Would you consider it a buy at this time? Thank you.
Q2 EPS of $5.47 beat estimates of $5.02; revenue of $742.4M beat estimates of $718M. EBITDA of $84.4M beat estimates by 2%. Sales rose 10% with good market share gains in Canada. Margins improved. The 'buy Canadian' trend has helped recent results. Guidance calls for continued 10% growth, though with some caution due to tariffs and consumer uncertainty. Debt is fairly high here, but cash flow is fairly steady. It has seen some earnings volatility over the past decade, but it has been consistently profitable, and EPS is 3X what it was in 2016. It is not the most exciting stock, but priced very well at only 10X earnings with a 2% dividend (which has shown some growth). Its small size and debt add risks, but otherwise we would view it positively.