Hudson Bay Co.

HBC-T

TSE:HBC

10.99
0.00 (0.00%)
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

Analysis and Opinions about HBC-T

Signal
Opinion
Expert
SELL
SELL
December 20, 2016

(Market Call Minute.) This is not a name he would buy for his clients. Sales are nowhere to be seen. The real estate may be worth a lot more, but at the end of the day, it doesn’t seem to want to unlock it.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
December 20, 2016

(Market Call Minute.) This is not a name he would buy for his clients. Sales are nowhere to be seen. The real estate may be worth a lot more, but at the end of the day, it doesn’t seem to want to unlock it.

DON'T BUY
DON'T BUY
December 8, 2016

(Market Call Minute.) Good real estate, but not so good retail. He would stay away.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
December 8, 2016

(Market Call Minute.) Good real estate, but not so good retail. He would stay away.

DON'T BUY
DON'T BUY
December 1, 2016

Can they compete with Nordstrom (JWN-N)? It falls on Nordstrom to prove that they can compete. Hudson’s Bay has had a sharp earnings fall off, and the stock remains quite a bit above its FMV. He would not be invested in this company.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
December 1, 2016

Can they compete with Nordstrom (JWN-N)? It falls on Nordstrom to prove that they can compete. Hudson’s Bay has had a sharp earnings fall off, and the stock remains quite a bit above its FMV. He would not be invested in this company.

DON'T BUY
DON'T BUY
December 1, 2016

A cheap stock and they are doing everything they can. Have made a lot of acquisitions and now owns Saks. They’ve expanded in the US. They are trying to focus on the higher end consumer, as opposed to being stuck in the middle and facing competition from the Walmart’s etc. A very, very difficult business and is obviously in secular decline.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
December 1, 2016

A cheap stock and they are doing everything they can. Have made a lot of acquisitions and now owns Saks. They’ve expanded in the US. They are trying to focus on the higher end consumer, as opposed to being stuck in the middle and facing competition from the Walmart’s etc. A very, very difficult business and is obviously in secular decline.

DON'T BUY
DON'T BUY
November 28, 2016

The company is excellent, but it is a retailer. It had a big bump a couple of years ago, largely on the fact that it was seen as a very savvy real estate play. This has gone down over the last little while. It is going to be harder to see the pull-through from Saks in Canada. It is very, very hard in a bricks and mortar business, although this is one of the better operators out there. He would avoid this right now.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
November 28, 2016

The company is excellent, but it is a retailer. It had a big bump a couple of years ago, largely on the fact that it was seen as a very savvy real estate play. This has gone down over the last little while. It is going to be harder to see the pull-through from Saks in Canada. It is very, very hard in a bricks and mortar business, although this is one of the better operators out there. He would avoid this right now.

DON'T BUY
DON'T BUY
November 24, 2016

Has been surprised at how successful this company has been in being able to grow, make acquisitions such as Saks as well as European acquisitions. This, to him, adds risk to the situation, the further away you get from home. Also, the retail sector is always a pretty precarious place to be, because of Amazon (AMZ-Q) and the like.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
November 24, 2016

Has been surprised at how successful this company has been in being able to grow, make acquisitions such as Saks as well as European acquisitions. This, to him, adds risk to the situation, the further away you get from home. Also, the retail sector is always a pretty precarious place to be, because of Amazon (AMZ-Q) and the like.

PAST TOP PICK
PAST TOP PICK
November 16, 2016

(A Top Pick Nov 3/15. Down 35.3%.) Had bought this because it is a pretty massive discount to the real estate value. Still thinks there is probably $30 of value in the company when you combine the retail and real estate. The expansion into Germany looks like it is doing well.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
November 16, 2016

(A Top Pick Nov 3/15. Down 35.3%.) Had bought this because it is a pretty massive discount to the real estate value. Still thinks there is probably $30 of value in the company when you combine the retail and real estate. The expansion into Germany looks like it is doing well.

COMMENT
COMMENT
October 13, 2016

This just seems to have disappointment baked in. It goes up and it goes down, but at the end of the day, if you are a trader you can make money. A lot of people buy on-line now. Not a fan.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
October 13, 2016

This just seems to have disappointment baked in. It goes up and it goes down, but at the end of the day, if you are a trader you can make money. A lot of people buy on-line now. Not a fan.

PAST TOP PICK
PAST TOP PICK
October 12, 2016

(Top Pick Oct 9/15, Down 31.49%) He thinks there is easily $20 worth of real estate per share in the company. But it is priced so you get the real estate effectively for free. What they did with Saks and others are all great ideas. They are better retailers than they get credit for. He is staying with it.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
October 12, 2016

(Top Pick Oct 9/15, Down 31.49%) He thinks there is easily $20 worth of real estate per share in the company. But it is priced so you get the real estate effectively for free. What they did with Saks and others are all great ideas. They are better retailers than they get credit for. He is staying with it.

COMMENT
COMMENT
October 5, 2016

Canadian Department stores have massive competition from specialty retailers and the Internet. This company is being as competitive as anyone in the big department store space, but are still vulnerable to specialty stores in the Internet. (See Top Picks.)

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
October 5, 2016

Canadian Department stores have massive competition from specialty retailers and the Internet. This company is being as competitive as anyone in the big department store space, but are still vulnerable to specialty stores in the Internet. (See Top Picks.)

PAST TOP PICK
PAST TOP PICK
September 23, 2016

(A Top Pick Nov 5/15. Down 22.92%.) Chose this for its real estate upside, because it was becoming a global retailer developing a very good online presence and the low Cdn$ as most of their operations are outside of Canada. A tough company to value, because there are so many different moving parts. He believes they are doing all the right things and that patience will be rewarded.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
September 23, 2016

(A Top Pick Nov 5/15. Down 22.92%.) Chose this for its real estate upside, because it was becoming a global retailer developing a very good online presence and the low Cdn$ as most of their operations are outside of Canada. A tough company to value, because there are so many different moving parts. He believes they are doing all the right things and that patience will be rewarded.

PAST TOP PICK
PAST TOP PICK
August 23, 2016

(A Top Pick July 29/15. Down 30.49%.) A disappointment for him. Has been out of this for a while. Had been optimistic about the push into Germany, but things in Europe fell apart very quickly. He loves their business model in buying an asset, taking the real estate, and spending it off in JVs. That makes a lot of sense. However, when you have retail sales declining globally, along with the US$ pressure, that started him questioning what the properties were worth.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
August 23, 2016

(A Top Pick July 29/15. Down 30.49%.) A disappointment for him. Has been out of this for a while. Had been optimistic about the push into Germany, but things in Europe fell apart very quickly. He loves their business model in buying an asset, taking the real estate, and spending it off in JVs. That makes a lot of sense. However, when you have retail sales declining globally, along with the US$ pressure, that started him questioning what the properties were worth.

SELL
SELL
August 11, 2016

(Market Call Minute) The earnings and fair market value are dropping.

Show full opinionHide full opinion
Hudson Bay Co. (HBC-T)
August 11, 2016

(Market Call Minute) The earnings and fair market value are dropping.

COMMENT
COMMENT
July 28, 2016

This company can’t get out of its own way. Department stores have been weak over the past year. Although this company has done pretty well in Canada, and has done well in Germany, their US operations have not been good. It has been very tough to value year-over-year. His sum of the parts valuation is $26.05, and he thinks this number is probably conservative. Excellent management. If you are patient, he thinks you will be rewarded.

Show full opinionHide full opinion

This company can’t get out of its own way. Department stores have been weak over the past year. Although this company has done pretty well in Canada, and has done well in Germany, their US operations have not been good. It has been very tough to value year-over-year. His sum of the parts valuation is $26.05, and he thinks this number is probably conservative. Excellent management. If you are patient, he thinks you will be rewarded.

COMMENT
COMMENT
July 26, 2016

This stock has an overhead supply of stock ownership, that seems to be in the high teens, so the upside for the stock is limited. Retail is a tough spot, especially with online sales. It is a very nebulous environment, and is a tough going for the old world, old fashion business.

Show full opinionHide full opinion

This stock has an overhead supply of stock ownership, that seems to be in the high teens, so the upside for the stock is limited. Retail is a tough spot, especially with online sales. It is a very nebulous environment, and is a tough going for the old world, old fashion business.

Showing 76 to 90 of 365 entries