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TruffelPig
Why is
COH
sick these days?
6/7/12
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(4)
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OneLongTrade
:
All of the high end retailers are trading on false assumptions of the health of consumers in Europe and China. Multiples are too high.
6/7/12
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OneLongTrade
:
Some of them have great businesses, but the stocks are way too pricy given the headwinds. Plenty of other sectors with more domestic
6/7/12
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OneLongTrade
:
exposure that are very undervalued at the moment
IMO
.
6/7/12
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TruffelPig
:
Chinese woman love
COH
6/7/12
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