company
3+
JOIN THE DISCUSSION
3 comments in the last 7 days