SubscribeLululemon Athletica (LULU) – A Solid Performance, Is There More Upside?
June 11, 2010
Lululemon Athletica (LULU) came to their recent earnings party ready to rock. In a time when you would consider that discount retailers would be better poised to take market share, there are still apparently a few specialty retailers that have what the discriminating shopper wants.
The official company description:
lululemon athletica inc. is a designer and retailer of technical athletic apparel primarily in North America. Its yoga-inspired apparel is marketed under the lululemon athletica brand name. The Company offers a line of apparel and accessories, including fitness pants, shorts, tops and jackets designed for athletic pursuits, such as yoga, running and general fitness. As of January 31, 2010, its branded apparel was principally sold through 124 stores that are primarily located in Canada and the United States. As of January 31, 2010, its retail footprint included 45 stores in Canada, 70 stores in the United States and nine franchise stores in Australia.
Over the past few years, this company has done a terrific job at name recognition and carving out a niche in the fitness apparel market. Analysts have been steadily increasing their target price and on averge44.20, showing an 10% upside from here. (But this is before the usual change in target price that will Read more
Retail Same Store Sales: How is YOUR Favorite Doing?
April 13, 2010
Below is a link to the SSS on a year over year basis for the major companies we track. generally, all is looking good, but remember that this is a year-over-year view and that we are coming off of some very low comparable.
Even so, investors seem to believe that it will be a straight shot up from here. Analysts have mixed views. take as an example of what was on the wires just today for Abercrombie & Fitch (ANF): Read more
Indicators We Are Watching: Earnings Season Trends and Direction
April 12, 2010
There is a distinct feeling that most are banking on the idea that nothing will fail No matter how poorly run, the amount of debt, the rating of the debt, or even ongoing losses can shake investors. Call it the moral hazard that Bernanke and Obama have created or call it the current reality. No matter, there is a definitive view that appears to have emerged with investors that 2008 was a one time (aka Black Swan) event that has faded as a distant memory.
Of course that thesis is tested on any day that markets dip as we see volume expand well above the days Read more
Aeropostale (ARO) Beats, Raises Outlook – Blows The Roof Off
March 12, 2010
Aeropostale (ARO) has been doing a great job of keeping costs down and sales up. Once again we were pleasantly surprised to see that management was able to find the sweet spot with discriminating shoppers and figure out how to benefit the bottom line in this tough economic Read more
TDI Podcast 146: Curzio-iPad-Eco-Solar-Bears-Obama
January 31, 2010
Guest: Frank Curzio and Andrew discuss the economics of this market. When will it turn up or down and how to invest. We also spend some time on the Apple iPad and what made investors sell off the stock. Reaction to the Obama State of the Union as well as timing on Solar companies. Also, listen in to the discussion of the “Ring of Fire”.
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Frank Curzio is an equity analyst for Stansberry & Associates.
Frank has over 15 years of investing experience. He was recently the editor of TheStreet.com’s Stocks Under $10 newsletter where he significantly outperforming the markets during his tenure. He was also a research analyst for Jim Cramer and host of The Real Wall Street podcast – one of the most widely listened-to financial podcasts on iTunes.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites.
Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance. Also, Frank was portfolio manager for Greentree Financial.
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Get Frank’s “Penny Stock Specialist” Newsletter for only $99 – Email Frank – CLICK HERE
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Click on image below for the S&P Sector Scorecard discussed in this episode.
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Stocks mentioned in this episode: Apple (AAPL), Goldman (GS), Qualcomm (QCOM), Mosaic (MOS), AK Steel (AKS), Sprint (S), Google (GOOG), Take Two (TTWO), First Solar (FSLR), among others.
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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