Insiders Are Going Shopping at Francesca’s

Billionaire Ken Griffin’s Citadel Investment Group also liked Francesca’s Holdings Corp during the third quarter of the year: the hedge fund more than tripled its holdings to about 540,000 shares, though this was still a very small position compared to the fund’s size. Check out Griffin’s stock picks. Columbus Circle Investors, managed by Donald Chiboucis, also added shares during the quarter (see Columbus Circle’s favorite stocks). However, the most recent data shows that 33% of the outstanding shares are held short, so while we can’t be sure who they are we know that a number of market players are bearish.

A number of peers are also seeing strong earnings growth. Ann Inc (NYSE:ANN), Michael Kors Holdings Ltd (NYSE:KORS), Chico’s FAS, Inc. (NYSE:CHS), and Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ:ULTA) each reported earnings growth of at least 20% in their most recent quarter compared to the same period in the previous fiscal year. Of the peer group we looked at, only Limited Brands, Inc. (NYSE:LTD) seems to be struggling with revenue and net income actually down. The other four companies fall into two groups in terms of valuation: Ann and Chico’s have trailing P/E multiples in the teens, while Kors and Ulta Salon are priced closer to 40 times trailing earnings. This puts Francesca’s between the two groups, a bit below average. Ann and Chico’s both appear to be doing fairly well as far as their sales figures go, and might make better starting points for a value investor. Ulta Salon and Kors are seeing strong growth, and it’s possible that those stocks are poised to go higher as well, but given how pricy they are we think that we’d prefer to wait a couple quarters to see how their growth numbers do. Traders who have a taste for growth stocks, however, could certainly consider them.

Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

The 10 Most Expensive iPhone Apps

The 9 Most Expensive Designer Shoes in the World

The 10 Most Expensive Cigarette Brands

The 10 Most Expensive Law Schools in the US

The 10 Best Wall Street Movies

The 10 Most Expensive Golf Clubs Ever Sold

The 10 Most Expensive Golf Memberships

The 10 Best Disney Characters Ever Created

The 8 Best Foods for Gaining Weight

The 10 Most Expensive Colleges in the World

The 7 Most Memorable Ad Campaigns of All Time

The 7 Most Expensive High Schools in the World

The 10 Electric Vehicles with the Longest Range

The 10 Cities with the Worst Drivers in the World

The 10 Most Expensive Dresses Ever Created

10 Islands to Visit Before You Die

10 Famous Celebrities Who Needed Rehab

The 15 Countries with the Largest Oil Reserves

The 10 Most Overused Excuses in the World

The 5 Best iOS Apps You Can’t Get on Android

5 Companies Damaged By Social Media Blunders

The 10 Most Legendary Blues Songs

The 10 Most Lawless Places in the World

4 Reasons China is a Threat to the US

The 17 Most Sugary Drinks in the World

The 10 Most Ruthless Rulers in History

The 10 Greatest Generals in History

Top 8 Travel Destinations for 2015

The 10 Safest Dog Breeds for Children

The 10 Most Stolen Vehicles in the US

The 7 Most Expensive Celebrity Weddings

The 10 Best LoL Teams in the World

Top 10 Worst Marketing Campaigns Ever Produced

Top 5 Diets that Help You Lose Weight

The 10 Best Ways to Stay Awake

7 Artists That Switched Musical Genres

The 10 Most Expensive Cities to Live in New Jersey

The 10 Best High Schools in New York

The 10 Countries With the Least Gender Inequality

The 6 Biggest Musician-Manager Feuds

The 10 Countries with the Cheapest Gas Prices

The 7 Most Theatrical Bands of All Time

The 8 Worst Band Breakups of All Time

The 10 Most Important South American Leaders

The 7 Most Successful Casting Show Winners

The 10 Most Peaceful Countries in the World

5 Big Reasons Communism Failed

The 15 Most Famous Carl Icahn Quotes

10 Scary Animals that are Actually Harmless

The 8 Most Famous Singer-Actors in Entertainment

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!