Seeking Alpha
Research analyst, growth, value, IPOs
Profile| Send Message|
( followers)  

Valentine's Day is not considered a federal holiday-- the mail and banks will be open. However, the holiday is very important for retailers, and is considered by some a "Hallmark Holiday." Hallmark-- the leading greeting card maker-- is not publicly traded, so I had to find ten other companies to take advantage of sales of gifts and jewelry.

1-800 Flowers (NASDAQ:FLWS)

  • Share Price: $3.00
  • Next Earnings: N/A
  • Dividend Yield: N/A

1-800 Flowers owns several key brands that will see more business on Valentine's Day, including 1800flowers.com, 1800baskets.com and fruitbouquets.com. The company also owns Fannie May chocolates and The Popcorn Factory. Shares once traded for over $20, and perhaps there is upside now as the stock trades for less than $5. The company has a market capitalization of under $200 million. Consider buying some shares of 1-800 flowers while you also order an arrangement for your valentine.

American Greetings (NYSE:AM-OLD)

  • Share Price: $14.18
  • Next Earnings: N/A
  • Dividend Yield: 4.0%

With Hallmark listed as a private company, American Greetings may be the best way to take advantage of the millions of greeting cards bought for Valentine's Day. Some cards will be purchased ahead of time and others will be last minute-- oh no it's Valentine's Day, I should buy a card or some gifts. American Greetings owns several lines of greeting cards including American Greetings, Carlton Cards, and Gibson. The company also operates the websites www.cardstore.com and Americangreetings.com.

Blue Nile (NASDAQ:NILE)

  • Share Price: $43.75
  • Next Earnings: Feb 15
  • Dividend Yield: N/A

Blue Nile is a leading online retailer of fine diamonds. Some husbands will splurge this year and go the extra mile with a diamond. After all a diamond is forever, as the saying goes. Shares look expensive trading at over 40x earnings. I'd take a look at earnings on Wednesday to see where the company is headed, and consider picking up shares on a dip before the earnings that factor in Valentine's Day sales.

Build a Bear Workshops (NYSE:BBW)

  • Share Price: $8.68
  • Next Earnings: Feb 16
  • Dividend Yield: N/A

If you're wondering what to purchase for that significant other, consider a stuffed animal that you can customize at a Build a Bear retailer. The stores are mainly found in shopping malls, but are also present in sporting arenas and hospitals. Build a Bear reached a fifty two week high today and now trades with a market capitalization of $150 million. The company has been rumored as a takeover target for several years. Build a Bear has over $25 million in cash, along with zero long term debt. The company recently signed a deal that will expand the brand onto video games via 505 Games. The company continues to license its bears to include pro sports teams, and children's television stars like Victoria Justice.

Constellation Brands (NYSE:STZ)

  • Share Price: $21.59
  • Next Earnings: N/A
  • Dividend Yield: N/A

Constellation Brands is the leading premium wine company. Perhaps this Valentine's Day you will spend the night inside and pop open a bottle of wine from Constellation's portfolio. The wine portfolio includes: Arbor Mist, Robert Mondavi, and Woodbridge. Crown Imports, partially owned by Constellation, distributes Corona Extra, Corona Light, Modelo, Pacifico, St. Pauli Girl, Tsingtao, and Negra Modelo into the United States. The company also owns liquor brands like Svedka and Black Velvet.

Hershey Company (NYSE:HSY)

  • Share Price: $59.83
  • Next Earnings: N/A
  • Dividend Yield: 2.6%

Hershey is a leading chocolate company based in Pennsylvania. Chocolates are one of the leading products purchased for Valentine's Day each year. Hershey is in good financial shape, and just recently raised its dividend.

Limited Brands (LTD)

  • Share Price: $45.20
  • Next Earnings: Feb 22
  • Dividend Yield: 2.2%

Limited Brands makes this list due to its ownership of the Victoria's Secret chain. The chain is the leading lingerie retailer in the world. I wrote about Limited Brands in November, when it was trading at $38, and recommended buying shares. Over 1100 stores have the Victoria's Secret name and there's no doubt that they were packed with men buying gifts for wives and girlfriends.

Ruth's Hospitality Group (NASDAQ:RUTH)

  • Share Price: $6.21
  • Next Earnings: N/A
  • Dividend Yield: N/A

Valentine's Day remains a leading day for proposals around the world, as the day signifies love and the celebration of relationships. Typically, husbands want a quiet romantic restaurant that is considered upscale if they wish to propose in a restaurant setting. The main brand owned by Ruth's Hospitality is Ruth's Chris Steakhouse. The company also owns restaurants under the Mitchell's Fish Market, Mitchell's Steakhouse, Columbus Fish Market, and Cameron's Steakhouse brands. Over 150 restaurants are owned by Ruth's Hospitality Group and they will likely be the headquarters for many proposals this Valentine's Day. Ruth's actually released a list of proposal tips and ways for the company to help in the proposal process here.

Signet Jewelers (NYSE:SIG)

  • Share Price: $45.49
  • Next Earnings: N/A
  • Dividend Yield: 0.90%

Signet is the premier play on jewelry stores in the United States. The company owns the KAY and JARED brands, that together operate over 1300 stores in the United States. Signet also operates stores under the H. SAMUEL and ERNEST JONES in the United Kingdom, where it has over 500 stores. Signet is well positioned to take advantage of Valentine's Day as many rings, bracelets, and necklaces are purchased.

Tiffany (NYSE:TIF)

  • Share Price: $64.36
  • Next Earnings: Mar 20
  • Dividend Yield: 1.80%

Tiffany is a leader in high end jewelry. Unlike Signet's KAY and JARED, Tiffany caters to a higher class. The jewelry is elegant and expensive, and Valentine's Day is the perfect time to splurge on a piece of jewelry. The company's website has a special Valentine's Day section and customers can purchase a gift that will go in the famous Tiffany's little blue box.

Source: 10 Stocks To Consider On Valentine's Day