Hudson Bay Co. | StockChase
344
Hudson Bay Co. (HBC-T)

Last Price Recorded: $9.8100 on 2018-05-26

ON STOCKCHASE SINCE Oct 2000

department stores
344
Hudson Bay Co. (HBC-T)

Last Price Recorded: $9.8100 on 2018-05-26

ON STOCKCHASE SINCE Oct 2000

department stores

Hudson Bay Co.


Signal Opinion Expert
WATCH
Hudson Bay Co.(HBC-T) 

May 23, 2018

This is a real estate restructuring play.  Technically there has been some consolidation and if there is a break above $14, that would suggest some good strength.  It still feels like a high risk stock here, he thinks. 

department stores

This is a real estate restructuring play.  Technically there has been some consolidation and if there is a break above $14, that would suggest some good strength.  It still feels like a high risk stock here, he thinks. 

department stores
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$9.400
Owned Owned
No

PAST TOP PICK
Hudson Bay Co.(HBC-T) 

May 10, 2018

(A Top Pick February 12/18 - Down 11.4%.) He is done with it. He likes the store, but he doesn’t get it.

department stores

(A Top Pick February 12/18 - Down 11.4%.) He is done with it. He likes the store, but he doesn’t get it.

department stores
Elliott Fishman

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

PricePrice
$8.770
Owned Owned
No

SELL ON STRENGTH
Hudson Bay Co.(HBC-T) 

March 19, 2018

This is a tricky one, because the retail Bay outlets never seem crowded.  The real play is the real estate value.  There was a strong topping formation on the chart back in 2015.  The recent selling looks like it will continue.  He would not add to a position and would unload the position above $12. 

department stores

This is a tricky one, because the retail Bay outlets never seem crowded.  The real play is the real estate value.  There was a strong topping formation on the chart back in 2015.  The recent selling looks like it will continue.  He would not add to a position and would unload the position above $12. 

department stores
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$8.990
Owned Owned
No

DON'T BUY
Hudson Bay Co.(HBC-T) 

March 7, 2018

Not for the faint of heart. Retail operations have been losing money in the past three years and same-store sales are down, but HBC has amazing real estate assets. They got a lot of debt while interest rates are rising. They need to make more real estate deals, but can they close them in time?

department stores

Not for the faint of heart. Retail operations have been losing money in the past three years and same-store sales are down, but HBC has amazing real estate assets. They got a lot of debt while interest rates are rising. They need to make more real estate deals, but can they close them in time?

department stores
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$9.540
Owned Owned
Unknown

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

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