Category archives: Retail Sector

Using Metro's Example To Measure Operational Quality Using Financial Ratios

Last update on Dec. 19, 2016.

Image Credit: Caftor / Shutterstock.com

On the third Monday of each month, I’ll comment on the performance of the premium portfolios and provide some additional analysis related to individual stocks. In this article, I will present and explain my valuation model for Metro Inc., a Canadian grocery chain.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of November 2016 were as follows:

 

Nov 2016

Last 12 Months

Since Apr 2013

Moderately Aggressive

+5.7%

+23.3%

+45.4%

Very Aggressive

+5.8%

+22.0%

+18.7%

Extremely Aggressive

+5.8 ...

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The Changing Landscape of The Retail Industry

Last update on Sept. 5, 2016.

Image Credit: zhu difeng / Shutterstock.com

At the beginning of every month, I brief members on how MoneyGeek's regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll give my thoughts on retail stocks, since a large number of them are included in value investing ETFs today.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of August 2016 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+2.9%

+10.4%

+60.1%

Balanced

+2.6%

+9 ...

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Valuation Model for Jean Coutu Group

Last update on Aug. 15, 2016.

Image Credit: Dmitry Kalinovsky / Shutterstock.com

On the third Monday of each month, I’ll comment on the performance of the premium portfolios and provide some additional analysis related to individual stocks. In this article, I will also present and explain my valuation model for Jean Coutu Group (Ticker: PJC.A.TO).

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of July 2016 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Moderately Aggressive

+2.5%

+7.7%

+38.0%

Very Aggressive

+1.1%

+2.9%

+13.4%

Extremely ...

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Valuation Model for Leon's Furniture

Last update on July 18, 2016.

Image Credit: rmnoa357 / Shutterstock.com

On the third Monday of each month, I’ll comment on the performance of the premium portfolios and provide some additional analysis related to individual stocks. In this article, I will also present and explain my valuation model for Leon’s Furniture (Ticker: LNF.TO).

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of June 2016 were as follows:

 

Jun 2016

Last 12 Months

Since Apr 2013

Moderately Aggressive

+5.8%

+0.6%

+34.6%

Very Aggressive

+1.8%

-0.7%

+12.2%

Extremely Aggressive

+4.4%

-6.6 ...

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Factoring Return on Equity on Valuing Coach

Last update on May 2, 2016.

Image credit: Sorbis / Shutterstock.com

 

On the third Monday of each month, I’ll comment on the performance of the premium portfolios and provide some additional analysis related to individual stocks. In this article, I will also present and explain my valuation model for Coach (Ticker: COH), the iconic American handbag company. 

As an aside, please note that the premium portfolios have been updated. Please check your email for some of my thoughts on the update.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of February 2016 were as follows: 

  ...

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