Is NDN a buy? - Seeking Alpha

Quote & Headlines Market Currents StockTalk

Today 5d 1m 3m 1y 5y 10y

52wk high:

52wk low:

EPS:

PE:

Div Rate:

Yield:

Market Cap:

Volume:

71 people get NDN articles and Market Currents by email alert.

Get email alerts on NDN »

FOCUS | PRO | RELATED | TRANSCRIPTS | NEWS & PR

99 Cents Only Stores Acquisition For $1.6 Billion Signals Movement In Bargain Retail Sector
Benzinga • Wed, Oct 12, 2011
Dollar Store Scores Some Big Private Equity Loot
Wall Street Strategies • Tue, Oct 11, 2011
99 Cents Only Stores: A Way to Stretch Your Investment Pennies
Ian Wyatt • Mon, Nov 22, 2010 • 2 Comments
99 Cents Only Stores' Earnings Wednesday Will Provide Glimpse Into American Consumer
Wall St. Cheat Sheet • Mon, Aug 2, 2010
99 Cents Only Stores: Higher Earnings Growth Expected
Zacks Investment Research • Thu, Jun 11, 2009
99 Cents Only Stores Wisely Stay in Texas
Paul Walsh • Mon, Feb 23, 2009 • 1 Comment
99 Cent Only Stores Raises Prices; Analysts Project Strong Earnings Growth
Zacks Investment Research • Thu, Sep 25, 2008 • 4 Comments
Large 99 Cents Only Stores Holder Suggests Reorganization
Lon Juricic • Fri, Jan 4, 2008
99 Cents Only Stores Posts 9.4% Quarterly Sales Rise
SA Editor Judith Levy • Tue, Apr 10, 2007
99 Cents Only: Ripe for Sale or Private Equity Transaction
Daniel Andres Jacome • Wed, Sep 6, 2006 • 1 Comment

To learn more about Seeking Alpha Pro, click here.

Price Targets And Rating Updates On 6 Companies
The Oxen Group • Thu, Jan 12, 2012
32 Top Canadian Dividend Stocks For 2012
The Dividend Guy • Thu, Jan 12, 2012 • 16 Comments
16 Stocks Trading Near Highs With Bullish Short Trends
Kapitall • Mon, Jan 9, 2012
Outlook, Price Targets And Ratings On Discount Retail Stores
The Oxen Group • Tue, Jan 3, 2012
Merger Arbitrage Option Plays For The New Year
Value Research • Tue, Jan 3, 2012 • 1 Comment
Sector-Based Picks From Louis Bacon Of Moore Capital Management
GuruFundPicks • Thu, Dec 29, 2011 • 2 Comments
Analyzing 5 Discount Retail Stores
Nadeem Moulvi • Mon, Dec 19, 2011
10 Shorted Stocks With Strong Corporate Governance
Kapitall • Fri, Dec 2, 2011 • 1 Comment
Merger Arbitrage Mondays: November 14, 2011
Asif Suria • Tue, Nov 15, 2011
Protect An Investment In Dollar Tree With Options
Mike Phillips • Mon, Nov 14, 2011
Why Traders Will Be Watching These 7 Service Sector Earnings Reports
Spencer Knight • Sun, Nov 6, 2011
20 Companies With Bearish Short Trends Reporting Earnings Next Week
Kapitall • Sun, Nov 6, 2011 • 5 Comments
Merger Arbitrage Options Plays
Value Research • Wed, Nov 2, 2011
20 Companies With Bullish Options Sentiment That Are Reporting Earnings Next Week
Kapitall • Wed, Nov 2, 2011 • 1 Comment
12 Golden Cross Stocks With Strong Corporate Governance
Kapitall • Fri, Oct 28, 2011 • 1 Comment
It's Not A Recession Everywhere
Vince Martin • Wed, Oct 26, 2011
8 Breakout Stocks Money Managers Are Unloading
Kapitall • Tue, Oct 25, 2011
Hedging 6 Stocks Benefiting From The Bifurcation In Retail
David Pinsen • Tue, Oct 18, 2011
Merger Arbitrage Mondays: October 17, 2011
Asif Suria • Mon, Oct 17, 2011
Costco Stock - Less Of A Bargain Than Its Merchandise
Jim Van Meerten • Thu, Oct 13, 2011 • 1 Comment

99 Cents Only Stores F1Q09 (Qtr End 06/28/08) Earnings Call Transcript
Sat, Aug 23, 2008

Canadian Markets: Canadian stocks rebound as mining, tech rise

at MarketWatch.com (Aug 3, 2012)
Canadian Markets: Canada stocks in best 2-day run since early Jan.

at MarketWatch.com (Jun 6, 2012)
Canadian Markets: Canadian stocks rise on Greece debt deal hopes

at MarketWatch.com (Mar 8, 2012)
Canadian Markets: Canadian stocks up on U.S. job data, commodities

at MarketWatch.com (Mar 7, 2012)
Stocks to Watch: Stocks to watch Tuesday: Cirrus Logic, Genesco

at MarketWatch.com (Jan 10, 2012)
Market Extra: Whole Foods shareholder’s big payday

at MarketWatch.com (Dec 13, 2011)
Stocks to Watch: Stocks to watch Wednesday: Adobe, Cisco, Allstate

at MarketWatch.com (Nov 9, 2011)
Al Lewis: Occupy Wall Street needs corporate sponsors

at MarketWatch.com (Oct 14, 2011)
Stocks End Mixed in Tight Trading; Techs Gain

at CNBC.com (Oct 11, 2011)
Movers & Shakers: Tuesday’s biggest gaining and declining stocks

at MarketWatch.com (Oct 11, 2011)
It's Down to...Slovakia?

at CNBC.com (Oct 11, 2011)
Futures Slide Ahead of Key Slovakia Vote

at CNBC.com (Oct 11, 2011)
Movers & Shakers: Thursday’s biggest gaining and declining stocks

at MarketWatch.com (Oct 6, 2011)
Movers & Shakers: Friday’s biggest gaining and declining stocks

at MarketWatch.com (Sep 16, 2011)
With Retail Prowess to Spare, Should Walmart Go Shopping?

at CNBC.com (Sep 16, 2011)
Cramer's Dollar Stores Play

at CNBC.com (Sep 12, 2011)
Stocks Eke Out a Gain in Choppy Trading

at CNBC.com (Aug 22, 2011)
Movers & Shakers: Monday’s biggest gaining and declining stocks

at MarketWatch.com (Aug 22, 2011)
Stocks to Watch: Stocks to watch Monday: Berkshire Hathaway, MGM

at MarketWatch.com (Aug 8, 2011)
BJ’s Wholesale going private in $2.8 billion deal

at MarketWatch.com (Jun 29, 2011)

NDN vs. ETF Alternatives

Company Description

Currently, there's no company description for NDN.

Sector: Services

Industry: Discount, Variety Stores

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Friday, May 31, 8:45 AM A below par reading on personal spending for April was affected by lower gas prices and home heating bills and isn't a biting indictment on retail spending (AEO, ANF, ARO, BBBY, BBY, BJ, CHS, COH, COST, DG, DLTR, GPS, HD, JCP, JWN, KSS, LOW, LTD, M, NDN, NKE, ODP, PIR, PLCE, RSH, SKS, SPLS, TGT, TJX, URBN, WMT, WSM, ZLC), according to economists. Auto sales also cooled off just a bit in April which had an impact. So far, retail trends have been largely favorable in May as the height of the spring selling season shifted a few weeks later. 4 Comments [Consumer]
Monday, January 28, 10:22 AM The National Retail Federation forecasts 2013 retail sales will increase at a rate of 3.4%, lower than the 4.2% rise seen in 2012. Consumer attitudes will be influenced by higher payroll taxes and the ongoing fiscal cliff drama before improving in the second half of the year, according to the trade group. Retailers with strong online businesses should be able to ride out the moderate growth period adequately with online sales forecast to rise between 9% and 12% for the year. 9 Comments [Consumer]
Thursday, November 29, 2012, 1:29 PM Deloitte retail analyst Alison Paul doesn't think the Hurricane Sandy excuse being trotted out by major retailers is too far off base. After accounting for a significant pre-storm slowdown and major power outages in the Northeast, she thinks the numbers as a whole are actually quite good. In that same vein, other analysts point to layaway sales and online sales yet to ship as two categories that will help December compensate for the light November. 2 Comments [Consumer]
Friday, November 23, 2012, 6:51 AM Black Friday shopping will be the headline story in retail for the day, but the underlying plot will be the effect online channels have on the total sales hauls. Though various trade groups tag Black Friday weekend shopping to see a 3% to 4% rise this year, online shopping is expected to increase by closer to 15% heading into Cyber Monday. Online has also been where the winners and losers in the sector have been separated with major online forces such as Macy's (M) and Dick's Sporting Goods (DKS) roaring to huge gains - while the likes of J.C. Penney (JCP) and Big Lots (BIG) limp along. 1 Comment [Consumer]
Friday, November 2, 2012, 7:56 AM The recent mix of economic news and retail sales reports sets the table for a holiday retail season that will come in better than original forecasts, according to IHS Global Insight. What to watch: While Hurricane Sandy is only an "interruption" to retailers on a strong growth track and an "excuse" for underperformers, two potential drags on Q4 retail sales could be a fiscal cliff that doesn't get resolved or a national election that is in dispute. 1 Comment [Consumer]
Wednesday, October 31, 2012, 10:04 AM Mall-based retailers and department stores are holding up relatively well in early trading after the effect of Hurricane Sandy was lined up as a major Q4 headwind. The trick now is to figure out which retail firms can recover lost sales. Two notables exceptions to the subdued trading pattern - J.C. Penney (JCP -4.8%) and Sears (SHLD -6.5%) - had a slightly higher percentage of stores in the path of Hurricane Sandy than the average in the sector. 12 Comments [Consumer, On the Move]
Tuesday, October 30, 2012, 10:02 AM Forecasts on the effect of Hurricane Sandy on retail sales still vary greatly, although the general consensus is that a short-term boost of emergency items will lift sales for select companies while the prolonged cleanup could dampen overall holiday sales. Analysts see the list of losers much longer than the list of winners as home repairs take up a great deal of discretionary spending. In a nutshell: Every retailer has a different Sandy-related thesis, with product and geographic mix essential to estimating Q4 numbers. 2 Comments [Consumer]
Friday, October 26, 2012, 11:10 AM Though consumer sentiment rose to its highest level in five years, don't look for retailers to start adjusting guidance anytime soon. In an interview with CNBC yesterday, AutoNation CEO Mike Jackson gave a somewhat frank assessment of how many execs are looking toward Q4 by noting the fiscal cliff could create a standstill to spending over the last ten days of the year as the automatic cuts slated for January 1 loom larger. Even if a late deal is struck, Q4 sales could take a blow. (video) 7 Comments [Consumer, U.S. Economy]
Monday, October 22, 2012, 1:14 PM Retailers want to edge into the holiday shopping season as early as possible this year with most forecasts calling for steady - but not spectacular - spending numbers. Trends to watch: 1) Increased online couponing and promotional activity from fringe players. 2) Managing inventory should be easier with the season starting early and big data initiatives firing up which could help margins. 3) The calendar comes through for retailers with a lush 32-day window between Thanksgiving and Christmas extending the crucial part of the season. 2 Comments [Consumer]
Thursday, October 4, 2012, 7:57 AM The vibe flowing out of September sales reports from retailers is largely positive with big names such as Costo and Limited Brands showing brisk sales, while teen seller Zumiez (ZUMZ) knocked it out of the park with 18.6% growth. Although back-to-school season numbers look to be beating expectations, the best gift for retail investors may be when Q3 reports roll in with companies showing improved margins as clearance sales were avoided and inventory controls clicked. Comment! [Consumer]
Tuesday, October 2, 2012, 6:45 AM The National Retail Federation expects holiday sales to rise 4.1% to $586.1B this year. Though the mark would rep the slowest pace of growth since 2009, the forecast is still higher than the average growth of 3.5% realized over the last ten years for the November to December period. Online retail is still a bright spot, with holiday sales expected to rise 12% this year to $96B. 9 Comments [Consumer]
Monday, October 1, 2012, 1:46 PM Citigroup analyst Deborah Weinswig advises retailers to keep a sharp focus on online initiatives despite the staggering growth numbers bandied about for mobile and social networking sales. Estimates from Forrester Research indicate online retail sales will surge to $327B by 2016 - a mark that is estimated to be 10X greater than what smartphone sales will generate. A roadmap for retailers: Adopt a clever omnichannel strategy that produces synergistic benefits to complement online and brick-and-mortar businesses instead of poaching sales with hyper-aggressive mobile promotions. Comment! [Consumer]
Thursday, September 27, 2012, 12:44 PM Young shoppers are the force behind the rapid growth of showrooming with their grasp on how to use mobile devices to find the best deals, according to research by AlixPartners. Naturally, Amazon (AMZN +2.2%) appears to be a beneficiary of the trend, but brick-and-mortar retailers could have a secret weapon. A retail brief published by Aimia suggests that the very same savvy young shoppers who make showrooming a force of habit are also the most loyal reward program participants. The end game: A loyalty program with soft benefits could steal Amazon's thunder. 2 Comments [Consumer]
Tuesday, September 25, 2012, 1:14 PM Toys R Us Chairman Jerry Storch makes the case on Squawk Box that brick-and-mortar stores won't go away anytime soon, but will morph into mini-distribution centers. The line of thought follows a recent trend by retail players of using existing stores as fulfillment centers and showcasing more extensive pick up options to online buyers. The end game: Retail stores see a competitive advantage over Amazon if they can deliver products faster as they still dream about ultimately offering the holy grail of online shopping - same-day delivery. 13 Comments [Consumer]
Thursday, August 30, 2012, 1:55 PM Today's round of strong sale reports from major retailers may give firms the confidence to hold back on more promotional activity heading into the holiday season, according to AlixPartners. One promising trend is that shoppers stepped out to buy bolder, more fashion-oriented lines - instead of just replenishing the basics. With the retail table now set for a strong Q3 as the back-to-school season roars to a powerful start, optimism starts to creep up that consumers might even keep the good vibes going right through the crucial holiday period. Comment! [Consumer]
Tuesday, July 3, 2012, 1:30 PM Forecasts for June retail sales tip off that sales growth for the sector could come in at the lowest level since August 2009, according to data compiled by Thomson Reuters. After Nike (NKE) and Bed Bath & Beyond (BBBY) set the tone with disheartening guidance, the whole sector is on on watch to determine the effects on revenue of a jittery U.S. consumer. Even if a company's numbers are solid, the question of how management is using discounting and promotions to pump up sales will remain in focus. 3 Comments [Consumer]

Dr. Kris
M&A arbitrage: NDN being bought for $22/share. Q1 2012 close. With stock @ $21.39-->2.9% ROI, about a 6% annualized return.
10/11/11
Reply (2)

• !Report Abuse
View all 2 replies
RM13: Good one...
10/11/11
• !Report Abuse
Dr. Kris: Thanks! I publish these whenever they arise which typically is several times a month.
10/12/11
• !Report Abuse
Add a reply...

140 characters

Ocean Man
Wow, that was a tiny premium paid for NDN. 20.60 to 22?
10/11/11
Reply (2)

• !Report Abuse
View all 2 replies
talbano: it ran from around 14 when it was originally announced that Private Eqty was looking at it
10/11/11
• !Report Abuse
Ocean Man: Oh, that makes more sense - thanks.
10/11/11
• !Report Abuse
Add a reply...

140 characters

The Mays Report
99 Cents Only Stores is expected to collect final bids in its sale process during the last week of September http://bit.ly/p5cN4z NDN
9/16/11
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

talbano
NDN getting a bid - Berkowitz wants to buy 50% of common of JOE
9/16/11
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Asif Suria
Private equity firm Apollo Global Management $APO is getting ready to buy discount chain 99-Cent Only Stores $NDN
8/22/11
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

cphyt7
NDN breaking up. Long June 20 calls, bigger bid expected
4/13/11
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Asif Suria
Milberg LLP Announces the Filing of a Shareholder Class Action to Stop 99 Cents Only Stores Buyout $NDN
3/18/11
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Asif Suria
99 Cents Gets $1.34 Billion Buyout Offer From Leonard Green $NDN
3/11/11
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Tony Petroski
NDN running on news that since inflation expectations are now muted, they won't have to change all their stationary and sineage until 2012.
3/11/11
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Dividend Sheet
Biggest Players Within The Discount And Variety Stores Industry ++ http://t.co/s7lSbUq ++ $WMT $TGT $COST $DG $DLTR $FDO $BIG $BJ $NDN $PSMT
3/6/11
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

LATEST REPLIES

Dr. Kris
M&A arbitrage: NDN being bought for $22/share. Q1 2012 close. With stock @ $21.39-->2.9% ROI, about a 6% annualized return.
10/11/11
Reply (2)

• !Report Abuse
View all 2 replies
RM13: Good one...
10/11/11
• !Report Abuse
Dr. Kris: Thanks! I publish these whenever they arise which typically is several times a month.
10/12/11
• !Report Abuse
Add a reply...

140 characters

Ocean Man
Wow, that was a tiny premium paid for NDN. 20.60 to 22?
10/11/11
Reply (2)

• !Report Abuse
View all 2 replies
talbano: it ran from around 14 when it was originally announced that Private Eqty was looking at it
10/11/11
• !Report Abuse
Ocean Man: Oh, that makes more sense - thanks.
10/11/11
• !Report Abuse
Add a reply...

140 characters

NDN 99 Cents Only Stores

NDN

99 Cents Only Stores