Comments for KSS - Stockpickr! Your Source for Stock Ideas

Comments for KSS

Added By	Comments	Type	Date Added
Steven Jungmann	NONE	Love	November 25, 2009
barrons3	Into Black Friday, I’d take a balanced barbell approach, says JP Morgan analyst Charles Grom. What I mean by that is own a Walmart (WMT) and a Dollar Tree (DLTR). But on the other side of that I’d also own Kohl’s (KSS) and Macy’s (M). The department stores have come out of favor and I think the smart trade is to go long those stocks into Black Friday.	Love	November 25, 2009
bsharkody	This is Kohl's	Love	September 27, 2009
barrons3	In every single case I can spin every single piece of data negative. There are no pure positives. Target (TGT), Wal-Mart (WMT) and Kohl's (KSS) say back to school is good? A whole host of little ones say it is bad. Home Depot (HD) says things are getting better but Sears (SHLD) and Lowe's (LOW) can't say that.	Love	August 27, 2009
barrons3	Where else has the media been wrong? He cited a headline in the Wall Street Journal that said the consumer is holding back the recovery. "But that's not true," said Cramer, who noted that Target (TGT), along with Wal-Mart (WMT) and Kohl's (KSS) all said the back-to-school season was looking better than expected.	Love	August 20, 2009
barrons3	I like the J.C. Penney (JCP) dip and I notice the incredible action in Kohl's (KSS) and Target (TGT) and wish they were down. They are such tells for the turn, especially Kohl's, which is almost at its high. Reduced inventories more than make up for reduced sales.	Love	August 13, 2009
barrons3	That means you can make a lot more money on the oil-user side: retail like Kohls (KSS), J.C. Penney's (JCP) and Macy's (M); restaurants like Brinker (EAT) and Darden (DRI); apparel like Jones (JNY), VF Corp. (VFC) and Nike (NKE); as well as anything that goes into Best Buy (BBY).	Love	July 08, 2009
John Swett	corporate personalities	Hate	July 03, 2009
Stockpickr Staff	"TGT has lagged the other names in the group: Kohl's (KSS) is up 28%, Macy's (M) is up 21%, JC Penney (JCP) has climbed 48% and Nordstrom (JWN) has rallied an astounding 56%." <a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=6c8123e4-7f05-4364-8622-9c2900a26c15" target="_blank">'Retail Is a Microcosm of the Broad Market," 6-15-09</a>	Love	June 16, 2009
barrons3	We can't lose the Macy's (M) and the Kohl's (KSS) either, and we learned that they are dependent on low, stable gasoline.	Love	May 21, 2009
Stockpickr Staff	"Of course, that means it was all the expectations game. The other guys had taken down expectations to the point that their horrid numbers looked good, especially Nordstrom's (JWN), but Kohl's (KSS) and J.C. Penney (JCP) weren't so hot either. Abercrombie's (ANF) were terrible, the worst I have seen, but you could never lower them enough!" (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=6122fd87-f813-4c2f-ad76-9be601445e9d" target="_blank">"Retail = No Sale," 4-9-09</a>)	Love	April 13, 2009
barrons3	JC Penney (JCP), Kohl's (KSS) and Sears (SHLD) are making people feel that Wal-Mart (WMT) is aberrant, so does the action in Costco Wholesale (COST). You have to like that not all retail is down. This move surprises me.	Love	January 08, 2009
barrons3	Wal-Mart (WMT) is such a winner over Target (TGT), JC Penney (JCP) Kohl's (KSS), Macy's (M) and all the other major discounters that it is hard for me to believe it isn't game, set, match already -- except for Costco (COST). I believe Mal-Mart is a big stock for next year precisely because it is the winner. (Odd, but Macy's is back to where it was before it got its credit agreement. That's a little too negative for me.)	Love	December 26, 2008
barrons3	You see the thesis developing. Mortgage rates are coming down, gasoline is plummeting in price, heating oil and natural gas prices are cascading, refinances are soaring. You put it all together, and you think to yourself, here comes the bottom in the Retail HOLDRs (RTH), here's the bottom in Macy's (M) and Kohl's (KSS) and Home Depot (HD) and Lowe's (LOW).	Love	December 04, 2008
High Dividends	PE: 10 PEG: 0.83	Love	November 29, 2008
barrons3	And in general consumer confidence out this past Tuesday was a record low. Yet Macy’s [M], Kohl’s [KSS] and even the Retail HLDRs [RTH] all closed in the green.	Love	November 05, 2008
riotercero	retail in the cellar	Hate	October 26, 2008
barrons3	Q: How will the so-called mall anchors emerge from this crisis? Exstein: Nordstrom (JWN) emerges from this, as does Kohl's (KSS). Macy's (M) will emerge from this and, in all likelihood, so will J.C. Penney (JCP), but it is not clear in what manner the other players come out of this period.	Love	October 18, 2008
stockerblog	PE of 10, and a PEG of 0.74.	Love	October 17, 2008
barrons2	Jones Apparel(JNY), J.C. Penny (JCP) Kohl's(KSS) and Cramer's favorite Macy's(M) are doing well.	Love	September 04, 2008
barrons2	But the big surprises are from a whole bunch of stores we thought would do terribly, from Home Depot (HD) this morning and Lowe's (LOW) yesterday to Penney (JCP), Kohl's (KSS) and most important, Macy's (M), the week before.	Love	August 21, 2008
sarah z	“People are missing this retail move. They are missing it because the market is deciding right now that the guidance companies are giving is just plain wrong given the $3.50 at the pump (although premium's a lot more expensive). They are also recognizing that the strong are surviving and thriving and taking share in a radical fashion -- witness Lowe's (LOW), which must be killing Sears (SHLD) and the mom-and-pop shops out there. When I met with Lowe's last year, they told me that they have picked up share in every downturn. They did not know when the downturn would end or when you would see the results, but they were confident that the longer the downturn lasted, the more likely they would be to have pulled away from their competition. It looks like this is the breakaway quarter. Why else has there been so much dismissal of the management's negatives that you could see such great runs in a Kohl's (KSS) or a Buckle (BKE) or a Macy's (M) or JC Penney (JCP) from the bottom? Inventories. Many of these companies repeatedly made the mistake of thinking that the turn was almost over, and they kept their merchandise flowing in, meaning severe markdown on existing merchandise. That didn't happen this quarter, so the companies may not have had great sales, but their gross margins didn't fall apart, and instead were much better than expected. That's why people are ignoring so much of the downbeat projections, aside from the obvious gasoline declines. Now, here's another piece of the puzzle that few are talking about: It looks like the runs in these retailers might mean the housing crisis is winding down. People are getting their heads around the notion that Nevada, Florida, California and Arizona are responsible for the lion's share of disappointment, and they are seeing the declines in prices in real estate in those states and recognizing that the rate of rate of change has started to stabilize, and the bargains are bringing out the pent-up demand. We are in the very early stages of this, but the homebuilder stocks also represent a call on this change. The lower gasoline's percolating in, but the leveling off of housing declines is being obscured by ever-higher foreclosure numbers. Those recognize the demand side, though, not the new supply side, which has dropped dramatically. As we annualize the height of the defaults -- the bulge of 2-and-28-year mortgages with little money down and home-equity piggy-backed on top of it -- we will see things get better and better nine months from now. Why then? Work it through: The worst loans were made from the summer of 2006 to the spring of 2007. We are now almost past the summer of 2006, that gives us seven more months until the really bad mortgage companies, responsible for the really bad loans -- the Novastars and the Fremonts and the American Home Mortgages -- went under or had to withdraw from the market. After that, the tightness began for all but Ditech and Washington Mutual (WM) and Wachovia (WB), which persisted in making some really bad loans until the summer of 2007. All of these positives explain the extraordinary run in retail -- a run, as is typical to the market, that you had to start buying July 15, when we got the peak in oil and the trough in banking worries. Just spoils for those who bought at the bleakest moment.”	Love	August 19, 2008
barrons2	hen there are the others, the retailers and restaurants that will benefit from the inevitable lower price at the pump. That's the toughest call of all. I think that you have to go with the ones that have good profiles already: McDonald's (MCD), Wal-Mart (WMT), Jones Apparel (JNY) and VF Corp. (VFC). There's some valuation underpinnings in Nordstrom (JWN) and Kohl's (KSS) and JC Penney (JCP), but nobody seems to care at all, so I can't recommend them.	Love	August 07, 2008
Irishman	my place of work	Love	August 06, 2008
barrons2	I totally understand Kohl's (KSS) and Target (TGT), I see nothing that makes them special.	Love	July 24, 2008
barrons2	Kohl's (KSS) has four points to fall before it erases the rebate gain.	Love	June 26, 2008
barrons2	You can really tell how things are exhausted to the upside by looking at Aeropostale (ARO), which has already reversed off of great numbers, and Kohl's (KSS), which is headed down after a decent performance.	Love	May 09, 2008
Anas	2008 will be a great year for this stocks...10% personal gains	Love	March 02, 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