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    1. CLS: Managed Portfolios – Commodities – Inflation

      Headlines

      Tue, 7 Apr 2015

      late, including Walmart’s decision to raise wages for its employees (preceded by Starbucks, Aetna, and Gap, followed by TJX and Target) and federal and state minimum wage increases. The wage data is improving. Four years ago, inflation-adjusted wage

    2. From Barron’s, March 23, 2015 (Part 1)

      Commentary

      Sat, 21 Mar 2015

      BRK-A/B, AAPL, HON, JPM, BLK, NFLX, DIS, NVS, M, Tencents/700.hk/TCEHY, FCA.it/FCAU, GILD, CVS, TJX , RYA.ir/RYAAY, GOOGL, UA, HDB, REGN, SBUX, FDX, SoftBank/9984.ja/SFTBY, ICE, ABT, Fast Retailing/9983

    3. Will Walmart’s Wage Increase Pay Off?

      Headlines

      Tue, 3 Mar 2015

      retailers, including Gap and IKEA, have also preemptively raised workers’ salaries. Earlier this week, retail chains TJ Maxx and Marshalls said they, too, would increase their U.S. workers’ wages to at least $9 hourly. Even so, Cobb was skeptical. “If I had

    4. TJX Gains Market Share in Fourth Quarter; Shares Fairly Valued

      Commentary

      Thu, 26 Feb 2015

      earnings ahead of both our estimates and company guidance, we think TJX ’s narrow moat is firmly intact. Traffic increases and strong ..... nature of many of these factors, we continue to believe that TJX can achieve mid-single-digit top-line growth and double

    5. TJX Gains Market Share in Fourth Quarter; Shares Fairly Valued

      Commentary

      Wed, 25 Feb 2015

      earnings ahead of both our estimates and company guidance, we think TJX ’s narrow moat is firmly intact. Traffic increases and strong ..... nature of many of these factors, we continue to believe that TJX can achieve mid-single-digit top-line growth and double

    6. Shut off the Noise, Hear the Risks

      Headlines

      Fri, 20 Feb 2015

      After reviewing TJX 's TJX second-quarter results, we are maintaining ..... s largest division (which includes T . J . Maxx and Marshall's) reported a steady ..... main drivers of the margin improvement. TJX announced that it recorded an aftertax

    7. Flakey's stock universe for your perusal and edification (-:

      Commentary

      Mon, 9 Feb 2015

      DLTR, DORM, GILD, IDXX, INTU, MMP, MMS, MNST, MTD, NEU, NVO, ODFL, ORLY, PCLN, PRGO, PZZA, ROST, SAM, SHW, TJX , TNH, TPL, TSCO, TYL and WAB. All these companies boast very strong financial condition, mostly better than average downmarket

    8. Ultimate Stock-Pickers: Top Holdings of Top-Performing Managers

      Headlines

      Tue, 16 Dec 2014

      061 3 PepsiCo PEP 2 Wide 94.74 1.05 Low 139,506 3 TJX TJX 3 Narrow 65.61 0.96 Medium 45,206 2.9 J&J JNJ ..... Omnicom OMC 2 Narrow 76.01 1.12 Medium 18,499 5.2 TJX TJX 3 Narrow 65.61 0.96 Medium 45,206 5.1 BerkHath

    9. 3 Consumer Trends to Watch This Holiday Season

      Video Reports

      Fri, 28 Nov 2014

      TICKER:AMZN] Amazon (AMZN) and [TICKER: TJX ] TJX Companies ( TJX ). Amazon offers a very fair deal for very fairly ..... The second would be TJX ; they own Marshalls, T . J . Maxx , and HomeGoods. They provide a variety of givable

      TJX Companies TJX found at 1:26

      going to perform very well this holiday season would be [TICKER:AMZN] Amazon (AMZN) TJX TJX Companies ( TJX ). Amazon offers a very fair deal for very fairly priced merchandise across multiple categories, and it gets the delivery fast. The second would be TJX they own Marshalls, T Maxx and HomeGoods. They provide a variety of givable gifts in various categories, again, at that sweet spot of value.
    10. TJX Expects Slight Expense and Foreign Exchange Pressure, but Demand Is Intact; Shares Fairly Valued

      Commentary

      Tue, 18 Nov 2014

      Third-quarter results were in line with our belief that TJX has dug itself a narrow economic moat. Comparable sales growth ..... estimate but note that shares appear to be roughly fairly valued. TJX seems on track to clear its return hurdles for recent investments

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