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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Reitmans (Canada) Limited (RET)
Q: Which do prefer as a purchase for a 1 to 2 year hold. RET appears super cheap, and could be a multi-bagger if any success. My concern is buying something like ATZ as an example, only to have it go down and then hold at a loss for years waiting for it go back.
Q: Good Day To All:
Further to my recent question on Reitmans, I am having difficulty with your comment of the cash on the Balance Sheet. You state that Cash offsets debt. My information( which may be incorrect, and is my reason for following up with you ) is that they have approximately $ 100 m of cash. The inventory more than covers the accounts payable making an acceptable current ratio. The lease liability in accordance with GAAP will be covered by future operations. The only risk I see is that the same board which let them go into bankruptcy may decide to take them private at a low share price. Your comments please. Thanks for your previous helpful comments. Also you state that they pen out quite well using ROE. It would look even better using ROIC considering the cash on hand. There are also tax losses to be carried forward.
Thanks, ben.
Further to my recent question on Reitmans, I am having difficulty with your comment of the cash on the Balance Sheet. You state that Cash offsets debt. My information( which may be incorrect, and is my reason for following up with you ) is that they have approximately $ 100 m of cash. The inventory more than covers the accounts payable making an acceptable current ratio. The lease liability in accordance with GAAP will be covered by future operations. The only risk I see is that the same board which let them go into bankruptcy may decide to take them private at a low share price. Your comments please. Thanks for your previous helpful comments. Also you state that they pen out quite well using ROE. It would look even better using ROIC considering the cash on hand. There are also tax losses to be carried forward.
Thanks, ben.
Q: Gentlemen:
I owned shares of of ret and did some tax loss selling. I can now buy back, however, I am not sure if I should bother to buy back this company. Donville, Kent, who Peter had made mention of their small cap report, and remarked that it was interesting believes that it is an iconic Canadian Brand, and with some changes believes it could be a five bagger. Please give a detailed report with reasons.
Thanks,
BEN.
I owned shares of of ret and did some tax loss selling. I can now buy back, however, I am not sure if I should bother to buy back this company. Donville, Kent, who Peter had made mention of their small cap report, and remarked that it was interesting believes that it is an iconic Canadian Brand, and with some changes believes it could be a five bagger. Please give a detailed report with reasons.
Thanks,
BEN.