C'mon people. She is a value manager.....different from growth managers. Kors does not meet the criterea for value investing. That is perfectly fine. She actually says it from the value perspective. There is nothing wrong with anything she said.
You ask a growth mananger, you will get a different response.
That is why I don't invest in value stocks. Too many people like them. LOL.
At the same time her side kick said with there growth there could be a short squeeze. Bottom line there earnings and sales are fabulous and there is no end in sight for the growth story. You really want to be short? I think the shorts should be very grateful the lock up expired yesterday or the stock would have been $45.00. This company is so strong they even performed well in Europe.