Friday, March 20, 2015

Top 10 Retail Stocks To Watch For 2014

Facebook (NASDAQ: FB  ) held its first shareholder annual meeting as a public company yesterday, and clearly a lot of investors don't get the social networking giant.

Some of the questions asked during the Q&A, as retold by Financial Times, seemed more along the lines of pointless venting than actual dissection.

Will the stock bounce back? Will Facebook offer phone support for older users confused with the site? Why is the news feed showing ads? Should investors form a committee to review Facebook's stance on public policy issues?

I wasn't there, but I can imagine CEO Mark Zuckerberg's inner monologue as retail investor after retail investor asked unanswerable or ignorant questions.

Why did we have to go public? What have we done wrong? Are our users smarter than our shareholders?

It's true that Facebook has been a dud of an investment. The shares have lost 37% of their value since going public 13 months ago. The market has rallied in that time.

Top 10 High Tech Stocks To Watch Right Now: Lumber Liquidators Holdings Inc (LL)

Lumber Liquidators Holdings, Inc. (Lumber Liquidators) is retailer of hardwood flooring, and hardwood flooring enhancements and accessories. The Company offers an assortment of wood flooring, which includes prefinished domestic and exotic hardwoods, engineered hardwoods, unfinished hardwoods, bamboo, cork and laminates, as well as resilient flooring. Its flooring enhancements and accessories include moldings, noise-reducing underlay and adhesives. Lumber Liquidators and Bellawood are it brands. Its hardwood flooring products are available in various widths and lengths. It offers approximately 350 different flooring product stock-keeping units. In September 2011, it acquired certain assets of Sequoia Floorings Inc. (Sequoia) relating to Sequoia�� quality control and assurance, product development and logistics operations in China.

In June 2013, Lumber Liquidators Holdings Inc announced that the Company has opened its 300th store, located in Las Vegas, Nevada.

During the year ended December 31, 2011, the Company opened 40 stores. As of February 20, 2012, the Company operated 266 stores located in 46 states and Canada. During 2011, Lumber Liquidators opened its first stores in Canada. It operates a central distribution center located in Hampton, Virginia, supplemented by its facilities in Toano, Virginia. In addition, it operates a facility in Toronto, Canada, with both a store front and a small warehouse serving that metropolitan market. In 2011, Lumber Liquidators finished approximately 79% of its Bellawood products at its finishing facility in Toano, Virginia.

Solid Hardwood

The Company�� solid hardwood products are milled from one thick piece of wood, which can be sanded and refinished numerous times. It offers flooring products made from more than 25 wood species, including both domestic woods, such as ash, beech, birch, hickory, northern hard maple, northern red oak, pine and American walnut, and exotic woods, such as bloodwood, cherry, cypress, e! bony, koa, mesquite, mahogany, rosewood and teak. Lumber Liquidators sells these products either prefinished or unfinished.

Engineered Hardwood

The Company�� engineered hardwood products are produced by bonding a layer of hardwood to a plywood or fiber board backing. Its engineered hardwood floors are offered in domestic and exotic wood species, and in either glue down or floating application. All of its engineered hardwood products are prefinished. Engineered flooring is designed primarily to be installed in areas where hardwood is not conducive, such as slab construction, basements and areas where moisture may be a factor.

Laminates

Lumber Liquidators Holdings, Inc.�� laminate flooring is constructed with a fiber board core, inserted between a melamine laminate backing and photographic paper displaying an image of wood and a ceramic finish, abrasion-resistant laminate top. Its laminate flooring brands allow for easy-click installation, and some include a pre-glued undersurface, moisture repellent, soundproofing, single-strip format or a handscraped textured finish.

Moldings and Accessories

Lumber Liquidators offer a variety of wood flooring moldings and accessories. It sells stair treads and risers in both finished and unfinished versions. Accessories include underlayments that are placed between the new floor and the sub-floor, insulating sound and cushioning the floors. In addition, it sells installation supplies, such as sealers, adhesives and trowels, floor cleaning supplies, and butcher-block kitchen countertops.

Bamboo and Cork

The Company�� bamboo products, harvested from the bamboo plant, are offered as a prefinished, natural or stained, solid or engineered floor. Its cork flooring is produced by harvesting the outer bark of the cork oak tree.

Advisors' Opinion:
  • [By Rick Munarriz]

    It also didn't hurt that Lumber Liquidators (NYSE: LL  ) -- the leading hardwood flooring retailer -- served up blowout quarterly results last week.

  • [By Brian Pacampara]

    What: Shares of hardwood flooring retailer Lumber Liquidators (NYSE: LL  ) climbed 10% today after its quarterly results and guidance topped Wall Street expectations.�

  • [By Jeremy Bowman]

    Despite the broad market gains, not every stock was a winner today. Shares of Lumber Liquidators (NYSE: LL  ) were getting taken to the woodshed, falling 12% after Whitney Tilson, head of the Kase Capital Management hedge fund, announced a short position in the high-flying wood-flooring specialist. At an investor conference, Tilson noted a government investigation into potentially illegal timber imports by Lumber Liquidators, and suggested the company's gross margins, which have improved to better than 40% lately, were too good to be true. The hedge fund manager also cited a report from the non-profit Environmental Investigative Agency that said Lumber Liquidators' purchases "have fueled rampant illegal logging in Eastern Russia." Shares of the flooring retailer had more than doubled this year before today's drop, riding the broader housing recovery.

Top 10 Retail Stocks To Watch For 2014: Viad Corp(VVI)

Viad Corp, together with its subsidiaries, operates in exhibition and events, and travel and recreation industries primarily in North America, the United Kingdom, Germany, and the United Arab Emirates. The company?s Marketing & Events Group segment designs, plans, and produces face-to-face events for show organizers, corporate brand marketers, and retail shopping centers. It offers general event management, planning and consultation, concept design, exhibition layout and design, graphics and design, show traffic analysis, carpeting and flooring, decorating products and accessories, custom graphics, overhead rigging, and cleaning services, as well as temporary electrical, lighting, and plumbing services. This segment also provides custom exhibit design and construction; portable and modular exhibits and design; integrated marketing, including pre- and post-event communications and customer relationship management; multimedia services; event surveys; return on investment an alysis; attendee and exhibit booth traffic analysis; staff training; online management tools; logistics and freight-forwarding, storage, and refurbishment of exhibits; booth furnishings, carpeting, and signage; in-house installation and dismantling; and various other show services. In addition, the segment offers various entertaining attractions and brand-based experiences, sponsored events, mobile marketing and other branded entertainment, and face-to-face marketing solutions for clients and venues, including movie studios, leading consumer brand marketers, shopping malls, museums, and casinos. Its Travel & Recreation Group segment provides tourism products, including attractions, transportation services, inbound package tour operations, hotel operations, and corporate and event management; operates five lodges, three motor inns, and one resort hotel; and engages in food and beverages, and retail and concession businesses. Viad Corp was founded in 1914 and is headquartered in Phoenix, Arizona.

Advisors' Opinion:
  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Viad Corp (NYSE: VVI  ) , whose recent revenue and earnings are plotted below.

Top 10 Retail Stocks To Watch For 2014: Pier 1 Imports Inc (PIR)

Pier 1 Imports, Inc. (Pier 1 Imports), incorporated in April 30, 1986, is a global importer of imported decorative home furnishings and gifts. As of March 2, 2013, the Company had 1,062 stores in the United States and Canada. During the fiscal year ended March 2, 2013 (fiscal 2013), the Company opened 22 new Pier 1 Imports stores and closed 12 stores. The Company operates regional distribution center facilities in or near Baltimore, Maryland; Columbus, Ohio; Fort Worth, Texas; Ontario, California; Savannah, Georgia, and Tacoma, Washington. The specialty retail operations of the Company consist of retail stores and e-Commerce operations conducting business under the name Pier 1 Imports, which sell a range of furniture, decorative home furnishings, dining and kitchen goods, candles, gifts and other specialty items for the home.

As of March 2, 2013, the Company operated 982 Pier 1 Imports stores in the United States and 80 Pier 1 Imports stores in Canada. During fiscal 2013, the Company supplied merchandise and licensed the Pier 1 Imports name to Grupo Sanborns, which sold Pier 1 Imports merchandise primarily in a store within a store format in 49 Sears Mexico stores and one store in El Salvador. The stores consist of freestanding units located near shopping centers or malls and in-line positions in major shopping centers. Pier 1 Imports operates in all major United States metropolitan areas and many of the primary smaller markets.

Decorative Accessories

This merchandise group constitutes the range of category of merchandise in Pier 1 Imports��sales mix. These items are imported primarily from Asian and European countries, as well as some domestic sources. This merchandise group includes decorative accents, lamps, vases, dried and artificial flowers, baskets, ceramics, dinnerware, bath and fragrance products, candles, seasonal and gift items.

Furniture

This merchandise group consists of furniture and furniture cushions to be used in livin! g, dining, office, kitchen and bedroom areas, sunrooms and on patios. Also included in this group are wall decorations and mirrors. These goods are imported from a variety of countries such as Vietnam, Malaysia, Brazil, Thailand, China, the Philippines, India and Indonesia, and are also obtained from domestic sources. This merchandise group is made of metal or handcrafted natural materials, including rattan, pine, beech, rubberwood and selected hardwoods with either natural, stained, painted or upholstered finishes.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Equities Trading DOWN
    Shares of Pier 1 Imports (NYSE: PIR) were down 10.34 percent to $21.16 after the company reported a 32% drop in its fiscal second-quarter earnings and cut its full-year earnings forecast.

Top 10 Retail Stocks To Watch For 2014: Radioshack Corporation(RSH)

RadioShack Corporation engages in the retail sale of consumer electronic goods and services through its RadioShack store chain and kiosk operations. Its products include postpaid and prepaid wireless handsets and communication devices, such as scanners and global positioning system (GPS) products; home entertainment, wireless, music, computer, video game, and GPS accessories; media storage, power adapters, digital imaging products, and headphones; home audio and video end-products, personal computing products, residential telephones, and voice over Internet protocol products; digital cameras, digital music players, toys, satellite radios, video gaming hardware, camcorders, and general radios; general and special purpose batteries and battery chargers; and wires and cables, connectivity products, components and tools, and hobby products. The company also provides consumers access to third-party services, such as prepaid wireless airtime and extended service plans in its ser vice platform. In addition, it manufactures various products, including telephones, antennas, wires, and cable products, as well as various hard-to-find parts and accessories for consumer electronics products; and provides repair services. As of March 31, 2011, the company operated 4,467 company-operated retail stores under the RadioShack brand name in the United States; and 1,304 kiosks located in Target and Sam?s Club stores. As of December 31, 2010, it operated 211 company-operated stores under the RadioShack brand, 9 dealers, and 1 distribution center in Mexico; a network of 1,207 RadioShack dealer outlets, including 34 located outside of North America; and 4 distribution centers in the United States. Further, the company sells its products through its Website, radioshack.com. RadioShack Corporation was founded in 1899 and is based in Fort Worth, Texas.

Advisors' Opinion:
  • [By Chris Hill]

    Shares of Netflix (NASDAQ: NFLX  ) soar in the wake of better-than-expected first quarter earnings and the addition of 3 million new subscribers. Coach (NYSE: COH  ) gets a boost from a 6% increase in third-quarter profits. Shares of The Travelers Companies (NYSE: TRV  ) rise on higher-than-expected first-quarter earnings. And RadioShack (NYSE: RSH  ) reports a wider-than-expected first-quarter loss and a decline in same-store sales. In this installment of Investor Beat, our analysts discuss four stocks making moves.

  • [By Ben Levisohn]

    After RadioShack (RSH) released earnings yesterday, the folks at Wedbush have reiterated their belief that the beaten-down retailer’s stock is heading to $0. Analyst Michael Pachter and team explain:

    Getty Images

    It appears to us that RadioShack will quickly running out of liquidity options and must raise capital in order to survive this holiday season. The company proposed several alternatives, including a sale, a partnership through a recapitalization and investment agreement, and in or out-of-court restructuring. RadioShack anticipates announcing a recapitalization alternative in the near term. We believe the most expedient and likely solution is a prepackaged bankruptcy.

    Reiterating our UNDERPERFORM rating and 12-month price target of $0 as declining CE sales and continued margin erosion will likely compel the company to enter bankruptcy in order to pursue its turnaround. Our price target reflects our expectation that creditors will force a reorganization and wipe out RadioShack�� equity.

    Shares of RadioShack have dropped 10% to 92 cents at 2:34 p.m. today.

Top 10 Retail Stocks To Watch For 2014: Cato Corp (CATO)

The Cato Corporation (Cato) is a women�� fashion specialty retailer. As of January 28, 2012, the Company operated 1,288 fashion specialty stores in 31 states, principally in the southeastern United States, under the names Cato, Cato Fashions, Cato Plus, It�� Fashion, It�� Fashion Metro and Versona Accessories. It operates in two segments: stores and Credit. The Company�� stores offer a assortment of on-trend apparel and accessory items in primarily junior/missy, plus sizes, girls sizes 7 to 16, men�� and kids sizes newborn to seven. Its merchandise lines include dressy, career, and casual sportswear, dresses, coats, shoes, lingerie, costume jewelry, handbags, men�� wear and lines for kids and newborns. Its merchandise is sold under its private label and is produced by various vendors in accordance with the Company�� specifications.

The Company offers its own credit card and a layaway plan to make the purchase of its merchandise convenient for its customers. The Company�� stores are located in the southeastern United States in a variety of markets ranging from small towns to metropolitan areas with trade area populations of 20,000 or more. Stores average approximately 4,500 square feet in size. The Company offers its own credit card, which accounted for 4.8% of retail sales during the fiscal year ended January 28, 2012 (fiscal 2012).

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    The Cato (NYSE: CATO) was down, falling 6.35 percent to $28.19 on Q4 results. Cato reported its Q4 earnings of $0.13 per share, versus analysts' estimates of $0.13 per share. Cato Corporation expects FY14 earnings of $1.47 to $1.66 per share, versus estimates of $1.86 per share.

Top 10 Retail Stocks To Watch For 2014: J.C. Penney Company Inc. Holding Company(JCP)

J. C. Penney Company, Inc., through its subsidiary, J. C. Penney Corporation, Inc., operates department stores in the United States and Puerto Rico. The company sells family apparel and footwear, accessories, fine and fashion jewelry, beauty products, and home furnishings. It also provides various services, such as styling salon, optical, portrait photography, and custom decorating. The company also sells its products through its Internet Web site, jcp.com. J. C. Penney Company, Inc. has strategic alliance with Martha Stewart Living Omnimedia, Inc. As of December 7, 2011, it operated approximately 1,100 department stores. The company was founded in 1902 and is based in Plano, Texas.

Advisors' Opinion:
  • [By Ben Levisohn]

    JC Penney’s (JCP) shares have skyrocketed as the company has managed to take itself off deathwatch. That gain is too much for the folks at Imperial Capital, who believe there’s better value in JC Penney’s debt than its equity.

    Bloomberg

    Imperial’s Mary Ross-Gilbert and Seweryn Sztalkoper explain why they like JC Penney’s bonds…

    We are maintaining out BUY ratings on the longer-dated senior notes (maturing in 2020-2097)…We think the bonds likely continue to trade up (for potential returns of ~20%) on anticipated favorable operating momentum in F2Q14-4Q14, benefiting from: 1) full restoration of private and exclusive brand assortments, 2) the re-merchandise of the “home” department (which was closed for the better part of 2013), 3) elimination of “excess” clearance inventory, and 4) easy comparison to the last two years, which experienced comp sales declines of approximately 30% in F2Q-FQ4. Furthermore, at recent prices in the low-80s, the longer dates bonds create JCP at 37% of revenue (45% excluding excess cash), which compares favorably to other major department store retailers trading in the 43% – 91% range.

    …and why they don’t like JC Penney’s stock:

    We are maintaining out Underperform rating on the shares and our one-year price target of $2.50, reflecting the leveraged optionality on the shares based on valuation. With recent favorable upside momentum in the shares, we think JCP could consider another secondary stock offering with proceeds to go toward reducing debt…dilution and valuation using FY15 EBITDA cannot support the current share price.

    Shares of JC Penney have jumped 4% to $8.94 today.

  • [By Chris Hill]

    Activist investor Bill Ackman took a big stake (18%) in J.C. Penney (NYSE: JCP  ) , pushed for the company to hire Ron Johnson as CEO, and�backed Johnson publicly. So how does Ackman feel now that Ron Johnson has been fired? In an interview with Women's Wear Daily, Ackman said that he's digging in�with his�J.C. Penney stock and isn't going anywhere. Should investors follow Ackman's lead and take stock in the embattled retailer? In this installment of MarketFoolery, our analysts discuss the future of J.C. Penney.

Top 10 Retail Stocks To Watch For 2014: O'Reilly Automotive Inc.(ORLY)

O?Reilly Automotive, Inc., together with its subsidiaries, engages in the retail of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. The company?s stores provide new and remanufactured automotive hard parts, including alternators, starters, fuel pumps, water pumps, brake system components, batteries, belts, hoses, chassis parts, and engine parts; maintenance items comprising oil, antifreeze, fluids, filters, wiper blades, lighting, engine additives, and appearance products; and accessories, such as floor mats, seat covers, and truck accessories. Its stores also offer auto body paint and related materials, automotive tools, and professional service provider service equipment. The company?s stores sell its brand name and private label products for domestic and imported automobiles, vans, and trucks to do-it-yourself customers and professional service providers. As of March 31, 2011, it operated 3,613 stores. The company was foun ded in 1957 and is headquartered in Springfield, Missouri.

Advisors' Opinion:
  • [By Peter Graham]

    The fiscal Q3 2014 earnings report for auto parts retailer stock AutoZone, Inc (NYSE: AZO), a peer of Advance Auto Parts, Inc (NYSE: AAP), O'Reilly Automotive Inc (NASDAQ: ORLY) and The Pep Boys - Manny, Moe & Jack (NYSE: PBY), is scheduled for before the market opens on Tuesday. Aside from the AutoZone earnings report, it should be said that Advance Auto Parts, Inc reported Q1 2014 earnings on May 15th (results were better than expected and they upped guidance); O'Reilly Automotive Inc reported Q1 2014 earnings on April 24th (results topped expectations); and The Pep Boys reported Q4 2013 earnings on April 15th and will report Q1 2014 earnings on June 10th (PBY reported a surprise loss as tire pricing negatively hit revenue). However and given the current uncertain economy that is keeping most consumers in their old cars, you would think that auto parts retailers in general would all be doing well.

  • [By Monica Gerson]

    O'Reilly Automotive (NASDAQ: ORLY) is estimated to post its Q3 earnings at $1.65 per share on revenue of $1.75 billion.

    Whiting Petroleum (NYSE: WLL) is projected to post its Q3 earnings at $1.06 per share on revenue of $678.69 million.

  • [By Ben Levisohn]

    Shares of AutoZone have fallen 1.7% to $531.87 at 11:52 a.m., while Advance Auto Part (AAP) has dropped 1.6% to $121.27 and O’Reilly Automotive (ORLY) has declined 0.9% to $147.25. Pep Boys (PBY), however, has bucked the selling–its shares have gained 1.9% to $10.57.

  • [By Daniel Miller]

    Rather than pull my money out at the wrong time, as so many people did, I invested in specific trend-bucking, low-beta stocks -- O'Reilly (NASDAQ: ORLY  ) , Advance Auto Parts (NYSE: AAP  ) , and AutoZone (NYSE: AZO  ) . I did so while following Lynch's advice to "invest in what you know." To allow me to tell my story, let me briefly explain what the beta number is and how it works. Then I'll tell you why I picked those stocks and explain how you can do it next time.

No comments:

Post a Comment