COH Forum Topics
- All Comments on COH
- General Discussion on COH
- Jim Cramer's Mad Money Lightning Round Picks, 8/9/07 [view article]
- Sky Works - Cramer's Lightning Round (6/10/08) [view article]
- Coach Handbags Still Selling but for How Long? [view article]
- Don’t Fight the Fed? Why Not? [view article]
- Coach Beats Expectations; Earnings Up 19% [view article]
- Stocks To Capture China’s Baby Boomers [view article]
- Ignore Government Reports, Listen to J.C. Penney and DSW [view article]
- Coach Offers Compelling Value in Current Market Conditions [view article]
- Jim Cramer's Mad Money Lightning Round, 3/10/8: ZOLT is a Dud [view article]
- Leading Hedge Funds' Best Ideas for 2008 [view article]
- Earnings Preview: Stocks That Beat, Miss Most Often [view article]
Recent COH Articles
- Lone Pine Capital - Portfolio Holdings
- Coach Beats Expectations; Earnings Up 19%
- Ignore Government Reports, Listen to J.C. Penney and DSW
- Six Questions on Fashion and the Economy
- Coach Offers Compelling Value in Current Market Conditions
- Coach Stock Appears Undervalued
- Leading Hedge Funds' Best Ideas for 2008
- Lone Pine Capital - Portfolio Holdings
- Blue Ridge Capital - Portfolio Holdings
- Now's the Time to Shed Coach Handbags
- Full List of Articles »
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Jim Cramer's Mad Money Lightning Round Picks, 8/9/07 [view article]
JULY 11, 2008 FROM JANUARY 2, 2007 UNTIL JULY 11TH, 2008I HAVE BEEN THE MOST ACCURATE IN FORECASTING, REBUTTING
ARTICLES, RESEARCH FIRMS & THEIR TARGETS, STAR MINE EXPERTS, JIM CRAMER AND HIS TOUTING OF OBESITY WHICH IS OUT THE WINDOW NOW, AND EVERY OTHER FRIEND OR TOUTER OF THE NSTK OR NEW MRNA COMPANY. i HAVE BEEN RATED 5 STAR EXPERT BY PREDICT WALL STREET FOR 12 MONTHS STARIGHT AND HAVE BEEN AN ADVOCATE FOR SHAREHOLDERS WHO HAVE BEEN FLEECED OF THEIR LIFE SAVINGS WHILE MANAGEMENT CONTINUES TO GET PAID AND TO EXIST. Reply
Sky Works - Cramer's Lightning Round (6/10/08) [view article]
Anyone who listens to Cramer should probably think about doing their own research and not just following this guy who is only pumping and dumping for bigger money. ReplySky Works - Cramer's Lightning Round (6/10/08) [view article]
@JimmyMac runs all software, so you probably should check with your Mom before posting on the internet, OK?
You are truly 'wintarded' if you think you need an ethernet port on a MacBook Air. All Macs since the early 90's have had ethernet ports, but most PCs haven't. The Air is quite different, and you can add ethernet now via USB if you really thought you needed to hard wire the world's lightest and best featherweight laptop.
$119 was a long way down, but it popped right back up, unlike most stocks. Reply
Coach Handbags Still Selling but for How Long? [view article]
The main reason for the decline in Coach sales is because the name ahs been soilded by the company moving all productions to China. While they are gainging significant profit margins with cheap labor and the materials do not cost that much they continue raise their prices. The American consumer is not that big a fool. How much does it cost Coach to make a bag in China that they are selling me for $450 ? I would hazard to guess its not very much. One does not consider massed produced Chinese goods "luxury". I believe Coach has lost substancial business because of this. Now I have just read an article that says they are now going to be making the bags in Vietnam ! While teenage girls may be dumb enough to continue to lust after these bags ( I have two by the way but refuse to buy anymore) the average adult woman has had enough of Coach. And is to blame-they have devalued their name. They may not want to face that fact but it true and not facing this fact will continue their decline.It used to be when you saw a gal with a nice Coach bag you though about what a good investment she made in a quality bag-now people are saying " you paid $500 bucks for bag made in China !" and they shake their head.
Reply
n
Don’t Fight the Fed? Why Not? [view article]
Alan, if you can post an article on Seeking Alpha and the site is still up, it's not that bad.beanieville.blogspot.c...
Don't fight the fed. Reply
Goodwin
Sky Works - Cramer's Lightning Round (6/10/08) [view article]
aapl broke $177 support and its a long way down. I don't think the stock will rebound till apple see some solid sales figures from the 3G iphone or a new apple product.Great strides taken in past year, but their superb iphone is merely replacing their ipod sales, 90% of products are overpriced and the rest of their products have at least one major flaw.. laptop(no enet port), AppleTV(read any review), desktops(lacking software support). Reply
Sky Works - Cramer's Lightning Round (6/10/08) [view article]
you must subscribe to what i have been saying---$200.00 is a number to pass on our way to the real value ---are we there yet $300.00 ---last year with less accomplished in this debt free company everyone was looking at $250.00--never ---i say never under estamate the WIZZZARD JOBS--- having taken this country with his briliance-- he is embarking on the the rest of the world --my money and i mean 7 figures to the left of the decimal point is on him(aapl)--one and the same to me ReplySky Works - Cramer's Lightning Round (6/10/08) [view article]
If you sold apple on this advice, you'll be weeping soon enough. The company has a stunning product line, the best retail in the business, the coolest image... Don't listen to the anal-ists - they don't get apple.$200 is just around the corner, and 250 less than a short jog away. Reply
Coach Beats Expectations; Earnings Up 19% [view article]
I suspect women who are encountering a tighter budget will still buy Coach bags. They just will be the lower priced ones, which is why their margins are shrinking.International sales should do well, especially in Japan as the dollar shrinks. Brazil and Asia should also contribute over time. Reply
Coach Beats Expectations; Earnings Up 19% [view article]
In general, the demographic purchasing Coach bags is not likely to be the demographic most affected by food and fuel prices. Furthermore, Coach is absolutely a global player. I live in Copenhagen, Denmark, and with the strong Euro I can tell you that fashion is doing very well. Furthermore, the growing middle cass in China, India, and Brazil, would suggest Coach has excellent prospects.Reply
t
Stocks To Capture China’s Baby Boomers [view article]
Nice angle on the China play. I look forward to future insights. ReplyCoach Beats Expectations; Earnings Up 19% [view article]
I should add, I own COH and am also short the Jan09 call against them. ReplyCoach Beats Expectations; Earnings Up 19% [view article]
It seems to me that the number of women purchasing handbags in the price range of Coach's handbags will be reduced as credit tightens and the purses can no longer be charged to credit cards. This coupled with the higher cost of gasoline and food would logically reduce the spending here. I thought this would have already happened, but it really has not. I am wondering what I am missing. ReplyEditors
General Discussion on COH
Is this a buy or a sell? ReplyIgnore Government Reports, Listen to J.C. Penney and DSW [view article]
Forgot to mention, that I like the article and thanks for the tip Reply