Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ:ULTA)

CAPS Rating: 4 out of 5

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Member Avatar socty (< 20) Submitted: 12/7/2014 8:32:29 AM : Outperform Start Price: $128.57 ULTA Score: +0.99

As the father of an 18 year old girl, I can attest that Ulta's customers will always find the money they need to spend to look Fabulous. Always.

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Member Avatar kkconway (99.27) Submitted: 11/24/2014 11:21:28 AM : Outperform Start Price: $122.45 ULTA Score: +5.76

Women buy make-up in good times and bad.

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Member Avatar brugh21 (58.30) Submitted: 11/7/2014 11:42:34 AM : Outperform Start Price: $122.28 ULTA Score: +4.12

New and highly anticipated products and great sales keep people interested-- and buying.

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Member Avatar Googlespooch (20.11) Submitted: 4/11/2014 4:07:26 PM : Outperform Start Price: $91.85 ULTA Score: +27.79

Goldman Sachs likes it, PEG is a reasonable 1.2-1.3, P/E is below peers, and the company's e-commerce side is looking promising. Plus, let's be honest, every woman loves this place.

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Member Avatar chicagolivhumbly (< 20) Submitted: 3/9/2014 11:40:38 PM : Outperform Start Price: $87.14 ULTA Score: +38.40

Every woman I know loves, shops at, and spends money at Ulta. The strong popularity of this cosmetics store will pay off, especially since it's the only pure-play chain in the makeup industry.

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Member Avatar sunrizesurfer (33.35) Submitted: 2/10/2014 2:22:30 PM : Outperform Start Price: $88.00 ULTA Score: +32.02

Price has come down to my range

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Member Avatar ClimberMel (41.03) Submitted: 1/16/2014 11:38:31 AM : Outperform Start Price: $83.50 ULTA Score: +42.66

I'm following MDP pick on this one.

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Member Avatar BlazerMania (95.28) Submitted: 1/15/2014 1:27:12 PM : Outperform Start Price: $86.39 ULTA Score: +37.65

Bottomed out. Forward P/E of 22 is too low for a growth company in this stage. Bump on the road = opportunity.

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Member Avatar TMFPencils (99.81) Submitted: 12/20/2013 8:17:16 PM : Outperform Start Price: $95.17 ULTA Score: +22.56

I am not an expert in this business, but the last earnings report was nothing to scoff at. Operating cash flow has increased to $100.13 million so far this year, compared to $77.46 million at the same time last year. Earnings have increased over 22% this year as well, accompanied by a 23.3% increase in revenue.

The company has no debt, with $240.92 million in cash.

Mary Dillon, the company's new CEO appointed in June, strikes me as a competent leader focused on attracting new customers and building customer loyalty.

The company now has 664 stores in the U.S. after opening 55 in the most recent quarter. So far in 2013 the same-store sales have increased 7.3%.

Ulta Salon has the financial strength to endure short-term hiccups. Boo hoo for analysts and short-term traders who are disappointed with the results of one quarter (and short-term projections based on a tough retail environment).

The company's store growth, comps growth, and cash flow/earnings generation help me see this recent drop as a great opportunity to rate this as a long-term outperform. The P/E is hovering around 31, providing an opportunity to pick up a growth company at a reasonable price.

I don't know a whole lot about the business, but will be looking into it more. So far I like what I see: a quality growth company getting unnecessarily beat up by a short-sighted market.

Outperform.

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Member Avatar BabaRamDass (51.59) Submitted: 12/9/2013 9:46:14 PM : Outperform Start Price: $89.42 ULTA Score: +30.40

Too big a drop after news from this quarter & re next.

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Member Avatar TMFTypeoh (82.50) Submitted: 12/5/2013 6:07:27 PM : Outperform Start Price: $92.27 ULTA Score: +25.74

Getting in on a hard pullback. They forecasted estimates below consensus for the holidays, saying promotion are to blame. My guess is more reports like this will be heard come Q4 results. I plan on buying many of my favorites as they get hit on short term noise. This one should still be a long term winner.

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Member Avatar TMFTycoon (63.09) Submitted: 8/12/2013 4:42:44 PM : Outperform Start Price: $105.45 ULTA Score: +0.64

Ulta offers a combination of convenience, variety, and customer service in an off-mall format that lets busy customers get in and out quickly. It is only partway through its planned store buildout and its online sales are growing, which means gains ahead.

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Member Avatar FOOLIN7 (85.24) Submitted: 4/5/2013 3:20:00 PM : Outperform Start Price: $83.99 ULTA Score: +20.39

SS#17

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Member Avatar 01zesnake (< 20) Submitted: 3/22/2013 1:58:11 PM : Outperform Start Price: $77.60 ULTA Score: +33.52

It is candy store for women. They have a great rewards program and frequent sales. They carry great product lines in one convenient area, appeal to all age groups, have fairly well trained sales staff, the stores are well staffes at all times. It's Nirvana for womens who wear make-up.

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Member Avatar donfontaine77 (< 20) Submitted: 3/22/2013 12:54:17 PM : Outperform Start Price: $77.65 ULTA Score: +33.37

beaten down because of CEO exit.

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Member Avatar TMFBreakerForce (77.09) Submitted: 3/21/2013 12:18:43 PM : Outperform Start Price: $78.55 ULTA Score: +31.31

Just realized I never added Ulta to CAPS! I pretty much doubled my position during last Friday's drop. CEO departure doesnt really concern me all that much, as he is not needed to continue the successful expansion plan. They have years and years of grow ahead. Expand without taking on debt, good cash flows. It becomes fairly easy to add to your existing holdings after you have followed a company over the years. You can then spot an opportunity and seize on it easily.

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Member Avatar callumturcan (92.03) Submitted: 3/15/2013 8:18:02 PM : Outperform Start Price: $73.61 ULTA Score: +41.74

Plans on opening 125 stores this year and trades at a forward PE of 17 for 25-30% EPS growth. Plus when they find a CEO that will be a strong catalyst to push the stock back above 80.

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Member Avatar Skylar0614 (59.20) Submitted: 3/15/2013 2:29:08 PM : Outperform Start Price: $73.18 ULTA Score: +43.86

It will spring back

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Member Avatar echofarmer (99.26) Submitted: 2/19/2013 12:13:09 PM : Outperform Start Price: $85.00 ULTA Score: +16.95

The stock has been pummeled over the past couple of days. Below $85 represents a good buy in point for a company with a great long-term EPS growth rate and zero debt.

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Member Avatar drdm (66.37) Submitted: 2/14/2013 12:37:15 PM : Outperform Start Price: $88.04 ULTA Score: +11.06

CEO leaving has exaggerated effect on the market. Been waiting for better entry point for this stock. Think this is it.

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