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Featured Advisors
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Friday July 13, 2012
by Charles Mizrahi, editor Hidden Values AlertThe TJX Companies ( TJX), our latest Prime Time Portfolio feature, is the nation's largest off-price retailer of brand-name apparel and home fashions. Here's why we continue to like it.
TJX has the wind at its back. It continues to benefit from weaker consumer spending and value conscious shopper mindset. TJX continues to prove that they can have major success regardless of market conditions. Falling diesel prices will help reduce shipping costs, which will allow TJX to either keep prices where they are at a higher margin, or lower prices even more to try and increase foot traffic in stores. Distinct Competitive Advantages: - Rapid inventory turnover: The lack of stale products in their stores is attracting more and more customers to their nearly 3,000 stores worldwide.
- Their large global store base and longstanding relationships with big brand names such as Polo Ralph Lauren, makes TJX an attractive option for manufacturers and retailers who are looking to dispose of excess inventory.
- TJX remains the leader in off-price retailing, with three times the revenue of its closest competitor Ross Stores (ROST, a position we closed on 6/15/12, with a gain of +173%). The company attributes a lot of their success to their talented buying team who they train in-house.
The company also has pristine financials. The company was able to increase net sales by 18% over the past year. They are aggressively buying back shares: they spent a total of $1.4 billion on share repurchases in 2011, which further reinforces their expected ability to increase sales, earning and cash flow in the coming years. Learn more about this financial newsletter at Charles Mizrahi's Hidden Values Alert.Related articles:
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News Flash
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Wednesday May 22, 2013
US Natural Gas ETF: On a roll |
by Doug Fabian, editor Successful Investing
One area I think is ready for a new buy is natural gas. After experiencing a sharp decline from November through early January, natural gas prices have been on a roll.
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Tuesday May 21, 2013
Split buys? HOMB and Noble Energy |
by Neil Macneale, editor 2-for-1 Stock Split Newsletter
Each month, we add one stock to our model portfolio based upon those companies that have announced 2-for-1 stock splits; after a meager number of splits over the past year, we have a nice collection of six splits elect from this month.
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Tuesday May 21, 2013
WisdomTree targets global bonds |
by Mark Salzinger, editor The Investor's ETF Report
While most investors diversify the equity portions of their portfolio with allocations to foreign stocks, few diversify their bond holdings internationally. WisdomTree recently introduced the first ETF to invest in a truly global portfolio of corporate bonds.
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Monday May 20, 2013
Express Scripts: Obamacare buy |
by J. Royden Ward, editor Cabot Benjamin Graham Value Investor
I am attracted to healthcare stocks because the confusion surrounding “ObamaCare” has held healthcare stock prices back. I think Express Scripts (ESRX) is very likely to shine in 2013.
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Monday May 20, 2013
Hodges: High conviction funds |
by Walter Frank, editor MoneyLetter
Over the last two months, Hodges Fund (HDPMX) has made a strong run to the top echelons of our domestic stock fund rankings. And one of its siblings, Hodges Small Cap (HDPSX) has been within the top decline of the small blend category from 2009 through last year, and is in the top 20% this year.
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Friday May 17, 2013
United Natural: A play on Whole Foods |
by Mark Skousen, editor Hedge Fund Trader Alert
We’ve recommended Whole Foods Market (WFM) from time to time, and the stock has moved up sharply in the past three years, but I’d like to suggest an alternative -- one of Whole Foods’ primary suppliers, United Natural Foods (UNFI).
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Thursday May 16, 2013
Timing expert eyes India |
by Sy Harding, editor Street Smart Report
The money flow and momentum reversals in India's Bombay Index have now been enough to trigger buy signals on intermediate-term indicators. With this new buy signal, we have added a position in the iShares India 50 ETF (INDY) to our portfolio.
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Wednesday May 15, 2013
Value investor goes with Guess |
by Charles Mizrahi, editor Hidden Values Alert
Guess?, Inc. (GES) is a holding in our special situation portfolio; its strong product quality has created brand name recognition and a loyal consumer following.
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Wednesday May 15, 2013
MGAM: Bingo, lotteries, casinos |
by Jim Oberweis, Jr., editor The Oberweis Report
Multimedia Games Holding Company (MGAM) makes innovative gaming systems for Native American and commercial casino operators in North America, lottery operators, and charity and commercial bingo operators.
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Tuesday May 14, 2013
Fidelity expert: Bowers' bond bets |
by Jack Bowers, editor Fidelity Monitor & Insight
If you’ve been worried that the bond market might take a big hit, you can relax. Indeed, while bond funds may lag stock funds over the next 5-10 years, they still have a decent shot at keeping up with inflation, and they remain an excellent way to cut risk in a blended portfolio.
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