No. 1: American Eagle Outfitters Inc. (AEO), Add: 1.12% of the portfolio - Total: 3,082,952 Shares
American Eagle Outfitters is a specialty retailer of all-American casual apparel accessories and footwear for men and women between the ages of 16 and 34. The company sources designs and markets a versatile line of timeless and relaxed clothing classics like jeans khakis and T-shirts under its American Eagle Outfitters and AE brand names for exclusive sale in its stores. The company is focused on several core brand and merchandising strategies to differentiate the company from competition improve profitability and increase sales. American Eagle Outfitters Inc. has a market cap of $3.28 billion; its shares were traded at around $15.84 with a P/E ratio of 22.4 and P/S ratio of 1.1. The dividend yield of American Eagle Outfitters Inc. stocks is 2.5%. American Eagle Outfitters Inc. had an annual average earning growth of 27.6% over the past 10 years. GuruFocus rated American Eagle Outfitters Inc. the business predictability rank of 4.5-star.
No. 2: Eaton Corp. (ETN), Buy: 0.98% of the portfolio - Total: 426,865 Shares
Eaton Corporation is a global diversified industrial manufacturer. Eaton is one of the leaders in fluid power systemselectrical power quality and controlsautomotive air management and fuel economyand intelligent truck components for fuel economy and safety. Eaton Corp. has a market cap of $10.65 billion; its shares were traded at around $64.31 with a P/E ratio of 28 and P/S ratio of 0.7. The dividend yield of Eaton Corp. stocks is 3%. Eaton Corp. had an annual average earning growth of 7.4% over the past 10 years.
No. 3: Lowe's Companies Inc. (LOW), Add: 1.54% of the portfolio - Total: 1,866,605 Shares
Lowe's Companies Inc. is a retailer of home improvement products in the worldwith specific emphasis on retail do-it-yourself and commercial business customers. Lowe's specializes in offering products and services for home improvementhome decorhome maintenancehome repair and remodeling and maintenance of commercial buildings. Lowe's principal customer groups are do-it-yourself retail customers and commercial business customers. Lowe's Companies Inc. has a market cap of $30.93 billion; its shares were traded at around $20.94 with a P/E ratio of 16.2 and P/S ratio of 0.6. The dividend yield of Lowe's Companies Inc. stocks is 1.6%. Lowe's Companies Inc. had an annual average earning growth of 21.4% over the past 10 years. GuruFocus rated Lowe's Companies Inc. the business predictability rank of 5-star.
No. 4: Macy's Inc. (M), Add: 1.32% of the portfolio - Total: 2,394,568 Shares
Macy's Inc. (M) through its subsidiaries is one of the leading operators of full-line department stores in the United States. The Company's subsidiaries operate department stores under the names Bloomingdale's The Bon Marche Burdines Goldsmith's Lazarus Macy's Rich's and Stern's. These department stores sell a wide range of merchandise including men's women's and children's apparel and accessories cosmetics home furnishings and other consumer goods. Macy's Inc. has a market cap of $8.07 billion; its shares were traded at around $19.18 with a P/E ratio of 18.8 and P/S ratio of 0.3. The dividend yield of Macy's Inc. stocks is 1%. Macy's Inc. had an annual average earning growth of 2.6% over the past 10 years. GuruFocus rated Macy's Inc. the business predictability rank of 2-star.
No. 5: Safeway Inc. (SWY), Buy: 1.01% of the portfolio - Total: 1,269,445 Shares
Safeway Inc. is a food and drug retailer in North America. The company operates stores under a variety of names including Vons Dominick's and Randalls /Tom Thumb. The company's stores can be found throughout the Western Southwestern Rocky Mountain Midwestern and Mid-Atlantic regions of the United States and in western Canada. In support of its stores Safeway has an extensive network of distribution manufacturing and food processing facilities. Safeway Inc. has a market cap of $9.51 billion; its shares were traded at around $22.84 with a P/E ratio of 12.3 and P/S ratio of 0.2. The dividend yield of Safeway Inc. stocks is 1.8%. Safeway Inc. had an annual average earning growth of 9.8% over the past 5 years.
Conclusion Four of five of Richard Snow’s top purchases are retailers of different sorts. He is betting the consumer spending will recover.
GuruFocus provides real time information and insights of Investment Gurus such as Warren Buffett and Ricard Snow for Premium Members. If you are not a premium member, click here to sign up or upgrade. 7-Day Free Trial is available.
Rate This Article: |
  |
Click to see which Gurus bought AEO , ETN , LOW , M , SWY ?
Check out Richard Snow Stock Picks, and Current Portfolio,