• A New CEO for This Growing Company

    By Mark Yagalla - June 26, 2013 | Tickers: RGS, SBH, ULTA

    Ulta Salon, Cosmetics & Fragrance (NASDAQ: ULTA) is a one-stop beauty superstore. Each location has a full-service salon and sells cosmetics, fragrances, haircare, skincare, bath and body products, and salon styling tools. The company operates 576 retail stores in 46 states and online.

    Ulta just hired Mary Dillon from U.S. Cellular to be its new CEO. Prior to U.S. Cellular, Dillon held key positions at McDonald's and Pepsico more »

  • This Company Seems Poised For A Rally

    By Piyush Arora - May 10, 2013 | Tickers: M, RGS, ULTA

    Initiating a well-researched contrarian position can yield tremendous returns, but the possibility of catching falling knives has always been the risk. However, the success rate of a contrarian position is significantly higher, if the company has been beaten down due to overly optimistic estimates and short term issues. The company in focus is Ulta Salon (NASDAQ: ULTA), which lost nearly 15% of its market cap YTD. Here are a few more »

  • Is Ulta Salon a Bullish Beauty or a Bearish Beast?

    By Leo Sun - March 20, 2013 | Tickers: RDEN, M, RGS, EL, ULTA

    Ulta Salon, Cosmetics & Fragrance (NASDAQ: ULTA) has taken investors on a roller coaster ride recently. Despite rising nearly 600% over the past five years on the popularity of its combination superstore-salons, its weak outlook for the current quarter has investors concerned that its beauty is fading quickly with age. Let’s remove Ulta’s makeup to see what lies beneath - a bullish beauty, or a bearish beast?

    Business Model

    Ulta more »

  • Diamond Hill Capital Bought 5% of This Stock

    By Meena Krishnamsetty - February 8, 2013 | Tickers: RGS, STNR

    Ric Dillon’s Diamond Hill Capital has reported ownership of about 770,000 shares of Steiner Leisure Limited (NASDAQ: STNR) or 5.3% of the company, according to a filing with the SEC. Diamond Hill had owned a little over 700,000 shares at the end of September per its 13F filing for the third quarter of 2012 (see more of Dillon's stock picks). Steiner is a spa and more »

  • A Beauty of a Stock with Beastly Growth

    By Joseph Solitro - February 8, 2013 | Tickers: RGS, SBH, ULTA

    ULTA (NASDAQ: ULTA) is the largest beauty retailer in the United States, with 550 stores containing over 20,000 products. Each location also contains a salon, which provides services for hair, nails, and skin. ULTA has a vision of providing the best products for the lowest prices, putting them in a great position to continue taking share in the space. The company’s growth strategy is what sets them up more »

  • 3 Reasons to Buy Sally Beauty Holdings

    By Robert Baillieul - January 28, 2013 | Tickers: RGS, SBH, ULTA

    Consistent. Boring. Stodgy. While most of the investment chatter is about smartphone and clouds, sometimes the best growth stories are dull by comparison -- which brings my attention to Sally Beauty Holdings (NYSE: SBH).

    The company is a chain of cosmetics retailers catering to woman, stylists and salons. Sally Beauty has been in business for over 50 years with 4,500 locations in over 11 different countries. The stock is a great buy due to the company’s growth story, expanding margins and reasonable valuation.

  • Hedge Funds Are Buying These Stocks

    By Meena Krishnamsetty - December 28, 2012 | Tickers: ACAD, END, KBH, PVA, RGS

    13F filings provide the most complete picture of hedge fund portfolios, and they are certainly worth keeping track of, but they are limited in that they are only released once a quarter, and six to seven weeks after the end of the quarter at that. More up-to-date information comes in 13D and 13G filings, which are made when a fund or other major investor owns 5% or more of a more »

  • This Stock Has Already Taken a Haircut, Now It's Time to Buy

    By Ted Cooper - December 6, 2012 | Tickers: RGS, ULTA

    Even great businesses can be run into the ground if the wrong people are in charge; that's what happened at Regis Corporation (NYSE: RGS), a publicly-owned hair salon operator based in North America. Regis had been a steady and predictable salon operator for decades until 2007, when operating expenses suddenly shot through the roof under the guidance of former CEO Paul Finkelstein. Finkelstein resigned in February 2012 and activist more »

  • ULTA: Will Earnings Be Looking Good?

    By AnnaLisa Kraft - November 23, 2012 | Tickers: M, RGS, SBH, ULTA

    Almost every woman I know has a medicine cabinet full of beauty products amassed over the years. Even women who wouldn't call themselves high maintenance own a plethora of cosmetics, hair products, groomers, straighteners, dryers, fragrance and on and on. And where do they go to replenish their beauty stores? They've been going to Ulta Salon (NASDAQ: ULTA) if the company's numbers have been any indication.

    Ulta more »

  • Should We Follow Insiders And Buy These Stocks?

    By Brian Gorban - November 11, 2012 | Tickers: EMC, PG, RGS, VMW

    As the financial markets continue to be volatile, finding ways to outperform the market is much easier said than done. However, one screening tool that has proven to be effective in determining whether a stock is moving higher is insider buying due to one simple reason: they buy stocks, just like us, to make more money. In addition, they arguably have the best view of the company being a part more »

  • Opportunity??? A Salon Service With a Large Price Drop And Insider Buying

    By Anh HOANG - November 5, 2012 | Tickers: RGS, ULTA

    It is interesting to see a particular stock experience a significant decline within a day because of short-term solvable issues because it creates buying opportunities for investors. It is even more interesting to know that after the decline, insiders of that stock begin to accumulate shares in the market. That is a case with Regis Corporation (NYSE: RGS), an owner and franchisor of hair and retail product salons. When Regis more »

  • Salon Services Could Make You Rich

    By Piyush Arora - October 31, 2012 | Tickers: M, RGS, ULTA


  • ULTA's Beauty Is Skin Deep

    By Jonathan Lim - September 25, 2012 | Tickers: CVS, LTD, RGS, SBH, ULTA

    The way ULTA's (NASDAQ: ULTA) stock is behaving, you'd think the company was the next IKEA, except for beauty products. But ULTA is really more like a hybrid of Regis Corporation's salons (NYSE: RGS) , Limited Brands' Bath & Body Works (NYSE: LTD), Sally Beauty Supply (NYSE: SBH), and even pharmacy chains such as CVS (NYSE: CVS). It's a beauty supply store plus a salon, with aisles of more »

  • What Does Billionaire Steven Mandel See in This Stock?

    By Meena Krishnamsetty - September 23, 2012 | Tickers: AVP, RGS, SBH, EL, ULTA

    Lone Pine Capital disclosed in its 13F filing with the SEC for the second quarter of 2012 that it had more than doubled the size of its position in Ulta Salon, Cosmetics & Fragrances, Inc. (NASDAQ: ULTA). The fund owned 3.5 million shares at the end of June. Lone Pine, which has about $17 billion under management, is managed by Stephen Mandel; Mandel, whose net worth is estimated to be more »

  • This Beauty Retailer is a Promising Pick for the Future

    By Himanshu Poddar - September 19, 2012 | Tickers: RGS, KR, ULTA

    The fact that prioritizing customers’ needs always pays off was reaffirmed by beauty products retailer Ulta Salon, Cosmetics & Fragrance (NASDAQ: ULTA). The retailer posted an excellent second quarter, sending its stock price to new highs. The key drivers for this extraordinary performance were its products, which met the needs of customers at a lower cost than would be found in a salon.

    Customer satisfaction has always been the driver for more »

  • Is Ulta Still Looking Good?

    By AnnaLisa Kraft - August 28, 2012 | Tickers: M, RGS, ULTA

    Ulta Salon, Cosmetics & Fragrance Inc (NASDAQ: ULTA) is reporting soon, on September 6. Ulta has a P/E of 44.93 a little above the average for the diversified services sector (41 P/E) but it has been a monster, rising from a low of under $9 in January 2009 to an all time high of $98.42. That my friends, is a ten bagger. No analysts are currently rating more »

  • Japan Wants the Hair Club for Men

    By Erin McBride - July 24, 2012 | Tickers: AVP, RGS, SBH, ULTA

    The Hair Club for Men and Women is going worldwide. Hair salon company Regis Corp (NYSE: RGS) is selling off its “non-surgical, polyfuse hair restoration” line to Aderans, Japan's answer to male-patterned baldness.

    The Hair Club for Men and Women will live in American infamy thanks to its memorable (and cheesy) commercials. Regis sold the line for $163.5 million.

    Surprised that a brand as ridiculed as the Hair more »

  • Patent Deal Good for AOL, But What About Microsoft?

    By Tim Brugger - April 11, 2012 | Tickers: AOL, IBM, MSFT, ORCL, RGS

    Yesterday’s announcement that Microsoft (NASDAQ: MSFT) had signed a definitive agreement to purchase 800+ patents from online content and internet services provider AOL (NYSE: AOL) was certainly a boon for AOL investors. The stock immediately jumped about 45% to the highest close in a year and half. Why all the hullabaloo? Shareholders love to get paid when management unlocks value, the other is it bought AOL management a bit more »