Sally Beauty Holdings, Inc.

  • The Best Specialty Retailers for Your Money

    By Damon Churchwell - July 18, 2013 | Tickers: HIBB, SBH, SIG, VSI

    Using the The Motley Fool stock screener, I sought out four of the most appealing specialty retail stocks based on the following metrics: earnings per share growth over the past three years averaging at least 20%; a Price-to-Earnings multiple below 25 times trailing-12-month earnings; a strong current ratio (CA/CL) of more than 2.0; and no long-term debt.

    The companies also encompass some of the features displayed by many more »

  • Is This Beauty Products Business a Buy Now?

    By Anh HOANG - June 30, 2013 | Tickers: SBH, STNR, ULTA

    In the past 12 months, Steiner Leisure (NASDAQ: STNR) has under-performed the general market. While the S&P 500 has gained more than 17.9% in the period, Steiner Leisure has only increased by 13.9%. Interestingly, the company was featured in Barron’s as one of the six stocks which could double in the next five years, potentially giving investors a sweet annualized return of 15%. Let’s take more »

  • 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 »

  • The Ultimate Beauty Solution

    By Mark Holder - June 18, 2013 | Tickers: AVP, SBH, ULTA

    While reviewing Ulta Beauty (NASDAQ: ULTA), the constant realization is that the company has no comparable competition. The beauty sector is a massive industry yet the majority of the products are sold via direct marketers, department stores, or drug stores. Neither group offers a focused, easy to visit store format. For a consumer that wants quality products, they previously had to travel to a distant mall. Enter Ulta Beauty into more »

  • Senator's Newest Mid-Cap Picks

    By Marshall Hargrave - April 7, 2013 | Tickers: HTZ, LEA, SBH, SBAC, TWTC

    Senator Investment Group, with some $4.5 billion of assets under management, happens to be a big time bull on the paper industry, recently increasing his position in International Paper five-fold. In looking over his other holdings, I found that Senator added a number of interesting mid-cap stocks to its portfolio at the end of 2012 (check out Senator's other top picks).
     
    A few of his notable picks are more »
  • Billionaire Julian Robertson’s Protégé Has Quite the Mega-Hedge Fund

    By Meena Krishnamsetty - April 6, 2013 | Tickers: IHS, RLGY, SBH, VMED, WDAY

    Blue Ridge Capital is a $7 billion fund run by a key Julian Robertson protégé, John Griffin. The fund has yielded an average return of 17.83% over the past three years, on investments focused in the technology and services sectors. With that in mind, it’s not surprising that Griffin has added stocks from these sectors to his portfolio according to his latest 13F filing with the SEC. Let more »

  • Billionaire Julian Robertson’s Protégé Has Quite the Mega-Hedge Fund

    By Meena Krishnamsetty - April 3, 2013 | Tickers: IHS, RLGY, SBH, VMED, WDAY

    Blue Ridge Capital is a $7 billion fund run by a key Julian Robertson protégé, John Griffin. The fund has made an average return of 17.83% over the past three years on investments focused on the technology and services sectors. With that in mind, it’s not surprising that Griffin has added stocks from those sectors to his portfolio according to his latest 13F filing with the SEC. Let more »

  • ULTA is Set to Soar

    By Joseph Solitro - March 25, 2013 | Tickers: RL, SBH, ULTA

    ULTA Salon, Cosmetics, & Fragrance (NASDAQ: ULTA) is America's largest beauty retailer, but has not been treated like the powerhouse that it is lately. The company has faced two steep declines since Feb. 13  following its CEO stepping down and disappointing guidance. The stock had fallen 25.6% at one point, but has rallied nearly 5% since, and I do not think the rally is close to being over. 

    Bye more »

  • Healthy Investments in the Health Space

    By Masam Abbas - February 26, 2013 | Tickers: GNC, SBH, ULTA

    The retail industry is huge and has several stories associated with it, given the different dynamics within each sub-sector. Health & Beauty sub-sector is one of those areas which receive a lot of attention from customers but hardly seem to attract regular investors. Let’s see what the following stocks have to say about this sub-sector.

    General Nutrition Centers (NYSE: GNC): GNC seems to be one of the best picks of more »

  • 3 Strong Growth Plays You Should Check

    By Laura Paur - February 25, 2013 | Tickers: RLGY, SBH, WDAY

    As an individual investor, it's impossible to scour the entire investment universe for the best bargains. One way to uncover compelling investment ideas is to review the 13F filings required by institutional investment managers each quarter which highlights all the securities held under the SEC's jurisdiction. Each quarter I review the holdings of the Blue Ridge  to get a glimpse into the investment ideas of one of the more »

  • 5 New Positions From Farallon Capital Management

    By Meena Krishnamsetty - February 24, 2013 | Tickers: DG, EMC, SBH, GLD, DIS

    Andrew J. M. Spokes became the sole managing partner of Farallon Capital Management at the end of last year, when Thomas Steyer stepped down after twenty-seven years at the firm. Despite his retirement, the hedge fund founder left a large bulk of his capital under Spoke’s management. Farallon filed its 13F with the SEC this month, indicating which positions the firm took in Q4 of 2012. Although there is 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 »

  • Breakfast at Tiffany's, Barbie's, and Sally's

    By Michael Ugulini - February 6, 2013 | Tickers: MAT, SBH, TIF | Editor's Choice

    Lately, I've been having morning javas and marmalade-smothered crumpets, while performing due diligence concerning three companies. This has led to fine morning connections with the always-dynamic Tiffany, Barbie, and Sally.

    Tiffany & Co. (NYSE: TIF) is involved in product design, manufacturing and retailing activities. Their principal subsidiary is Tiffany and Co. - a jeweler and specialty retailer. Tiffany and Co.'s vast selection of jewelry was responsible for 91 percent of more »

  • Three Stocks Post-Exit of Citadel

    By Madhukar Dubey - January 31, 2013 | Tickers: CVA, HTZ, SBH

    Citadel Advisors LLC, the hedge fund managed by Kenneth C. Griffin, mainly invests in Tech companies. Around 46% of its portfolio is invested in such stocks. However, in today's article I have picked three stocks in which Citadel liquidated its entire position according to the last 13F fillings. These companies are Covanta Holding (NYSE: CVA), Sally Beauty Holdings (NYSE: SBH) and Hertz Global Holdings (NYSE: HTZ). Let's discuss 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.

  • 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 »

  • 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 »

  • 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 »