For us retail investors, it pays to heed the advice of some superstar money managers. After all, they didn�� get to be billionaires — and in some cases multi-billionaires — by making a lot of poor investment decisions. Finding underfollowed values and contrarian bets are the keys to their long-term success. Those are traits that all investors should strive to follow.
Top 5 Canadian Stocks To Watch Right Now: Macy’s Inc (M)
Macy�s, Inc., together with its subsidiaries, operates stores and Internet Websites in the United States. Its retail stores and Internet Web sites sell a range of merchandise, including apparel and accessories for men, women, and children; cosmetics; home furnishings; and other consumer goods. The company also operates Bloomingdale�s Outlet stores that offer a range of apparel and accessories, including ready-to-wear, shoes, fashion accessories, jewelry, handbags, and intimate apparel products. As of January 28, 2012, it operated approximately 840 stores under the names of Macy�s and Bloomingdale�s; and 7 Bloomingdale�s Outlet stores, as well as macys.com and bloomingdales.com. The company was formerly known as Federated Department Stores, Inc. and changed its name to Macy�s, Inc. in June 2007. Macy�s, Inc. was founded in 1820 and is based in Cincinnati, Ohio.
Advisors' Opinion:- [By Ben Levisohn]
J.C. Penny’s stock has gained, even as other retailers have been seen much smaller moves. Macy’s (M) has dropped 0.5% to $45.90, Sears (SHLD) has dipped 0.1% to $58.02 and Kohl’s (KSS) has gained 0.3% to $56.98.
- [By DAILYFINANCE]
Patrick T. Fallon/Bloomberg via Getty Images NEW YORK -- J.C. Penney is opening its doors on Thanksgiving evening to kick off the holiday shopping season, as the beleaguered retailer hopes to get back in the game for the crucial selling period. The Plano, Texas-based chain will be opening most of its 1,100 stores at 8 p.m., the same as rival Macy's (M). The Thanksgiving evening opening is much earlier than last year, when Penney didn't open until 6 a.m. Friday. That made the retailer one of the laggards for the unofficial kickoff to the season. J.C. Penney (JCP) is also bringing back a tradition it ditched last year: it will give away nearly 2 million holiday snow globes starting at 4 a.m. on the Friday after the turkey feast. "Obviously, we were one of the last to open [last year]," said Tony Bartlett, Penney's executive vice president of stores. But he noted this year, "We're all in." He promised that Penney's deals will be at least as good as two years ago and will be much better than last year, when Penney gave away buttons tied to a prize giveaway. Penney is also hiring at least 35,000 seasonal workers for the holidays, nearly 50 percent more than a year ago. The holiday plan is yet another example of how Penney is unraveling the strategies of its former CEO Ron Johnson, who was ousted in April after 17 months on the job amid a botched up plan to reinvent the retailer. Johnson was fired two months after the company announced horrific fourth-quarter results that covered the holiday shopping season. That ended a fiscal year, which finished Feb. 2, in which the Penney amassed almost a billion dollars in losses and a 25 percent drop in sales. Penney brought back Johnson's predecessor, Mike Ullman, as CEO. He is restoring frequent sales and basic merchandise that were eliminated by Johnson who was aiming to attract a more affluent, younger shopper. Shares were down 12 cents to close at $7.35 Thursday and have lost 63 percent of their value since the
- [By WALLSTCHEATSHEET]
Macy�� has increased cash flow, annual revenue and earnings have consistently increased, valuation is fair, and it offers a 1.70 percent yield. On the other hand, Macy�� is extremely sensitive to market corrections.
Best Retail Stocks To Own For 2014: Big Lots Inc (BIG)
Big Lots, Inc., incorporated in May 2001, through its wholly owned subsidiaries, is a North America's closeout retailer. At January 28, 2012, the Company operated a total of 1,533 stores in two countries: the United States and Canada. The Company operates in two segments: U.S. and Canada. The merchandising categories include Consumables, Furniture, Home, Seasonal, Play n' Wear, and Hardlines & Other. The Consumables category includes the food, health and beauty, plastics, paper, chemical, and pet departments. The Furniture category includes the upholstery, mattresses, ready-to-assemble, and case goods departments. The Home category includes the domestics, stationery, and home decorative departments. The Seasonal category includes the lawn and garden, Christmas, summer, and other holiday departments. The Play n' Wear category includes the electronics, toys, jewelry, infant accessories, and apparel departments. The Hardlines & Other category includes the appliances, tools, paint, and home maintenance departments. On July 18, 2011, the Company acquired Liquidation World Inc. During the fiscal year ended January 28, 2012 (fiscal 2011), the Company opened 92 stores, acquired 89 stores and closed 46 stores.
All of the Company�� stores are located in North America and has an average store size of approximately 29,900 square feet, of which an average of 21,600 square feet is selling square feet. The 54 owned stores are located in Arizona, California, Colorado, Florida, Louisiana, New Mexico, Ohio and Texas. At January 28, 2012, the Company owned or leased approximately 9.4 million square feet of distribution center and warehouse space. The Company leases and operates two regional distribution centers in Canada located in British Columbia and Ontario. Of its 1,533 stores, 33% operate in four states California, Texas, Ohio, and Florida, and net sales from stores in these states represented 36% of its fiscal 2011 net sales.
Advisors' Opinion:- [By Brian Pacampara]
What: Shares of discount retailer Big Lots (NYSE: BIG ) sank 10% today after its current-quarter and full-year guidance disappointed Wall Street.
- [By rusticnomad]
There are a variety of eye-catching discount retail stores such as Big Lots (BIG), Family Dollar and Dollar General (DG) that are delivering impressive performance amid a tight economic environment. Let us see if they are good bets for investors.
Best Retail Stocks To Own For 2014: Five Below Inc (FIVE)
Five Below, Inc. (Five Below), incorporated on January 30, 2002, is a retailer offering a range of merchandise for teen and pre-teen customer. The Company offers products, including select brands and licensed merchandise across a number of categories, which it refer to as worlds-Style, Room, Sports, Media, Crafts, Party, Candy and Seasonal (which it refer to as Now). As of October 27, 2012, The Company operated 243 stores throughout the eastern half of the United States. Its Style consists primarily of accessories such as novelty socks, sunglasses, jewelry, scarves, gloves, hair accessories and attitude t-shirts. Its beauty offering includes products such as nail polish, lip gloss, fragrance and branded cosmetics. Its Room consists of items used to complete and personalize its customer�� living space, including glitter lamps, posters, frames, fleece blankets, pillows, candles, incense and related items. The Company also offers storage options for the customer�� room and locker.
The Company�� Sports consists of an assortment of sport balls, team sports merchandise and fitness accessories, including hand weights, jump ropes and gym balls. It also offers a variety of games, including name brand board games, puzzles, toys and plush items. In the summer season, its sports offering also include pool, beach and outdoor toys, games and accessories. Its Media consists of a selection of accessories for personal computers (PCs), cell phones, Moving Picture Experts Group Layer-3 Audio (MP3) players and tablet computers. The offering includes cases, chargers, headphones and other related items. It also carries a range of media products including books, video games and Digital Versatile Disc (DVDs). It offers an assortment of craft activity kits, as well as arts and crafts supplies, such as crayons, markers and stickers. It also offer trend-right items for school, such as backpacks, fashion notebooks and journals, novelty pens and pencils, as well as everyday name brand items.
The C! ompany�� Party consists of party goods, decorations and greeting cards, as well as everyday and special occasion merchandise. Its Candy consists of branded items that appeal to teens and pre-teens. This category includes an assortment of classic and novelty candy bars and movie-size box candy, as well as gum and snack food. It also sells chilled drinks through coolers. Its Seasonal consists of seasonally-specific items used to celebrate and decorate for events such as Christmas, Easter, Halloween and St. Patrick�� Day.
Advisors' Opinion:- [By Rick Munarriz]
It had been a pretty disappointing run for discount retailers this earnings season before Five Below (NASDAQ: FIVE ) posted blowout quarterly results last night.
- [By John Kell var popups = dojo.query(".socialByline .popC"); popups.forEach(func]
Five Below Inc.(FIVE) fiscal fourth-quarter profit grew 31% as the discount retailer’s sales were boosted by new store openings and a modest increase at existing locations. Shares surged 17% to $44.60 premarket.
Best Retail Stocks To Own For 2014: Sears Holdings Corporation(SHLD)
Sears Holdings Corporation operates as a specialty retailer in the United States and Canada. The company?s Kmart segment operates stores that sell merchandise under Jaclyn Smith and Joe Boxer labels; and Sears brand products, such as Kenmore, Craftsman, and DieHard. This segment?s stores provide consumer electronics, seasonal merchandise, outdoor living, toys, lawn and garden equipment, food and consumables, and apparel, as well as operate in-store pharmacies. Its Sears Domestic segment operates stores that sell merchandise under the Kenmore, Craftsman, DieHard, Lands? End, Covington, Apostrophe, and Canyon River Blues brand names. This segment?s stores provide appliances, consumer electronics, tools, sporting goods, outdoor living, lawn and garden equipment, home fashion products, automotive products, apparel, footwear, jewelry, accessories, health and beauty products, pantry goods, household products, and toys. The Sears Domestic segment also provides clothing, acces sories, footwear, and soft luggage; appliances and services to commercial customers in single-family residential construction/remodel, property management, multi-family new construction, and government/military sectors; premium appliance and plumbing fixtures to architects, designers, and new construction or remodeling customers; parts and repair services for appliances, lawn and garden equipment, consumer electronics, floor care products, and heating and cooling systems; and home improvement services. The company?s Sears Canada segment engages in the retail of apparel and other softlines. Sears Holdings Corporation operates approximately 2,172 full-line stores and 1,338 specialty retail stores in the United States; 500 full-line and specialty retail stores in Canada, as well as operates 17 floor covering stores, 1,734 catalog pick-up locations, and 108 travel offices; and kmart.com and sears.ca Websites. The company was founded in 1899 and is based in Hoffman Estates, Illi nois.
Advisors' Opinion:- [By Michael Lewis]
Sears Hometown and Outlet Stores� (NASDAQ: SHOS ) , the recent spinoff of�Sears Holdings� (NASDAQ: SHLD ) �and one of my top picks for a retail play,�delivered a softer-than-expected earnings report that has sent the stock down more than 18 points in five days of trading. I believe the short-term discount gives investors a little bit more time to pick up this outstanding operation at a price materially below its intrinsic value. With the recent earnings release in mind, here is what you need to know about Sears Hometown and Outlets.
- [By WALLSTCHEATSHEET]
Sears operates as a specialty retailer in the United States and Canada. The company announced Tuesday an April closing for its store�on Chicago�� State Street. The stock has not made significant progress in several years, but is currently surging higher. Earnings and revenue figures have been decreasing, so investors have been displeased with recent earnings announcements. Relative to its peers and sector, Sears has been an average performer year-to-date. WAIT AND SEE what Sears does the rest of this quarter.
- [By Callie Bost]
Intel Corp. gained 2.8 percent after Citigroup Inc. advised investors to buy the stock. Sears Holding Corp. (SHLD) climbed 2 percent after the retailer said it plans to spin off its Lands�� End mail order business. Rite Aid (RAD) Corp. added 2.8 percent after November sales at stores open more than a year rose more than analysts��estimated.
- [By Wallace Witkowski]
It was a big after-hours session for retailers. Shares of Sears Holdings Corp. (SHLD) �dropped 14% to $36.50 on heavy volume after the retailer reported weak holiday sales and a quarterly forecast well below Wall Street expectations.
Best Retail Stocks To Own For 2014: FTD Companies Inc (FTD)
FTD Companies, Inc. (FTD), incorporated on April 25, 2008, is a floral and gifting company. The Company provides floral, gift and related products and services to consumers and retail florists, as well as to other retail locations offering floral and gift products primarily in the United States, Canada, the United Kingdom, and the Republic of Ireland. The Company operates in one segment, which includes floral and related products and services. Its business uses the FTD and Interflora brands, both supported by the Mercury Man logo. The Company�� portfolio of brands also includes Flying Flowers, Flowers Direct, and Drake Algar in the United Kingdom. On November 1, 2013, United Online, Inc. (United Online) completed the separation of United Online into two independent, publicly traded companies: FTD Companies, Inc. and United Online, Inc.
The Company�� products revenues are derived primarily from selling floral, gift and related products to consumers and the related shipping and service fees. Products revenues also include revenues generated from sales of hard goods, software and hardware systems, cut flowers, packaging and promotional products, and a range of other floral-related supplies to floral network members. Its services revenues related to orders sent through the floral network are variable based on either the number of orders or on the value of orders and are recognized in the period in which the orders.
Advisors' Opinion:- [By WWW.DAILYFINANCE.COM]
BlueOrange Studio/Shutterstock One day out of 365, we pay homage to our sainted mothers. Those of us who are members of this long-suffering, uncomplaining, self-sacrificing class may get some soggy French toast in bed, (don't worry, kids; mom will clean up the kitchen), a chance to read in peace, or perhaps time to indulge in a long, hot bath. Bringing Home the Bacon If you really want to pay back mom for all she's done, get ready to pony up big. A card and some carnations (the official flower of Mother's Day, who knew?) just won't cut it. The cost of replacing mom as nurturer, nurse, cleaner and cook -- according to Insure.com's 2014 Mother's Day salary index -- would run you $62,985 a year, up from $59,862 in 2013. Breaking down the price of having someone else handle her various duties: Cooking and cleaning, $12,230 Child care, $21,736 Homework help, $7,290 Chauffeur, $5,672 Shopping, yard work, party and activity planning, finances, etc., $15,019 And my personal favorite, finding out what the kids are up to (paid in the equivalent value of a private detective), $1,036. Salary.com placed a higher value on moms in its 2014 Mother's Day salary survey, concluding that stay-at-home moms were worth $118,905 and working moms worth $70,107 (this does not include any paid salary from their job), with both groups putting more than 56 hours of overtime at home. These numbers are all up from last year's survey. Cooking It Up in a Pan Mom helps to pay for other things, too. Thanks to the Department of Agriculture, you can see what it costs to raise a child in the U.S. to 18. As of August 2013, the average cost is $241,080. This does not cover college, and hopefully dear old dad is contributing. In 2012, there were 10.3 million single U.S. mothers with children under 18, and one-third of women who gave birth in 2012 were single moms. By becoming moms, women give up time to do other things, what economists call an "opportunity cost." Particularly if your mother st
Best Retail Stocks To Own For 2014: Restoration Hardware Holdings Inc (RH)
Restoration Hardware Holdings, Inc. (Restoration Hardware Holdings), incorporated on August 18, 2011, is a holding company. The Company is merchants of home furnishings. Restoration Hardware Holdings offers merchandise assortments across a number of categories, including furniture, lighting, textiles, bath ware, decor, outdoor, garden, and baby and child products. The Company�� business is integrated across its multiple channels of distribution, consists of its stores, catalogs and Websites. As of July 28, 2012, the Company�� operated a total of 73 retail stores, consisted of 71 Galleries and two full line Design Galleries, and 10 outlet stores throughout the United States and Canada. RH is a brand in the home furnishings. During the fiscal year ended January 28, 2012 (fiscal 2011), the Company opened five stores and closed 22 stores. In fiscal 2011, the Company distributed approximately 26.1 million catalogs, and its Websites logged over 14.3 million visits.
Restoration Hardware Holdings operates a Website for its Baby & Child brand at www.rhbabyandchild.com. The Company opened its two full line Design Galleries in Los Angeles in, June 2011 and Houston in November 2011. In May 2011, the Company launched catalog applications for Apple�� iPad and iPhone that enable customers to view and purchase its product assortment. Restoration Hardware Holdings operates three store types: the Company's full line Design Gallery format, approximately between 22,000 and 28,000 gross square feet; its Gallery format of approximately 7,000-15,000 gross square feet, and its Baby & Child Gallery format of approximately 2,000-3,000 gross square feet.
Advisors' Opinion:- [By Jeremy Bowman]
What: Shares of Restoration Hardware (NYSE: RH ) were looking as good as new today, climbing as much as 30% after it bumped up its first-quarter forecast today.
- [By Brian O'Connell]
Home furnishing companies are usually a good short-term play as spring starts to bloom.
People are buying and selling homes, the nice weather has homeowners thinking about home improvements, and investment property owners ��both residential and commercial ��are looking to spruce up their investments.
That�� all good news for home furnishing companies, which tend to see revenues rise as the ice melts and opening day beckons across U.S. ball fields.
But there is one home furnishings provider that really stands out in the crowd this week, in the key first week of April.
It�� Restoration Hardware Holdings (NYSE: RH), and not only are its short-term financial prospects looking as solid as a granite countertop, its long-term prospects look equally strong.
That spells opportunity for investors, so let�� dig a little deeper and examine why.
RH bills itself as a retailer of home furnishings, providing bedroom, dining, upholstery, home office, and media furniture products. It also offers cabinets; ceiling, table, floor, wall, and outdoor lighting products; textiles, such as bed linens, bath linens, drapery, rugs, and pillows and throws; and bath ware products comprising faucets, hardware, furniture, and sinks.
That pretty much covers the home furnishings product line from A-to-Z.
The firm has 71 retail stores, and 13 outlet stores across the U.S., but it also makes a lot of hay selling items through its catalog and web site outlets. The company�� chief competitors include Pier 1 Imports (NYSE: PIR) and Williams-Sonoma (NYSE: WSM).
Financially, investors might have reservations about RH, at first blush. Q4 revenue figures came in slightly less than analysts had forecast ($471 million versus $491 million), but most investors evidently wrote-off the missed forecast due to the historically icy, frosty, snowy, and chilly months of December and January.
But a look inside the numbers reveals why the
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