Linn Co, LLC Message Board
-
Let me see...growing at 100% YOY or better and earning $2. I would say somewhere between $150 and $200...
Put a LNKD/NFLX multiple on KORS and we are looking at $1,000 -
I seriously doubt they do ANOTHER SPO right after the massive one in February. Mr. Idol is almost out of stock to sell... I expect a 20% jump after the EPS report...say from $60 to $70-$72 area?
-
I need KORS to go higher to pay for my trip to Maui!
What do you think their EPS number will be for Q4, and guidance number for 2014? -
Options expiration Friday, and it is still pretty quiet...
-
Rich, I am a little concerned with company guidance which they always low ball. Here are some facts:
Company Guidance:
Revenue between $515M - $525
EPS between $0.32 - $0.34
Comps: 20% - 25%
Analyst Expectations:
Avg concensus Revenue: $545M (High estimate is $619M)
Avg EPS concensus: $0.39 (High estimate is $0.55)
In order for the stock to make a nice move up, revenues MUST be above $619M and EPS above $0.55 with comps in line with estimates. Do you think they can deliver this? Also full year guidance has to go up from previous guidance.
==============================
Their EPS expectations of $.39 is already an 80% YOY EPS growth. If KORS delivers $.42 it will deliver 100% YOY growth, and that is with a multiple of 35. The guidance for fiscal 2014 is actually more important, and that is currently $2.44. KORS will raise this to $2.50-$2.60 at the very least, and that will move the stock price. The future is more important than the past... -
seven trading days till crushing earnings report ($.42 - $.45) I will not be around to see the MM's mess with the emotions of all the longs here.
But, will be back in June to check out the growing portfolio... Made all my purchases (1,000 shares) between $53 and & $58. I would be buying right here over $60 though... -
Pretty quiet...
-
Will dry up...after this option expirations Friday...
-
KORS is likely to trade down to its 10 week line ($57) where it will be a screaming buy! The low is $51.63, and we should see higher highs, and higher lows as this stock is poised to break out of a first stage base. There are few buyers before earnings. It looks like some profit taking, and the volume should dry up as the sellers abate into next week.
The expectations are quite high for KORS as analysts have priced in 80% YOY eps growth, and given the stock a multiple of 34! Something has got to give here... -
FIRST QUARTER SUMMARY
Nordstrom same-store sales, which consist of the full-line and Direct businesses, increased 3.1 percent. Top-performing merchandise categories included Cosmetics, Women’s Apparel and Handbags. Women’s Apparel outpaced the multi-channel average for the third consecutive quarter. -
KORS is likely to test its 10 week line before earnings... $57is the test...
-
We like Hawaii this time of year...who doesn't?
-
No doubt! No worries! KORS taking market share big time...welcome back!
-
Thanks for the laughs! I am going on vacation tomorrow, and will not return until June, and feel comfortable buying KORS under $60! When I return KORS will be trading over $70... Good luck to all...
-
I am not rich, but pleased with the performance of KORS at this point. Typically, the stocks I purchase are blue chips where 10% is a great year (dividends boost performance). KORS is a risky purchase for me, and I do expect a two bagger. But, this will take 12-18 months. So, sometime in 2014 I expect KORS to trade around $100-$120. That is a good investment by any standards.
KORS is best if breed and will outperform in time...
Good luck to all... -
Shorting a growth stock in a bull market is a recipe for the poor house...
-
A Swiss luxury jeweler reports excellent European sales for watches, and more...
At 14 % at actual exchange rates and 9 % at constant exchange rates, the year-on-year sales increase reflected, in particular, growth in the Group’s own retail network, bolstered by very strong demand from tourism in Europe. The Americas region also remained strong throughout the year.
Outlook
Despite the slowdown in the Asia Pacific region and continuing uncertainty in the world economy, sales in the month of April were 12 % above the comparative period and 13 % at constant exchange rates. However, one month of sales should not necessarily be taken as an indication of the year. -
After the close today. I wonder if they will be as transparent as Dillard's, Fossil, and Macy's?
At least KORS does not have an upgrade to drag it down today.
The stock is trading much tighter than it has in the past leading into earnings... -
The CEO's at Macy's and Dillard's said the same thing, "The primary drivers of revenue were women's handbags, watches, and accessories." Combine this with the endorsement by the FOSL CEO and we can connect the information. Some folks need to be hit over the head, and others do not. Which one are you?
-
Connect the dots people! The macro data for retail is strong. Dillard's adding high-end vendors like KORS, and now they are boosting profits.
The FOSL CEO told us all we really needed to know. I have never heard a CEO speak so glowingly of another firm. Macy's and Dillard's reports today are a clear indication that higher end accessories and fashion are strong. Even COH has stronger than expected North American sales for their handbags. Ralph Lauren will report next week, and guess what...it will be solid.
On May 29 the best of breed will deliver big time... easy money...