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Tuesday Morning Corporation Message Board

agnmills 8 posts  |  Last Activity: May 20, 2016 11:00 AM Member since: Aug 31, 2012
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  • Reply to

    Valuation?

    by revup_cashflowpos_0debt_grtprod Feb 18, 2016 2:16 PM
    agnmills agnmills Feb 29, 2016 12:03 PM Flag

    If the next Q is as strong as the last 2 Q's than $15. And I am expecting it to double, to $30, within the next 2-3 years.

  • Reply to

    4Q

    by agnmills Feb 17, 2016 7:58 AM
    agnmills agnmills Mar 1, 2016 4:15 PM Flag

    oopps now that you said it the jinx is on, it stops here and we can all blame you, lol

  • Reply to

    If you're short......Watch Out......

    by seasonedinvestor79 Mar 1, 2016 6:42 PM
    agnmills agnmills Mar 2, 2016 8:52 AM Flag

    ROST has been guiding conservatively as long as I can remember and I have been a stock holder since
    1998. Just go back to any Q you want and you'll see they always beat bc they guide low. But it seems as if everyone has finally caught on and as you can see after the initial lower price, with post market yday, it is higher now and will open higher. If it goes through posts new highs today, next stop is $62,

  • Reply to

    Nice -- dividend!!!

    by revup_cashflowpos_0debt_grtprod Mar 31, 2016 6:45 PM
    agnmills agnmills Apr 3, 2016 3:39 PM Flag

    Don't let the volume fool you, It scared the bejezz out of me, a year or so ago, and was the reason, I unloaded Othinking I had a ton of shares and wouldn't be able to sell them w/o any volume) sold almost 70% of my position all the way down to the bottom at $6.30. It doesn't mean squat, have since built up my stake to double anything else in my portfolio. They are killing it, when the rest of the world discovers it the pe expansion will be huge. DO NOT PANIC their is great strength here. There are executing beautifully. The divi is mainly for Israeli and a strictly culture thing Isreali's for whatever reasons love divis, and certainly the Gov does with it's 25%. It's not all the unworthly as the Gov does a lot of sponsoring on tech upstarts there.

  • agnmills by agnmills May 11, 2016 12:11 PM Flag

    I am postulating 60 for the year and at 20 pe that's 12 and 30 pe at 18, I am also planning on this being 30 within two years.

  • agnmills by agnmills May 20, 2016 8:57 AM Flag

    ROST has another 5=6 years of growth, at the very least, until they fill the US with stores. This Q doesn't mean squat. Forget the analysts and there numbers buy on all dips. This is a long time keeper and will average 15-20
    % returns/ There merchandise people know there customers and there retails.

    TJX comp numbers were better bc of HG which ROST doesn't have but TJX has EU and currency issues. Both are the now retailers and will only benefit as Macy, Dillards, and Target and Dillards all go away. People do not want regular inline, re-order to stock level apparel, the concept is dying as Sears and Penneys know too well.

  • Reply to

    This Q

    by agnmills May 20, 2016 8:57 AM
    agnmills agnmills May 20, 2016 10:13 AM Flag

    ROST always guides low, why they guide at all, is a good question. They owe the analysts' noting as far as I am concerned and just playing Wall St's game. With all of them "coloring" their #'s. All bs.
    ROST while they seem similar and everyone thinks they are similar to TJX is really a very different company. They should and need to get rid of DD's. Notice how they never break out those #'s. Just as TJX got rid of Wright stores DD's needs to go. ROST can focus on ROST. TJX has many focuses and is trying to be many things. ROST just needs to be ROST.

  • Reply to

    This Q

    by agnmills May 20, 2016 8:57 AM
    agnmills agnmills May 20, 2016 11:00 AM Flag

    You bring up some great points, one of which is making the hard decisions about closing DD's. It is Mike Balmuths' pet project and he is still on the board. I just wish someone would call them out on it. I will listen to the cc on this one and see.

    As to TJX vs ROST, I own them both and have done so for years. Any one would be hard pressed to have owned better performing stocks over the past 15 years.

    As to management being important in retail, agree, but management is the most important part of any business, I want every stock I own to have outstanding management which is why I only own five stocks. Finding good management is the key and it's tough to find.

TUES
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