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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (41124)	1/21/2011 10:32:46 AM
From: JakeStraw	Respond to of 78515

>>I did not realize that SVU's Supply Chain Business actually grew last year as the retail sales continued to fall. An increase of 0.2% doesn't really move the needle that much though...

To: E_K_S who wrote (41124)	3/18/2011 10:28:23 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78515

TGT breaking below 50$ today, looks like it's on the way to 52 week lows at ~48$. Earning estimate is ~4.2$/share, so PE is around 12. Growth has stalled and they are selling their credit card business (10%+ o their earnings) which I think is going to reduce their earnings but also free's up some resources from the balance sheet. I suspect those are going into buybacks. They also own their RE, and were pushed by a hedge fund (Ackman?) to spin of their RE into a REIT (would have been a a horrible timing anyways). Watching on the sidelines for now.