Canada Goose Holdings

GOOS-T

TSE:GOOS

41.07
0.08 (0.19%)
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
BUY WEAKNESS
BUY WEAKNESS
February 18, 2020
A great global brand, impacted by the virus, but the virus will pass. There's demand for their jackets and there's still room for them to expand in retail. Buying distressed luxury brands on weakness is a good idea.
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A great global brand, impacted by the virus, but the virus will pass. There's demand for their jackets and there's still room for them to expand in retail. Buying distressed luxury brands on weakness is a good idea.
BUY
BUY
February 5, 2020

ATZ vs. Canada Goose He gives the edge to Canada Goose, though it's taking a hit from the coronavirus. He'd pick away at Canada Goose on a valuation basis. He's less familiar with ATZ. If Goose has more foreign/American exposure, he'd go with Goose (unless ATZ has more exposure).

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ATZ vs. Canada Goose He gives the edge to Canada Goose, though it's taking a hit from the coronavirus. He'd pick away at Canada Goose on a valuation basis. He's less familiar with ATZ. If Goose has more foreign/American exposure, he'd go with Goose (unless ATZ has more exposure).

BUY
BUY
January 31, 2020
He does not own it. They are conservative on the guidance and they have been beating their projections. Globally Canada has a good name. He thinks it is similar to owning Lululemon. He likes the management team. He likes this as a long term buy at these levels now.
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He does not own it. They are conservative on the guidance and they have been beating their projections. Globally Canada has a good name. He thinks it is similar to owning Lululemon. He likes the management team. He likes this as a long term buy at these levels now.
WAIT
WAIT
January 23, 2020
Run its course. Downgraded it. Got ahead of itself. Not a big fan of consumer retailers. Shy away and wait, or look at other sectors.
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Run its course. Downgraded it. Got ahead of itself. Not a big fan of consumer retailers. Shy away and wait, or look at other sectors.
WATCH
WATCH
January 20, 2020

GOOS-T vs. LULU-Q. He follows them. He would like to own LLL-T. GOOS-T has come off their all time highs about 50%. He either needs to see their earnings grow or their stock price drop. He is looking at it. Both are extremely well run companies with strong brands. They have excellent management teams and strong franchises. GOOS-T would be his preference from a valuation perspective.

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GOOS-T vs. LULU-Q. He follows them. He would like to own LLL-T. GOOS-T has come off their all time highs about 50%. He either needs to see their earnings grow or their stock price drop. He is looking at it. Both are extremely well run companies with strong brands. They have excellent management teams and strong franchises. GOOS-T would be his preference from a valuation perspective.

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.
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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.

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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.
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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.
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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.
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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.
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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.
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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.
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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.

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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.
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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.
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