Canada Goose Holdings

GOOS-T

TSE:GOOS

45.00
0.09 (0.20%)
Canada Goose Inc. is a Canadian manufacturer of winter clothing. The company was founded in 1957 by Sam Tick, under the name Metro Sportswear Ltd.
More at Wikipedia

Analysis and Opinions about GOOS-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 16, 2020
Problem is the highs are getting lower and the lows were getting lower. Stock is possibly consolidating. But you really need it to break out. An OK entry point might be around $50-55. Not the kind of stock he buys.
Show full opinionHide full opinion
Problem is the highs are getting lower and the lows were getting lower. Stock is possibly consolidating. But you really need it to break out. An OK entry point might be around $50-55. Not the kind of stock he buys.
COMMENT
COMMENT
January 13, 2020
He prefers LVMH because it has global and product diversification, the top luxury brand. GOOS appeals more to a niche market. Both will do well as US-China relations warm. Chinese consumers will drive the sales of both companies.
Show full opinionHide full opinion
He prefers LVMH because it has global and product diversification, the top luxury brand. GOOS appeals more to a niche market. Both will do well as US-China relations warm. Chinese consumers will drive the sales of both companies.
BUY WEAKNESS
BUY WEAKNESS
January 10, 2020
He likes the company and owns some personal shares. He is happy with the downdraft in the price as he has a model price of $52.88. However, he could see $37 trade, so he might wait to add to more of his position.
Show full opinionHide full opinion
He likes the company and owns some personal shares. He is happy with the downdraft in the price as he has a model price of $52.88. However, he could see $37 trade, so he might wait to add to more of his position.
DON'T BUY
DON'T BUY
January 7, 2020
The stock got very expensive at 45x its book value with a high PE. The stock has been losing altitude and coming back to its fair market value. Nothing wrong with the company but he's not sure if it's work 9x its book value. Around $38, he would be more interested.
Show full opinionHide full opinion
The stock got very expensive at 45x its book value with a high PE. The stock has been losing altitude and coming back to its fair market value. Nothing wrong with the company but he's not sure if it's work 9x its book value. Around $38, he would be more interested.
DON'T BUY
DON'T BUY
December 31, 2019
A cool company, but it's been in a downtrend. Maybe it's consolidating now, maybe levelling off. He wants to see $60 before he believes in it.
Show full opinionHide full opinion
A cool company, but it's been in a downtrend. Maybe it's consolidating now, maybe levelling off. He wants to see $60 before he believes in it.
BUY WEAKNESS
BUY WEAKNESS
December 5, 2019
He likes it and owns it personally. They have a great niche product. $49.58 is his model price. It is in a big sideways pattern.
Show full opinionHide full opinion
He likes it and owns it personally. They have a great niche product. $49.58 is his model price. It is in a big sideways pattern.
COMMENT
COMMENT
November 13, 2019
They just reported. Their issue is good, but decelerrating growth. Tension between China and US hurts them marketing in China; the longer this drags on, the more it pressures Canada Goose. It's well off its highs, but still hasn't bottomed.
Show full opinionHide full opinion
They just reported. Their issue is good, but decelerrating growth. Tension between China and US hurts them marketing in China; the longer this drags on, the more it pressures Canada Goose. It's well off its highs, but still hasn't bottomed.
WATCH
WATCH
November 8, 2019
Class action suit? He has not heard of any class action suit. Anytime a stock prices falls, lawyers look to take advantage on the opportunity. He thinks they make a great luxury product and it may have been impacted by a slow down in China. A slowdown in off season sales is not an issue. They are diversifying where they sell their product. As a long term investor it will probably do okay. He does not own it for clients. He wants to see what their peak season sales will be to give an opinion. He would wait to see what happens in the months that matter.
Show full opinionHide full opinion
Class action suit? He has not heard of any class action suit. Anytime a stock prices falls, lawyers look to take advantage on the opportunity. He thinks they make a great luxury product and it may have been impacted by a slow down in China. A slowdown in off season sales is not an issue. They are diversifying where they sell their product. As a long term investor it will probably do okay. He does not own it for clients. He wants to see what their peak season sales will be to give an opinion. He would wait to see what happens in the months that matter.
COMMENT
COMMENT
October 30, 2019

LULU vs GOOS? He would favour LULU as it has a more diversified product line. Both trade at high multiples. He does not own either.

Show full opinionHide full opinion

LULU vs GOOS? He would favour LULU as it has a more diversified product line. Both trade at high multiples. He does not own either.

COMMENT
COMMENT
September 25, 2019
There are lines to get into stores in Vancouver. But it still trades at a high valuation. Thankfully they are expanding their product line. Their numbers are lumpy, beating some quarters, raising expectations, then plunging the next. It is bottoming now and starting to build up. Winter should be strong for them.
Show full opinionHide full opinion
There are lines to get into stores in Vancouver. But it still trades at a high valuation. Thankfully they are expanding their product line. Their numbers are lumpy, beating some quarters, raising expectations, then plunging the next. It is bottoming now and starting to build up. Winter should be strong for them.
DON'T BUY
DON'T BUY
August 26, 2019
A hot brand that has exceeded his expectations. But the stock is overpriced and he's not convinced this brand is sustainable. The stock is also expensive. US-China trade tensions don't help.
Show full opinionHide full opinion
A hot brand that has exceeded his expectations. But the stock is overpriced and he's not convinced this brand is sustainable. The stock is also expensive. US-China trade tensions don't help.
HOLD
HOLD
August 14, 2019
Down 8.5% today The market is upset they did not increase their guidance. The CEO said why should they raise guidance in summer, when seasonally this is a should time for them. The fact he didn't increase the guidance has led to the big sell off -- magnified by today's down move in the market. This move down today makes no sense.
Show full opinionHide full opinion
Down 8.5% today The market is upset they did not increase their guidance. The CEO said why should they raise guidance in summer, when seasonally this is a should time for them. The fact he didn't increase the guidance has led to the big sell off -- magnified by today's down move in the market. This move down today makes no sense.
DON'T BUY
DON'T BUY
July 10, 2019
It is very expensive even though it has pulled back.
Show full opinionHide full opinion
It is very expensive even though it has pulled back.
COMMENT
COMMENT
June 28, 2019
A super high-growth company but such companies which usually suffer lumpy returns. What kind of valuation can you put on this? Peers trade at 30x earnings with 20% growth in this sector. GOOS is less than that on a PEG ratio standpoint, so they have room to grow on a multiple and earnings standpoint. The stock fell after missing their last quarter. Maybe it was a one-time blip. Their shops in malls attract lines, so that indicates healthy demand. Doesn't pay a dividend.
Show full opinionHide full opinion
A super high-growth company but such companies which usually suffer lumpy returns. What kind of valuation can you put on this? Peers trade at 30x earnings with 20% growth in this sector. GOOS is less than that on a PEG ratio standpoint, so they have room to grow on a multiple and earnings standpoint. The stock fell after missing their last quarter. Maybe it was a one-time blip. Their shops in malls attract lines, so that indicates healthy demand. Doesn't pay a dividend.
BUY
BUY
June 25, 2019
A seasonal buy? He thinks it may be an interesting time to enter. Both domestically and globally, sales have been good. The balance sheet is working fine. You should expect double-digit sales growth going forward. Trading at 28 times earnings, but he would still be a buyer.
Show full opinionHide full opinion
A seasonal buy? He thinks it may be an interesting time to enter. Both domestically and globally, sales have been good. The balance sheet is working fine. You should expect double-digit sales growth going forward. Trading at 28 times earnings, but he would still be a buyer.
Showing 1 to 15 of 67 entries