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Comments
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 User Rank
Iron NO RATINGS 
Very interesting list, @Noreen. I'm interested to watch how this mock portfolio performs.
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Platinum NO RATINGS
I agree @Dex. I think this is an interesting list of companies, all of which seem to have good potential.
 User Rank
Iron NO RATINGS
You made me laugh with that statement about Victoria's Secret. Some of their bras are so strangely designed that there is no place to put your ... well, you get the picture. I agree with the recommendation on Soma Intimates-the clerks are actually trained to fit you, and they have a wide range of sizes.
 User Rank
Blogger NO RATINGS
Chico's quarterly profit beats estimates
http://www.reuters.com/article/2012/02/22/us-chicos-idUSTRE81L0WH20120222  User Rank
Blogger NO RATINGS
That's terrific! And if you read the report, it cites strong demand for Chico's pricier White House Black Market and Soma Intimates brands -- the two brands we mentioned in our post -- which offset big discounts at its namesake division.
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Platinum NO RATINGS
Soma Intimates is a growing go-to retailer, not just for adult (35 and up) women but for younger women, too. There is big differentiation with VS, in a good way, especially for woman in search of adequate support.
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Platinum NO RATINGS
I'll drink to that. Pass me a Blue Moon.
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Platinum NO RATINGS
Noreen- based on the start maybe you should actually buy the portfolio.
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Gold NO RATINGS
Intuition can be very powerful in guiding you. But you do have to use a bit of common sense too. So investing on familiar places might just be the magic formular that does it. I will be looking forward to your future posts on this.
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Blogger NO RATINGS
I think we should see how our test progresses!
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Blogger NO RATINGS
If you were going to add to this list of six, which companies would you add and why?
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Platinum NO RATINGS
I will add Costco, it has been on my radar screen for a long, long time. The only problem is its stock was never sold cheap. The reason to choose Costco:
The only drawback is the legendary Jim Sinegal retired last year, there is some uncertainty about the new CEO
User Rank
Blogger NO RATINGS
COST is not showing up on the screens cause it's not that cheap.
Forward P/E of 20 and PEG of 1.6. With so many deals around it's hard to pick that one. User Rank
Blogger NO RATINGS
I still have faith in Costco, although I'm hoping the magic remains with the new CEO.
User Rank
Platinum NO RATINGS
There are too many companies lost their mojo after the great founders left their positions: Dell, Starbucks, Microsoft, maybe Apple in the 90s too. I am not sure how Costco will fare in this case. But if it falters, I may find a good chance to chip in.
 User Rank
Iron NO RATINGS
I'd add following companies. All of them have been doing great, and eash is at leading position in its field.
Intel, Procter & Gamble, Johnson & Johnso, AT&T, Microsof, Lockheed Martin Corp. All of them are well known, and it's quite easy to find out if they are doing OK. We either use their products daily, or the media and newspaper just love to cover them. User Rank
Blogger NO RATINGS
Caterpillar is trading at compelling valuations, and it just announced it was bringing a new construction equipment plant to Athens, Ga., which will ultimately employ about 1,400 people. On a personal level, driving a backhoe is on my bucketlist. So I'm in.
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Blogger NO RATINGS
Home Depot has the numbers but I can't get past the fact that I feel like I need a yoga class or a drink every time i leave one of the stores. At least in my area, the clerks are not only unhelpful...they often make things worse by offering erroneous product advice. If you can find one, that is. They like to hide to avoid answering consumer questions -- which may only be because they realize they haven't a clue about home repair or construction.
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Blogger NO RATINGS
I like American Express. It is my go-to credit card, and the only one that I do not mind shelling out an exhorbitant annual fee to carry because I feel I get value from it in the form of purchase protection, travel upgrades, dispute intervention, etc. Some people say Capital One, with current returns of around 17%, is also ready to pop. But Capital One is my least favorite financial institution (which, incidentally, just completed the acquisition of my favorite, ING Direct, effectively ruining a good relationship). What's my beef with Capital One? Questionable consumer practices that resulted in mountains of complaints during the decade or so when I was handling a lot of those issues -- and tepid responses from management when the errors were pointed out.
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Blogger NO RATINGS
You gotta hand it to FedEx. Remember that FedEx guy caught tossing a computer monitor over a fence during the holidays -- the one that went viral on the Web? Well, I liked how the company responded. FedEx U.S. Operations VP Matthew Thornton III replayed the incident three times during his YouTube video apology. That was impressive, and said something good about the company.
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Platinum NO RATINGS
FedEx Corp. may try to jump into the bidding for TNT Express NV after the board of Europe's second- largest package-delivery company rejected a $6.43 billion offer from United Parcel Service Inc.
The story notes: TNT turned down UPS's initial offer of 9 euros a share while saying Feb. 17 that talks continue. That leaves an opening for FedEx, operator of the world's biggest cargo airline, to swoop in to keep Hoofddorp, Netherlands-based TNT out of UPS's hands, said Kevin Sterling, an analyst at BB&T Capital Markets. The prize would be expansion in Europe, where Deutsche Post AG's DHL leads in express deliveries, Sterling said in an interview. A bid by UPS, the largest package-delivery company, or Memphis, Tennessee-based FedEx has been the subject of speculation for years. User Rank
Platinum NO RATINGS
I have to agree with you on Home Depot. I'd rate this one of those companies where intuition has to play a factor. There is something about the management that makes me question its long term profitability, no matter how good the numbers seem on paper.
 User Rank
Platinum NO RATINGS
I'd much rather hit a local hardware store (or Lowe's) than HD. Not a company I'd like to invest in.
User Rank
Blogger NO RATINGS
Home Depot: Noreen I agree.
Lowe's definitely has better customer service. And have you ever spent 1 hour trying to find one bolt in H.D.? There is still something to be said for the small local hardware store on Main Street, which fortunately we still have in my town. User Rank
Platinum NO RATINGS
I'd hold off on J&J until it's clear how Alex Gorsky takes over for CEO William Weldon in April. Gorsky has a lot of issues on his plate, including those recent quaiity problems.
User Rank
Iron NO RATINGS @AskAsa, You are right on this. I wouldn't suggest a move on J&J before the cloud is clear. But all those uncertainties might give us a chance to buy this stock at a good price. Anyway, this company is well known and has performed pretty well for a long time. And people can find out it's peroformance easily by heading to grocery stores and pharmacy. In terms of Home Depot and Lowes, I'd certainly vote for Lowes. The service we get in two stores is at completely deifferent levels.  User Rank
Platinum NO RATINGS
The fuss about Kohl's used to be lost on me. I got it in theory but two things drove me around the bend--the horrible, messy fitting rooms and the long, long lines.
I thought I would die there, either in a clothing avalance or waiting in line behind someone who was seemingly negotiating to merge the company with both Sears AND JC Penney they were taking so long. It was the last stock on earth I would have bought! Recently I went in to buy a mattress pad and the escalator was broken. A lovely male sales clerk helped me carry my purchase back up the broken escalator and all the way to the register. I went back the next day to exchange something else. The customer service woman was unbelievably helpful and upbeat and gave me a sale price rebate on the item for a sale that wasn't happening until the coming weekend. The cashiers have been great; there's a line expeditor on weekends. I have yet to hit the dressing rooms but I'm gathering courage and I saw a very cute Vera Wang top I just might go back and try on. Bottom line: Some focus group somewhere has worked its magic and I wish Kohl's (and your stock pick @Noreen) EVERY SUCCESS for listening to the consumer! User Rank
Blogger NO RATINGS
Kohl's has been showing up in my stock screens for years. Still a good value, I think. Also they just opened a story in my town for the first time so maybe an anecdotal indication of the popularized expansion.
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Blogger NO RATINGS
Here is *Part* of a stock screen I just ran trying to identify companies regularly beating estimates and rising earnings estimates for next year. I cherry-picked the most household names that might be "Peter Lynch" stories. Also don't want to give away all my secrets ;-)
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Blogger NO RATINGS User Rank
Platinum NO RATINGS
That was a good way to handle a disasterous PR situation, and yes, it does say something good about FedEx.
User Rank
Platinum NO RATINGS
I agree that the FedEx video was masterful. The spokesman was highly-placed within the company, but didn't come across as slick; he was to the point and right up front with his apology.
BUT...I've encountered my share of #%&*! FedEx delivery men. My husband gets a lot of deliveries, and each messenger is more curt than the next. They're not always actively rude, but even with the "nice" ones, I really get a "time is money" vibe from them...wouldn't want to take a second to smile or chat while I'm signing for the package. And at my previous job, which was probably one of the largest FedEx accounts in the nation if not the world, our representative was just the meanest, most oppositional person EVER! We used to joke that FedEx was his day job and he was a serial killer by night. So...for my money, they have some actual field work left to do to bring corporate image into line with reality, especially compared with UPS delivery folks, the sweetest people on the planet! User Rank
Blogger NO RATINGS
Here's some other things to consider about FedEx vs UPS.
Job for job, FedEx offers somewhat higher wages, and it provides a better vacation package. Even if you've worked at FedEx for less than a year, you are still eligible for 2.5 weeks of time off. UPS employees do not get over two weeks of vacation until they are employed between 1-4 years. UPS, though, is more generous with bonuses. Truck drivers can earn nearly $1,000 per year in bonus money, compared to just $750 at FedEx. In addition, senior program analysts stand to make $1,000 more per year wearing brown. More women work at FedEx, which counts 26 percent of its workforce as female, as opposed to only 22 percent at UPS. FedEx Ground runs its package delivery service on an independent contractor model - UPS does not. And the independent contractor model of FedEx is under some legal scrutiny from court authorities however. For example, a California judge recently ruled that certain FedEx contract workers should be treated as employees rather than independent contractors. So that may be something to watch. User Rank
Blogger NO RATINGS
There was a UPS driver in my town who was a little too sweet with one of the business customers...Her store closed after the divorce that occurred when his extra kindness became public knowledge.
But it's all good: the UPS guy has an office job now. User Rank
Platinum NO RATINGS
Along the lines of investing in familiar places, I'm going to put a watch on Buffalo Wild Wings (BWLD). I think my sons account for about $.50 of their estimated $.93 first quarter EPS!
Seriously, my boys LOVE that place and although I'm no sports nut, I always go along willingly. The place is packed 24/7, the food is really delicious, and it's well priced. Service is friendly, refills are plentiful, and there's a sense of community there. Haven't been there for a Knicks basketball game yet, but that must be SOMETHING ELSE! The bad news is that the stock is trading at an all time high at $86.00. Will it stay as hot as its fiery wing sauce? I'll be watching... User Rank
Blogger NO RATINGS
I'm with you. My son is contributing the remaining EPS at Wild Wings!
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Blogger NO RATINGS
I have been trying to remind myself to buy BWLD every week since the IPO. For seom reason, I keep forgetting.
Another IBD stock. User Rank
Blogger NO RATINGS
I would have had it on my radar too if I had actually listened to my kids when they told me where they were going. I guess there is some point in listening to what they say.
 User Rank
Platinum NO RATINGS
I'll check back periodically to tell you how they're doing
@Noreen, thanks for those stock picks. Just curious to know if those stocks perform well will they find place in IU index ? User Rank
Blogger NO RATINGS
Scott used an entirely different metric to pick the stocks for the IU index, although there was some coincidental overlap (Kohls, for example). So it will depend on how the stock is performing the next time Scott screens for additions/deletions to our list.
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Blogger NO RATINGS
The IU25 Index hit a new all-time high on Thursday and is now up 17% for the year! I'll have a full report on Monday.
User Rank
Blogger NO RATINGS
Quick update on our 6 stock picks:
Costco said today that its fiscal second-quarter profit rose 13%, helped by demand both in the U.S. and overseas, though that came at a cost. February same-store sales rose 8%, topping Wall Street's expectations. But shares were little changed in premarket trading after its gross margin narrowed more than analysts expected. And Kohls, for the quarter ended Jan. 28 (Q4), met expectations on revenues and beat slightly on earnings per share. Compared with the prior-year quarter, revenue was unchanged and GAAP earnings per share improved. Margins dropped across the board User Rank
Blogger NO RATINGS
Excllent, I need to go to Costco because I am out of toilet paper.
User Rank
Blogger NO RATINGS
Thank you for sharing, @Scott.
The blogs and comments posted on Investor Uprising do not reflect the views of Investor Uprising, PRNewswire, or its sponsors. Investor Uprising, PRNewswire, and its sponsors do not assume responsibility for any comments, claims, or opinions made by authors and bloggers. They are no substitute for your own research and should not be relied upon for trading or any other purpose. |
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