Konebhar6 Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 6:14 PM, krishnaaa said: Here is my idea behind Kohls(KSS) play. Correct me if I am wrong. We will have to imagine Kohls after rate cuts....not in its current situation. They received a buyout offer above 60 before. That was when I sold. But the price now is ridiculous. The move towards(due to money crunch..not the original move) discount outlets,Costco,walmart and Amazon for clothing increased recently due to money cruch situation caused by high interest rates. I would expect atleast 50% to return. 50% would remain due to habit. Kohls also has valuable real estate with huge parking lots which can be utilized for temp rentals, EV chargers etc. Its real estate piece alone is greater than the market cap. Adding to it, Sephora sales are going to increase further after rate cuts. Right now people are making do with cheap ELF cosmetics. Once they have money, they would like to spend on more decent brands. I wouldn't expect 60 again this time.....probably in low-mid 40s. And 10%+ dividend while we wait 😀 Expand Good/Decent - The payout Ratio seems a bit high, but not too bad. Dividends should not be in danger. Its debt/Equity is also not bad at 1.08. Adding Sephora is a good move. Bad - Shopping Trends changed after COVID. People shop more at COSTCO, and discount stores like ROSS, MARSHALLS. Forward PE is high meaning analysts expect lesser earnings next year. Bottomline - A lot depends on their ability to attract more/new customers into stores. @krishnaaa Who do you think would buy Kohls? There was a lot of rumors that AMZN was interested a few yrs back. Quote Link to comment Share on other sites More sharing options...
The_Mentalist Posted September 17, 2024 Report Share Posted September 17, 2024 Okati esa Success aithe cheptha naadhi oka lav da lo logic so success avaka povachu Fail ayye lopu lepestha anna confidence aithe undhi lets see Quote Link to comment Share on other sites More sharing options...
SwamyRaRa Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:14 PM, The_Mentalist said: Okati esa Success aithe cheptha naadhi oka lav da lo logic so success avaka povachu Fail ayye lopu lepestha anna confidence aithe undhi lets see Expand Vuu Quote Link to comment Share on other sites More sharing options...
megadheera Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:14 PM, The_Mentalist said: Okati esa Success aithe cheptha naadhi oka lav da lo logic so success avaka povachu Fail ayye lopu lepestha anna confidence aithe undhi lets see Expand Aaputhava ee jyothi Lakshmi threads ani @csrcsr uncle saying Quote Link to comment Share on other sites More sharing options...
csrcsr Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:14 PM, The_Mentalist said: Okati esa Success aithe cheptha naadhi oka lav da lo logic so success avaka povachu Fail ayye lopu lepestha anna confidence aithe undhi lets see Expand anna neee logic as per my guess (i may be wrong ) you will go to yahoo finance or some financial app you sort by most loosers or gainers in a day , Most lost stock ni long chestav or which abruptly lost its value dani long chestav else most gained stock ni short chestav anthe naa anna Quote Link to comment Share on other sites More sharing options...
The_Mentalist Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:21 PM, megadheera said: Aaputhava ee jyothi Lakshmi threads ani @csrcsr uncle saying Expand Aagadhu ee poratam nak monna stocks lo ochina profits anni mrodda gudisi poye varaku aagadhu Quote Link to comment Share on other sites More sharing options...
The_Mentalist Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:22 PM, csrcsr said: anna neee logic as per my guess (i may be wrong ) you will go to yahoo finance or some financial app you sort by most loosers or gainers in a day , Most lost stock ni long chestav or which abruptly lost its value dani long chestav else most gained stock ni short chestav anthe naa anna Expand Nen idhi edho pedha logic anukunna idhi andharki thelsa? Quote Link to comment Share on other sites More sharing options...
csrcsr Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:24 PM, The_Mentalist said: Nen idhi edho pedha logic anukunna idhi andharki thelsa? Expand Rofl first correct a kada cheppu ? i guessed it bro that's one of pattern But be careful bro when you that strategy some times are books are cooked fraud stocks unatyi never follow blindly look at the books of stock, some fundamentals like pe ratio , 52 week high low entha etc etc For example smci was 1000 plus it went to 300 and came back to 440 , they still not filed 10k filing if they don't adhere it might loose all Paina example but never follow those strategies without fundamental of stock, yes some times good stock goes down for example @LadiesTailor and few here we discussed and intel lo jumped at 18 because at least some potential Always think of little long term don't expect quick returns If yiu have $100 spend $90 on long term and $10 on your risks I know masthu kick istadi when you get high but two or three bad trades can spoil your savings 2 Quote Link to comment Share on other sites More sharing options...
The_Mentalist Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:30 PM, csrcsr said: Rofl first correct a kada cheppu ? i guessed it bro that's one of pattern But be careful bro when you that strategy some times are books are cooked fraud stocks unatyi never follow blindly look at the books of stock, some fundamentals like pe ratio , 52 week high low entha etc etc For example smci was 1000 plus it went to 300 and came back to 440 , they still not filed 10k filing if they don't adhere it might loose all Paina example but never follow those strategies without fundamental of stock, yes some times good stock goes down for example @LadiesTailor and few here we discussed and intel lo jumped at 18 because at least some potential Always think of little long term don't expect quick returns If yiu have $100 spend $90 on long term and $10 on your risks I know masthu kick istadi when you get high but two or three bad trades can spoil your savings Expand Correst ga ne guess chesav kani similar stocks success ayay ani vesa… konchem recognized company ne… but just risk chesa… na long term eppat nuncho undhi uncle.. didn’t take it out this one is timepass good info… susi vestha ippat nundi 1 Quote Link to comment Share on other sites More sharing options...
csrcsr Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:34 PM, The_Mentalist said: Correst ga ne guess chesav kani similar stocks success ayay ani vesa… konchem recognized company ne… but just risk chesa… na long term eppat nuncho undhi uncle.. didn’t take it out this one is timepass good info… susi vestha ippat nundi Expand I know apud apudu bore kotinapudu you want that adrenaline rush and dopamine but be careful 1 Quote Link to comment Share on other sites More sharing options...
Raja_Returns Posted September 17, 2024 Report Share Posted September 17, 2024 repu rate cut taruvatha lese stock enti oka 2 chepandi vaa devara lo ma tarak anna kathi pattukune still release ayyaka first day move chudali ani fix ayya movie ticket mandam paisalu vasthe chalu 1 Quote Link to comment Share on other sites More sharing options...
csrcsr Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:37 PM, Raja_Returns said: repu rate cut taruvatha lese stock enti oka 2 chepandi vaa devara lo ma tarak anna kathi pattukune still release ayyaka first day move chudali ani fix ayya movie ticket mandam paisalu vasthe chalu Expand Loans Iche stocks anna sofi, upstart, ally etc all have some pros and cons , rate cut undi but a rate cut ni ela interpret chestaro teliyaud kada, IWM Russell small cap mid cap index also might benefit form rate cut there is no in-between returns annd vasthe vastayi pothe potayi Quote Link to comment Share on other sites More sharing options...
krishnaaa Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 7:07 PM, Konebhar6 said: Good/Decent - The payout Ratio seems a bit high, but not too bad. Dividends should not be in danger. Its debt/Equity is also not bad at 1.08. Adding Sephora is a good move. Bad - Shopping Trends changed after COVID. People shop more at COSTCO, and discount stores like ROSS, MARSHALLS. Forward PE is high meaning analysts expect lesser earnings next year. Bottomline - A lot depends on their ability to attract more/new customers into stores. @krishnaaa Who do you think would buy Kohls? There was a lot of rumors that AMZN was interested a few yrs back. Expand Mostly private buyers Quote Link to comment Share on other sites More sharing options...
csrcsr Posted September 17, 2024 Report Share Posted September 17, 2024 Getting anxious for tomorrow not only for stocks ,job market etc tommorow any bad decision by federal will wipe out dollars ,jobs scary pray for good economy economy doesn't o ly mean quick burst of stocks raising real economic growth , reduced inflation guys 🙏 jobs lekapothe kastam Quote Link to comment Share on other sites More sharing options...
Raja_Returns Posted September 17, 2024 Report Share Posted September 17, 2024 On 9/17/2024 at 8:39 PM, csrcsr said: Getting anxious for tomorrow not only for stocks ,job market etc tommorow any bad decision by federal will wipe out dollars ,jobs scary pray for good economy economy doesn't o ly mean quick burst of stocks raising real economic growth , reduced inflation guys 🙏 jobs lekapothe kastam Expand e time lo mari worst vasthe akka aduuka tinadame anna t thata bashir bhai daggara kotha battalu kuttinchukoni mari ready avuadtu tella intlo dooradaneki 1 Quote Link to comment Share on other sites More sharing options...
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