Comments for GPS - Stockpickr! Your Source for Stock Ideas

Comments for GPS

Added By	Comments	Type	Date Added
barrons3	Buy -- Price 21.17 on Oct. 6 by Jesup & Lamont Our 25 target is based on a 16 times price/earnings multiple on our 2010E-EPS of $1.53 ... [or] 18% upside from the Oct. 5 close. We believe the multiple is justified, given the many signs of improving performance... . We believe that 2004 peak margins should be visible in 2010, implying EPS of $1.61, or 16% growth over the $1.39 projected for "09. We [still] think there's more reward than risk at current levels. Market cap: $14.7 billion.	Love	October 10, 2009
sscott18	im an employee	Love	August 13, 2009
Stockpickr Staff	In an Aug. 6 blog post, Cramer wrote that the media had prematurely predicted a poor back-to-school season for retailers such as Macy's, Target (TGT), Gap (GPS) and JCPenney (JCP). "Back-to-school is looking very big," he wrote, "and given the low inventories, the cash flow could be tremendous here."	Love	August 12, 2009
kpooom	BR and GAP have notably better quality this season and everything is out of stock!	Love	July 02, 2009
Leonard H Caplan	No growth ahead	Hate	March 10, 2009
sarah z	From a recent Mad Money show:"Keep looking. I don't want you to touch it. I don't like retail."	Love	February 11, 2009
High Dividends	PE: 10 PEG: 0.85	Love	November 29, 2008
barrons3	Due to hedge fund pressure Gap [GPS] is probably too cheap, says Guy Adami.	Love	October 29, 2008
riotercero	bad retail	Hate	October 26, 2008
barrons2	Adami pointed out that Gap (GPS) is performing better and if the stock pulls back he would buy it.	Love	September 04, 2008
barrons2	Strong Buy -- Price 19.01 on Aug. 25 by CL King & Associates Gap shares trade at P/E of just 12.7 times, based on an average of our EPS estimates for FY08 at $1.42, FY09, $1.57... . With group average 14.7 times, at [our 24 target], GAP would trade at a P/E of 16 times, which we believe appropriate for a company with strong earnings-growth prospects through FY09. We [believe] Gap is transitioning its margin expansion from inventory reductions to a wide range of key drivers. Market cap: $13.8 billion.	Love	August 30, 2008
wachy11	Struggling retailer, weakening consumer.	Hate	June 05, 2008
sarah z	The San Francisco based clothing retailer announced last week that it approved an additional $1 billion share repurchase authorization and a plan to increase the annual dividend by 6% to 34 cents in 2008 from 32 cents a share in 2007. The company that operates over 3,000 stores under the Gap, Old Navy and Banana Republic brands recently reported solid fourth quarter earnings despite a 3rd consecutive year of slumping sales. Gap earned $265 million, or 35 cents per share, during the three months ended Feb. 2. That compared with net income of $219 million, or 27 cents share, in the same period a year earlier. Revenue decreased to $4.68 billion, or 5 percent, from $4.92 billion in the prior year. Gap’s management is continuing to focus on cutting costs in what they said were tough economic conditions. This will include reducing the number of store openings in 2008 as well as cutting back on advertising. Its capital expenditures will be scaled about nearly 30% in 2008 versus 2007. CFO Sabrina Simmons noted that, “While we are pleased with our progress in 2007, we recognize there is much work to be done” and then added that, “our primary objective in 2008 is to drive bottom-line earnings”. Chairman and CEO Glenn Murphy understands that at some point the company needs to turn the sales slump around. He added, "we understand the importance of growth and we understand the importance of store comps…given where we are in our turnaround, it's prudent to focus on growth in gross margin dollars." Analysts and investors seemed pleased not only with Q4 and the buyback but also with the vision from Murphy. Friedman, Billings, Ramsey analyst Adrienne Tennant noted that "the turnaround is beginning to take form…Gap shares have more upside potential than downside risk going forward."	Love	March 05, 2008
High Dividends	6%	Love	March 03, 2008
try2BeatMe	Met my proprietary selection criteria.	Love	February 14, 2008
try2BeatMe	Met my proprietary selection criteria.	Love	February 14, 2008
barrons2	Dubai is "the only place that's got capital in the whole world," Cramer said. Potential takeout targets include clothiers Jones Apparel (JNY), Liz Claiborne (LIZ), Nordstrom (JWN) and Gap (GPS).	Love	January 31, 2008
barrons2	The numbers will be terrible. They will be terrible for Kohl's (KSS) and Gap (GPS) and Macy's (M) and Target (TGT) and probably for all of the other companies I list here.	Love	January 31, 2008
barrons2	The numbers will be terrible. They will be terrible for Kohl's (KSS) and Gap (GPS) and Macy's (M) and Target (TGT) and probably for all of the other companies I list here.	Love	January 31, 2008
george.jenkins@ramstein.af.mil	They got it wrong and continue to not see the writing on the wall.	Hate	November 29, 2007
laspeculator	buy out possibilites	Love	November 18, 2007
barrons2	"The fund bought Gap at 18, but Vallecillo thinks it could run to the low 20s as Murphy works his magic. Consensus earnings for fiscal '08, ending February, are 97 cents a share; for fiscal '09 they're $1.13."	Love	November 10, 2007
barrons2	Cramer likes Gap (GPS) because of the incentives set up for new management.	Love	October 11, 2007
Tonysgixxer	Everyone has to where clothes.	Love	September 18, 2007
mjohncoady	Large Buyback program--George Soros holds position	Love	September 02, 2007
Buzzbait	Weak retailer	Love	September 01, 2007
itsracerx	banana republic	Love	September 01, 2007
sarah z	Retail cannot be ignored if the Fed were to cut rates. Retail may be as hated as brokers and homebuilders but some have great balance sheets and growth, with buybacks being executed and insiders are buying many. If the Fed decides to cut rates things here could change dramatically. Even the likes of The Gap Inc. (GPS), which has long been loathed and hated for incompetence may start looking good. The balance sheet is in order with a huge buyback. The new CEO, Glenn Murphy has 20 years in retail with the largest drugstore chain in Canada and this new fresh perspective could be just what GPS needs. The largest shareholder, Robert Fisher did a great job trimming the company's fat as the interim CEO. They 20 to 30 year old demographic is the real driver of the stock. The stock has beaten expectations for a year and analysts still doubt the stock. This is a great turnaround story within a sector that is turning according to Jim, but you still need to research and not jump in too early.	Love	August 30, 2007
sarah z	Gap announced a $1.5 billion dollar buyback which adds to its prior plan. Also, new CEO and Chairman, Glenn Murphy, recently bought 150,000 shares at $15.31-$15.82 or roughly $2.3 million worth of stock. The San Francisco-based international specialty retailer offers clothing and accessories for all ages under the brand names, Gap Banana Republic, Old Navy, and Piperlime. It operates over 3,100 stores worldwide and plans to expand into Saudi Arabia and Turkey by spring 2008. Mr. Murphy has an extensive and successful background in the retail industry. He was chairman and CEO of the largest drug store chain in Canada, Shoppers Drug Mart, where he increased the company's market cap to over CAD $10 billion from about CAD $3 billion. He is known for revitalizing major retail brands by creating new products and improving the store experience- which is just what the Gap needs. "I'm thrilled with this opportunity to lead Gap given the company's iconic stature and heritage of innovation and creativity," said Mr. Murphy. "Alongside some of the most talented people in the apparel industry, we'll work to reestablish each brand's leadership position and set the company along a path of sustained earnings performance." Mr. Murphy’s stock purchase says to shareholders that the leader of the company is focused and confident he will drive the share price higher. He’s not just saying it, he putting his money where his mouth is. Equity research firm CL King upgraded GPS to strong buy from neutral last week and awarded it with a $20 price target. CL King likes the company’s strong balance sheet, which is not priced into Gap shares yet. They really anticipate second quarter earnings (coming out today) to be a short-term catalyst, and a positive response from the conference call. Analysts still expects sales to be weak, but explain that alone shouldn’t hurt the stock. The Aug 9th monthly sales demonstrated the new managements focus on improving expense reductions and inventory controls. With all these factors in play, share could run to that $20 sooner rather than later.	Love	August 29, 2007
BrahmSki	gap 8/27 great qtr	Love	August 28, 2007