The TJX Companies, Inc. (NYSE:TJX)

CAPS Rating: 4 out of 5

The Company is an off-price retailer of apparel and home fashions in the US and worldwide. Its T.J. Maxx, Marshalls and A.J. Wright chains in US, Winners chain in Canada and T.K. Maxx chain in Europe sells off-price family apparel and home fashions.

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Member Avatar Charlotte49er (71.96) Submitted: 12/17/2014 10:44:36 AM : Outperform Start Price: $64.58 TJX Score: +0.85

Extremely well managed with lots of growth ahead.

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Member Avatar captsas (< 20) Submitted: 12/14/2014 11:02:07 AM : Outperform Start Price: $64.87 TJX Score: +0.31

Low oil = consumer spending. Expect good Christmas

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Member Avatar TMFInnovator (42.11) Submitted: 9/3/2014 11:18:52 AM : Outperform Start Price: $60.48 TJX Score: +8.76

The culture of this company is amazing. CEO Carol Meyrowitz is laser-focused on training her buyers to understand fashion, think entrepreneurially, and build long-term relationships with vendors.

The result of this has been fast Inventory Turnover and consistent 50%+ Returns on Equity. The company only spends about 1/3 of its cash from operations on CapEx -- leaving plenty of money for them to buy back a ton of stock and pay an increasing dividend.

Not a high-flyer, but a consistent winner. Not counting its slump this year, TJX has outperformed the S&P in 8 out of the last 10 years. I'm betting that streak continues.

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Member Avatar FoolGutek (86.50) Submitted: 8/23/2014 11:14:05 AM : Outperform Start Price: $58.96 TJX Score: +11.30

principal catalysts:
a) international growth
b) global decreasing buying power coupled with people will to wear or have high rated brands

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Member Avatar zharriott (80.40) Submitted: 8/22/2014 12:53:56 PM : Outperform Start Price: $59.16 TJX Score: +10.55

I love the direction that the off-price apparel industry is going in. Both ROST and TJX are in position to capitalize on long term industry growth fueled by price conscious consumers searching for their favorite brands.

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Member Avatar TMFbelle (61.12) Submitted: 8/12/2014 2:42:38 PM : Outperform Start Price: $54.09 TJX Score: +17.93

Over 50% ROE
Over 20% ROA
12.5% operating margin (steadily increasing)
Lean Inventory and close to market business model (incredibly profitable)
Incredible management
Plans of expansion domestically & abroad
Incredible customer fan base
...And so much more. This phenomenal company has so much to offer and a very succesful future ahead. I am bullish on TJX.

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Member Avatar TMFCavalier (64.88) Submitted: 8/7/2014 3:49:04 PM : Outperform Start Price: $52.99 TJX Score: +20.75

http://fortune.com/2014/07/24/t-j-maxx-the-best-retail-store/

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Member Avatar Kimer62 (31.15) Submitted: 7/12/2014 3:48:19 PM : Outperform Start Price: $53.20 TJX Score: +22.44

Great business, strong management, good valuation

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Member Avatar TMFGemHunter (86.98) Submitted: 6/29/2014 12:57:29 PM : Outperform Start Price: $52.52 TJX Score: +23.07

In the long run, TJX is just going to keep taking market share from mid-price department stores and home furnishing retailers. The off-price model allows TJ Maxx, Marshalls, and HomeGoods to deliver essentially the same stuff at much lower cost. At that price point, most customers will go for savings over service. There are also significant int'l expansion opportunities.

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Member Avatar kissmyassmanager (< 20) Submitted: 6/13/2014 3:27:04 PM : Underperform Start Price: $54.40 TJX Score: -17.51

Yes, It will underperform the S & P 500. TJX company will weaken their performance in S & P 500 and the DOW Jones Industrial average score.

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Member Avatar danablanca (38.59) Submitted: 5/23/2014 2:11:43 PM : Outperform Start Price: $54.92 TJX Score: +14.34

Stock is down for no "good" reason. Fundamentals of the business are still great. I am a personal user on a regular basis. They do it better than their competitors. Stock price will come up.

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Member Avatar yooperking (47.03) Submitted: 5/1/2014 11:34:00 AM : Outperform Start Price: $58.21 TJX Score: +6.51

The best retail establishment in the U.S. is expanding overseas, where the biggest growth opportunities are.

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Member Avatar TMFSpiffyPop (99.38) Submitted: 4/9/2014 11:17:16 AM : Outperform Start Price: $58.87 TJX Score: +3.27

I think this excellent company is a market outperfomer, but will not likely recommend it anytime soon to my services because I have a hard time seeing a triple from here, and I like to "see a triple from here." European expansion is very promising. Company very well managed. My analysts -- Joe and Bryan -- continue to have questions about the potential for online disruption of this still mostly bricks-and-mortar business model. So I'm going "Outperform" for the medium term, but not the long term.

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Member Avatar Dividends500 (90.63) Submitted: 4/3/2014 12:57:43 AM : Outperform Start Price: $59.36 TJX Score: -0.56

Dividends500 tracks the 200 strongest dividends in the S&P 500. To qualify as a strong dividend, the company must meet two simple requirements:

- A payout ratio below 50%
- An increasing dividend from the prior year

Because there are more than 200 dividend paying companies in the S&P 500 that meet these requirements, the qualifying companies with the largest dividend yields were chosen.

Dividends500 intends to test this FactSet article, which highlights these strong dividend paying companies and their outperformance versus the S&P 500 as a whole (Page 12).

http://www.factset.com/websitefiles/PDFs/dividend/dividend_12.16.13

If you have questions or see something you think is inaccurate feel free to let me know.

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Member Avatar TMF1000 (99.72) Submitted: 12/2/2013 12:49:08 PM : Outperform Start Price: $62.53 TJX Score: -6.19

TJX was added to my caps at $63.24: The PE Ratio was 21.37 and a cash flow yield or 3.6%. It also pays a $0.58 per share dividend. The dividend yield is only 0.9%, but they should be able to grow it over the years.

Currently they are generating TTM cash flow of $1.64 billion or $2.26 per share. They could easily raise the dividend to $1.00 a share. I expect they will raise it regularly. They have $2.26 billion in cash and $1.274 billion of debt for net cash of $986 million.

Analysts think they won't do very well in the fourth quarter - they estimate $0.83 only a penny more than they made last year. Less than they made in the third quarter. They made $0.86 for the third quarter, I can't believe they won't do much better in the fourth. The price will go up with earnings growth going forward with very little PE expansion, but they should grow.

Buffett purchased GAP and held it. And it has worked out for him. I think TJX is very similar. I think it will do well over the years.

February 27, 2013 4Q:2013 earnings’ highlights:
** 4Q revenue was $7.724 billion up from $6.71 billion
** Fiscal 2012 revenue was $25.88 billion up from $23.192 billion
** TTM revenue per share was $35.07
** 4Q earnings were $0.82 up from $0.62
** Fiscal 2012 earnings were $2.55 up from $1.93
** Diluted share count 737.912 million
** Cash flow for the year was $2.067 billion up from $1.113 billion
** TTM cash flow per share was $2.80
** Annual dividend $0.46 per share
** Trading range between February 27, 2013 and May 21, 2013 was $44.53 to $51.83: PE ratio range was 17.46 to 20.33: PS ratio range was 1.27 to 1.48: Cash flow yield range was 5.4% to 6.3%

May 21, 2013 1Q:2014 earnings’ highlights:
** Revenue was $6.19 billion up from $5.8 billion
** TTM revenue was $26.27 billion or $35.86 per share
** Earnings were $0.62 up from $0.55
** TTM earnings were $2.62 per share
** Diluted share count was 732.555 million
** Annual dividend $0.56
** Cash flow for the quarter was $42.2 million down from $450.3 million
** TTM cash flow was $1.66 billion or $2.27 per share
** Trading range between May 21, 2013 and August 20, 2013 was $49.37 to $54.29: PE ratio range was 18.84 to 20.72: PS ratio range was 1.38 to 1.51: Cash flow yield range was 4.2% to 4.6%

August 20, 2013 2Q:2014 earnings’ highlights:
** Revenue was $6.44 billion up from $5.95 billion
** TTM revenue was $26.76 or $36.73 per share
** Earnings were $0.66 up from $0.56
** TTM earnings were $2.72 per share
** Diluted share count 728.599
** Cash flow for six months was $314.3 million down from $868.8 million
** TTM cash flow was $1.51 billion or $2.08 per share
** Trading range between August 20, 2013 and November 19, 2013 was $52.53 to $63.93: PE ratio range was 19.31 to 23.50: PS ratio range was 1.43 to 1.74: Cash flow yield range was 3.3% to 4%

November 19, 2013 3Q:2014 earnings’ highlights:
** Revenue was $6.98 billion up from $6.4 billion
** TTM revenue was $27.34 billion or $37.76 per share
** Earnings were $0.86 up from $0.62
** TTM earnings were $2.96
** Annual dividend $0.58
** Diluted share count 724.108 million
** Cash flow for nine months was $874.1 million down from $1.304 billion
** TTM cash flow was $1.64 billion or $2.26 per share
** Trading range between November 19, 2013 and the present December 3, 2013 was $62.53 to $64: PE Ratio range was 21.13 to 21.62: PS ratio range was 1.66 to 1.7: Cash flow yield range was 3.5% to 3.6%

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Member Avatar 45ACPbullseye (46.04) Submitted: 10/24/2013 12:17:23 PM : Outperform Start Price: $54.26 TJX Score: +14.82

They seem to have found the sweet spot of offering products that value shopping consumers want at prices they are willing to pay. They have proven that they can grow profitably. A recent article pointed out that due to many store brands, TJX is not as vulnerable to Amazon as some of the competition. I do like the HomeGoods shopping experience, that is a personal bias.

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Member Avatar AnsgarJohn (97.98) Submitted: 10/13/2013 11:44:04 AM : Outperform Start Price: $54.70 TJX Score: +1.30

Buffett screen.

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Member Avatar JoeRetr0 (< 20) Submitted: 9/16/2013 7:51:09 AM : Outperform Start Price: $53.78 TJX Score: +4.71

Well run company, diverse assets and solid growth potential.

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Member Avatar TMFEBCapital (36.11) Submitted: 8/23/2013 1:27:25 PM : Outperform Start Price: $53.62 TJX Score: +1.69

The launch of a new Internet portal provides faster growth opportunity in 2014 and 2015.

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Member Avatar bbmas (< 20) Submitted: 7/21/2013 6:35:19 AM : Outperform Start Price: $51.21 TJX Score: +9.89

long term consistent execution, extending its merchandising and real estate expertise to additional brands and geographies

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