Target Corp. (TGT)
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- General Discussion on TGT
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
- Target's No Bulls-Eye When It Comes to Dividends [view article]
- 15 Value Hedge Funds - Portfolio Update [view article]
- Note to Target: Raise Your Prices [view article]
- Procter & Gamble vs. Unilever - Cramer's Mad Money (8/21/08) [view article]
- Sequoia Fund Reopens After 26 Years: A Look Inside [view article]
- Friday Options Update: LEH, SCHW, AKAM, KG, APO, TGT, ORCL, KO [view article]
- Toll Brothers Staying Alive - Fast Money Midday Recap (8/19/08) [view article]
- Target Misses Their Own Expectations [view article]
- Huge Opportunity - Fast Money Midday (8/14/08) [view article]
- American Eagle Outfitters: Impressive Company, Tough Market [view article]
- Dollar Surge - Fast Money Recap (8/8/08) [view article]
loading ...Recent TGT Articles
- Target's No Bulls-Eye When It Comes to Dividends
- Target: Merchant Retailer or Financial Institution?
- Friday Options Update: LEH, SCHW, AKAM, KG, APO, TGT, ORCL, KO
- Note to Target: Raise Your Prices
- Target 'Admirable' in Tough Economy - UBS
- 15 Value Hedge Funds - Portfolio Update
- No Bullseye for Target: Q2 Earnings Review
- Target: Merchant Retailer or Financial Institution?
- Toll Brothers Staying Alive - Fast Money Midday Recap (8/19/08)
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin)
- Full List of Articles »
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Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
Keep in mind that many hedgies have "boxed" positions, meaning that reading the reported filings can send copycats in the wrong direction entirely. Take a position like BARE, NTRI or CROX. Most hedgies have been short these names - openly so in some cases. Just because Blue Ridge shows a long position in BARE doesn't mean it is net long. It could have an equal or larger short position in BARE. Sounds silly to many retail investors to be simultaneously long and short the same stock. Here's some reasons why to box a position: 1) show a long position; get better access to management, though you're really only researching a short. 2) getting stock borrow can be difficult for big short positions in heavily shorted names. Let's say you're short BARE and it plummets in value. You think it may rise again (to where you'd short it again) before going to even lower levels. You buy BARE long after the first decline while maintaining your short position (not "covering," but mathematically pretty similar, with the "carry" being the differentiator). When the stock rises again, you sell your long shares, effectively re-opening your short position. Back the old days of the Uptick Rule for shorting (only short sell on an uptick to avoid freefalls), this strategy also allowed hedgies to short by selling the long shares (no uptick rule) instead of struggling to short in a declining tape.I think the holdings still can give you a feel for what firms like Blue Ridge are involved in, but don't bet the filings are telling you in which direction they're betting. Reply
Target's No Bulls-Eye When It Comes to Dividends [view article]
why bother.check out FRO.except for being a very happy shareholder i have no connection to this co.or wall st.the ceo gets no pay except for the dividend.no one has figuredout a way to pave over the ocean.who needs retail? Reply15 Value Hedge Funds - Portfolio Update [view article]
Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? ReplyLutzenberger
Note to Target: Raise Your Prices [view article]
I respectfully disagree with your post. My rebuttal is posted on my website. ReplyProcter & Gamble vs. Unilever - Cramer's Mad Money (8/21/08) [view article]
At least my UN shares are holding up and are still ahead of when I bought them two years ago, unlike other holdings in my over diversified portfolio.Onthe other hand, when I look at local stores P&G has far more shelf space than UN. I assume UN is more dominant in Europe, which is a bigger market.
Dan Reply
Note to Target: Raise Your Prices [view article]
Interesting article. Thanks for the different perspective.But most corporate managers lose sleep over their products becoming commodities. If a consumer has to choose between two identical products, they will more than likely choose the lower priced item. And that's if they are a rational, intelligent being!
I have a good income and education, and I've shopped at both Target and Wal-Mart. Target's crap is no better than Wal-Mart's. I am going to purchase what I need at Wal-Mart, because I have better things to spend my money on than higher prices at Target, or making Target executives/stockholder... richer!
Instead of entering a price war with Wal-Mart over crappy merchandise, Target needs different and higher quality merchandise in order to survive. Reply
Sequoia Fund Reopens After 26 Years: A Look Inside [view article]
Once you include American Funds' sales loads, they no longer outperform. :) Reply15 Value Hedge Funds - Portfolio Update [view article]
valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.
User 164258 - you are correct and the glitch is fixed on my blog. . .
Reply
15 Value Hedge Funds - Portfolio Update [view article]
I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter Reply
15 Value Hedge Funds - Portfolio Update [view article]
I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply15 Value Hedge Funds - Portfolio Update [view article]
I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply15 Value Hedge Funds - Portfolio Update [view article]
Meb is a pretty bright guy and synthesis of other concepts can be very useful. ReplyHedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
I found this interesting and wasn't aware this information was available.Reply
Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
User 172125,Re: "just compiling data that is readily available". I don't know about you, but MY clock only has 24 hours in a day, so anything that allows me to be more productive in that 24 hours, has value.
old trader Reply
Toll Brothers Staying Alive - Fast Money Midday Recap (8/19/08) [view article]
blah,blah,blah..nobody knows anything. just guessing.if right big brag,if wrong,hardly a word.why does anybody waste their time?Reply