Ulta Cosmetics ULTA S

June 05, 2017 - 10:51am EST by

member

						2017	2018
Price:		312.00		EPS		8.00	9.25
Shares Out. (in M):		63		P/E		39	34
Market Cap (in $M):		19,650		P/FCF		65	60
Net Debt (in $M):		-500		EBIT		750	850
TEV (in $M):		19,150		TEV/EBIT		26	23
Borrow Cost:		General Collateral

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

2 show sort by

You are not eligible to view 6 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
14	member 10/09/17 3:17PM Re: Re: closing the position 13
i think $250 is a good place to re-enter the short. not sure where i would go long it. around $100 or a bit lower maybe... view available tags
13	member 10/06/17 7:02PM Re: closing the position 12
Heffer - good call on this one. Out of curiosity .. what would make you want to revisit this? What share price and / or catalyst? Conversely .. at what price would you go long? 1 view available tags
12	member 8/29/17 9:48AM closing the position
$205 seems like a reasonable place to cover for now. can always revisit... 1 view available tags
10	member 7/12/17 10:59AM Re: Re: Re: Reactivate heffer! 9
no, if anything i would trim the position. it seems like the retail selling/momentum has reached a silly level. i wouldn't be surprised to see the stock bounce a bit, but it should still be view available tags
5	member 6/06/17 5:17PM one more thing about reactivation
i couldn't post for the last 3 years due to restrictions placed on me by my former employer. this is no longer the case. but... i also am happy to post to other websites, so... login to read the rest view available tags
4	member 6/06/17 5:13PM Re: A Couple of Questions 2
1) this wouldn't really be a tailwind at this point. they are adding more premium brands, but they are displacing existing products. also, they are anniversarying this so it should be a headwind/declining benefit in... login to read the rest view available tags
3	member 6/06/17 4:49PM Re: eventually 1
$98 in hindsight was a bad place to short this stock. the new management has pulled a lot of levers successfully since then, which gives me the confidence that the best is behind it. $315 1 view available tags
2	member 6/05/17 2:24PM A Couple of Questions
Hi - thanks for the write-up. Not super close to the name but have paid attention to it a bit given its amazing performance vs. the rest of retail. A couple of questions for you: 1)... login to read the rest view available tags

load more messages