Comments for M - Stockpickr! Your Source for Stock Ideas

Comments for M

Added By	Comments	Type	Date Added
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
mrmiff	Macy's buys other perfectly good retail chains and ruins them.	Hate	November 04, 2009
Stockpickr Staff	<a href="http://www.thestreet.com/story/10601873/1/are-rite-aid-macys-bankruptcy-bound.html" target="_blank">Read more here.</a>	Love	September 23, 2009
hirhito	poor merchanding	Hate	August 26, 2009
Bill Antcliff	Higher unemployment	Hate	August 20, 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
barrons3	Maybe that had something to do with the excellent numbers from JNY today. Maybe it's that niggling competitors that sell to Macy's (M) are dropping like flies, giving JNY more floor space.	Love	July 30, 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
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
barrons3	The department store was among the most active names on the NYSE Tuesday.	Love	March 31, 2009
barrons3	People are not shopping at Target (TGT) or Macy's (M) or Nordtrom (JWN), they are going to Wal-Mart. Why not? Wal-Mart's got them all beat on price and even on look and feel since the revolution Lee Scott put in place before he retired.	Love	March 05, 2009
funkydrummer	Retail?!?!	Hate	February 04, 2009
sarah z	From a recent Mad Money show:"Why not buy a supplier to Macy's, why not buy VF Corp which has a 4.5% yield. I trust VF Corp."	Love	January 27, 2009
jerijrh	realized some good gains	Love	January 25, 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
RUZBEST	macy's	Hate	December 23, 2008
Kabirjohnson	Good company	Love	December 14, 2008
sarah z	From a recent Mad Money show:"Why not buy a supplier to Macy's, why not buy VF Corp which has a 4.5% yield. I trust VF Corp."	Love	December 12, 2008
barrons3	The retailers got through dismal numbers and have gone higher; is the worst over? Buy Macy's (M).	Love	December 04, 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
barrons3	Macy’s [M], on the other hand, is a hold until after the company reports its November same-store sales numbers next week. Cramer’s expecting the stock to take a hit, and recommended buying M on that dip.	Love	December 04, 2008
High Dividends	PE: 4 PEG: 0.55	Love	November 29, 2008
ceh9876	Retailers are taking ore of a beating than anyone right now.	Hate	November 28, 2008
barrons3	Hold - Price 8.87 on Nov. 12 by Standard & Poor's Equity Research October-quarter operating loss per share of 8 cents, versus EPS of 10 cents, beats our loss estimate of 24 cents, on tight inventory controls and sales growth in private labels. We see M gaining market share from competitors on the strength of its brands and marketing. But with sales trends deteriorating in the Oct.-Q, we see aggressive markdowns and higher marketing-spend[ing] driving holiday sales. We raise our FY09 (Jan.) operating EPS estimate by 10 cents to $1.40, but keep FY10's at $1.15. On lower peer multiples, we reduce our P/E-based 12-month target price by $2, to $10. Market cap: $3.6 billion.	Love	November 15, 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
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
sarah z	“Rummaging through the trash of a hedge fund manager last night I found a new game plan for after the wipeout of the insurers and the industrials -- the retailers. This is a simple one. Buy credit default swaps on Macy's (M) and JC Penney (JCP) debt, maybe add some Nordstrom (JWN) or Kohl's (KSS) and then spread the word that they won't be able to get a line of credit to buy goods for the holidays. You may not even have to do much here, as the numbers next week will be awful and the stocks will most likely trade lower on their own weight. (Notice Doug's Aeropostale (ARO) short in the Columnist Conversation.) Think about it like this: Nordstrom just dropped a ton of points on nothing; wait until we see the bad numbers, get estimate cuts, and then see where it goes. This one's just too good not to do, especially because the short-selling rules don't apply to retail. (Is this why Zale (ZLC) wanted to be covered?) Of course, I have no idea what the game plan is and I don't rummage through trash, but you can only imagine that it is such a natural trade that it has to be done. Macy's in particular has a ton of debt. It would be so easy to operate on. It is a natural, plus it is an easy sell to the media once the swaps are bought, the puts purchased and the "no uptick, short common" trade gets put on. Thing of beauty.	Love	October 03, 2008
sarah z	From a recent Mad Money show: "I like Macy's, I shop there, but I don't think it's a stock you want to own right now."	Love	September 30, 2008
sarah z	From a recent Mad Money show: "I like Macy's, I shop there, but I don't think it's a stock you want to own right now."	Love	September 26, 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