TJX Companies

TJX-N

NYSE:TJX

60.64
0.25 (0.41%)
The TJX Companies, Inc., is an American apparel and home goods company based in Framingham, Massachusetts. It claims to be the largest international apparel and home fashions off-price department store chain in the United States.
More at Wikipedia

Analysis and Opinions about TJX-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 4, 2019
(A Top Pick Apr 12/18, Up 34%) Their ability to be very nimble, to change inventory quickly helps the bottom line. In an economy that could slow down, you want to own a company like this. They are expanding internationally also. People like shopping at Winners.
TJX Companies (TJX-N)
April 4, 2019
(A Top Pick Apr 12/18, Up 34%) Their ability to be very nimble, to change inventory quickly helps the bottom line. In an economy that could slow down, you want to own a company like this. They are expanding internationally also. People like shopping at Winners.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$54.250
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 3, 2019
(A Top Pick Jan 14/19, Up 12%) TJX runs the Winners discount clothing stores--in recessions people shop at downmarket chains like this. Late-January to end-March is their seasonality and it outperformed this year.
TJX Companies (TJX-N)
April 3, 2019
(A Top Pick Jan 14/19, Up 12%) TJX runs the Winners discount clothing stores--in recessions people shop at downmarket chains like this. Late-January to end-March is their seasonality and it outperformed this year.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$53.170
Owned
No
BUY
BUY
March 6, 2019
TJX is best in breed and they'll always have an offering that isn't online and is offered in shops. They turn their inventory weekly. There's always a new deal. A great model. Free cash flow is strong and has really competent management. Note that retail tends not to be good late-cycle, but TJX has great numbers. It's hard to not like them, but definitely this is defensive.
TJX Companies (TJX-N)
March 6, 2019
TJX is best in breed and they'll always have an offering that isn't online and is offered in shops. They turn their inventory weekly. There's always a new deal. A great model. Free cash flow is strong and has really competent management. Note that retail tends not to be good late-cycle, but TJX has great numbers. It's hard to not like them, but definitely this is defensive.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$51.750
Owned
Unknown
TOP PICK
TOP PICK
February 28, 2019
Basically Marshalls, Winners and Home Senses. 4,000 stores. They are very nimble. Traffic is very strong. If the economy goes south they can change what they are doing. They just announced a $1.5 billion share buy back. It continues to rock and roll. Great stock for the defensive growth investor. (Analysts’ price target is $55.72)
TJX Companies (TJX-N)
February 28, 2019
Basically Marshalls, Winners and Home Senses. 4,000 stores. They are very nimble. Traffic is very strong. If the economy goes south they can change what they are doing. They just announced a $1.5 billion share buy back. It continues to rock and roll. Great stock for the defensive growth investor. (Analysts’ price target is $55.72)
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$51.290
Owned
Yes
BUY
BUY
January 28, 2019
It's had a great rise and a healthy pullback to a level he likes. He'd buy.
TJX Companies (TJX-N)
January 28, 2019
It's had a great rise and a healthy pullback to a level he likes. He'd buy.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$48.820
Owned
Unknown
TOP PICK
TOP PICK
January 14, 2019
From late Jan unto the end of March the stock does really well. They have a niche in the retail sector. We saw a big correction take place so it has a good opportunity. They outperform the S&P 88% of the time in the seasonal period. It is an off-price apparel company and if we get into tougher times, then consumers will have to move down market. (Analysts’ price target is $53.62)
TJX Companies (TJX-N)
January 14, 2019
From late Jan unto the end of March the stock does really well. They have a niche in the retail sector. We saw a big correction take place so it has a good opportunity. They outperform the S&P 88% of the time in the seasonal period. It is an off-price apparel company and if we get into tougher times, then consumers will have to move down market. (Analysts’ price target is $53.62)
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$46.780
Owned
Yes
BUY
BUY
April 17, 2018

Well-run company that generates a lot of free cash flow. As Amazon pressures brick-and-mortar, these stores will have to move their merchandise, which is where TKX comes in, selling their excess merchandise. Also, TJX aggressively buys back stock.

TJX Companies (TJX-N)
April 17, 2018

Well-run company that generates a lot of free cash flow. As Amazon pressures brick-and-mortar, these stores will have to move their merchandise, which is where TKX comes in, selling their excess merchandise. Also, TJX aggressively buys back stock.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$83.450
Owned
Unknown
TOP PICK
TOP PICK
April 12, 2018

The umbrella company for names like Marshalls, Winners and Home Sense. Major off-price apparel and fashion retailer in the US and internationally. Strong cash flows. Very adaptable in the way they create inventories. Dividend yield of 1.9%. (Analysts’ price target is $91.70)

TJX Companies (TJX-N)
April 12, 2018

The umbrella company for names like Marshalls, Winners and Home Sense. Major off-price apparel and fashion retailer in the US and internationally. Strong cash flows. Very adaptable in the way they create inventories. Dividend yield of 1.9%. (Analysts’ price target is $91.70)

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$82.530
Owned
Yes
COMMENT
COMMENT
March 19, 2018

An interesting one. In 2008, TJX was stellar, and this stock hung in the best after the crash. Exceptionally well-managed with a great buying team. Problem is, you don't need to own this now. Recent numbers missed. Amazon is a better buy.

TJX Companies (TJX-N)
March 19, 2018

An interesting one. In 2008, TJX was stellar, and this stock hung in the best after the crash. Exceptionally well-managed with a great buying team. Problem is, you don't need to own this now. Recent numbers missed. Amazon is a better buy.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$81.390
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 24, 2017

(Top Pick May 18/17, Down 9.30%) Nothing has really changed. It is still a really good company. It has some protection from the Amazon worries because people like to go there and look for the bargain.

TJX Companies (TJX-N)
July 24, 2017

(Top Pick May 18/17, Down 9.30%) Nothing has really changed. It is still a really good company. It has some protection from the Amazon worries because people like to go there and look for the bargain.

Matt Kacur
President, FSA Financial Science and Art
Price
$66.900
Owned
No
COMMENT
COMMENT
June 19, 2017

A very well-run company. Off-price retailers appear to be the most effective retailers in competing against the Amazons threat, but also the threat of overcapacity within retail. Over the last several quarters, they’ve been increasing their guidance on expenses. Expects they are paying people more, and their space is costing them more, which has caused some compression in margins relative to what people’s expectations were. You want to see a catalyst for the industry to turn.

TJX Companies (TJX-N)
June 19, 2017

A very well-run company. Off-price retailers appear to be the most effective retailers in competing against the Amazons threat, but also the threat of overcapacity within retail. Over the last several quarters, they’ve been increasing their guidance on expenses. Expects they are paying people more, and their space is costing them more, which has caused some compression in margins relative to what people’s expectations were. You want to see a catalyst for the industry to turn.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$72.350
Owned
Unknown
TOP PICK
TOP PICK
May 18, 2017

Discount clothing retailer. He really likes this in retail, because a lot of companies are having trouble competing with Amazon. Doesn’t think they will have the same issue. This has 20 years of 20%+ of Return on Invested Capital. The stock got hit this week when they reported earnings.

Discount clothing retailer. He really likes this in retail, because a lot of companies are having trouble competing with Amazon. Doesn’t think they will have the same issue. This has 20 years of 20%+ of Return on Invested Capital. The stock got hit this week when they reported earnings.

Matt Kacur
President, FSA Financial Science and Art
Price
$74.480
Owned
No
PAST TOP PICK
PAST TOP PICK
April 6, 2017

(Top Pick Mar 2/17, Up 3%) Retail has been severely challenged recently. Retail has not been the best.

TJX Companies (TJX-N)
April 6, 2017

(Top Pick Mar 2/17, Up 3%) Retail has been severely challenged recently. Retail has not been the best.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$76.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 8, 2017

(A Top Pick Jan 27/16. Up 10.64%.) A very steady performer. Excellent balance sheet management. Great strategic division across the different geographies. Very, very strong operators.

TJX Companies (TJX-N)
February 8, 2017

(A Top Pick Jan 27/16. Up 10.64%.) A very steady performer. Excellent balance sheet management. Great strategic division across the different geographies. Very, very strong operators.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$75.510
Owned
Yes
COMMENT
COMMENT
August 31, 2016

One of her favourite retailers. A little pricey when it comes to valuations, but they are the one retailer that really has been able to have consistent same-store sales growth. As a brick/mortar store one thing they have done really well is coming up with an advertising campaign that makes shopping an experience. It advertises as more of a hunt, which encourages shoppers to keep coming back to the stores on a more frequent basis. This is going to do well for them coming into the holiday season.

TJX Companies (TJX-N)
August 31, 2016

One of her favourite retailers. A little pricey when it comes to valuations, but they are the one retailer that really has been able to have consistent same-store sales growth. As a brick/mortar store one thing they have done really well is coming up with an advertising campaign that makes shopping an experience. It advertises as more of a hunt, which encourages shoppers to keep coming back to the stores on a more frequent basis. This is going to do well for them coming into the holiday season.

Erin Gibbs
V.P., S&P Global Market Intelligence
Price
$77.440
Owned
Unknown
Showing 1 to 15 of 27 entries