Canada Goose Holdings

GOOS-T

TSE:GOOS

25.85
0.13 (0.50%)
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
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.
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.
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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.
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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.
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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.
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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.
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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.
DON'T BUY
DON'T BUY
June 6, 2019
It was trading way way up there, then it missed its earnings a bit which is pulling this stock back to Earth. It's still not cheap. Don't catch a falling knife. It's a wonderful company though. No stock can go up forever.
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It was trading way way up there, then it missed its earnings a bit which is pulling this stock back to Earth. It's still not cheap. Don't catch a falling knife. It's a wonderful company though. No stock can go up forever.
WAIT
WAIT
June 5, 2019
Got hammered last week. The name has been around for 60 years. He thinks it is going to do OK. Great Management team. Probably needs another quarter before he gets in. They are expanding around the world.
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Got hammered last week. The name has been around for 60 years. He thinks it is going to do OK. Great Management team. Probably needs another quarter before he gets in. They are expanding around the world.
WAIT
WAIT
May 29, 2019
Punished on earnings? It only narrowly missed earnings and the stock is down 26% today. It is trading closer to 23 times earnings. He wants to see the three day rule unfold -- don't jump into this too quickly and let it stabilize. Don't try to catch the falling knife.
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Punished on earnings? It only narrowly missed earnings and the stock is down 26% today. It is trading closer to 23 times earnings. He wants to see the three day rule unfold -- don't jump into this too quickly and let it stabilize. Don't try to catch the falling knife.
Don Lato

Unlock Ratings

Price
$45.940
Owned
Unknown
WAIT
WAIT
May 29, 2019
Might be time to get in if you like the space. It's switching out of NA markets. Can be a viable play in China. Never try to catch a falling knife. Wait for the dust to settle. Recent move has created some decent value in the stock. Be aware that small caps in specialized areas react strongly to a bad quarter.
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Might be time to get in if you like the space. It's switching out of NA markets. Can be a viable play in China. Never try to catch a falling knife. Wait for the dust to settle. Recent move has created some decent value in the stock. Be aware that small caps in specialized areas react strongly to a bad quarter.
HOLD
HOLD
May 22, 2019
China impact? An unusual company that it is a multi-national demand consumer product manufacture. It is not a value stock. He holds it personally, but not for clients. It did sell off when tensions over China began, which caused them to delay a Chinese store opening. Long term this will be a great company to own. In the short term, you also have to consider this as a luxury item and the global economy appears to be slowing.
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China impact? An unusual company that it is a multi-national demand consumer product manufacture. It is not a value stock. He holds it personally, but not for clients. It did sell off when tensions over China began, which caused them to delay a Chinese store opening. Long term this will be a great company to own. In the short term, you also have to consider this as a luxury item and the global economy appears to be slowing.
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