Moving the needle on a $300 billion retailer takes time.

222

While [Best Buy] may look like the relative underperformer this quarter, we believe their strategies will prove more fruitful long term, especially as [Wal-Mart] gets aggressive.

195

That and a generous [share] buyback program should sustain earnings-per-share growth of 15% to 20%.

179

There is so much bad news priced into the stock ... and sentiment is so poor, that we believe the disappointing near-term results will be discounted in anticipation of improvements from new management.

150

This is another way that Target is bringing a higher quality, niche product to its customers at reasonable prices.

147