Cabela's, Inc. (NYSE:CAB)

6% eps growth rate, 15.6 p/e, 1.78 price to book

People (like me) will drive for hours to get to a Cabelas and they are opening more and more stores. Their most recent grand opening resulted in long lines and their stores are packed every weekend with long lines of people just waiting to check out and pay for their purchases. Summer should be good as people gear up to go fishing, go out to shoot, and start to think about gearing up for hunting season in the Fall.

With the performance of our stock for the last year,I would estimate in the next 18 months we should out preform the S&P 500.

Officers and directors piling on the shares over the past few months. Spring and Summer coming. Looks like it might be a big season for this outdoorsie company.

Great moat and business model. As long as there are outdoorsmen and hunters there will be a Cabelas. I think it has the Chipotle/Apple complex. This is a complex that entails long-term customer loyalty and excitement with the franchise. Should be the next big growth stock in retail for years to come.

Due for a short term correction

The company needs to collect on receivables big time. They also have a little more debt than I'd like to see in a cyclical. Hopefully the next quarter is a boom (like tradition), but if they fall short, I don't see Cabela's having great returns this year. High cost of revenue takes a big ol' bite from profits.

19.97

This is one of my STARZ.
Here is the thought process on this STAR:
a) Divided rate over Zero
b) 3 Year Beta between -5 & +3
c) 15% + Insider ownership
d) No greater than -50% Growth rate for the last 3 years (tought= last couple of years so goo that insiders are still owning the stocks)
e) Current CAPS rating between 3 Stars & 5 Stars
Open to all Industries and Sectors screened this down to just 250 stocks. I like round numbers. 12 of them I already own through other screening tools. I tend to be somewhat conservative but looking for 3 things at this point in my investing:
1. Stability & Strength
2. Yield and Modest Growth
3. Strong Position within a sector regardless of whether the entire sector is strong or not. Each sector has to perform to some degree for the whole world economy to function. I am looking for 5 or more years down the road, ROI, and Growth.
Not looking for rockets, just stars. This is a Star!!

Cabela's continues to capture market share from its competitors in the outdoor recreation industry.
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<br />&lt;br /&gt;Retail expansion continues to be a focus and this is a great sign of a healthy business.

soild fundamentals, excellent cash flow, high short interest

Depressed job market, debt laden consumers, rising tax burdens, corporate real estate, credit card defaults, and especially housing starts. The latter typically leads normal recoveries.

Still growing and opening stores despite the econmic down turn. beat earnings again for the last quarter. Looks better everyday

Any company whose primary decor elements include mounted stuffed bears has to get a green thumb.

Good inventory control improvement. Farming off bad CC debt to Chase & keeping good card holding customers that spend well. Smartly backing off on new store openings & streamlining new store format.

Obama fear continues to drive Hunting Equipment sales.

Great mail order house with great quality and they don't compete on price. Only hesitation is if new stores can hold their own and add to the mail order business.

This quarter should be good just before hunting season. Sales should be up.

Unique stores will continue to draw.Mngmnt. is improving.On Oct.27[qtrs.results],will illustrate if mngmnt. has a good handle on store operations via Hunting season sales.

Tries to grow at a sustainable rate. Good balance sheet.

Ford Stock Screener... Strong Buy