RTMNF - You know, gilead, I was sitting here vacillating between reading War and Peace or the writeup on Reitmans. Anyway, I read the Reitmans piece.
I found it pretty compelling. A lot of stuff has fallen into place for them since their emergence from bankruptcy. Right off the bat you have the much lower lease costs and the jettisoned money-losing brands. They have a lot of cash on the balance sheet and no debt.
Their e-commerce execution sounds top notch. Catering to plus-sized women seems to be a good spot to be in these days. I'm doing online dating, and trust me, there are a lot of big women out there.
Shipping costs have come way down, and that's a big thing for them. In addition, maybe they will reinstate the dividend since they are churning out all this cash.
I actually bought some more after reading the writeup. Their base case for the stock price was $8 CAD and their upside scenario was $12 CAD with some corporate actions occurring and operations continuing in the right direction.
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