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

To: Paul Senior who wrote (69320)12/13/2021 3:17:52 PM
From: E_K_S  Respond to of 78771
 
I looked at JWM and too much debt for me. I still own M but did sell some early last month.

Citi Trends Inc (CTRN)



A much better debt profile.

My guess is retail will be difficult even post COVID so need to have some other value 'kicker' and/or niche that differentiate their stores.

I hold very little retail in the portfolio, most deals w/ food not cloths.



To: Paul Senior who wrote (69320)3/2/2022 8:16:45 AM
From: E_K_S  Read Replies (1) | Respond to of 78771
 
Re: JWN + 32% on blow out earnings

Nordstrom Reports Fourth Quarter 2021 Earnings

-- Sales and earnings in line with fiscal 2021 outlook-- Digital sales growth of 23 percent over fourth quarter of 2019; digital penetration of 44 percent-- Company expects fiscal 2022 EPS of $3.15 to $3.50
---------------------------------------------------------

Very nice recent Buys.


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