Tractor Supply Co. (TSCO)
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TSCO Forum Topics
- All Comments on TSCO
- General Discussion on TSCO
- Is Tractor Supply Co. Finally Cheap Enough [view article]
- Tough Year Ahead For Specialty Retailers [view article]
- Bill and Melinda Gates Foundation Holdings Outperforming S&P 500 Handily [view article]
- Tractor Supply Reports Great Quarter, Still Not Expensive [view article]
- Farm Belt Boom: What's Everyone Doing with Their Extra Cash? [view article]
loading ...Recent TSCO Articles
- Is Tractor Supply Co. Finally Cheap Enough
- Tough Year Ahead For Specialty Retailers
- Bill and Melinda Gates Foundation Holdings Outperforming S&P 500 Handily
- Tractor Supply Reports Great Quarter, Still Not Expensive
- Tractor Supply: A Bargain 'Out Here'
- Tractor Supply Falls on Lowered Guidance
- Farm Belt Boom: What's Everyone Doing with Their Extra Cash?
- Time to Sell the Consumer Discretionary Sector
- Full List of Articles »
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Is Tractor Supply Co. Finally Cheap Enough [view article]
This company traditionally pulls thru recessions/bear markets. The unique product mix holds it above water. Customers may pull back on ATVs and birdbaths, but they will still buy horse feed, dog food, hydraulic fluid and fencing supplies. This is not Home Depot, or Wal Mart, and the customer is not row cropping soybeans on 2,000 acres. ReplyIs Tractor Supply Co. Finally Cheap Enough [view article]
Thanks for the podcast. ReplyIs Tractor Supply Co. Finally Cheap Enough [view article]
as the market continues to go down, agriculture, which used to be a safe haven, now looks like it may be subject to a downward trend. Here's a pretty good podcast that discusses what to during this down market and what's going on with coal, steel, bulk shipping, and agriculture.the main idea is that individual investors dont have to act like institutional investors and this market and may be better holding cash than trying to beat the market.
www.greenfaucet.com/sh... Reply
Is Tractor Supply Co. Finally Cheap Enough [view article]
I agree 100%. I have been a lng term holder. Recently, under 30, I have aggressively expanded my holding. I am rarely aggressive, but when I see value, especially in what I view as a solid growth story, I go after it.I am a long term holder. See you all in 10 years much higher. I am keeping all of my shares.
Just my opinion. Reply
Is Tractor Supply Co. Finally Cheap Enough [view article]
are you on drugs? Oil has destroyed the boom. ReplyTough Year Ahead For Specialty Retailers [view article]
What is your take on Best Buy's (BBY) business in emerging markets? I've heard that most consumers just go in there to look at things and walk across the street to those massive PC malls to buy their gear (lower prices).I don't know if specialty retailers like Best Buy will work in these markets. It's not a cookie cutter business model you can take over.
On the other hand, companies like WalMart who have pricing power, and Tiffany's with a strong brand presence will do well over time.
It will be some time before overseas operations for Home Depot and Best Buy provide soft landings when the US economy dives. Amazon which is not a specialty retailer has done well with almost 50% of revenues coming outside of the US (although valuations are high at the moment, margins extremely low).
Reply
Tough Year Ahead For Specialty Retailers [view article]
Very interesting read.The accepted sector classification (retail or specialty retail or consumer non-durables) for the above mentioned companies is as follows;
ANN - Ann Taylor Stores Corp - Specialty Retail
www.crossprofit.com/vi...
BBI - Blockbuster Inc - Specialty Retail
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BBBY - Bed Bath & Beyond Inc - Retail
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BBY - Best Buy Co Inc - Retail
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CAB - Cabela's Inc - Specialty Retail
www.crossprofit.com/vi...
CC - Circuit Cty Strs Inc - Retail
www.crossprofit.com/vi...
COST - Costco Wholesale Corp - Retail
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FL - Foot Locker Inc - Specialty Retail
www.crossprofit.com/vi...
GPS - Gap Inc - Specialty Retail
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HD - Home Depot Inc - Retail
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LL - Lumber Liquidators` Inc. - Retail
www.crossprofit.com/vi...
NKE - Nike Inc Cl B - Consumer Non Durables
www.crossprofit.com/vi...
PETM - Petsmart Inc - Specialty Retail
www.crossprofit.com/vi...
PIR - Pier 1 Imports Inc - Retail
www.crossprofit.com/vi...
RSH - Radioshack Corp - Retail
www.crossprofit.com/vi...
SKS - Saks Holdings Inc - Retail
www.crossprofit.com/vi...
SPLS - Staples Inc - Specialty Retail
www.crossprofit.com/vi...
TIF - Tiffany & Co - Specialty Retail
www.crossprofit.com/vi...
WMT - Wal-Mart Stores Inc - Retail
www.crossprofit.com/vi...
Please check your Hemscott for correct classifications.
SA editors, please correct symbol link list in accordance with alphabetical list provided in this comment.
CrossProfit
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Editors
General Discussion on TSCO
Is this a buy or a sell? ReplyBill and Melinda Gates Foundation Holdings Outperforming S&P 500 Handily [view article]
Very cool thanks. Nice to see some overlap. I currently hold TSCO, CNI, EXP, BRK-B. I am sure in much smaller portions then Gates. ReplyBill and Melinda Gates Foundation Holdings Outperforming S&P 500 Handily [view article]
awesome let me pattern my portfolio after them...wait i don't have billions of dollars :)jk guys, ty for the analsis. Reply
Tractor Supply Reports Great Quarter, Still Not Expensive [view article]
I agree completely. This is one of my largest and favorite holdings. I am generally fairly conservative and defintiely a long term, buy & hold investor.I have made an exception here. I am carrying a double position and accumulated aggressively over the last 3-4 months. It was a great buying opportunity.
No one will see those shares for another 10-15 years from me. The nice 15% pop was welcome, as things were a little rough. (fine now that I am done accumulating)
TSCO has potential to be a long term winner. Just my opinion. Reply
Jacome
Farm Belt Boom: What's Everyone Doing with Their Extra Cash? [view article]
GMTN just rptd -- stock is up 18% in AH trade....this is a good sign for DKS, another specialty retailer (in outdoor segment) whose results are not the nightmare the St is/was expectingdis: long DKS, initiating coverage this week with 39 PT Reply
Farm Belt Boom: What's Everyone Doing with Their Extra Cash? [view article]
I think the analyst you listened to is really reaching to come up with something original.The Census of Agriculture lists (in 2002 anyway) the number of farms in the US as about 2 million, with operators listing their principal occupation as agriculture at 70% or less depending on region. If you assume half the farms of the US are in the Midwest, then this leaves you with 700,000 farmers who will principally benefit from this agriculture boom, and as business owners they will be mostly concerned with improving their balance sheets (debt) after a stretch of lean times. That's a pretty small niche market for consumer discretionary items.
While the greater population of farm communities will see some spinoff effect, they are still subject to the same consumer slowdown seen in the rest of the country, and this I believe overrides any upturn in the ag sector. Reply