Makes sense. I know that "nice theft targets" can simply mean "ways to find out whom is a good target," or "shops to case when you're in Imperial City," which are fairly generic. But it can also mean, as you have, "XYZ at this location had the following goods that I stole from his house," with a complete list--and that's pretty specific.
I've yet to rebuild my spellthief PC since restarting the game (I'm running up a mage with decent melee skills at the moment), but when I do, I'll post, here.