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5i Report
Rating
B+
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 to add BKNG to my Consumer Cyclicals. Currently I have a ATZ, LULU, MG, LNF, DOO, and CROX.
Long term growth investor.
Would you suggest trimming across the board or are there any names you would swap if one wanted to high grade their portfolio.
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Would you suggest trimming across the board or are there any names you would swap if one wanted to high grade their portfolio.
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Q: I am retired and looking to deploy some cash. Could you provide your top 5 dividend companies in Canada and US with some growth potential as well?
Thanks
Tim
Thanks
Tim
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