Review of Leon's Furniture Limited

JUL 16, 2024 - The recent CEO change does have a positive impact not only on the company’s operating results but also on LNF’s capital allocation policy. Management believes LNF has a valuable hidden asset within the company and is trying to create a vehicle with a
cost-of-capital advantage – the legacy operation and a new REIT with extra debt capacity to put more leverage. LNF’s catalysts are in progress. Although some of that upside is priced in, we think the capital appreciation potential is still there for LNF. However, to remain conservative, we are maintaining our rating at B+.

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Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks

Read Answer Asked by Frank on June 25, 2025

Leon's Furniture Limited (LNF $27.90)
- $27.90 Fwd P/E: 12.11X Cap: $1.90B
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Q: Profit margin increased, higher revenue... in a tough retail environment Leon's seems to be getting stronger. Would you agree?
Could you comment on earnings.
Wouldyou add?

Read Answer Asked by Harry on May 20, 2025

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Leon's Furniture Limited (LNF $27.90)
- $27.90 Fwd P/E: 12.11X Cap: $1.90B
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Q: I have half positions of these three stocks: QSR, PBH, & LNF. PBH is underwater. Are these good stocks to own long term? They haven't really done much in the last few years. Or on this pullback, make them full positions for their div and possible future growth? Do you have other favourites in Consumer stocks? YOUR THOUGHTS PLEASE. Thanks.

Read Answer Asked by Pat on April 28, 2025