Yesterday shares of Target (TGT) declined 5.5% on a disappointing Q4: I think Jeff Macke’s tweet speaks to the magnitude of the pre-announcement and the sell-off: $TGT guides lower 2mo 2 days after guiding higher. Ecommerce …
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After a 2 Years of Consolidation, It’s time to put Target Corp. (TGT) in Your Sights Target Corp. (TGT) is a very large general merchandise retailer many of us visit from time to time to …
Continue readingEarlier today I had some thoughts on Costco (COST) into tonight’s earnings results (MorningWord 9/29/16: COST’$ Cut). The crux of it is becoming painfully obvious, Amazon.com (AMZN) is eating brick and mortar retail’s lunch quarter …
Continue readingWalmart (WMT) and Target (TGT) have been newsy of late. WMT’ made a $3.3 billion offer for online retailer Jet.com a couple weeks ago, a company who’s store has been live for a little less …
Continue readingAs June ended we looked around at some of the popular trades at the time (dividend yield, staples, utilities) and tried to apply that to some names that perhaps had been overlooked. Target fit the …
Continue readingAt the end of June we took a look at the trade set up in Target (TGT) and weighed the potential for a gap fill. Thought process being that the stock offers a healthy dividend yield …
Continue readingEarlier I offered some updated thoughts on the current investment environment (MorningWord 6/28/16: Eyes Wide Shut). In summary, I’m less than sanguine for U.S. stocks. That has been my view since the start of 2015. …
Continue readingEvent: Costco reports fiscal Q2 results after the close. The options market is implying a 4% one day move, which is more than double the 4 qtr average of a little less than 2% and …
Continue readingEvent: Target (TGT) reports Q3 results tomorrow before the open. The options market is implying about a 5.5% one day move, which is rich to the 4 qtr avg of only 2.25% and the 10 …
Continue readingEvent: Target (TGT) reports Q2 results tomorrow before the open. The options market is implying about a 3% one day move which is a tad rich to the 4 qtr avg of about 2.5%.
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