TGT
Target Corporation
stock NYSE

TGT will break your heart every time. This stock and many like it are best held in SCHD.

This is a important part people should know too. I’m more inclined to sell some higher gains if I have capital losses over the $3,000 limit. Maybe selling some shares at +1,500% makes sense if you have $5,000 in losses on TGT you want to offload like I did…

Time will show, for now i am sticking to TGT, its not my only egg in the basket 🪺

Might* see big potential. Or they could have another PR nightmare and keep diving. Financials are solid but TGT comes with a lot of risk seeing how politicized it got. I'll stick with my menage a trois.
https://totalrealreturns.com/s/SCHD,TGT,FDVV,VYM?start=2016-04-21

Your thesis is correct, ticker is wrong… TGT for the win.

ACI is one I like at this price point. BUD and TGT might be potentials as well

That’s not true. I’m saying that NO ONE can go back in time and invest in the past. Had we argued 5 years ago, I may have agreed with you. But today, which is the only thing we can control, I think that selling WMT and buying TGT would be the superior choice. TGT is up almost 2% today to $133 and WMT is up 1.3% to $130. Outperformance over time doesn’t mean WMT will fall to $0. It just means a lot of days like today. WMT might gain 50% over the next 5 years, but TGT will gain 75%. I am not calling for the failure of WMT, I am calling for inferior investing returns.

I did a full project in a Value Investing class on TGT last spring. Our conclusion was that they were fairly priced at a 10% hurdle rate as of like April-ish last year when they were around $95.
Essentially, our thesis was that all the boycotts, etc. were way overhyped. Yes they hurt numbers for like a quarter, but there was no chance in our mind of them being a continued threat. That partly drove the stock down.
Second was discretionary spending. This hasn’t really come into play much yet, but Target relies on discretionary spending much more than Walmart and others. Clothing, makeup (to an extent), etc. are all lower frequency items, but with higher margins. When the economy improves and discretionary spending ticks up - Target is a direct benefactor.
Third was tariffs. Two pronged here, 1: we didn’t see tariffs being a long term impact and 2: Target had shifting something like 40% of their sourcing to domestic, much more than competitors, limiting their exposure to tariff related costs.
Fourth was their advertising business, Roundel. I’m not sure how it’s performing last few quarters, but they were operating at something like an 80% margin compared to retail margins, which even at smaller numbers boosts the bottom line.

No, I want to compare the returns over the next 5 years. I’m not debating that WMT at a 30 PE in April 2021 was a good buy, I’m debating that WMT at a 47 PE today is a bad buy. Big difference. Total returns over next 2, 3, and 5 years are likely to favor TGT.
RemindMe! 2 years

WMT is very overvalued. So is Costco. Wanna compare the returns for those companies to TGT over the last 5 years?

Presto PYPL farà la stessa fine di TGT

It's not just about tariffs. Target has fixed quite a few internal issues, such as significantly reduced inventory shrinkage, better assortment, and stabilizing traffic. But it's true that the Supreme Court's unconstitutional tariff ruling was a huge boost, significantly reducing the cost of goods for a retailer like TGT. Selling at $89 is quite disappointing, but it's normal. Value investing often encounters this situation: the company improves slower than expected, then suddenly re-rates when a catalyst appears.

Has anything changed with Target (TGT) or why is it up 40% in a year?

Edit: I sold at 210.05 TGT was 213.5 mf flied to 215 in 5 seconds in front of my eyes Mili second after I sold

Thanks for your advice I booked it, i usually follow strict SL which trailed till 208 today with 198avg but I do get confused with TGT