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qofaslave69 1905 posts  |  Last Activity: 3 hours ago Member since: Nov 6, 2005
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  • Reply to

    Ugly $50 reversal of CMG today

    by hbass1952 5 hours ago
    qofaslave69 qofaslave69 3 hours ago Flag

    CMG missed by $.22...

  • Reply to

    Ugly $50 reversal of CMG today

    by hbass1952 5 hours ago
    qofaslave69 qofaslave69 4 hours ago Flag

    Options expire today? Growth stocks are really volatile...

  • Reply to

    Showing considerable weakness

    by johnturner929 6 hours ago
    qofaslave69 qofaslave69 4 hours ago Flag

    I am not concerned with the daily/weekly/monthly ups and downs. KORS is up in my
    portfolio every quarter. They are incredibly consistent. Please check back this summer. I would bet that by the end of the quarter (June) KORS will be north of $100...

  • Reply to

    Taking Share in Europe

    by qofaslave69 Apr 16, 2014 12:07 PM
    qofaslave69 qofaslave69 7 hours ago Flag

    More evidence Michael Kors is taking share in Europe from the Mulberry report...

    Mulberry's push to swap its "affordable luxury" tag for a more exclusive position was led by Bruno Guillon, ousted as chief executive in March after the strategy was undone by its core shoppers turning to cheaper affordable luxury rivals such as Michael Kors.

    After a review, the firm said it would now sell more bags at cheaper prices as it warned investors on 2013-14 profit for the second time in three months, pencilling in a pretax profit of 14 million pounds ($24 million), some 26 percent below market forecasts and almost half what it made the year before.

    "There's a change in emphasis, I'm not dramatically changing things but I'm looking at the needs of what I think is an important customer for us," Interim Executive Chairman Godfrey Davis, a 27-year Mulberry veteran, told Reuters.

    Guillon's pursuit of more exclusive aspirations followed that of larger rivals like Kering and LVMH, respective parents to Gucci and Louis Vuitton, who have also been surprised by newcomers grabbing customers at the lower end of the market.

    Brands such as Michael Kors and Tory Burch, whose bags are priced at a fraction of their more illustrious rivals, are proving increasingly popular, especially with emerging-market customers - the industry's main growth engine.

  • Chipotle Mexican Grill (CMG) missed by $.22 and is still up $25 this morning.
    Why? They raised fiscal 2014 guidance. KORS will raise guidance too...

  • qofaslave69 by qofaslave69 9 hours ago Flag

    The cover photo of Vogue Magazine- India has a Michael Kors purple tote.
    It appears that KORS will focus on China and India after they get through completely dominating Europe and Japan?

  • qofaslave69 qofaslave69 21 hours ago Flag

    Cramer acts like he is an expert on all 10,000 stocks. He needs to concentrate on those stocks whose CEO's come on his show and they have a suckfest... The guy is pathetic as he pimps his bad stocks and stupid darn books every day

  • Reply to

    New Store-Mumbai, India

    by qofaslave69 Apr 15, 2014 11:49 PM
    qofaslave69 qofaslave69 21 hours ago Flag

    Their new store is open at the Palladium Mall in Mumbai, India. I am seeing pics of Indian women buy rose gold watches. After KORS dominates Europe, they may concentrate on India and china?

  • qofaslave69 qofaslave69 22 hours ago Flag

    More than 8 billion shares bought this quarter, and they still missed...

  • qofaslave69 qofaslave69 22 hours ago Flag

    Cramer is a moron.
    I am getting concerned about IBM in their software services transition. It seems like a lot of small companies are taking market share from them

  • Reply to

    The Nasdaq

    by qofaslave69 Apr 15, 2014 4:23 PM
    qofaslave69 qofaslave69 Apr 16, 2014 3:36 PM Flag

    Was the correction related to tax selling? The markets look strong on the 15th & 16th…coincidence?
    I believe the correction bottomed yesterday, and we are seeing a new uptrend?
    Any thoughts?

  • Reply to

    Q2 & Q4 Comparisons

    by qofaslave69 Apr 15, 2014 6:35 PM
    qofaslave69 qofaslave69 Apr 16, 2014 1:10 PM Flag

    You two are a couple of sunshine pumpers! Don't you know it was cold this winter, and Coach has a new designer, and Kate Spade is taking market share? Don't you know the stock is really expensive too? I know this to be true because I read it on the internet, and saw it on TV with my own two eyes.

  • qofaslave69 by qofaslave69 Apr 16, 2014 12:07 PM Flag

    More and more often, European consumers are trading in their European luxury brands for that of American fashion designer Michael Kors Holdings Ltd. (NYSE: KORS ) . We can already see this trend take flight as Michael Kors' sales in Europe climbed higher in its fourth quarter of fiscal 2013. Not only did Michael Kors threaten the sales of handbag designer Coach (NYSE: COH ) in the United States, it is now challenging French luxury brand LVMH Moet Hennessy Louis Vuitton (NASDAQOTH: LVMUY ) in Europe.

    While some Europeans are staying loyal to their European brands, many are beginning to prefer Michael Kors on account of the brand's affordable prices and stylish, high-end fashion sense, which has remained on-target with seasonal trends. Coach and Louis Vuitton need to watch out as Michael Kors attempts to dominate the fashion industry in Europe.

    In just over two years since its IPO, Michael Kors has become a darling on Wall Street as its stock continues to climb, and it has risen by more than 500%. Despite its small size, Michael Kors' sales have grown by leaps and bounds over the past three years in comparison with those of competitors Coach and Louis Vuitton. Given that Michael Kors is essentially a new, upstart fashion brand in comparison with industry veterans Coach and Louis Vuitton, Michael Kors has done a phenomenal job at gaining a fan base and designing items that are in-sync with consumers' tastes. It has also been successful at marketing its accessories, footwear, and apparel along with expanding both its domestic and international operations extremely quickly. Michael Kors' sales have increased three to five times faster than those of Coach and Louis Vuitton in recent years.

  • Reply to

    Q2 & Q4 Comparisons

    by qofaslave69 Apr 15, 2014 6:35 PM
    qofaslave69 qofaslave69 Apr 16, 2014 11:55 AM Flag

    Anything under $90 is a good buy...

  • Reply to

    Q2 & Q4 Comparisons

    by qofaslave69 Apr 15, 2014 6:35 PM
    qofaslave69 qofaslave69 Apr 16, 2014 10:49 AM Flag

    KORS guided fiscal 2014 to $3.07-$3.09 in February. Through three quarters they have earned $2.43. Therefore, they guided to $.64-$.66 for this quarter. The beat this quarter is not what will move the stock. KORS will guide fiscal 2015 to $4 and that should move the stock higher.

    KORS has already earned $3.20 for fiscal 2014, and that will be announced in May. The price of $89 gives KORS a multiple of 27, and it is growing at a 60% clip. The stock is trading like a value stock like MCD, KO, and DIS. Those old firms are growing between 7% (KO & MCD) and 14% (DIS) and are given multiples between 18 (MCD) and 22 (DIS/KO).

    KORS will earn $5 in fiscal 2015, and grow at a 50% clip. A multiple of 27 makes this stock super cheap. $5 of earnings with a 30 multiple makes the price around $150...

  • qofaslave69 by qofaslave69 Apr 15, 2014 11:49 PM Flag

    Their second store in India....

  • Reply to

    Q2 & Q4 Comparisons

    by qofaslave69 Apr 15, 2014 6:35 PM
    qofaslave69 qofaslave69 Apr 15, 2014 7:39 PM Flag

    I like the way you think!

    I gotta believe the way they are opening new stores, and taking market and mind share they beat pretty easily this quarter. The quarter was nearly half over when they raised guidance to $3.07-$3.09! They will beat that easily. $.77 gives them $3.20 for the year, and that is what I am hoping for this quarter.

    The raised guidance for fiscal 2015 will be huge as the estimates are too low. They will raise from $3.84 to $4...

  • qofaslave69 by qofaslave69 Apr 15, 2014 6:35 PM Flag

    Q2 and Q4 have been pretty similar quarters for KORS since going public in 2011. Both quarters make a sandwich out of this biggest quarter (Q3 which includes Christmas) and that is pretty common for a retailer.

    In 2013 Q2 (July/August/September) KORS earned $.49 and $.50 in Q4 (January/February/March).
    This year KORS earned $.71 in Q2, and is likely to earn $.72 or more as they have opened a boatload of new stores this year.

    Coach wil report a disaster on April 29 and they will blame the cold weather, slow mall traffic..yada, yada, yada…

    KORS will deliver the goods with a quarter of $.72 or better, and raise fiscal 2014 guidance to $4

  • qofaslave69 by qofaslave69 Apr 15, 2014 4:23 PM Flag

    The Nasdaq is the growth index and one of the index I watch (Russell 2000 also) for the health of growth stocks. The Nasdaq has corrected 9% (from 4371 on March 6 AND 7) to 3,946 on April 15. The stock bounced off its 200 DMA with strong volume today, and that could be a sign of a reversal? This looks like a bottom may be in and we could get a relief rally in the growth index.

    Some quality stocks have been beaten up pretty bad, and there are good buying opportunities available. Even after today's rally KORS is still 12% off the high of $101.04. There is no doubt in my mind that KORS takes out the old high this summer with two stellar EPS reports to announce.

  • Reply to

    10 Year Eyewear with Luxottica

    by qofaslave69 Apr 15, 2014 12:09 PM
    qofaslave69 qofaslave69 Apr 15, 2014 2:56 PM Flag

    Another sign that KORS has its sights on Europe...

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