LIQUOR STORES NA LTD 4.70 PCT DEBS T.LIQ.DB.B

RE:Would A Dividend Cut Stop The Bleeding....?

[buyvalue1]

d y o d

imho

Hi FootballFan1

I'm thinking like you. Liquor sales maybe up, but are the margins holding? You need Free Flowing Cashflow to expand.Same store sales could be up but if margins are down, that is not a win.

Solo buys "LTO" or Limited time Offerings from AGLC in bulk.. This is where AGLC postes limited time discouts or different products. It's first come first serve and strictly cash up front.

my brother in law owns a Liquour Store. He knows some other owners as well. They shake their heads as to the blow out prices Solo has. Their having trouble trying to figure out Solo's model. (Solo is in a lot of LIQ's trading areas. Other compition is Costco, Safeway/Soby's. and Real CDN Super Store. Check the flyers on them and LIQ)

you cant tell my brother in law, but i bought most of l my Christmas/New Year booze at Solo.haha Saved a ton on the same stuff he was selling.  You almost wonder if we won't see beer and wine (maybe spirts) at 7-11's. haha pure speculation but AGLC has the monoplay so who should they care who they sell too. Gov't needs the tax revenue.

Time tells tails.

Does anyone know when LIQ usally reports Quarterly results?

Lots of E&P Co's in the praires ( AB,Sask., and BC) are lossing money. I think a wise move for LIQ would be to conserve cash and maybe buy the odd weak mom and pop in CD. As for the US, imho, their going into a slow down. Again, if LIQ is sitting on cash, maybe they could buy some good weak players there. I would eliminate the divy.As they say "cash is king".

The short intrest ( we will never know who is shorting or covering) will be fun to watch but it's the free flowing cash that makes the heart pound. Think Bebis is going to get $2 million plus of it again? The stock tanked on the terrable conferance call last Q. He should have been planning defence back then.Investment bankers will propose all sorts of deals to him because they want to earn fees. imho, he dint earn his keep last year but what does he care,he's hooked on OPM ( other people's money meaning the Longs, lol)

Longs better hope LIQ doesn't get in that less than $5 trading range. Lots of money managers in mutal fund might be forced to sell then due to their investment polices.

Good points FB1

Beer break now. See ya"ll Monday

Best regards

BV1