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Dec 21, 2016
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that goes to tjx. anyone who's been to tjx, guys, listen to me. they've had under armour forever.ple say, oh, my god, there's under armour, no, i've bought under armour and tjx since under armour, so please don't take that away. but tjx is a place for macy's to be able to dump all their stuff for the hundred stores they're going to close. >> yeah. watching it 19,978, once again about 25 points away. >> apple. >> you know what got my attention today? w winnebago, multi-year high, beats by 11 cents, revenue ahead, tollable products, apparently, an area of strength. >> what people should recognize there's a company called thor. okay, thor is literally ten times larger than winnebago in terms of the amount of what they have for tow. i mean, in terms of share. and thor's been on a bunch of times. and i want an airstream so badly, but i have to figure out where to put it in brooklyn. what do you do alternate side of the street move it? it's absolutely a company that's on fire. and thor is the better buy than winnebago. >> gas prices were up 10% year on year last week. you would think th
that goes to tjx. anyone who's been to tjx, guys, listen to me. they've had under armour forever.ple say, oh, my god, there's under armour, no, i've bought under armour and tjx since under armour, so please don't take that away. but tjx is a place for macy's to be able to dump all their stuff for the hundred stores they're going to close. >> yeah. watching it 19,978, once again about 25 points away. >> apple. >> you know what got my attention today? w winnebago, multi-year...
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Dec 8, 2016
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. >> my stock is tjx.i watched it over the past three months and i've seen it go through a 50 and 200 day and i watched it play through levels and firm up on dividends yet i still hear many analysts offering a variety of different places every day. it reminds me of the new england weather. >> i'm not concerned my charitable trust which you can follow along at action owners plus.com we tell club members this is exactly when you want to buy. you have macy's closing a bunch of stores and excess inventory. they're adding a lot of stores. i think that tjx is indeed -- >> buy buy buy. >> lululemon is about mindfulness. it's hard to wrap your head around the monster move today but it's for real. we could be at an inflection point for its stock. much more mad money ahead. existing home sales, a high in october and that means new mortgages. then brick and mortar retail has been business bottle threatened? well how are they fairing? i'm talking with a ceo and all of your calls rapid fire tonight's edition of the lig
. >> my stock is tjx.i watched it over the past three months and i've seen it go through a 50 and 200 day and i watched it play through levels and firm up on dividends yet i still hear many analysts offering a variety of different places every day. it reminds me of the new england weather. >> i'm not concerned my charitable trust which you can follow along at action owners plus.com we tell club members this is exactly when you want to buy. you have macy's closing a bunch of stores...
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Dec 28, 2016
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. >> that's part of the tjx family, right. >> yes. they're doingery well. and, you know, they're not -- they're not being amazoned as many retailers are. >> hank, thanks very much. appreciate it. have a happy new year. >> yes, thanks to you. >> may all your stock picks come true. >> we appreciate it. >>> this was supposed to be the year virtual reality went mainstream, but it didn't happen, so will virtual reality ever get real? that's next . >>> well, hollywood has lost another of its well-known faces. actress carrie fisher who's very famous for playing princess leigh died today. she suffered a heart attack on a flight from london to los angeles and she has been in a hospital ever since. she was 60 years old. >>> the latest film in the "star wars" saga that fisher helped launch pulled in $96 million over the weekend easily taking the top spot. "rogue one" topped "sing." it broke the $11 billion mark and is now on pace to top last year's record of 11.1 billion. >>> snap chat has reportedly bought an israeli maker of augmented reality software. the startup a
. >> that's part of the tjx family, right. >> yes. they're doingery well. and, you know, they're not -- they're not being amazoned as many retailers are. >> hank, thanks very much. appreciate it. have a happy new year. >> yes, thanks to you. >> may all your stock picks come true. >> we appreciate it. >>> this was supposed to be the year virtual reality went mainstream, but it didn't happen, so will virtual reality ever get real? that's next ....
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Dec 1, 2016
12/16
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visa card best for home improvement: lowe's consumer credit card best for discounts: tjx rewards credit cardif you want more information and links, head to our website cbs 58 dot com.click on savvy consumer. back to you. it's one of the most app hopes to point you in the right direction. direction.mayfair mall in wauwatosa is using "g-g-p malls" this year.it lets shoppers know where there are open parking spots by using heat sensors.green on the map means there are lots of spots.. yellow means the area is getting full .and red means a mere ten percent of spots is left or less. "heat maps but it's something that throughout the day we're constantly evauluating the lot levels. so it's we do in person as well. and finding that perfect parking space continues to be a major pain point for our shoppers. so the idea behind this is to create a hassle-free shopping experience for our guests." guests." the hope is people will use it on the weekends when the lots fill quickly. more details at cbs 58 dot com. 3 what to do with the mitchell park domes..all three are back open tonight after structural
visa card best for home improvement: lowe's consumer credit card best for discounts: tjx rewards credit cardif you want more information and links, head to our website cbs 58 dot com.click on savvy consumer. back to you. it's one of the most app hopes to point you in the right direction. direction.mayfair mall in wauwatosa is using "g-g-p malls" this year.it lets shoppers know where there are open parking spots by using heat sensors.green on the map means there are lots of spots.....
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Dec 1, 2016
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visa cardbest for home improvement: lowe's consumer credit cardbest for discounts: tjx rewards credit cardif you want more information and links, head to our website cbs 58 dot com.click on savvy consumer. 3 coming up ...a wisconsin police department takes part in no shave november.how much money they raised and where they send it next! 3 3 a live look over.....on the other end of this break..... oh, ah... nooo. what? no way. who says no to more? time warner cable's all about giving you more. like the most free hd channels and virtually unlimited movies and shows on demand, so you can binge all day. and don't forget the free tv app. switch to get ultra-fast internet with secure home wifi to connect all your devices. call now. for $89.99 a month you'll get free hd channels, 30 meg internet and unlimited calling. shouldn't knee and ankle supports comfortably fit your knees and ankles? dr. scholl's new custom fit wellness center measures your leg in 3d... ...and recommends our custom-fit support that's right for you. new dr. scholl's custom fit ankle and knee supports. 3 3 3 ((???1:15 se
visa cardbest for home improvement: lowe's consumer credit cardbest for discounts: tjx rewards credit cardif you want more information and links, head to our website cbs 58 dot com.click on savvy consumer. 3 coming up ...a wisconsin police department takes part in no shave november.how much money they raised and where they send it next! 3 3 a live look over.....on the other end of this break..... oh, ah... nooo. what? no way. who says no to more? time warner cable's all about giving you more....
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Dec 20, 2016
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if you have a ross or a tjx or a burlington, they don't import as much, and they also do almost all ofheir business here domestically, with the exception of tjx, which does have some european plays there. so they actually buy jpmorgan's analysis could be winners. they could see their earnings increase something like 19%, according to his math. it so may not hurt everyone equally, but it's still going to be a pig kanbig challenge to fi out. and we are only looking at what the proposal could look like now. we know this could take lots and twists of turns before we actually get there. >> if i could throw in one thing, i think the reality is, it's a lot of noise, and important noise. but underlying, there have been structural concerns going around this space for some time. thinking through, t.j. and ross have been structural wishes. thinking through the players and companies that don't have to participate in this promotional warfare to the bottom is key. and it happens to be some of those are domestically focused as well. and as we look out into next year, i think it's important to keep th
if you have a ross or a tjx or a burlington, they don't import as much, and they also do almost all ofheir business here domestically, with the exception of tjx, which does have some european plays there. so they actually buy jpmorgan's analysis could be winners. they could see their earnings increase something like 19%, according to his math. it so may not hurt everyone equally, but it's still going to be a pig kanbig challenge to fi out. and we are only looking at what the proposal could look...
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Dec 27, 2016
12/16
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i think burlington is a wonderful example that doubled in price but you got the tjx and ross stores.gment of the market is where the consumer wants to shop. it's value. they got in season product. they are hitting on all cylinders and burlington picked up the model showing how powerful that model can be. >> is this sort of a one-off holiday season success in that that it's benefitting from the bankruptcy of sports authority? >> they clearly benefitted from sports authority. it was a 50% rise on the stock but another example of a company that understands the mix of e commerce with the store experience. you know, one of the things happening this week is we've got the internet growing at 20% and had gift cards were extremely strong. people are coming back into the stores. that's where they return the product and redeem the gift cards and you're seeing a very big surge this week across all these omni channel retailers that know how to work across the channels. >> we'll leave it there. thanks for joining us. great to see you. former ceo of sachs joining us. we had clearly an issue with th
i think burlington is a wonderful example that doubled in price but you got the tjx and ross stores.gment of the market is where the consumer wants to shop. it's value. they got in season product. they are hitting on all cylinders and burlington picked up the model showing how powerful that model can be. >> is this sort of a one-off holiday season success in that that it's benefitting from the bankruptcy of sports authority? >> they clearly benefitted from sports authority. it was a...
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Dec 28, 2016
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one of the other names is tjx. costco always fits into that category as well, scott. i think if you look down and you talk about some of the corporate tax and all the rest of the different changes that might happen over time, with even the possibility of the might, i think that absolutely gets you a little bit more energy in some of the tech names as well. the intels, says microsofts, apples that have money overseas. all of that. i think you are going to see a much bigger push towards m&a as we go as people are looking for segments where they're going to get even more growth. where i went for a little bit of beta right now is in the pharma biotech world. i think you can have -- >> skbr at any moment there could be a tweet going after one of the names that i'm involved with. i'm in pfizer, in merck. i actually even have gillead on the sell-off. i feel much more -- that is no longer what people call defensive. remember, that was always the word for pharma. it's a defensive sector. i don't think it is anymore. i mean, based upon what we're seeing. and, of course, the fin
one of the other names is tjx. costco always fits into that category as well, scott. i think if you look down and you talk about some of the corporate tax and all the rest of the different changes that might happen over time, with even the possibility of the might, i think that absolutely gets you a little bit more energy in some of the tech names as well. the intels, says microsofts, apples that have money overseas. all of that. i think you are going to see a much bigger push towards m&a...
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Dec 19, 2016
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i want you to think of children's place, ulta beauty, tjx, burlington stores. they call the whole death of the mall thesis into question. these are all either unique concepts or bargain chains. weakness is now center stage thanks to nordstrom's very frank assessment of its difficulties. it's not just nordstrom. on macy's latest conference call, they said while they'll do everything they can to grow the number of transactions at their stores, quote, but i don't think we will count on that as we go into next year, end quote. in other words, macy's has no idea what traffic is going to look like going forward, but they're certainly not anticipating anything positive. we know last week we saw that big selloff in ralph lauren and v.f. corp. it's worrisome, people. while parts of the mall are indeed alive and well, we witness children's place, other marts like nordstrom seem to be slowly decaying. it doesn't seem like there's a cure for the waisting disease known as the rise of e-commerce. not good for the department stores, but still one more reason to buy, yes, the
i want you to think of children's place, ulta beauty, tjx, burlington stores. they call the whole death of the mall thesis into question. these are all either unique concepts or bargain chains. weakness is now center stage thanks to nordstrom's very frank assessment of its difficulties. it's not just nordstrom. on macy's latest conference call, they said while they'll do everything they can to grow the number of transactions at their stores, quote, but i don't think we will count on that as we...
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Dec 30, 2016
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>> i think 80% of tjx is bought. >> do they care?consumer doesn't care as long as they think they're getting a good deal at the price. >> people walk in and think they're getting expensive coloniali i clothing cheap. it is very different than saying let's go to an outlet and figure out where we're going to be. i'll do what no analyst should ever do. the amount of gifts i open is growing. there is this notion through the that everyone is trying to capitalize, try to take advantage. i say it as a growing category. >> tj max a good bit? that's a rich value. a rich valuation. >> just talking about valuations now are going to get you in trouble. in general, there are a lot of cheap valuations in the retail sector. they're companies you should stay away from. >> nike seems like an expensive valuation. he and i both agreed on air and off air that nike is an interesting thing to own now. >> simeon and jan, thank you very much. have a happy new year. >>> 2016 was a great year for many things in the market. except technology ipos. a dozen tech
>> i think 80% of tjx is bought. >> do they care?consumer doesn't care as long as they think they're getting a good deal at the price. >> people walk in and think they're getting expensive coloniali i clothing cheap. it is very different than saying let's go to an outlet and figure out where we're going to be. i'll do what no analyst should ever do. the amount of gifts i open is growing. there is this notion through the that everyone is trying to capitalize, try to take...
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Dec 20, 2016
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we're seeing tjx and burlington in the off price sector. what is also winning is the growth pie underlying segments. i think there is continued growth in health and wellness, so we think foot locker continues. that's the diversified way to play this athletic sector. finally, at the low end, it is the dollar stores. so i think this concept means a lot to this value, low end consumer. dollar tree sets up about as well as anything in consumer into 2017. >> how confident are you making forecasts generally? courtney did an excellent piece earlier on what tax changes may come. we don't know what the import taxes may -- we have no idea what is going to happen in the next six months. when you frame all of your investment recommendations, how much of that is, well, we're not really sure what is going to happen with taxes, but this is our best guess? >> a fantastic question. so right now the best that i think you can do is parse out the individual components per segment and per company. so what you need to know is what the percent of foreign sourcing
we're seeing tjx and burlington in the off price sector. what is also winning is the growth pie underlying segments. i think there is continued growth in health and wellness, so we think foot locker continues. that's the diversified way to play this athletic sector. finally, at the low end, it is the dollar stores. so i think this concept means a lot to this value, low end consumer. dollar tree sets up about as well as anything in consumer into 2017. >> how confident are you making...