Ann Inc.

ANN-N

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about ANN-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 26, 2015

(Top Pick Jan 10/14, Down 2.39%) This one is lagging. As long as she sees management doing something she sticks with the name.

Ann Inc. (ANN-N)
February 26, 2015

(Top Pick Jan 10/14, Down 2.39%) This one is lagging. As long as she sees management doing something she sticks with the name.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$34.760
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 23, 2014

(Top Pick Aug 1/13, Up 20.85%) There has been a pickup in sales. People are not seeing that explosion of traffic that everyone saw coming out of that horrible winter. She is still good here.

Ann Inc. (ANN-N)
June 23, 2014

(Top Pick Aug 1/13, Up 20.85%) There has been a pickup in sales. People are not seeing that explosion of traffic that everyone saw coming out of that horrible winter. She is still good here.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$41.900
Owned
Yes
STRONG BUY
STRONG BUY
April 15, 2014

Strong balance sheet. The manage team is acting with a sense of urgency. A pretty compelling entry point here.

Ann Inc. (ANN-N)
April 15, 2014

Strong balance sheet. The manage team is acting with a sense of urgency. A pretty compelling entry point here.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$40.100
Owned
Unknown
TOP PICK
TOP PICK
January 10, 2014

This has reached a pretty decent entry point. A lot of this is because of people staying indoors and the retail environment in general. Seems to be in a very good position from an inventory standpoint. Good inventory levels and a good type of inventory for spring fashion.

Ann Inc. (ANN-N)
January 10, 2014

This has reached a pretty decent entry point. A lot of this is because of people staying indoors and the retail environment in general. Seems to be in a very good position from an inventory standpoint. Good inventory levels and a good type of inventory for spring fashion.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$36.300
Owned
Yes
TOP PICK
TOP PICK
August 1, 2013

Women’s wear. Very competitive business but this one has generated great return on capital over time. She is in a phase where there are questions over their ability to expand margins but they are in a net cash position. Free cash flow is strong and she likes the yield. Catalyst for this is if they have a couple of quarters where they really hit strongly on merchandising, which is very doable, you’ll get a much higher multiple.

Ann Inc. (ANN-N)
August 1, 2013

Women’s wear. Very competitive business but this one has generated great return on capital over time. She is in a phase where there are questions over their ability to expand margins but they are in a net cash position. Free cash flow is strong and she likes the yield. Catalyst for this is if they have a couple of quarters where they really hit strongly on merchandising, which is very doable, you’ll get a much higher multiple.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$34.670
Owned
Yes
TOP PICK
TOP PICK
May 30, 2013

Same story as Kohls. Same store sales numbers are not up but it is a late spring so you are not buying coloured bottoms or whatever is in fashion this year. Hurricane Sandy also is impacting them. When you look at cash flow it is just too good to pass up. You might want to wait for June 6th for the Quarter end and see how it goes.

Ann Inc. (ANN-N)
May 30, 2013

Same story as Kohls. Same store sales numbers are not up but it is a late spring so you are not buying coloured bottoms or whatever is in fashion this year. Hurricane Sandy also is impacting them. When you look at cash flow it is just too good to pass up. You might want to wait for June 6th for the Quarter end and see how it goes.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$30.230
Owned
Unknown
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