Sleep Country Canada Holdings

ZZZ-T

TSE:ZZZ

19.64
0.01 (0.05%)
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

Analysis and Opinions about ZZZ-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 30, 2016

It can be the same as DOL-T, building out more stores geographically and getting more of the consumers’ dollar. It is not just mattresses. Accessories are higher margin. 11 quarters in a row of earnings growth.

It can be the same as DOL-T, building out more stores geographically and getting more of the consumers’ dollar. It is not just mattresses. Accessories are higher margin. 11 quarters in a row of earnings growth.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$23.820
Owned
Yes
COMMENT
COMMENT
June 27, 2016

(Market Call Minute.) A company with fantastic margins. Sees a lot of growth upside for this company.

(Market Call Minute.) A company with fantastic margins. Sees a lot of growth upside for this company.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$22.530
Owned
Yes
COMMENT
COMMENT
June 24, 2016

They are opening stores everywhere. A nice, slow growth business. They are finding ways to expand their margins. It almost has a recession resistant tone to it. He wouldn’t expect the same type of returns that we have seen recently, but overall it is a solid name and well-managed. For a long-term patient holder, he thinks you can do well with it.

They are opening stores everywhere. A nice, slow growth business. They are finding ways to expand their margins. It almost has a recession resistant tone to it. He wouldn’t expect the same type of returns that we have seen recently, but overall it is a solid name and well-managed. For a long-term patient holder, he thinks you can do well with it.

Ryan Modesto
Managing Partner, 5i Research
Price
$22.990
Owned
Unknown
COMMENT
COMMENT
June 10, 2016

Looked at this, but felt they had put some lipstick on it, dressed it up and put the best foot forward when they IPO’d it. Had just come off their best quarters and were slapping a pretty aggressive valuation on it, so he didn’t participate. Valuation seems very pricey.

Looked at this, but felt they had put some lipstick on it, dressed it up and put the best foot forward when they IPO’d it. Had just come off their best quarters and were slapping a pretty aggressive valuation on it, so he didn’t participate. Valuation seems very pricey.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$23.370
Owned
No
TOP PICK
TOP PICK
June 6, 2016

This has done very well since it has come back to the public market. They have a very good advertising campaign which they put away during the recession days, but have now rejuvenated themselves. They’ve opened more outlets. Also, into sheets, pillows, etc. which are higher margins. Dividend yield of 2.17%.

This has done very well since it has come back to the public market. They have a very good advertising campaign which they put away during the recession days, but have now rejuvenated themselves. They’ve opened more outlets. Also, into sheets, pillows, etc. which are higher margins. Dividend yield of 2.17%.

Jim Huang
President, T.I.P. Wealth Management
Price
$24.010
Owned
Yes
TOP PICK
TOP PICK
May 17, 2016

A mattress retailer. What Dollarama (DOL-T) has done over the last 10 years, he feels this company is going to do over the next 10 years. They are going to continue to expand geographically. Currently they serve about 1 store for 180,000 people, and he thinks that is going to be down to the 150,000 level, so they’ll have more stores out there. They are also expanding their business to sell not just mattresses, but a lot of accessories like fancy expensive pillows, giving them a much higher margin.

A mattress retailer. What Dollarama (DOL-T) has done over the last 10 years, he feels this company is going to do over the next 10 years. They are going to continue to expand geographically. Currently they serve about 1 store for 180,000 people, and he thinks that is going to be down to the 150,000 level, so they’ll have more stores out there. They are also expanding their business to sell not just mattresses, but a lot of accessories like fancy expensive pillows, giving them a much higher margin.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$22.990
Owned
Yes
TOP PICK
TOP PICK
March 1, 2016

Biggest mattress retailer in Canada. The large department stores are tending to retreat from that kind of business, which opens up space for this company to expand. With their advertising, store sales have really grown. Last quarter had a spectacular execution. Dividend yield of 2.71%.

Biggest mattress retailer in Canada. The large department stores are tending to retreat from that kind of business, which opens up space for this company to expand. With their advertising, store sales have really grown. Last quarter had a spectacular execution. Dividend yield of 2.71%.

Jim Huang
President, T.I.P. Wealth Management
Price
$19.170
Owned
Yes
TOP PICK
TOP PICK
October 27, 2015

Great company and very, very well-managed. Trading at about 14 or 15 times earnings for next year. It is the dominant retail mattress company in Canada. There is some talk that Hudson Bay (HBC-T) may be getting out of the mattress business, which opens the door for even further growth. A good defensive business. Dividend yield of 3%.

Great company and very, very well-managed. Trading at about 14 or 15 times earnings for next year. It is the dominant retail mattress company in Canada. There is some talk that Hudson Bay (HBC-T) may be getting out of the mattress business, which opens the door for even further growth. A good defensive business. Dividend yield of 3%.

Don Lato
President, Padlock Investment Management
Price
$14.720
Owned
Yes
TOP PICK
TOP PICK
August 28, 2015

Trading below its IPO price. Stock did very well in its incarnation as an income trust. Trading at 15X earnings. This is a dominant mattress company in Canada. Not a bad yield at just under 2%.

Trading below its IPO price. Stock did very well in its incarnation as an income trust. Trading at 15X earnings. This is a dominant mattress company in Canada. Not a bad yield at just under 2%.

Don Lato
President, Padlock Investment Management
Price
$15.250
Owned
Yes
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