An improved outlook from Tiffany (TIF) on sales in Asia follows upbeat projections from other high-end sellers such as Swatch and Coach for the region. Following a familiar pattern of other global luxury sellers, a high percentage of Tiffany's new stores are planned for Asia. Asia luxury watch: Prada, Louis Vuitton (LVMUY.PK), Coach (COH), Ralph Lauren (RL), Michael Kors (KORS), Swatch (SWGAY.PK), Burberry (BURBY.PK), Estee Lauder (EL). [View news story]
6 to 8% revenue growth is good. With 10% of TIF short, it's going higher. July 2011 TIF hit $83.82.
Coach Vs. Michael Kors: Who Has More Runway Credibility? [View article]
I've seen Kors in discount stores like TJMaxx and Marshalls but that doesn't really say luxury to me. Kors may gain market share but if the quality isn't as good as Coach's then the stock won't be worth the premium P/E.
Strange how no one wanted to own Dell until it came out that it was going private. If our stocks stay this cheap, there is going to be more of them going private or sold.
Wall Street Breakfast: Must-Know News [View article]
Morning Perspective
Powered by: ARGUS - Market Movers 7:00a ET 3/19/13 - ARGUS Research Company Technical Assessment:
Short-Term: Bullish
Long-Term: Bullish
"The S&P 500 is displaying predictable nervousness on the threshold of a new all-time high. The stated excuse on 3/18/13 was Cyprus. No matter, investors look for excuses to recognize profits at key inflection points, as institutional anticipation of investor hesitancy at important levels becomes a self-fulfilling prophecy.
Once over the S&P 500 hump at 1,565, investors will survey their colleagues - wondering if they are in a cheap or pricey market. There are countless ways to compare, including Schiller’s CAPE (10-year trailing) P/E or P/Es based on Argus Normalized Earnings (three-year look-back, two-years forward). For this exercise, we wanted to see what the market was telling us at the prior high in October 2007.
In the year in which the S&P 500 reached 1,565, S&P 500 earnings from continuing operations were $82. If we were to extrapolate that full-year trailing P/E of 17.8 to now, and based on the Argus forecast of $111 in continuing operations earnings this year, the S&P 500 would close the 2013 year around 1,978 - or up 27% from here.
Another point to consider is that in 2007, the asset bubble floating the market higher was already losing air. The collapse of two Bear Sterns CMO hedge funds in July 2007 told professional investors the end was near, even if the public did not know until autumn 2008. The S&P 500 would earn just $52 ($49.50 restated) in 2008. In 2014, 8% EPS growth, to the $118 level, appears reasonable. If any asset bubble is deflating, it is bonds - which would fund a rise in stocks."
Dude, You're Not Getting DELL...Or AUTO [View article]
A/P will go down if they don't need as many suppliers for P/Cs, and I don't understand your point on that. The problem with calculating book value is all the Goodwill they have to put on their balance sheet from the many acquisitions they have done the past 3 years. These companies were known previously, so you can't ignore their business credentials. Private equity ignores Goodwill. Public companies have to report it. I am not an accountant though. I do not look at book value for companies in IT.
Dude, You're Not Getting DELL...Or AUTO [View article]
Something I guess I need to check out, but I always like to buy the latest gadget as I keep them so long. I haven't gotten anything refurbished yet. I guess you know that you can buy other things on Dell's website or 1-800 number. I've bought cameras, printers, cases, bags, etc...that weren't Dell. I have consider buying tvs and probably would check there before I bought one. They match ads when you phone them.
The PC business is less than half of Dell's business. The last couple of quarters, I read that Dell was the only U.S. company gaining share in servers. Dell has other businesses, and many of the companies they bought are software, cloud, and services.
Dude, You're Not Getting DELL...Or AUTO [View article]
I do like their website. If you need help though, it's best to just call them. And you can add as many coupon codes as you can find bringing down the price even more.
Dude, You're Not Getting DELL...Or AUTO [View article]
Depends on if people continue to look for stock that is a bargain and if they understand the potential for all these new companies Dell has bought. Individuals buy stock that is moving up, so the stock just needs to start moving. This buyout is putting a lid on the stock which is unwarranted. Buy the way, I like Dell's products and use this Inspiron every day. It has really gone places and is probably close to 5 yrs old. I want the new XPS ultrabook I think, but can't decide between the 15 in and the 18 that's coming out. Dell's PCs are a good value. Go look on their website. You can get a laptop now for $250. The reason Dell and HPQ should continue to sell PCs is to get into the door and for individuals to know them. I think they should sell PCs for whatever profit they can get. Then make money in something else.
An improved outlook from Tiffany (TIF) on sales in Asia follows upbeat projections from other high-end sellers such as Swatch and Coach for the region. Following a familiar pattern of other global luxury sellers, a high percentage of Tiffany's new stores are planned for Asia. Asia luxury watch: Prada, Louis Vuitton (LVMUY.PK), Coach (COH), Ralph Lauren (RL), Michael Kors (KORS), Swatch (SWGAY.PK), Burberry (BURBY.PK), Estee Lauder (EL). [View news story]
Has Samsung Dethroned Apple? [View article]
Coach Vs. Michael Kors: Who Has More Runway Credibility? [View article]
Dell: Take The Premium And Run [View article]
Dude, You're Not Getting DELL...Or AUTO [View article]
Is Nike On The Clearance Rack? [View article]
Tiffany: A Large Shareholder Loaded Up On This Stock Last Week [View article]
Wall Street Breakfast: Must-Know News [View article]
Powered by: ARGUS - Market Movers
7:00a ET 3/19/13 - ARGUS Research Company
Technical Assessment:
Short-Term: Bullish
Long-Term: Bullish
"The S&P 500 is displaying predictable nervousness on the threshold of a new all-time high. The stated excuse on 3/18/13 was Cyprus. No matter, investors look for excuses to recognize profits at key inflection points, as institutional anticipation of investor hesitancy at important levels becomes a self-fulfilling prophecy.
Once over the S&P 500 hump at 1,565, investors will survey their colleagues - wondering if they are in a cheap or pricey market. There are countless ways to compare, including Schiller’s CAPE (10-year trailing) P/E or P/Es based on Argus Normalized Earnings (three-year look-back, two-years forward). For this exercise, we wanted to see what the market was telling us at the prior high in October 2007.
In the year in which the S&P 500 reached 1,565, S&P 500 earnings from continuing operations were $82. If we were to extrapolate that full-year trailing P/E of 17.8 to now, and based on the Argus forecast of $111 in continuing operations earnings this year, the S&P 500 would close the 2013 year around 1,978 - or up 27% from here.
Another point to consider is that in 2007, the asset bubble floating the market higher was already losing air. The collapse of two Bear Sterns CMO hedge funds in July 2007 told professional investors the end was near, even if the public did not know until autumn 2008. The S&P 500 would earn just $52 ($49.50 restated) in 2008. In 2014, 8% EPS growth, to the $118 level, appears reasonable. If any asset bubble is deflating, it is bonds - which would fund a rise in stocks."
Dude, You're Not Getting DELL...Or AUTO [View article]
The problem with calculating book value is all the Goodwill they have to put on their balance sheet from the many acquisitions they have done the past 3 years. These companies were known previously, so you can't ignore their business credentials. Private equity ignores Goodwill. Public companies have to report it. I am not an accountant though. I do not look at book value for companies in IT.
Dude, You're Not Getting DELL...Or AUTO [View article]
I guess you know that you can buy other things on Dell's website or 1-800 number. I've bought cameras, printers, cases, bags, etc...that weren't Dell. I have consider buying tvs and probably would check there before I bought one. They match ads when you phone them.
Dell: Take The Premium And Run [View article]
Dell: Take The Premium And Run [View article]
Dude, You're Not Getting DELL...Or AUTO [View article]
Dude, You're Not Getting DELL...Or AUTO [View article]
Dude, You're Not Getting DELL...Or AUTO [View article]
Buy the way, I like Dell's products and use this Inspiron every day. It has really gone places and is probably close to 5 yrs old. I want the new XPS ultrabook I think, but can't decide between the 15 in and the 18 that's coming out. Dell's PCs are a good value. Go look on their website. You can get a laptop now for $250. The reason Dell and HPQ should continue to sell PCs is to get into the door and for individuals to know them. I think they should sell PCs for whatever profit they can get. Then make money in something else.