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The Coca-Cola Company Message Board

qofaslave69 508 posts  |  Last Activity: 8 hours ago Member since: Nov 6, 2005
  • qofaslave69 qofaslave69 Apr 16, 2014 8:25 PM Flag

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

  • qofaslave69 qofaslave69 Apr 16, 2014 8:24 PM 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...

  • Reply to

    10 Year Eyewear with Luxottica

    by qofaslave69 Apr 15, 2014 12:09 PM
    qofaslave69 qofaslave69 Apr 15, 2014 2:01 PM Flag

    The 10 year deal begins in January of 2015...

  • Reply to

    VALUATION

    by raskolnikov88 Apr 15, 2014 11:53 AM
    qofaslave69 qofaslave69 Apr 15, 2014 12:17 PM Flag

    There is nothing wronging with KORS business. They will not say anything about the quarter until May. They will beat and raise in May and be quiet again until August. Their business speaks for itself. The brand is on fire, and the analysts estimates are way too low for 2015.

    TSLA and NFLX needed to come in a little bit. But, don't sleep on them as they can rise to new highs soon...

  • I am sure this cannot hurt...

  • Reply to

    Herb Greenberg

    by dianegest73 Apr 15, 2014 10:04 AM
    qofaslave69 qofaslave69 Apr 15, 2014 12:07 PM Flag

    hbass1952,

    The "lacks disclosure" line is a cheap one at best. I listen to a lot of conference calls, and their management team provides more transparency than most.

    I sense they are trying to knock the stock down to help their hedge fund friends who are under water. They have zero credibility. When Barclays downgraded KORS, Jim Cramer said "KORS is expensive" and agreed with the Barclays assessment of $85 price target.

    A beat and raise quarter will shut these goofballs up… nobody will remember what position they took a few months from now, and all will be forgotten. I don't forget...

  • Reply to

    Herb Greenberg

    by dianegest73 Apr 15, 2014 10:04 AM
    qofaslave69 qofaslave69 Apr 15, 2014 11:10 AM Flag

    Herb is a perma bear who tries to poke holes in companies. He is part of a growing list (Barclays, Wells Fargo, Jeffries) who have not done their due diligence with Michael Kors business and growth prospects. He works for Jim Cramer so it is not surprising to see these two gang up and try to knock KORS down a bit in between blowout earnings reports.

    Herb is too lazy to go to the mall and see shoppers in Michael Kors stores. He cannot even get on a computer to see how KORS is domination in social media. Just take a look at Instagram, Facebook, Twitter, and Google Trends and it tells a different story from what Herbie is spewing.

  • Reply to

    Barclays downgrade

    by lorreenw Apr 14, 2014 6:34 PM
    qofaslave69 qofaslave69 Apr 14, 2014 7:34 PM Flag

    Jim Cramer went on national TV and said "KORS is too expensive" on the day of the Barclays downgrade. KORS has seen a pretty tame selloff, and that is to be expected after their huge run. I have not heard one person say that they will not beat and raise this quarter. It is a slam dunk! But, we already knew that. $120 minimum this year...

  • Reply to

    IBD#7

    by qofaslave69 Apr 12, 2014 2:37 PM
    qofaslave69 qofaslave69 Apr 14, 2014 4:06 PM Flag

    Under Armour was the sector leader,and it was removed from IBD top 50...

  • Reply to

    IBD#7

    by qofaslave69 Apr 12, 2014 2:37 PM
    qofaslave69 qofaslave69 Apr 14, 2014 4:02 PM Flag

    Growth stocks still getting sold. TSLA has gone from $265 to $198. Just today it traded from $208 to $198. KORS was at least up two bits…I am looking out for at least two more stellar earnings reports in May and August.

KO
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