Hudson Bay Co. (HBC-T) Stock Predictions - Stockchase
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349
Hudson Bay Co. (HBC-T)

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department stores

Hudson Bay Co. Hudson Bay Co.
HBC-T

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department stores

Hudson Bay Co. (HBC-T) SAVE

9.25

0.45 (4.64%)

Aug, 17, 2018, 12:00 am

OPINIONS

About Hudson Bay Co. (HBC-T)

The Hudson's Bay Company, commonly referred to as The Bay, is a Canadian retail business group. A fur trading business for much of its existence, HBC now owns and operates retail stores in Canada, the ... More at Wikipedia

What the experts are saying about HBC-T



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

July 27, 2018

The traditional retailers have been under pressure.  They did a deep dive into evaluating this company about a year ago and concluded some of the US investments were not performing as well as expected.  They have mortgages a lot of their real estate the base business is not growing.  It is fair valued, but he does not like this name right now.  

department stores

The traditional retailers have been under pressure.  They did a deep dive into evaluating this company about a year ago and concluded some of the US investments were not performing as well as expected.  They have mortgages a lot of their real estate the base business is not growing.  It is fair valued, but he does not like this name right now.  

department stores
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$10.920
Owned Owned
No

SELL
Hudson Bay Co.(HBC-T) 

July 23, 2018

He thinks they have a lot of valuable real estate and have attempted to monetize it, but even as they have done this, the stock has not made any headway.  The negative secular trend in retail is just too tough.  If they can't get the retail business going then investors may start to question if the real estate is really worth all that much.

department stores

He thinks they have a lot of valuable real estate and have attempted to monetize it, but even as they have done this, the stock has not made any headway.  The negative secular trend in retail is just too tough.  If they can't get the retail business going then investors may start to question if the real estate is really worth all that much.

department stores
Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$11.500
Owned Owned
Unknown

PAST TOP PICK
Hudson Bay Co.(HBC-T) 

June 28, 2018

(A Top Pick November 6/17 - Down 3%) He likes the fac that you have 30 plus dollars’ worth of real estate there. Rising interest rates has effectively taken up the capitalization rate for the real estate. The retail is doing far worse than expected. Don’t own it anymore. He thinks there is more upside then downside but not without a share of risk. 

department stores

(A Top Pick November 6/17 - Down 3%) He likes the fac that you have 30 plus dollars’ worth of real estate there. Rising interest rates has effectively taken up the capitalization rate for the real estate. The retail is doing far worse than expected. Don’t own it anymore. He thinks there is more upside then downside but not without a share of risk. 

department stores
John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$11.570
Owned Owned
No

DON'T BUY
Hudson Bay Co.(HBC-T) 

June 21, 2018

He owned it years ago before it went private.  He did very well.  They did poorly over the last few years and then approved a huge pay package for the CEO.  He does not like buying into companies where management is going to be paid too much.  Retail is having difficulties.  He prefers RET.A-T for retail exposure.

department stores

He owned it years ago before it went private.  He did very well.  They did poorly over the last few years and then approved a huge pay package for the CEO.  He does not like buying into companies where management is going to be paid too much.  Retail is having difficulties.  He prefers RET.A-T for retail exposure.

department stores
Benj Gallander

President, Contra the Heard Inv...

Price Price
$11.870
Owned Owned
Unknown

COMMENT
Hudson Bay Co.(HBC-T) 

June 6, 2018

It's modestly undervalued now. Restructuring has borne some fruit, though the market hasn't responded to HBC in kind. Them getting out of luxury lines makes sense at this stage in the economy with limited discetionary spending. He prefers placing this in the retail, and not real estate, space. This is a consumer discretionary stock late in the cycle.

department stores

It's modestly undervalued now. Restructuring has borne some fruit, though the market hasn't responded to HBC in kind. Them getting out of luxury lines makes sense at this stage in the economy with limited discetionary spending. He prefers placing this in the retail, and not real estate, space. This is a consumer discretionary stock late in the cycle.

department stores
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$10.870
Owned Owned
Unknown

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...

Price Price
$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 o, Trading Services Gro...

Price Price
$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 , Caldwell Investment ...

Price Price
$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 Inve, Leon Frazer & Associ...

Price Price
$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,

Portfolio , Caldwell Investment ...

Price Price
$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 o, Trading Services Gro...

Price Price
$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 o, Trading Services Gro...

Price Price
$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 & Port, Jemekk Capital Manag...

Price Price
$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 & Port, JC Clark Investments...

Price Price
$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 o, Trading Services Gro...

Price Price
$11.720
Owned Owned
No

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