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The (Self-Checkout) Express Lane to Profits (TGT, CVS, WMT, NCR, DBD, RADS)

Posted by Eric Monte at 8:36AM on May 17th

The use of technology for automated functions appears to be increasing in the retail and financial sectors. I am a frequent shopper at major chain stores such as Target (TGT), CVS Caremark (CVS), and Wal-Mart Stores (WMT). It seems that each time I…

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Discount Retail Stocks Pop As Family Dollar Takeover Heats Up (FDO, COST, BIG, TGT, WMT)

Posted by Jason Smith at 2:05PM on March 3rd

Discount retailers are getting some attention today due in part to a couple of solid earnings reports, but the real news that may be helping the Discount Retail Stocks Index move higher by 1.1% is a takeover battle turned contentious.

Shares of…

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Ackman Adds GM to Highly Concentrated Portfolio (TGT, KFT, JCP, GM, HHC, C, FO, ADP, GLRE)

Posted by Jason Smith at 9:35AM on February 18th

William Ackman is well-known as the man behind hedge fund Pershing Square Capital Management, which often makes headlines for its big stakes in and activist stances towards well-known brands.

In the past these brands have included Target (TGT), Kraft Foods (KFT), and…

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Peltz’s Family Dollar Bid Could Spark More Discount Retail M&A (FDO, DG, FRED, DLTR, BIG, TGT, WMT)

Posted by Todd Shriber at 12:01PM on February 16th

Shares of discount retailer Family Dollar Stores (FDO) are surging 23% after Nelson Peltz’s Trian Fund Management said it would like to acquire the retailer for as much as $7.6 billion, prompting speculation the discount retail space is ripe for consolidation. The…

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Can Retail Stocks Bring a Santa Claus Rally? (TGT, PERY, BJ, SINA, CCME)

Posted by Geoff Seiler at 4:35PM on November 17th

Stocks turned in a mixed day, as yesterday’s issues (Irish and EU debt problems and Asian inflation and rate raising concerns) continued to be overhangs on the market. However, news from the retail sector remains generally strong, with good news…

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Ackman ‘More Bullish Than Most’ Heading Into Q4 (TGT, JCP, FO, YUM, C, ADP)

Posted by Jason Smith at 2:25PM on October 14th

Pershing Square Capital Management’s Bill Ackman offered a bullish outlook for stocks, including some individual picks, at the Value Investing Congress in New York earlier this week. Ackman, who explained that his firm seeks to identify businesses that are largely…

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Apple Fuels Rumor Mill With Verizon Retail Deal (AAPL, GOOG, BBY, TGT, WMT, VZ, VOD, T, DELL, MOT, ZAGG)

Posted by Owen Vater at 12:04PM on October 14th

Apple (AAPL) is putting the throttle down on iPad distribution ahead of the holidays, and competition from Google (GOOG) Android-powered peers. Best Buy Co. (BBY) has been selling the tablet since April, and Target (TGT) jumped on board earlier this month. Earlier this week…

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Analysts Active On Amazon in October (AMZN, WMT, TGT, SPLS, AAPL, GOOG, BFLY, DSCM, VSI, EXPE, PCLN)

Posted by Owen Vater at 11:01AM on October 7th

The crucial holiday shopping season is approaching, and a slew of analysts have weighed in on dotcom retail giant Amazon.com (AMZN) this month ahead of its October 21 third-quarter earnings report. Most recently, Caris & Co. noted this morning that Wall…

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The Legendary Value Fund with Close Links to Billionaire Buffett (SEQUX, BRK.A, GS, VRX, GOOG, IBM, WMT, WAG, TGT, TJX, FAST, BRK.B)

Posted by Max Magee at 9:51AM on August 27th

A stalwart of the mutual fund world has been quietly having a solid year.

The venerable, value-focused Sequoia Fund (SEQUX) opened to new investors for the first time in 26 years during 2008, but the fund lost about -27% over the course…

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Ackman Adds Citi to Highly Concentrated Portfolio (MCD, TGT, KFT, C, ADP, YUM, BGP, GLRE)

Posted by Max Magee at 9:00AM on August 24th

William Ackman is well-known as the man behind hedge fund Pershing Square Capital Management, a fund that often makes headlines for its big stakes in and activist stances towards well-known brands.

In the past these brands have included McDonald’s (MCD), Target (TGT),…

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