Grundsolider Wachstumswert, welcher ein wenig unter die Räder gekommen ist - 500 Beiträge pro Seite

[Unkenhorst1]

hier bietet sich eine günstige Einstiegsgelegenheit:



Fidelity ist in einem erheblichen Maße beteiligt
Analysiert bitte selber

mfG Unkenhorst

[Unkenhorst1]

Es gibt viele prominente Eigentümer bei diesem Wert
(die können nicht alle falsch liegen
hier eine Auswahl:



TOP INSTITUTIONAL HOLDERS
Holder Shares % Out Value* Reported
MASSACHUSETTS FINANCIAL SERVICES CO - OTHER 8,685,208 4.95 $234,326,911 30-Jun-06
FMR CORPORATION (FIDELITY MANAGEMENT & RESEARCH CORP) 7,819,428 4.45 $210,968,167 30-Jun-06
COLUMBIA WANGER ASSET MANAGEMENT, L.P. 7,415,500 4.22 $200,070,190 30-Jun-06
TIAA-CREF INVESTMENT MANAGEMENT, LLC 6,254,160 3.56 $168,737,236 30-Jun-06
Mellon Financial Corporation 5,546,703 3.16 $149,650,046 30-Jun-06
Barclays Global Investors UK Holdings Ltd 5,511,679 3.14 $148,705,099 30-Jun-06
ARTISAN PARTNERS LIMITED PARTNERSHIP 5,029,000 2.86 $135,682,420 30-Jun-06
VANGUARD GROUP, INC. (THE) 3,796,739 2.16 $102,436,018 30-Jun-06
STATE STREET CORPORATION 3,631,281 2.07 $97,971,961 30-Jun-06
VOYAGEUR ASSET MANAGEMENT INC 3,323,457 1.89 $89,666,869 30-Jun-06

[Unkenhorst1]

hier die Top Mutual Fund Holders:

TOP MUTUAL FUND HOLDERS
Holder Shares % Out Value* Reported
COLUMBIA ACORN FD 5,960,000 3.39 $160,800,800 30-Jun-06
HARBOR CAPITAL APPRECIATION FUND 3,066,600 1.75 $113,648,196 30-Apr-06
COLLEGE RETIREMENT EQUITIES FUND-GROWTH ACCOUNT 3,022,690 1.72 $81,552,176 30-Jun-06
ARTISAN MID-CAP FUND 2,604,168 1.48 $70,260,452 30-Jun-06
FRANKLIN STRATEGIC SERIES-FRANKLIN SMALL-MID CAP GROWTH 2,234,500 1.27 $82,810,570 30-Apr-06
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND 2,142,900 1.22 $64,222,713 31-May-06
MASSACHUSETTS INVESTORS TRUST 1,428,400 .81 $38,538,232 30-Jun-06
MIDCAP SPDR TRUST SERIES I 1,396,887 .80 $51,405,441 30-Sep-05
MASSACHUSETTS INVESTORS GROWTH STOCK FUND 1,360,300 .77 $40,768,191 31-May-06
VANGUARD MID-CAP INDEX FUND 1,244,305 .71 $33,571,348 30-Jun-06

[MFC500]

Antwort auf Beitrag Nr.: 24.425.637 von Unkenhorst1 am 05.10.06 19:15:01

23.08.06

CHICAGO (MarketWatch) - Chico's FAS, a long-time favorite among women's-wear retailers, saw its stock plunge in after-hours trading Wednesday after it warned investors that earnings would be significantly pressured until 2007 by investments in new stores and merchandising.
Shares of Chico's (CHS), the Fort Myers, Fla.-based parent of the namesake stores, White House/Black Market stores, Fitigues and Soma by Chico's, were down by almost 14% to $24.08.

Shortly after the bell, Chico's turned in second-quarter earnings that were higher by 10% to last year's as sales at the White House/Black Market stores - known, not surprisingly, for its contemporary line up of dressy to casual clothes in black and white, and some grays - surged 19% on a same-store basis. That helped offset an unexpectedly slow 3% increase in sales at stores open longer than a year, the industry's key growth measure known as comparable-store sales. It was also the first time in nearly nine years that the flagship Chico's brand did not log double-digit gains in same-store sales.

The company said it made $54 million, or 30 cents a share, compared to last year's profit of $49 million, or 27 cents a share. Stock-based compensation eroded the bottom line by 2 cents a share in the latest quarter, the company said.
Fitigues, the casual line of cotton-based apparel that Chico's purchased last year, also hurt profits, taking out a penny to 2 cents a share as the company "continues to focus on infrastructure improvements" this year, the press release said. Total sales jumped 18% to $405 million from last year's $343 million.

Scott Edmonds, Chico's chief executive, said he was pleased that customers seemed to lap up apparel and accessories at White House/Black Market and its new stores. But he was chagrined by the numbers out of Chico's and noted that same-store sales could turn negative soon. Part of the recent quarter's issues, he said, are to blame on operational issues, missteps in fashion pickings and a promotional campaign that flopped.

"We have not realized the level of same-store sales in the Chico's brand that we originally anticipated and it appears we are facing our first negative same-store sales results in some time," he said, though he did not say when that would happen.
"We believe this same-store sales decline is (because of) a combination of factors including the lack of 'wear-now' merchandise in our stores, a reduction in overall store traffic and a pre-planned marketing effort that turned out not to inspire our customer to shop," he added.
He insisted, however, that the retailer would not back off long-term plans - and financial liabilities - to expand the Chico's brand and invest in merchandise.

As the company focuses on improving customer service, product development and merchandising, and marketing, as well as the catalog and Internet businesses, Edmonds said, "we are prepared to experience lower operating margins as a percent of sales through the first half of next year before we begin to see a turn back toward operating-margin improvement as a percent of sales in the second half of the year."

As a result, he is forecasting same-store sales at Chico's stores to be flat to a low single-digit increase for the third and fourth quarter, leaving them in a low single-digit increase for the year. In fiscal 2007, he sees them as flat to low single-digits.
At the White House/Black Market stores, comparable sales should be notably better, higher by high single-digits to low double-digits in the third quarter and advancing by high single-digits in the fourth quarter. That would leave them higher by mid- to double-digits for the full fiscal year. In fiscal 2007, he's forecasting increases in the high single-digits.

Operating margins will be pinched, at 17% to 19% of sales in the third quarter, falling to 14% to 16% range in the fourth for a full-year expectation of 17% to 19%. In fiscal 2007, he's looking for operating margins in a range of 16% to 18%.
As a result, earnings per share are now looking like they'll fall short of Wall Street's expectations. In the third quarter, Edmonds forecast a per-share profit in the range of 26 cents to 28 cents a share and then 25 cents to 27 cents in the fourth quarter, for a full-year estimate of $1.10 a share to $1.14 a share. In fiscal 2007, he's projecting Chico's will make $1.28 a share to $1.36 a share.

At Thomson Financial, analysts reached an average forecast of 32 cents a share in the third quarter, 30 cents a share in the fourth for a full-year income of $1.21. In the next fiscal year, analysts were expecting average earnings of $1.52 a share

http://www.marketwatch.com/News/Story/Story.aspx?guid=%7B0F1…

[Unkenhorst1]

es ist allgemeine Meinung, das es im letzten Quartal nur einen kleinen Ausrutscher im Wachstum gab. Die Wachstumsstory jedoch grundsätzlich intakt ist

mfG Unkenhorst

[Unkenhorst1]

Earnings Est Current Qtr
Oct-06 Next Qtr
Jan-07 Current Year
Jan-07 Next Year
Jan-08
Avg. Estimate 0.26 0.25 1.10 1.29
No. of Analysts 22 21 22 22
Low Estimate 0.21 0.20 1.00 1.20
High Estimate 0.28 0.28 1.15 1.40
Year Ago EPS 0.29 0.24 1.06 1.10

[Unkenhorst1]

He insisted, however, that the retailer would not back off long-term plans - and financial liabilities - to expand the Chico\'s brand and invest in merchandise.

Die Frage ist: Gelingt es dem Management Maßnahmen einzuleiten, um die Langfrist Ziele zu erreichen. Ich meine: Ja


mfG Unkenhorst

[Unkenhorst1]

Company
Biggest loss in
past 10 years 51 %


Rise since
biggest loss 2477 %


Total return,
Nov. 1996 to present 6166 %

Chico's FAS (NYSE: CHS)

obige Daten sind natürlich nur Historie. Jedoch: Das Management hält an den Wachstumsplänen fest. Und: Das Management hat zumindest in der Vergangenheit bewiesen, das Einbrüche wieder aufgeholt werden können.

mfG Unkenhorst

[Unkenhorst1]

Chilly fall days are fast approaching, but dropping temperatures will not stop Boulder's active women from enjoying their favorite outdoor activities. Whether hiking in Fourmile Canyon or taking the dog for a morning walk, a wardrobe that is not only stylish, but versatile and easy to layer, is necessary to stay on the move throughout the fall and winter months.

Anzeige:
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Mindestens 7-8% p.a.: Das Beste aus Private Equity und dem Edelmetallmarkt - jetzt informieren!

lucy, a women's apparel company known for its stylish apparel and versatile performance fabrics, is bringing a whole new style to the city that is often deemed one of the fittest in America. The new flagship store at Twenty Ninth Street will provide the women of Colorado with yet another lucy location, in addition to the Cherry Creek North store in Denver, to find stylish pieces that can be layered for any temperature, making them ideal for traveling, working out or running errands.

"Denver's Cherry Creek store has proven to be a great location for lucy, and we are excited to expand our Colorado market. We've wanted to enter the Boulder market for some time now, as the active lifestyle is at the heart of our customer demographic. Through the redevelopment of the former Crossroads Mall, we are able to introduce lucy to Boulder at Twenty Ninth Street, and we look forward to meeting the people in one of the best places to live," said Mike Edwards, CEO of lucy.

lucy carries an array of exclusive styles each season classified into four signature categories: active, energy, balance and essentials. In addition, lucy offers pants and tops in lengths as well as unique graphic tees that are staples for any wardrobe. lucy's newest location will also carry an exclusive expanded line of watches, sunglasses and footwear, providing Boulder's women with a store to find a complete active and stylish outfit.

lucy Makes "Colorful Colorado" Even More Vivid

The new lucy flagship store will be located at Twenty Ninth Street and will open Thursday, October 12th. Boulder's new 62-acre, retail, dining and entertainment district will hold Grand Opening events October 12th - 15th, with tickets priced at $50 per person and proceeds going to Impact on Education, a nonprofit organization supporting Boulder area public schools.

Twenty Ninth Street will feature stores such as Macy's department store, Wild Oats, Home Depot, and Century Theatres, plus an array of specialty stores, such as lucy, Apple, M.A.C, Puma, and The Territory Ahead.

One of the center's outstanding features is the "The Wonder of Science at Twenty Ninth Street." This permanent installation comprises a collection of hands-on, interactive scientific and technological exhibits celebrating scientific achievements and the essential role science plays in our world. Seven Boulder-area scientific and aeronautic laboratories and research institutions developed these exhibits, which are located throughout the center.

About lucy

lucy is a Portland, OR-based lifestyle apparel company for women who value fit, style and performance. lucy isn't a specific person - she lives in all of us as we attempt to live a healthy, balanced life. Life is not only about being at the gym or yoga studio; it's about the everyday routine of multi-tasking errands, activities with family and friends, and taking care of yourself from the inside out. An expert in active ways of life, lucy listens carefully to the needs of women and creates apparel with on-the-go performance and versatility, as well as a healthy dose of style and color. With its own lucy label and exclusive designs from other designers and brands, lucy stands apart and inspires confidence in those who wear the products and visit the stores.

lucy is a privately held company with investors including Chico's FAS, Inc. (NYSE:CHS) and venture capital firms Lone Pine Capital, Maveron LLC, Oak Investment Partners and Sutter Hill Ventures.

The company operates 37 stores in Arizona, California, Colorado, Washington D.C., Illinois, Maryland, Oregon, Texas, Virginia and Washington, and online at www.lucy.com.

Auch die Beteiligungen von Chico's FAS können zum weiteren Wachstum erheblich beitragen.

mfG Unkenhorst

[Unkenhorst1]

hursday, October 05, 2006

Chico’s FAS, Inc. Reports September Sales

·September Sales Up 15.0% Over September Last Year

·September Comparable Store Sales Increase 2.1%

Chico’s FAS, Inc. (NYSE: CHS) today reported September sales results for the five-week period ended September 30, 2006, increased 15.0% to $164.5 million from $143.1 million reported for the prior year’s five-week period ended October 1, 2005. Comparable store sales for the Company-owned stores increased 2.1% for the five-week period ended September 30, 2006, compared to the same five-week period last year.

For the thirty-five weeks ended September 30, 2006, total sales increased 17.3% to $1.073 billion from $915 million for the same period a year ago. Comparable store sales for the Company-owned stores increased 4.6% for the thirty-five week period compared to the same thirty-five week period last year.

The Company is a specialty retailer of private label, sophisticated, casual-to-dressy clothing, intimates, complementary accessories, and other non-clothing gift items. The Company operates 847 women’s specialty stores, including stores in 47 states, the District of Columbia, the U.S. Virgin Islands and Puerto Rico operating under the Chico’s, White House | Black Market, Soma by Chico’s and Fitigues names. The Company owns 525 Chico’s front-line stores, 32 Chico’s outlet stores, 224 White House | Black Market front-line stores, 12 White House | Black Market outlet stores, 31 Soma by Chico’s stores, 9 Fitigues front-line stores and 1 Fitigues outlet store; franchisees own and operate 13 Chico’s stores.

[Warrior69de]

Lasst bloß die Finger von der Aktie, denn die wird bestimmt genauso enden wie De Beira! Vergleicht doch mal die Charts!!!!


Nicht war Unkenhorst????

[Unkenhorst1]

Antwort auf Beitrag Nr.: 24.769.950 von Warrior69de am 22.10.06 02:12:11

@Warrior

da gibt es "kleine" Unterschiede, rat doch mal welche.


mfG Unkenhorst

[awsx]

Antwort auf Beitrag Nr.: 24.775.280 von Unkenhorst1 am 22.10.06 10:57:45

Ein Unke ein Selbstgespräch !


Das din ist jetzt schon Pleite !
Gell Unke?

[Unkenhorst1]

typischer "fallen angel"

es ist nicht so selten, das diese Werte wieder Fuß fassen. Ich kaufe nun mal gerne wenn es nicht so teuer ist, sondern preiswert.

Gruss Unkenhorst

[Unkenhorst1]

Chico's Shares Higher on 3Q Results
Wednesday November 29, 3:56 pm ET
Chico's 3rd-Quarter Results Send Shares Rising, Analysts See Brighter Days

NEW YORK (AP) -- Shares of Chico's FAS Inc. rose on Wednesday, a day after the women's clothing and accessories retailer reported third-quarter results ahead of analysts' expectations.

After the market closed on Tuesday, Chico's reported third-quarter net income dropped 21 percent, to 24 cents per share, but that beat analysts' predictions for net income of 23 cents per share, according to a poll by Thomson Financial.

ADVERTISEMENT
The company said its program of opening, relocating and expanding stores and improving technology and customer service put short-term pressure on net income.

Chico's also released November same-store sales results on Tuesday. Same-store sales, or sales in stores open at least one year, are a key measure of retail performance. They fell 0.4 percent, hurt by performance in the company's White House Black Market Brand.

Bear Stearns analyst Randal Konik said he was encouraged by management's upfront approach to results and marketing efforts.

"Nonetheless, visibility remains low on when the company's efforts will be reflected in improved fundamentals," he wrote in a note on Wednesday. He rates Chico's "Market Weight."

Meanwhile, Ryan Beck analyst Margaret B. Whitfield predicted pressure on the company from store openings and expansion would ease "going forward."

"At Chico's, new initiatives are under way in merchandising and marketing with some improvement expected in the first half of 2007," Whitfield wrote in a note on Wednesday. "While the company does not discuss in detail its marketing and merchandising plans, we are hopeful of improvement near-term at White House and the start of improvement at Chico's by spring."

She rates Chico's "Outperform."

Shares rose $1, or 4.3 percent, to $24.12 during afternoon trading on the New York Stock Exchange.

Aha, die Aussichten sind doch erheblich besser als von vielen Marktteilnehmern befürchtet, Chico ist auf dem richtigen Weg.

mfG Unkenhorst

[Unkenhorst1]

Fool on Call: Chico's Goes 007

As part of The Motley Fool's mission to empower the individual investor, we offer Fool on Call, providing relevant analysis on company conference calls. This time, we'll examine the third-quarter conference call for Chico's.

By Jeremy MacNealy
December 1, 2006

Pull up a 10-year chart of Chico's FAS (NYSE: CHS), and you'll see one of the more impressive runs from 1997 through 2005 that you're going to find from any retailer. The past year hasn't been as kind, as the apparel retailer lost roughly half its value. My Foolish colleague Alyce Lomax said it best when covering the company's latest quarterly results, "It hasn't been a year of cheer for Chico's."

Alyce also noted that during the call, management refrained from offering any fourth-quarter guidance or FY 2007 guidance. After going through the third-quarter earnings conference call myself, it turns out that guidance wasn't the only thing lacking. The management team was, for the most part, unwilling to say much of anything in regard to its turnaround efforts over the near term, choosing secrecy instead.

So, I had to go 007 in return, pulling out my trusty Foolish Conference Call Code Breaker model No. XZ1000 in order to decipher what's going down in the world of Chico's. In this edition of Fool on Call, we'll take a look at these important areas to see what's in store for Chico's and its shareholders:

* Merchandise
* Sales environment

"Did I hear a 'niner' in there?"
Chico's brand same-store sales declined 3% from the same period a year ago. One of the primary reasons offered for the decline was "missteps in fashion merchandising." Unfortunately, if you tuned into the latest conference call looking for solid answers, you may have been disappointed. When pressed on the issue during the question-and-answer part of the call by one analyst, CEO Scott Edmonds evaded, responding, "We're not going to get too specific on merchandise issues on the call. We just believe that a lot of that is proprietary."

I found the evasiveness to be a bit curious. On the surface, his response makes sense -- competitors are likely listening in on the call picking up any clue they can on the management team's next move. Given the stellar run Chico's was on for nine of the past 10 years, the competition would be wise to listen in.

But on further thought and in light of the evidence, Chico's move toward almost total secrecy really doesn't make much sense. Here's what we know: Chico's has dropped the ball with its recent fashion decisions. In the second-quarter conference call, one of the faux pas identified is that Chico's didn't have enough "wear now" items on hand.

All the while, guess who was hitting homeruns with "wear now" merchandise? Dress Barn (Nasdaq: DBRN), Ann Taylor (NYSE: ANN), and Christopher & Banks (NYSE: CBK), just to name a few. Remarkable -- everyone else seemed to be on the same page. What we learn is that fashion is much more about trends than secrets. Were these retailers paying attention to Chico's heading into the recent quarters? Likely -- and perhaps in so doing, it was enough for them to decide what not to do.

Despite management's unwillingness to go into detail, we did learn during the Q&A portion of the call that customers will not see a full revamp of the merchandise until likely next fall. The spring merchandise is already set, with little room for tweaking. The summer should see more fresh additions. But the fall is when we'll see a completely refreshed fashion line.

In light of this, investors shouldn't expect a turnaround to happen immediately. Considering it will be almost a year from now until it gets fully back into the trend-right groove, and perhaps even longer until the customers it lost from the recent missteps return, it may be some time before Chico's is back in full swing.

As for its White House/Black Market concept, it too has suffered recently by carrying too many beige and gray items and not enough of the trademark classy blacks and whites. Thankfully, the company is right on top of this one -- in Q4 we should see a dressier floor set reemphasizing the blacks and whites.

Show me the money!
Merchandise isn't the only area where Chico's has tripped up in recent quarters -- a few words on its sales environment are worth mentioning. The leadership team realized last quarter that they've been "under funding store payroll." Applying the handy code breaker tool, we can take that to mean that its sales associates at the store level were not happy. Unhappy sales associates don't exactly make for a pleasant shopping experience.

In response, Chico's has "allocated additional payroll dollars to the stores." Again, management was unwilling to go into detail about the new incentives the company is utilizing. Amusingly, one analyst immediately countered by pointing out that the sales associates seem to be more aggressive than normal, stating, "They are really pouncing on customers when they walk in the door and kind of fighting with each other to make sales."

I guess the incentives are working ... whatever they are.

Despite my frustration...
I found this call to be a bit frustrating in that I would've liked to see more clarity from management on where they see the fashion trend moving over the course of the next year. Despite my frustration, I found these words by Edmonds very encouraging for both current and prospective shareholders: "You know, we're trying to run the business, not really for the next 13 weeks -- we're trying to run it for the next 13 years."

This mind-set is the best news for any long-term-minded investor. What is gained if Chico's responds to its recent hiccups with a knee-jerk reaction? More is lost than gained by such a business philosophy. Yes, the best companies are those that make investments and decisions with the future in mind. That's why, despite the challenges it will face over the next quarter or two, Chico's should remain high on investors' watch lists.

[Unkenhorst1]

die Erholung schreitet voran, wie geplant......


mfG Unkenhorst