Tractor Supply Company

  • The Wal-Mart Equivalent for Farmers

    By Mark Lin - August 15, 2013 | Tickers: CONN, DE, TSCO

    Investing is all about picking companies, which operate in niche markets with relatively little competition. As a result, these companies are able to enjoy significant pricing power. Tractor Supply (NASDAQ: TSCO), the largest U.S. specialty retailer of farm stores with approximately 1,223 stores in 46 states, is one example of that, with its narrow geographical and customer focus. Similar to Wal-Mart, Tractor Supply runs most of its retail more »

  • There's More to Tractor Supply Than Just Tractors

    By Mark Yagalla - June 26, 2013 | Tickers: HD, LOW, TSCO

    As summer rolls around, it's that time of year when the lawn needs to be cut and farmers tend to their crops. The one specialty retailer that is growing more popular with both farmers and homeowners is Tractor Supply (NASDAQ: TSCO). But Tractor Supply sells more than just tractors--the retailer aims to serve the needs of farmers and the weekend handyman everywhere. The company sells lawnmowers, clothes, pet-need items more »

  • Intentional Investing: Tough Love on Housing Recovery (Part 5)

    By Penny Czarra - May 20, 2013 | Tickers: HD, LOW, TSCO

    Looking for some “housing recovery” investment prospects? Does reasonable growth + reasonable risk + reasonable price have a place in your portfolio?

    In 2012, home improvement retailers really tore things up. The S&P Home Improvement Retail Index gained 45.4% versus the 13.7% up-tick in the S&P 1500 Index. While not expecting to find any bargains, I decided to do some fishing anyway.

    Foolish Bottom Line:

    Home Depot (NYSE: HDmore »)

  • 3 More Mid-Cap Companies for Your Watch List

    By William Bias - April 2, 2013 | Tickers: LECO, LNN, TSCO

    Mid-cap companies with a market capitalization between $1 billion - $10 billion historically provided superior returns, giving investors a 163% return versus 119% for the S&P 500 over the past 10 years (see chart below). Some interesting companies lie within the mid-cap range and their size usually leaves a great deal of room for expansion. The three companies below fall in the mid-cap range.

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    ^DJUSM data by YCharts

    Farm irrigation more »

  • Will You Grab These Retail Stocks?

    By Aubrey Tabuga - March 6, 2013 | Tickers: HD, M, TSCO

    I am going to discuss three retail stocks you might want to consider while they’re still hot. All have consistently beaten earnings expectations in the past several consecutive quarters and have encouraging cash flows as well as  consistent or better than before margins. All of these companies are expected to grow earnings double-digits in the next five years.

    Macy’s  (NYSE: M)

    Macy’s remained undervalued with its P more »

  • 5 High P/E Stocks to Watch for Correction

    By William Bias - March 2, 2013 | Tickers: CMG, LL, NVR, SODA, TSCO

    Sometimes it pays to watch stocks with high P/E ratios. Influenced by some negative macroeconomic statistic or a company’s miss on consensus estimates, investors in these expensive stocks (trading at a high price to earnings multiple) tend to scare more easily. However, the upside could be a better entry point for opportunistic investors. The five companies below fit those criteria.


    P/E(TTM) Ratio*

    Chipotle Mexican Grill more »

  • Have These Stocks Lost Their Luster?

    By Masam Abbas - March 1, 2013 | Tickers: BBBY, RH, TSCO

    Top and bottom-line expansion helped the entire retail sector rally last year. While the story of earnings growth is still intact with many stocks, there are some that have lost their luster either due to the fact that most of the earnings visibility has already been priced into the stock, or the company doesn’t have a definitive strategy to achieve its targets. Let’s have a look at the more »

  • 'Best Of Breed' Stocks

    By AnnaLisa Kraft - February 14, 2013 | Tickers: MWIV, PETS, PETM, TSCO, ZTS

    How we love our animals! I bet many viewers tuned out the State of the Union Address to watch the Westminister Dog Show. The Puppy Bowl had a strong showing even against the Super Bowl. Some spoil these pets with outrageous presents such as Louis Vuitton carriers, fragrance for dogs at $3,000 a bottle, and $3 million dog collars. Even those of us who would blanch at these gifts more »

  • 5 Reasons to Buy Tractor Supply Company

    By Robert Baillieul - January 21, 2013 | Tickers: HD, TSCO

    As a growth investor, I’m always on the hunt for well run, fast growing companies for sale a reasonable price.

    Which is why I took such an interest in Tractor Supply Company (NASDAQ: TSCO), a farm and ranch retail supplies store with operations throughout the United States and Canada. With a 4 star rating, the stock is a favorite of the Motley Fool Caps community. The company also boasts an impressive growth story with respectable financial results.

    But being the urbanite I am, I couldn’t talk to the business what-so-ever. So I departed from my downtown Toronto condo, with a nonfat venti Starbucks latte, and made my way to Milton, Ontario to see the business firsthand.

  • Specialty Retail: 3 Great Buys

    By Michael Ugulini - January 16, 2013 | Tickers: PETM, BID, TSCO

    There's often value in retail entities that play to a very specific audience. These enterprises focus on targeted markets, not the broad retail market in all its general, one-size-fits-all mass-merchandising glory. Everyone desires general clothing items, a loaf of bread, and today, maybe even those omega-3 enriched eggs we hear so much about. Companies like Wal-Mart, Kroger, and others are doing quite well delivering what consumers want in this more »

  • This Billionaire is ‘Hot and Heavy’ Over These Stocks

    By Meena Krishnamsetty - December 3, 2012 | Tickers: BEAV, CFX, OII, TSCO, WBC

    Billionaire Stephen Mandel, founder of Lone Pine Capital, is one of the most notable tiger cubs. Mandel left Julian Robertson and Tiger Management in 1997 to start Lone Pine. Mandel's firm currently manages around $20 billion, utilizing a strategy that includes a long-only focus with a particular interest in disruptive technologies. In looking over Lone Pine’s recent 13F filing we found it particularly interesting that Mandel has made more »

  • Post-Sandy Profits

    By AnnaLisa Kraft - November 1, 2012 | Tickers: GNRC, HD, TSCO

    Hope all you East Coast Fools are up and running again; but more importantly, I hope you paid attention to my two previous posts in which I pounded the table for Generac (NYSE: GNRC), maker of residential and commercial generators. If you bought in before the special dividend and the Oct. 31 earnings report, you are probably feeling pretty smug right now with the stock up 20% immediately after earnings more »

  • So you Want to be Rich? Buy a Tractor!

    By Pierre De Vitton - November 1, 2012 | Tickers: RJI, RJA, SANW, TSCO

    Investment legend Jim Rogers is right on the money: the future is in farming. I agree. Not that I plan to go into farming myself (you have to get up at 5am every day, not my cup of tea). But I've looked into Jim Rogers' views -after all, anybody who has made a $300 million fortune in the stock market the way Rogers has, if he says anything I more »

  • A Board Member Likes This Ag Equipment Company

    By Meena Krishnamsetty - September 14, 2012 | Tickers: AGCO, CNH, DE, POT, TSCO

    Tractors and Farm Equipment Limited, a company managed by Mallika Srinivasan, has filed with the SEC to declare that it purchased about 61,000 shares of farm equipment manufacturer AGCO (NYSE: AGCO) at an average price of $44.24. Srinivasan is a Board member of AGCO and owns a small number of shares herself, and so as a company insider was required to notify investors of her company’s purchase more »

  • Cabela's: No Comparison

    By AnnaLisa Kraft - September 1, 2012 | Tickers: CAB, DKS, TSCO

    Two weeks ago I wrote about the Doomsday trade and was inspired to visit the Cabela's while taking my daughter back to college. Here is the 'from the trenches' report.

  • Why Does Billionaire Stephen Mandel Love This Stock?

    By Meena Krishnamsetty - August 31, 2012 | Tickers: DE, HD, POT, TSCO

    In its 13F filing for the second quarter of 2012, Lone Pine Capital disclosed that it held a position of 3 million shares in Tractor Supply Company (NASDAQ: TSCO), a $6.8 billion market cap retailer of lawn and garden items, hardware, farm supplies, and animal health products. Lone Pine is managed by Stephen Mandel, who founded Lone Pine in 1997 after having worked for Julian Robertson at Tiger Management more »

  • One Company Shall Lead

    By William Bias - August 26, 2012 | Tickers: HD, LOW, TSCO

    It would seem in competitive capitalism that when a new industry starts it has many players. As the competition becomes more intense and the macro (and now global) economy goes in to recessions the more financially able companies survive while others fail. Sometimes the stronger companies swallow up the less nimble companies leaving fewer and fewer. Eventually the many players become few striving to be number one. This happened in the auto industry in the early part of the 20th century, it happened with the soda industry, and it also happened with the home improvement chains. The home improvement business especially in the shopping mall arena is down to two major players: Home Depot (NYSE: HD) and Lowe’s (NYSE: LOW). These two companies dominate, but it is becoming increasingly clear that one shall lead much like Coca-Cola leads over Pepsi.

  • Tractor Supply: A Company in a Class by Itself

    By William Bias - July 20, 2012 | Tickers: HD, TSCO

    Tractor Supply (NASDAQ: TSCO) is a unique company that will probably grow its earnings and operating cash flow for a long time. This company’s primary focus is on recreational farmers and ranchers with above average income and below average cost of living. In other words they target the frugal and rural consumer who wants to have a farm or ranch out of nostalgia.

  • Does Tractor Supply have a Competitive Advantage?

    By Simon Erickson - July 6, 2012 | Tickers: BUD, KO, TSCO

    QUICK -- think of a growth stock that has crushed the market over the past decade.

    Chances are that you rattled off a household name like "Apple," "Amazon," or perhaps even "Netflix."  But I'd be fairly surprised to hear anyone claim to have named Tractor Supply Company (NASDAQ: TSCO), even though an investment in this stock is now tenfold (up 916%) what it was a decade ago.

    As a bit more »