Jim Cramer vs. Nymphs Retail Picks
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Created by Trading Nymph
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Date updated:08-27-2007

Over this last weekend Jim Cramer gave us a question on what stocks do we like in retail. Well I did my homework and came up with three different choices...So I know I am not seeing something...this portfolio will help me understand why I screwed up.

symbol name last price % change open
  • +
  • GPS
    Gap Inc
  • $17.21
  • +3.30%
  • $16.70

Jim Cramer first pick. He liked the balance sheet and the conference call. Also a major buy back. 13 x forward, 18% qt qrowth. I didn't like it the July Same Store Sales of -7%

People owning GPS also tend to own: GMMOAAPLABCOAMTDARIIAXP

TheStreet.com Rating: B- What is this?

  • +
  • KSS
    Kohls Cp
  • $44.06
  • +2.68%
  • $42.05

Jim Cramer second pick. Jim called it best of breed. He liked the private label coming, along with the new Vera line. Also it was down so much that it has a great risk reward play.

People owning KSS also tend to own: BBBYCCSCOGEINTCMSFTPFE

TheStreet.com Rating: C What is this?

  • +
  • AEO
    Amer Eagle Outfit
  • $14.94
  • +3.61%
  • $14.40

Jim Cramer third pick. 12 x forward.

People owning AEO also tend to own: LRWLYGRWTSHLDSHWTHOBAC

TheStreet.com Rating: C What is this?

  • +
  • JCG
    J Crew Group Inc.
  • $31.73
  • -1.31%
  • $31.96

Nymph's first pick. Has a great CEO, crazy growth, beats every qtr., new lines, P/E higher but so is it's growth. Ebita 178.96, Cap 3.08, p/e 30.77, peg 1.41, 10.3% short.23.4 est growth.

People owning JCG also tend to own: KLVLTMTUNWSPFESBUXSGP

TheStreet.com Rating: C- What is this?

  • +
  • JCP
    Penney J C Co Hol
  • $32.43
  • +2.99%
  • $30.85

Nymph's second pick. 10.8% same store sales last month. They have Sephoras in many of their stores, C7P jeans along w/ southpole. James like the Internet kiosks in the store. Good fundies.

People owning JCP also tend to own: AAPLADBEBBYCMCSAGOOGMDTORCL

TheStreet.com Rating: C What is this?

  • +
  • ANF
    Abercrombie & Fit
  • $63.09
  • +4.40%
  • $60.29

Nymph's third pick. Will put my reason in later..I can't find my notes right now.

People owning ANF also tend to own: AMGNBBBBCWCOELOSHARIIFMER

TheStreet.com Rating: B What is this?

 

Start Price

Return Value

Start Date

GPS 18.51 -7.02% Aug 27th
KSS 58.92 -25.22% Aug 27th
AEO 25.85 -42.21% Aug 27th
JCG 51.97 -38.95% Aug 27th
JCP 65.85 -50.75% Aug 27th
ANF 80.75 -21.87% Aug 27th

Average return:

-31.00%

Success rate:

0%

Tracking Started: 08-27-2007

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