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Philip Saglimbeni  

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  • Stunning quarter for Michael Kors, shares +21% early [View news story]
    Wow, I've been saying this for a while now, $KORS and $UA, the only two names you need to own in retail! Both popped over 20% in pre-market after ER. Congrats to all longs,

    Feb 4, 2014. 08:08 AM | Likes Like |Link to Comment
  • Bullish On Michael Kors Into Earnings [View article]
    It's a good one now $KORS, great brand! It's funny because you mentioned $COH's troubles as being a reason you wrote of KORS originally, yet it is KORS that has been hurting $COH some recently. Nice job Quoth, I'm bullish on the company as well, good luck,

    Feb 3, 2014. 10:33 AM | 3 Likes Like |Link to Comment
  • MasterCard lower after EPS miss [View news story]
    Eh, a bit disappointing from $MA. Stock needs to correct and remain on par with the valuation of $V, considering growth is similar. A nice buy opp soon though, long both credit card giants still!
    Jan 31, 2014. 09:14 AM | Likes Like |Link to Comment
  • Heard during Under Armour's earnings call [View news story]
    $UA is the best growth company in retail at the moment: powerful brand, product diversity and great management steering the ship.$LULU does not compare at all. $NKE should have bought this company a while ago. Long since 2009!

    Jan 30, 2014. 10:35 AM | 4 Likes Like |Link to Comment
  • Strong volume the key for Visa in FQ1 [View news story]
    Long $V as well, $MA getting boosted too. $UA up huge. Shaping up to be a great day!
    Jan 30, 2014. 09:22 AM | 1 Like Like |Link to Comment
  • Apple Tanking - On Its Way To $650? [View article]
    This response is better than the article! And I enjoyed the article Quoth ; )
    Jan 28, 2014. 12:07 PM | 3 Likes Like |Link to Comment
  • Coach sees weakness in North America [View news story]
    I feel the same way about the moat. Is there a better moat than MA and V?! I do regret not getting in early on KORS but long-term there will be increasing competition and no real way to combat it, IMO. Let's see what today brings us with $FLT . . .
    Jan 22, 2014. 09:12 AM | Likes Like |Link to Comment
  • Coach sees weakness in North America [View news story]
    Nice sell, I am very curious to see which brand comes out on top next to challenge KORS, there is always another one. Any clue on your part? I have none!
    Jan 22, 2014. 08:18 AM | Likes Like |Link to Comment
  • Coach sees weakness in North America [View news story]
    $COH proving yet again that it is no $KORS right now, the brand is stale currently compared to the latter . . .
    Jan 22, 2014. 08:04 AM | Likes Like |Link to Comment
  • Can Under Armour Continue To Be A Growth Stock? [View article]

    This was a really good article, you skipped the usual analysis and focused on the company's fantastic growth opportunities, which are the best in the business, in my opinion, and all that really matters. I think MapMyFitness will help the company to compete with Nike + but I also think it will play a major part in the evolution of wearable tech. I think Under Armour is working on something big behind the scenes, something along the lines of customizable athletic apparel with built in monitors and such (they showed bits and pieces of this in a commercial from last year and with their 39 tech).

    $UA is also succeeding with female customers and the company expects the segment to continue to outgrow men's and eventually could become a larger portion of revs in the future. From international to female/youth to signings like Notre Dame, management at UA keeps on making the right moves. Again, excellent read, thanks,

    Jan 20, 2014. 09:00 AM | 2 Likes Like |Link to Comment
  • Discovery ends talks to buy Scripps [View news story]
    Was always unlikely, as Scripps family has not shown much willingness in the past to part with control of the company, but it would have created one of the most compelling companies in media from a pure content perspective. I would have definitely owned it.
    Jan 17, 2014. 10:38 AM | Likes Like |Link to Comment
  • How Not To Invest In Dividend Stocks [View article]
    Some of the great divdend-growth stocks I love are $VFC, $GWW, $CHD, $NKE. All have been consistent raisers of the dividend over time, have solid track records with regard to revenue and earnings growth and bright prospects ahead of them. Why settle for just dividends or rev/EPS growth when some companies do a great job at both! Nice article,

    Jan 16, 2014. 09:24 AM | 2 Likes Like |Link to Comment
  • Is Union Pacific The Best Public Rail Company To Own For 2014 And Beyond? [View article]

    Terrifically in-depth article as always. This one may be your best yet! I like the idea of owning a piece of the rail business, just a solid/utilitarian business that seems to get overlooked by many investors. When I did some research last year on the industry, $UNP stood out for me as well. Historically it's one of the best and it seems like a great and surefire way to capitalize on the major trend. I'll definitely revisit this article when I decide to pull the trigger on $UNP. Well done,

    Jan 14, 2014. 06:10 PM | 2 Likes Like |Link to Comment
  • Lululemon warns on Q4 results [View news story]
    exactly, "fans," but not attracting enough NEW customers, with growth stocks that's all that matters is growth and expansion, $LULU has limited appeal, can't target men well enough yet, $UA, $NKE are far superior in this regard, just look at rev breakdowns for lulu compared to the other two, just my opinion . . .
    Jan 13, 2014. 12:38 PM | Likes Like |Link to Comment
  • Lululemon warns on Q4 results [View news story]
    Been calling this for a while. $UA is the superior company, steer clear of $LULU for now (tarnished brand with limited appeal right now, bad PR, broken chart) . . .
    Jan 13, 2014. 08:24 AM | Likes Like |Link to Comment