Hudson Bay Co. | StockChase
340
Hudson Bay Co. (HBC-T)

Last Price Recorded: $10.0300 on 2018-02-22

ON STOCKCHASE SINCE Oct 2000

department stores
340
Hudson Bay Co. (HBC-T)

Last Price Recorded: $10.0300 on 2018-02-22

ON STOCKCHASE SINCE Oct 2000

department stores

Hudson Bay Co.


Signal Opinion Expert
DON'T BUY
Hudson Bay Co.(HBC-T) 

February 15, 2018

Pros of the stock is the real estate assets. Retail has been very challenging. HSB has been buying more. Not an area where he wants to be. They are fighting a losing battle. Not a good area to be exposed to.  

department stores

Pros of the stock is the real estate assets. Retail has been very challenging. HSB has been buying more. Not an area where he wants to be. They are fighting a losing battle. Not a good area to be exposed to.  

department stores
Mario Mainelli, CFA

Portfolio Manager, Caldwell Investment ...

PricePrice
$9.790
Owned Owned
No

PAST TOP PICK
Hudson Bay Co.(HBC-T) 

February 12, 2018

(A Top Pick Jan. 2/18, Down 15%)  A rare long-term call for him. It's a no-brainer below $10. Would not exit. It will have its day. Their real estate is valuable. Trying to rebrand and they're in a tough space

department stores

(A Top Pick Jan. 2/18, Down 15%)  A rare long-term call for him. It's a no-brainer below $10. Would not exit. It will have its day. Their real estate is valuable. Trying to rebrand and they're in a tough space

department stores
Elliott Fishman

Director of U.S. and international equity trading, Trading Services Gro...

PricePrice
$9.900
Owned Owned
Unknown

TOP PICK
Hudson Bay Co.(HBC-T) 

February 12, 2018

Can't see this below $10 for much longer. Has a lot to offer. It needs some good news, but in the U.S. Macy's has regrouped. (Analysts' price target $11.12)

department stores

Can't see this below $10 for much longer. Has a lot to offer. It needs some good news, but in the U.S. Macy's has regrouped. (Analysts' price target $11.12)

department stores
Elliott Fishman

Director of U.S. and international equity trading, Trading Services Gro...

PricePrice
$9.900
Owned Owned
No

DON'T BUY
Hudson Bay Co.(HBC-T) 

February 8, 2018

Would you buy HBC at all? He wouldn’t buy it now. One of Canada’s oldest retailer controlled now by Americans. Begun this global expansion. There are massive changes in the retail space and he thinks we are not done yet. Retail is only one part of the company the other is the real estate. 

department stores

Would you buy HBC at all? He wouldn’t buy it now. One of Canada’s oldest retailer controlled now by Americans. Begun this global expansion. There are massive changes in the retail space and he thinks we are not done yet. Retail is only one part of the company the other is the real estate. 

department stores
Gerard Ferguson

CEO & Portfolio Manager, Jemekk Capital Manag...

PricePrice
$9.960
Owned Owned
No

DON'T BUY
Hudson Bay Co.(HBC-T) 

January 23, 2018

He would avoid this. As a value investor, there is a tendency to see a lot of underlying asset value. However, we’ve recently seen trends in online retailing accelerating and department stores becoming more and more challenged. Even though there is this theoretical asset value in the real estate, if the underlying retail valuations are not strong enough to pay the rent and support it over time, it is going to be hard for the company to surface that.

department stores

He would avoid this. As a value investor, there is a tendency to see a lot of underlying asset value. However, we’ve recently seen trends in online retailing accelerating and department stores becoming more and more challenged. Even though there is this theoretical asset value in the real estate, if the underlying retail valuations are not strong enough to pay the rent and support it over time, it is going to be hard for the company to surface that.

department stores
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$11.290
Owned Owned
No

TOP PICK
Hudson Bay Co.(HBC-T) 

January 2, 2018

He is looking for a retailer whose name has been bantered about. Late last year it started having some shareholder activists that thought the stock was way undervalued to what it owns. It broke $10 a couple of times late last year. It is $11 now, and he believes it is $15 easy, even if nothing happens with it. (Analysts' price target is $12.00.)

department stores

He is looking for a retailer whose name has been bantered about. Late last year it started having some shareholder activists that thought the stock was way undervalued to what it owns. It broke $10 a couple of times late last year. It is $11 now, and he believes it is $15 easy, even if nothing happens with it. (Analysts' price target is $12.00.)

department stores
Elliott Fishman

Director of U.S. and international equity trading, Trading Services Gro...

PricePrice
$11.720
Owned Owned
No

COMMENT
Hudson Bay Co.(HBC-T) 

December 15, 2017

Has been hearing about their real estate value for years. The hedge funds are saying this $10 stock has $31 of value if they do something with the real estate valuation. He is not sure how long investors are willing to wait. Meanwhile, the retail business and industry are not doing very well at all. They really have to get it together. Either do something with the real estate, or not. He doesn't like recommending companies that "might" do something.

department stores

Has been hearing about their real estate value for years. The hedge funds are saying this $10 stock has $31 of value if they do something with the real estate valuation. He is not sure how long investors are willing to wait. Meanwhile, the retail business and industry are not doing very well at all. They really have to get it together. Either do something with the real estate, or not. He doesn't like recommending companies that "might" do something.

department stores
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$10.480
Owned Owned
Unknown

COMMENT
Hudson Bay Co.(HBC-T) 

December 6, 2017

This is basically a bet on real estate. Can they realize the value on their real estate? On the retail side, they have a lot of debt. Just reported negative earnings.

department stores

This is basically a bet on real estate. Can they realize the value on their real estate? On the retail side, they have a lot of debt. Just reported negative earnings.

department stores
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$10.350
Owned Owned
No

COMMENT
Hudson Bay Co.(HBC-T) 

December 5, 2017

A very interesting story because it kind of represents a “push me-pull me” situation. They have spent a lot of time building what they’ve got, and outside hedge funds are seeing about $35 of value, which is not being represented by the stock price. Thinks the company will resist selling assets unnecessarily, except for what they need to support the balance sheet. An interesting speculation and you are just going to have to wait and see.

department stores

A very interesting story because it kind of represents a “push me-pull me” situation. They have spent a lot of time building what they’ve got, and outside hedge funds are seeing about $35 of value, which is not being represented by the stock price. Thinks the company will resist selling assets unnecessarily, except for what they need to support the balance sheet. An interesting speculation and you are just going to have to wait and see.

department stores
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$11.900
Owned Owned
No

TOP PICK
Hudson Bay Co.(HBC-T) 

November 17, 2017

Richard Baker is regarded as the best man in the ghastly department store sector. Had a meeting about a month ago and it was intriguing to hear him talk. He is very creative, and expected to create more things. Dividend yield of 0.4%. (Analysts’ price target is $13.75.)

department stores

Richard Baker is regarded as the best man in the ghastly department store sector. Had a meeting about a month ago and it was intriguing to hear him talk. He is very creative, and expected to create more things. Dividend yield of 0.4%. (Analysts’ price target is $13.75.)

department stores
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$11.290
Owned Owned
No

WEAK BUY
Hudson Bay Co.(HBC-T) 

November 13, 2017

Retail has not done well.  Eaton’s used to be the largest retailer on the face of the earth.  Retail then was very different than the way it is done now.  You have to look at AMZN-Q.  He thinks, however, HBC-T will do relatively well this season.

department stores

Retail has not done well.  Eaton’s used to be the largest retailer on the face of the earth.  Retail then was very different than the way it is done now.  You have to look at AMZN-Q.  He thinks, however, HBC-T will do relatively well this season.

department stores
Brendan Caldwell

President, Caldwell Securities...

PricePrice
$11.750
Owned Owned
No

TOP PICK
Hudson Bay Co.(HBC-T) 

November 6, 2017

This is basically about the real estate. A controversial call, as the company is bleeding cash and they have high debt, so why would you own it. Their land and buildings are going to start to push the button a little, to get the difference between what it is trading at and what the real estate value is. Dividend yield of 0.4%. (Analysts' price target is $13.75.)

department stores

This is basically about the real estate. A controversial call, as the company is bleeding cash and they have high debt, so why would you own it. Their land and buildings are going to start to push the button a little, to get the difference between what it is trading at and what the real estate value is. Dividend yield of 0.4%. (Analysts' price target is $13.75.)

department stores
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$11.950
Owned Owned
Yes

WATCH
Hudson Bay Co.(HBC-T) 

October 31, 2017

The chart is showing consolidation. It is finding a lid and is possibly finding a floor. He wouldn't buy this unless it breaks the $12-$13 level. If it breaks out to the upside on some volume, he would be interested. It has stopped going down, so the downtrend is over.

department stores

The chart is showing consolidation. It is finding a lid and is possibly finding a floor. He wouldn't buy this unless it breaks the $12-$13 level. If it breaks out to the upside on some volume, he would be interested. It has stopped going down, so the downtrend is over.

department stores
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$11.270
Owned Owned
Unknown

DON'T BUY
Hudson Bay Co.(HBC-T) 

October 26, 2017

It is a tricky one.  He has been a shareholder in the past.  He recommends staying away because it is a complicated situation.  He questions issuing equity that is dilutive if there was so much value in their real estate.  If the retail business can’t afford to pay the rent eventually then it does not substantiate the value on those properties.

department stores

It is a tricky one.  He has been a shareholder in the past.  He recommends staying away because it is a complicated situation.  He questions issuing equity that is dilutive if there was so much value in their real estate.  If the retail business can’t afford to pay the rent eventually then it does not substantiate the value on those properties.

department stores
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$11.560
Owned Owned
No

BUY
Hudson Bay Co.(HBC-T) 

October 17, 2017

Thinks this probably should be bought here. Thinks it is a nice, patient Hold.

department stores

Thinks this probably should be bought here. Thinks it is a nice, patient Hold.

department stores
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$11.990
Owned Owned
Unknown

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