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Coach, Inc. Message Board

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  • patient2invest patient2invest Jul 12, 2007 12:29 PM Flag


    Hey Brad, besides COH I'm making a small killing off another of your favorite dislikes, True Religion. People won't buy those $200 jeans anymore either, will they?

    Got anymore big dislikes at this time? I'd like to find a couple of more great investments.

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    • Patient,

      You indeed missed a big dislike of Brad, that is AMZN. He pounded the table and shouted 'over-valued' at AMZN while Bill Miller of Legg Mason was pounding the table and shouted 'buy', just before a big ascend a few months ago.

      Well, history is history. I just hope Brad will keep the good tradition of disclosing his sell list from time to time, so we can benefit.


      • 1 Reply to pc20040101
      • Yes I know, I should listen more closely. But I'm not on the same mind level of Bill Miller. I have a hard time understanding some of his picks. But then again if Brad disliked AMZN, it should have been a great indicator of a STRONG BUY.

        Right now, I know that he is strongly against CHS. I've been making money on it too. I bought at around $18.50 and sold half my position at $26. It's down quite a bit yesterday on poor same store sales. I might buy more when the price stabilizes. Revenue is still growing and I think that they will get their act together by Fall/Winter with fresh new designs. Competion has been brutal by copying their designs and selling cheaper. LIZ is getting out of the older demographics business by selling/licensing alot of their designer products. It could help CHS take more market share of the older ladies.

    • aka the Nanny was bashing COH all last year until the up move from $26

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