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Far Horizon

 
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  • Why Coach Earnings Will Surprise To The Upside Next Quarter [View article]
    You are right of course - jojo - interesting to see today that the Gov of the Bank of Japan has stepped down - the market seems to expect that more QE will result, as the Abe regime seeks to generate some economic growth with a 2% inflation target. For COH, this does mean that yen earnings will be worth less. The possible upside is in increased sales potential if consumer demand is impacted by the BoJ easing moves - COH is in a good spot here, and can do more for their dollar with Capex (some is planned in Japan currently).
    Moves in other currencies and USD will also be worth watching in the next couple of years as COH currency risk increases with the diversified footprint.
    Feb 6, 2013. 04:16 PM | Likes Like |Link to Comment
  • Why Coach Earnings Will Surprise To The Upside Next Quarter [View article]
    Stan - my thesis is yoy contributions to sales will change due to the growth esp from China which is coming out of the dip really fast now, so it's compounded through the change in the mix of sales.
    Jan 29, 2013. 05:00 PM | Likes Like |Link to Comment
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