The TJX Companies, Inc. (NYSE:TJX)

CAPS Rating: 5 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 TMFSpiffyPop (99.36) Submitted: 4/9/2014 11:17:16 AM : Outperform Start Price: $59.40 TJX Score: -1.66

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 ivyflora (< 20) Submitted: 4/4/2014 11:50:52 AM : Outperform Start Price: $61.59 TJX Score: -3.85

While 4Q was a challenging environment for all retailers, TJX remained relatively resilient, posting a better balance of comps and margin. A key competitive advantage of TJX is its ability to buy in season across 1000s of vendors in smaller quantities spread over a larger store base vs department stores. This enables TJX to take less fashion risk but still offer benefits to vendors. I think the 1Q14 pressures largely is a one-time event, but the effects won't persist.

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Member Avatar Dividends500 (80.12) Submitted: 4/3/2014 12:57:43 AM : Outperform Start Price: $59.89 TJX Score: -5.06

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 (99.77) Submitted: 12/2/2013 12:49:08 PM : Outperform Start Price: $63.09 TJX Score: -9.88

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 krohleder (< 20) Submitted: 11/5/2013 6:00:28 PM : Outperform Start Price: $61.21 TJX Score: -9.38

This company has everything, low valuation, high growth, great earnings, great execution, and it is well positioned. I think it will dominate in its space for at least the next 3 to 5 years and will weather most market fluctuations due to its low P/E ratio and consistent high growth.

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Member Avatar AnsgarJohn (99.08) Submitted: 10/13/2013 11:44:04 AM : Outperform Start Price: $55.18 TJX Score: -3.78

Buffett screen.

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Member Avatar JoeRetr0 (< 20) Submitted: 9/16/2013 7:51:09 AM : Outperform Start Price: $54.26 TJX Score: -0.81

Well run company, diverse assets and solid growth potential.

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Member Avatar TMFEBCapital (< 20) Submitted: 8/23/2013 1:27:25 PM : Outperform Start Price: $54.10 TJX Score: -3.53

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: $51.67 TJX Score: +3.59

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

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Member Avatar Teacherman333 (71.75) Submitted: 6/1/2013 1:16:02 PM : Outperform Start Price: $50.43 TJX Score: +2.19

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 54.70%
Trailing PE 19.30
PB 9.38
Div yield 1.10%

As of May 4

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Member Avatar shalumov (98.69) Submitted: 4/8/2013 3:11:52 PM : Outperform Start Price: $46.82 TJX Score: +5.69

CEO+

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Member Avatar BoiseKen (94.03) Submitted: 2/7/2013 11:43:08 AM : Outperform Start Price: $44.40 TJX Score: +7.98

Strong e-commerce & brick/mortar profile; diversified; doing well despite europe -- looks like a winner

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Member Avatar TMFTypeoh (78.76) Submitted: 11/24/2012 11:20:35 PM : Outperform Start Price: $43.25 TJX Score: +3.22

Good growth, clearly a long term winner, small but fast growing dividend.....should do well long term.

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Member Avatar coffeeguy365 (27.93) Submitted: 11/7/2012 7:02:52 PM : Outperform Start Price: $40.49 TJX Score: +11.55

TJX is a stand out in the off price retail sector and will continue to dominate through expansion and continued improvement in the economy.

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Member Avatar Lulupoopsalot (93.29) Submitted: 10/8/2012 12:31:06 PM : Outperform Start Price: $44.54 TJX Score: +3.73

Outperform pick for 2013.

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Member Avatar abuhafsa (< 20) Submitted: 9/18/2012 10:04:31 PM : Outperform Start Price: $44.64 TJX Score: +4.51

Recession economy

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Member Avatar NHWeston102 (81.52) Submitted: 8/31/2012 8:14:16 PM : Outperform Start Price: $45.11 TJX Score: -2.02

Best of breed, and least vulnerable of the retailers.

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Member Avatar 2trpop (94.13) Submitted: 8/7/2012 1:20:18 PM : Outperform Start Price: $41.82 TJX Score: +0.60

POSTED AT 8/7/2012 10:58:36 AM

The stock TJX has paid out a dividend of $0.11500. The starting price for your pick has been adjusted to reflect the value of this dividend payout.

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Member Avatar Owley1 (< 20) Submitted: 5/30/2012 11:19:31 PM : Outperform Start Price: $41.02 TJX Score: +1.57

nice chart---nice numbers

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Member Avatar lockback (70.58) Submitted: 5/6/2012 2:44:30 PM : Outperform Start Price: $41.07 TJX Score: +6.40

As long as this recession stretches on people are going to shop here for good brands at bargain prices.

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