Saks, Inc.

• A Profitable and Consistently Growing Fashion Retailer

  By Anh HOANG - May 24, 2013 | Tickers: DDS, JWN, SKS

  Recently, Nordstrom (NYSE: JWN) reported sluggish first-quarter earnings results. However, its shares have been on the rise, gaining more than 13% since the beginning of the year. Interestingly, Nordstrom is currently in the portfolio of several famous investors including Chuck Royce and Joel Greenblatt. Should investors buy Nordstrom after its disappointing first-quarter earnings results? Let’s find out.

  Profitable and consistent growth

  Nordstrom has a long history dating back to more »

• Are These Tuesday Post-Earning Movers a Buy?

  By Brian Nichols - May 23, 2013 | Tickers: BBY, MDT, RXN, SKS

  On Tuesday, we saw a number of high-profile stocks trade with large price swings after earnings. Let's see why these stocks are moving, and decide whether any of them might be a "Buy"!

  Does Weakness Create a “Best” or Worst Buy?

  After producing gains of 130% in 2013, Best Buy (NYSE: BBY) announced a mixed Q1 report, and is now trading lower by almost 5%.

  In the quarter, Best more »

• Coupons and Sales Are Vital to Department Stores' Performance

  By Stephanie Faris - May 23, 2013 | Tickers: KSS, M, SKS

  It emerged at the turn of the century, expanding throughout the country just as the heyday of indoor malls was coming to an end. With a combination of good timing and a firm understanding of its customer base, Kohl's (NYSE: KSS) quickly emerged as the leader of department stores, with quarterly revenue in the billions. In 2012, Kohl's brought in $18.8 billion in revenue and is now more »

• Billionaire Bruce Kovner’s Small-Cap Picks

  By Meena Krishnamsetty - April 16, 2013 | Tickers: NCR, NFX, SKS, SNV, JOE

  Small cap stocks tend to be less widely followed by institutional investors, which in theory results in their being more likely to be mispriced. When a hedge fund does research on such a company, then, it should be more likely to identify an overvalued (or undervalued) stock. As it turns out, we have found that the most popular small cap stocks among hedge funds generate an average excess return of more »

• Billionaire Bruce Kovner’s Small Cap Picks

  By Meena Krishnamsetty - April 8, 2013 | Tickers: NCR, NFX, SKS, SNV, JOE

  Small cap stocks tend to be less widely followed by institutional investors, which in theory results in them being more likely to be mispriced. When a hedge fund does research on such a company, then, it should be more likely to identify an overvalued (or undervalued) stock. As it turns out, we have found that the most popular small cap stocks among hedge funds generate an average excess return of more »

• Picking Up Another Down (Under) And Out Brand

  By Reuben Brewer - February 26, 2013 | Tickers: BLLAF, COST, FNP, ICON, JCP, M, SKS, TGT, VFC, WMT

  Billabong International (NASDAQOTH: BLLAF) is in play, again. The struggling surf focused clothing maker and retailer has seen its shares fall materially over the last year or so. While there have been several bids so far, some at higher prices, none have been consummated. With two competing bids, one including giant V.F. Corp (NYSE: VFC), is the brand finally going to get bought?

  In Play

  Billabong's brands include more »

• Is This One Star Investors Should Place in Their Portfolios?

  By Ryan Guenette - February 22, 2013 | Tickers: JCP, KSS, M, JWN, SKS

  A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future.  As 2013 begins, I would like to pinpoint on leading retailer with both physical and virtual presences under two distinct brands, Macy’s (NYSE: M).

  The Business:

  Warren Buffett once said, “Never invest in a business you more »

• Department Store Deals

  By Austin Higgins - February 21, 2013 | Tickers: DDS, JCP, KSS, JWN, SKS

  The department store industry has been gaining a lot of attention recently. With all of J.C. Penney (NYSE: JCP)’s problems, they have been trying to re-brand and create a new image for quite a while. With their earnings still in the red, they have a long way to go. 

  But, what about other companies in this industry? Is the department store industry in trouble just because all of more »

• Fool Me Once, Shame on You; Fool Me Twice, Shame on Me

  By Alan Ginsberg - February 13, 2013 | Tickers: JOSB, RL, SKS

  In my opinion Jos. A. Bank (NASDAQ: JOSB) is a scam, not an ingenious marketing company.  Its entire business model depends on its ability to continue to grossly over-inflate its stated selling prices to the public and then to liquidate its inventory by running continuous sales and promotions that average about 70% of the ticketed selling price.  The initial markup from landed cost is roughly 7 times, while the actual more »

• A Struggling Brand Could Be Good For All

  By Reuben Brewer - February 11, 2013 | Tickers: COST, FNP, ICON, JCP, M, SKS, TGT, VFC

  Reuters recently leaked the news that Fifth & Pacific (NYSE: FNP) is considering selling its Juicy Couture brand. While the company won't comment on such rumors, a sale could help Fifth focus on its other brands and allow the acquirer to turn around a still well known brand. It could, then, be a winning transaction for everyone.

  A Namesake

  Fifth & Pacific used to be known as Liz Claiborne. However, after more »

• Luxury, an Investor's Best Friend?

  By Ash Anderson - February 7, 2013 | Tickers: COH, SKS, TIF

  With the Dow Jones Industrial Average fighting back above the 14,000 mark and individual investors piling their money back into the stock market could we be heading back to the business boom days? If we are back to the boom days, or even if we’re heading there, you can expect a lot more money to be spent on the luxury goods of Tiffany & Co (NYSE: TIF), Coach (NYSE: COHmore »)

• Are These the Next Big Thing or Just Fads?

  By Chris Hodge - February 6, 2013 | Tickers: DDS, KSS, SKS

  Retail stores took a pretty significant hit during the Great Recession, but the economy has largely recovered. So there may still be some good deals with solid growth and the potential to put money in your pocket.

  Saks (NYSE: SKS) is an interesting gem of a company. I like that it caters to the high end market, which tends to do well in spite of however the economy may be more »

• A Post-Holiday Bargain

  By Andrés Cardenal - December 28, 2012 | Tickers: COH, KORS, RL, SKS, TIF

  The post-holiday season is a great time to go shopping for bargains, especially this year in which reportedly weak holiday sales have generated some very exciting buying opportunities in the retail sector. Shares of Coach (NYSE: COH), for example, fell by more than 6% on Wednesday in reaction to economic reports, but this seems completely unjustified based on the company's fundamentals and growth opportunities.

  Bargain shoppers have some good more »

• The One Retailer To Own

  By Federico Zaldua - December 24, 2012 | Tickers: COST, M, JWN, SKS

  As I have mentioned in many posts, the US economy is poised to accelerate its growth rate and your portfolio should be built to benefit from such development. In other posts, I have recommended banks (such as Bank of America) but consumption still is 70% of America's GDP and retailers are one of the big beneficiaries of any jump in consumer confidence. With decreasing unemployment (now below 8%) and more »

• 4 P's Analysis of Nordstrom

  By Eric Novinson - November 14, 2012 | Tickers: JCP, M, JWN, SKS

  Omnichannel marketing strategies, warehouse robots, and everyday low prices are just some of what Nordstrom's (NYSE: JWN) competitors have planned for the 2012 holiday season. In response, Nordstrom has developed some initiatives of its own, some of which have already paid off last year. A look at Nordstrom's price, placement, promotion, and product strategies shows how the retailer could successfully fend off its competitors.

  Product

  Department stores need more »

• Who’s the Best Department Store to Get Cozy with this Winter?

  By Meena Krishnamsetty - November 7, 2012 | Tickers: DDS, KSS, M, JWN, SKS

  Macy's (NYSE: M) had a big day on Thursday, eclipsing the $40 mark for the first time since mid-October. On the whole, shares of the department store retailer were up more than 6% on the first day of November, as the company increased its same-store sales-growth forecast for the second half of its current fiscal year. Macy's preliminary Q3 sales beat expectations, and more importantly, October same-store sales more »

• This Luxury Retailer Offers Good Upside Potential

  By Sandeep Gupta - October 31, 2012 | Tickers: COH, KORS, SKS, TIF

  The shares of luxury retailer Coach (NYSE: COH) have seen a lot of ups and downs this year. Coach’s share price dropped a whopping 19% in just a single day after the company announced its 4Q12 results in July as the investors were concerned that modest same store sales growth (North American SSS rose 1.7% vs. consensus estimates of 6.4%) was a sign that the company is more »

• Can This Retail King Survive a Sector in Turmoil?

  By Maxwell Fisher - October 30, 2012 | Tickers: DDS, JCP, M, SKS, SHLD

  Macy’s (NYSE: M) poses an interesting question to investors: what is the value of being a well-run company with a dominant position in a sector that is stuck in long-term decline?  Can management maintain the laser focus needed to deliver compelling shareholder returns in the absence of growth drivers?  

  Department stores may be in decline as a retail format in the U.S., but Macy’s has won the more »

• Who is the Best Luxury Retailer

  By Anh HOANG - October 22, 2012 | Tickers: COH, RL, SKS, TIF

  As a value investor, I often get very excited when I can spot a cash cow business that has wide margins and delivers a great return on invested capital. This business I am going to tell you about today enjoys more than a 30% operating margin, delivers more than a 56% return on invested capital and pays a 2.2% dividend yield. For the last 10 years, it has grown more »

• A Holly Jolly One-Percenter Holiday

  By AnnaLisa Kraft - October 20, 2012 | Tickers: KORS, JWN, SKS

  It's all too tempting to write a Capraesque spoof of what Montgomery Burns,"The Simpsons" tycoon would think is an "excellent" (rub hands slowly and greedily together) present for this holiday season. If Thurston Howell III was off Gilligan's Island one wonders what he would buy for his wife, Lovey.

  According to a joint American Express Publishing and Harrison Group report released on October 17 holiday gifting purchases more »

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