Tracking David Rolfe's Wedgewood Partners Portfolio - Q2 2020 Update
Wedgewood Partners’ 13F portfolio value increased from $528M to $590M this quarter.David Rolfe increased Bristol-Myers Squibb while dropping Booking Holdings and FLEETCOR Technologies.Their top five positions are at 28% of the overall portfolio.
Seekingalpha · 2d ago
Why Is Ross Stores (ROST) Up 5.5% Since Last Earnings Report?
Ross Stores (ROST) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Zacks · 3d ago
Here's What Ross Stores, Inc.'s (NASDAQ:ROST) Shareholder Ownership Structure Looks Like
The big shareholder groups in Ross Stores, Inc. (NASDAQ:ROST) have power over the company. Institutions will often...
Simply Wall St. · 09/11 19:41
Pandemic's back-to-school season could bring record retail spending, CFRA says
Back-to-school season has presented a challenge to retail analysts evaluating exactly what an out-of-the-ordinary year looks like for the usual stock suspects, especially as different regions face differing timelines and
Seekingalpha · 09/08 22:33
Stock market and unemployment: Five analysts discuss the market’s move
Stocks came back from the worst of their sell-off late Friday, though they held in the red. Five experts weigh in on the markets. · 09/04 20:29
Coronavirus ‘pandemic clauses’ in retail leases are a must-have, but landlords are at-risk
Most retail rent agreements are straightforward but that was before the coronavirus pandemic.
Yahoo Finance · 09/04 10:23
Should I Buy Ross Stores, Inc. (ROST)?
Insider Monkey · 09/01 03:02
3 Surprising Stock Upticks · 08/28 17:35
Burlington Stores: Still A Back-Pocket Alternative In Retail
Burlington's 2Q revenues looked ugly, but better-than-expected gross margins and upbeat remarks about 3Q were enough to lift the stock.The retailer's journey through the quarter was very much aligned with what its peers had reported earlier in the earnings season.I see BURL as a "back pocket" alternative, in case I choose to diversify my positions further within the retail sector.
Seekingalpha · 08/27 23:21
Burlington Stores Ticks Up on Small Loss, as Sales Trend Up
The discounter swung to a much smaller-than-anticipated loss in its second quarter, amid Covid-19 closures. · 08/27 14:41
Burlington Stores Reports Earnings Thursday. Heres What to Expect.
The results will be a tie breaker of sorts for three major off-price retailers. · 08/26 11:15
Burlington Stores Reports Earnings Thursday. Here’s What to Expect.
The results will be a tie breaker of sorts for three major off-price retailers. · 08/26 10:15
Ross Stores: Investors Should Expect A Tough Second Half
Seeking Alpha - Article · 08/25 21:49
These ‘Dividend Aristocrat’ stocks have been raising their dividends for decades, and there have been no dividend cuts during the pandemic
Dozens of other S&P 500 companies, in contrast, have reduced their payouts. · 08/25 20:08
Why Retail Stocks Are Up · 08/25 15:13
Morgan Stanley Maintains Overweight on Ross Stores, Raises Price Target to $107
Morgan Stanley maintains Ross Stores (NASDAQ:ROST) with a Overweight and raises the price target from $105 to $107.
Benzinga · 08/25 11:55
Ross Stores: Cash Burn Subsides For Now
ROST's revenue and EBITDA continue to slide. Aggressive mark-downs helped pare its inventory balance and generate positive FCF.
Seeking Alpha - Article · 08/24 23:18
Will TJX Companies Recover Faster Than Ross Stores Post Covid-19?
Off-price retailers TJX Companies and Ross Stores emerged as strong players in the retail space, stealing market share from department stores over recent years. These retailers sell their merchandise at steep discounts compared to department stores and other retailers. Prior to the pandemic, they were
SmarterAnalyst · 08/24 07:44
Ross Stores: As Ugly As TJX, But Likely A Long-Term Winner
Ross' second quarter earnings report looked very much like a repeat of TJX's: encouraging at first, uglier as the period came to a close.
Seeking Alpha - Article · 08/21 21:17
Stocks making the biggest moves midday: Deere, Foot Locker, Tesla & more
Check out the companies making headlines in midday trading. · 08/21 15:53