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  • Michael Kors: Anxiety Is Premature - The Company Is At A Critical Stage [View article]
    Looking at history of COH, KORS will follow the same in next two to three years. Everyone will start carrying KORS, their factory / outlet channel will grow stronger than their full price retail channel. As company chases more consumers by making more affordable (providing discount), brand dilution starts and COH story will repeat for KORS. Question is not if but when?

    I'm wondering why COH is not mentioned in above analytics and EBIT calculation. Despite of performing poorly, COH is generating decent cash-flow and has revenue $4.8B in last one year. KORS revenue is around $3.6B and it will be difficult to sustain the momentum. Everyone knows that once you are large, growth rate will slow down..
    Sep 17, 2014. 04:42 AM | 2 Likes Like |Link to Comment
  • Potential Takeover Targets For Apple [View article]
    Why not Samsung? Buy one of the most powerful competitor.
    Oct 12, 2011. 02:20 AM | Likes Like |Link to Comment
  • 7 Overvalued Luxury Stocks To Sell Or Short [View article]
    I wish you had looked at least one company's financial statements (annual & quarterly). These are growth companies and I agree that their growth might have slowed with economy going terribly south, majority of these companies were never in "Red". They were still the most profitable retail companies around.
    Sep 14, 2011. 08:34 AM | Likes Like |Link to Comment
  • Marvell Technology's Failure to Disclose Specific Turnaround Plan Information Is 'Unacceptable' [View article]
    Thank you for saving my hard earned $$. About to establish a significant position but would now defer it for ever.
    Aug 3, 2011. 06:04 AM | Likes Like |Link to Comment