We expect to reduce our fair value estimate still view shares as undervalued.
We expect to reduce our long-term sales and earnings estimates to account for the store closures and the new Polaris plan.
These stocks have sale tags on them.
We view narrow-moat Hanesbrands as undervalued in the apparel space.
We think no-moat Gap, although troubled, is undervalued.
We expect no significant change to our fair value estimate and view shares as undervalued.
We expect to reduce our fair value estimate by a single-digit percentage.
We view Gap as undervalued but expect to reduce our fair value estimate based on the sales trends and expected margin deterioration.
The dividends on these department stores' stocks are attractive--as are their prices.
Sales were soft in the most recent quarter, but we see brighter days ahead.
It's plagued by slow traffic and markdowns, but we think the dividend's safe.
We do not expect to change our fair value estimate for the no-moat firm.
Unfazed by trade war, company continues to see opportunity in China.
Strong brands give the company a narrow economic moat.
Shares of the no-moat retailer are modestly undervalued, and we do not plan to change our fair value estimate.
Strong e-commerce and Rack stores set it apart.
We see potential for margin improvement despite debt load and some sales weakness.