mallarde

Coach Is Fundamentally Solid

A luxury brand and retailer with flat revenue and a PE of 15? I am short COH.

Coach: Profit Margins Fall But Still Relatively High

Is anyone else short COH? I have a feeling that COH will soon feel the pain their clientele have been feeling. Also, I do not think that their Asia component -- in particular, China -- is large enough to offset a deteriorating U.S. market.

Have We Reached the Turning Point?

The language still is not necessary, Spade.

Funny how some writers on this website championed the notion that expensive oil would help HOG because people would buy them as money-saving, high-efficiency vehicles. Hah! Nuclear subs use zero gasoline, will consumers start buying those to get to work? Looks like HOG does not like expensive oil.

This little run up will suffer the same fate as last one with the U.S. HOG market continuing its long, long deflation.