Ross Stores Inc.

ROST-Q

NASDAQ:ROST

115.76
2.45 (2.07%)
Ross is an American chain of "off-price" department stores headquartered in Dublin, California, officially operating under the brandname, Ross Dress for Less. It is the second-largest off-price retailer in the USA, behind TJX Companies.
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Analysis and Opinions about ROST-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 20, 2018

(A Top Pick July 10/17 Up 57%). This is a core holding for him. This was the only stock on the S&P500 that was up in 2008. They are building their store count and buying back shares – all good things.

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(A Top Pick July 10/17 Up 57%). This is a core holding for him. This was the only stock on the S&P500 that was up in 2008. They are building their store count and buying back shares – all good things.

TOP PICK
TOP PICK
July 10, 2017

All 3 of his top picks have an element of defensiveness to them. Out of 500 companies in the S&P 500, this was the only company to post a positive rate of return in 2008. They buy excess inventories from some of the upper-class US stores for their outlet stores. When companies close stores or are having problems, this is good for the likes of this company. ROE is at about 40% and are actively buying back shares. One of the few retailers that are still opening stores. Dividend yield of 1.1%. (Analysts’ price target is $72.50.)

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All 3 of his top picks have an element of defensiveness to them. Out of 500 companies in the S&P 500, this was the only company to post a positive rate of return in 2008. They buy excess inventories from some of the upper-class US stores for their outlet stores. When companies close stores or are having problems, this is good for the likes of this company. ROE is at about 40% and are actively buying back shares. One of the few retailers that are still opening stores. Dividend yield of 1.1%. (Analysts’ price target is $72.50.)

PAST TOP PICK
PAST TOP PICK
November 2, 2016

(A Top Pick March 2/15. Up 19.12%.) A great management team. If you own, she would consider trimming because it has done so well relative to anything else.

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Ross Stores Inc. (ROST-Q)
November 2, 2016

(A Top Pick March 2/15. Up 19.12%.) A great management team. If you own, she would consider trimming because it has done so well relative to anything else.

BUY WEAKNESS
BUY WEAKNESS
June 7, 2016

This and T.J. Maxx (TJX-N) would be the big retailers on the discount side in the US. This one had a little bump recently on their earnings, but you are looking at very deep discounted fashions. They still have the wherewithal to grow their business. Given that small businesses are still continuing to grow, he imagines it will continue to help the low end consumer. If this were to correct more and get into a better valuation, he would probably recommend that you dip your toes in.

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This and T.J. Maxx (TJX-N) would be the big retailers on the discount side in the US. This one had a little bump recently on their earnings, but you are looking at very deep discounted fashions. They still have the wherewithal to grow their business. Given that small businesses are still continuing to grow, he imagines it will continue to help the low end consumer. If this were to correct more and get into a better valuation, he would probably recommend that you dip your toes in.

COMMENT
COMMENT
May 20, 2016

US retail. This company is pretty good. Had an earnings miss recently and the stock was beaten up a little. Has moved into a negative earnings revision cycle. Feels the company is pretty well run, but the industry is running into some strong headwinds. If you own, he would recommend using a stop loss.

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US retail. This company is pretty good. Had an earnings miss recently and the stock was beaten up a little. Has moved into a negative earnings revision cycle. Feels the company is pretty well run, but the industry is running into some strong headwinds. If you own, he would recommend using a stop loss.

PAST TOP PICK
PAST TOP PICK
February 25, 2016

(A Top Pick March 2/15. Up 7.68%.) This caters to the lower income consumer. The thinking was that it was going to be the lower income consumer who will actually benefit the most from lower gasoline prices.

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Ross Stores Inc. (ROST-Q)
February 25, 2016

(A Top Pick March 2/15. Up 7.68%.) This caters to the lower income consumer. The thinking was that it was going to be the lower income consumer who will actually benefit the most from lower gasoline prices.

COMMENT
COMMENT
November 23, 2015

Good quality clothes at a good price. There is a lot of competition in this business. This had an arbitrage opportunity and took advantage of it, but he wonders how much longer that can continue. At some point in time their market share is going to get obliterated. Retail is very, very tough.

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Ross Stores Inc. (ROST-Q)
November 23, 2015

Good quality clothes at a good price. There is a lot of competition in this business. This had an arbitrage opportunity and took advantage of it, but he wonders how much longer that can continue. At some point in time their market share is going to get obliterated. Retail is very, very tough.

TOP PICK
TOP PICK
March 2, 2015

They retail clothing as well as house wares at exceptionally low prices. Lower energy prices helps the lower end consumer. Yield of 0.89%.

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They retail clothing as well as house wares at exceptionally low prices. Lower energy prices helps the lower end consumer. Yield of 0.89%.

WEAK BUY
WEAK BUY
June 23, 2014

Was on the sidelines because of valuation. Growth is not as robust as people were thinking so the multiple compressed. They still seem to have a lot of store growth ahead of them.

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Was on the sidelines because of valuation. Growth is not as robust as people were thinking so the multiple compressed. They still seem to have a lot of store growth ahead of them.

DON'T BUY
DON'T BUY
November 20, 2013

They have been doing very well. A great business. Her issue is the valuation. It is not a cheap stock. Probably no issue if they keep doing what they are doing.

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Ross Stores Inc. (ROST-Q)
November 20, 2013

They have been doing very well. A great business. Her issue is the valuation. It is not a cheap stock. Probably no issue if they keep doing what they are doing.

COMMENT
COMMENT
September 20, 2013

An off price retailer like Winners. This has been a sweet spot as the economy has been a little rough. They can go up and down depending on how their business does and it is hard to forecast. Valuations are not cheap but not horrible. She is neutral. Her exposure to retail is Taylor and Kohls.

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Ross Stores Inc. (ROST-Q)
September 20, 2013

An off price retailer like Winners. This has been a sweet spot as the economy has been a little rough. They can go up and down depending on how their business does and it is hard to forecast. Valuations are not cheap but not horrible. She is neutral. Her exposure to retail is Taylor and Kohls.

COMMENT
COMMENT
January 28, 2013

Very good business. Penetration in the US is not that high so they have room to run as they expand their store base. Benefiting from the discount trends. Would like it 5%-10% lower.

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Ross Stores Inc. (ROST-Q)
January 28, 2013

Very good business. Penetration in the US is not that high so they have room to run as they expand their store base. Benefiting from the discount trends. Would like it 5%-10% lower.

PAST TOP PICK
PAST TOP PICK
August 21, 2012

(A Top Pick Aug 30/11. Up 84.28%.) A US off-price channel retailer. Basically buy up inventories of brand-name clothing and sell it. Have managed to grow same-store sales fairly dramatically along with their margins. Probably time to lighten up on this one if you own.

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(A Top Pick Aug 30/11. Up 84.28%.) A US off-price channel retailer. Basically buy up inventories of brand-name clothing and sell it. Have managed to grow same-store sales fairly dramatically along with their margins. Probably time to lighten up on this one if you own.

PAST TOP PICK
PAST TOP PICK
April 24, 2012
(Top Pick Jun 13/11, Up 55.40%) They do a chunk of off price retail. Buy merchandise at a discount.
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(Top Pick Jun 13/11, Up 55.40%) They do a chunk of off price retail. Buy merchandise at a discount.
TOP PICK
TOP PICK
August 30, 2011
Off channel retailer. Sell at deep discounts. Nicely positioned to benefit from consumers desire to wear brand name clothing at a discount.
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Off channel retailer. Sell at deep discounts. Nicely positioned to benefit from consumers desire to wear brand name clothing at a discount.
Showing 1 to 15 of 21 entries