01-19-2016, 07:39 PM
I do not care much for the retail sector, but if I were to buy a retail company right now, it would be Kohl's (KSS). It doesn't have a long dividend history, but it currently yields 3.7%, has decent fundamental metrics, and is committed to shareholder value.
The biggest risk is obviously the rise of e-commerce and the decline of the retail industry, but KSS is taking steps to address this issue.
It is currently trading around $46-$47 and I think fair value is ~$60.
There are also rumors that KSS is considering going private which could provide nice returns in the near future. Here is a good SA article on this topic: http://seekingalpha.com/article/3814956-...ds-privacy
The biggest risk is obviously the rise of e-commerce and the decline of the retail industry, but KSS is taking steps to address this issue.
It is currently trading around $46-$47 and I think fair value is ~$60.
There are also rumors that KSS is considering going private which could provide nice returns in the near future. Here is a good SA article on this topic: http://seekingalpha.com/article/3814956-...ds-privacy