M Macy's, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
22:01
Sep 10
Sep 10
Bloomberg Markets
Macy's undervalued amid steady turnaround
Macy's has posted six straight quarters of comparable growth and is earning around $2.20 per share, putting the stock at only about 10 times earnings. Despite the department-store sector's low valuation, the stock is a bit undervalued relative to his roughly $20.50 fair value.
M
Macy's, Inc.
Long
1ST
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16:34
Sep 10
Sep 10
Bloomberg Markets
Macy's turnaround still on track
Macy's has six straight quarters of comparable sales growth and no internal deceleration on a stacked basis; the consumer is resilient, and Bloomingdale's plus exclusive collaborations support the turnaround even if guidance reflects macro uncertainty.
M
Macy's, Inc.
Long
1ST
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16:15
Aug 23
Aug 23
El Arte de Invertir
Macy's slow decline priced too cheaply
Macy's is a classic melting ice cube department-store business shrinking slowly at around 2% annually, but priced at only about 7x earnings while returning roughly 7% annually via dividends and buybacks, paying down debt, closing loss-making stores, and retaining iconic tourist locations. If results come in slightly better than deeply negative expectations, the stock can rebound sharply, similar to Buffett's prior HP investment.
M
Macy's, Inc.
Long
1ST
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About M Investor Commentary
Across the available history and selected sources, Buzzberg tracks M (Macy's, Inc.) across 20 sources: 4 bullish vs 0 bearish calls from 28 authors. Historical directional balance: 10% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 42 total trade ideas tracked. Latest voices: David Schwartz, Tony Spring, Alejandro Estebaranz.