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"It's hard to find anyone who would admit to owning Kohl's (KSS), aside from me," says Brian...

  • Saturday, January 26, 9:15 AM ET
    "It's hard to find anyone who would admit to owning Kohl's (KSS), aside from me," says Brian Rogers at the Barron's Roundtable. The company had a tough 2012, but Rogers isn't worried about seasoned management blowing a fashion cycle on occasion. In the meantime free cash flow allows a 2.8% yield (set to rise soon, says Rogers), and buybacks amounting to 25% of the float over the last 3 years.
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  • For anyone to claim that it is acceptable for "seasoned management" to blow a fashion cycle from time to time is clearly delusional and making excuses where none is warranted. I mean they have been sucking the hind teat for over a year now. For the board to accept this type of behavior is nothing short of criminal on their part. I suspect there is some good ole boy "cronyism" in play here. You either produce or you are gone. We need a new team here.
    26 Jan, 10:59 AM Reply Like
  • New team? The current one has done a brilliant job over the past 10 years.
    26 Jan, 12:53 PM Reply Like
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