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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (50215)	12/1/2012 6:07:07 PM
From: Jurgis Bekepuris	Read Replies (1) of 78764

GMAN - anyone has opinion about the stores or the stock? The stock looks a bit intruiging - perhaps this is an opportunity to get in at ground floor into next Kohl's or TJX... However, I have not been in their stores, so I have no first hand experience with it. Looking at financials, the growth in revenues/income have been pretty slow. Inventories have blown up x2 since last year at the end of Q3. Hopefully they are good, but if not, they may have to sell them cheaply. Balance sheet is clean with no debt and some cash. Cash flow statement is a bit weird: they have significant "Proceeds from sale of property and equipment " both last year and this year - they say it's due to sale/leaseback of the new stores. I might dig more, but I'd like to hear from someone who has been to their stores and/or done analysis themselves. :)

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