Sector
Retail
Retail is competitive and consumer-cyclical, with thin moats and sensitivity to the health of the Canadian consumer. We weigh the balance sheet (net cash versus debt), free cash flow and the credibility of any turnaround plan.
Retail is competitive and consumer-cyclical, with thin moats and sensitivity to the health of the Canadian consumer. We weigh the balance sheet (net cash versus debt), free cash flow and the credibility of any turnaround plan.