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The Coca-Cola Company Message Board

qofaslave69 314 posts  |  Last Activity: 17 hours ago Member since: Nov 6, 2005
  • Reply to

    Book Value Per Share (mrq):$8.87

    by zachperonio Jun 25, 2014 8:49 AM
    qofaslave69 qofaslave69 Jun 25, 2014 1:37 PM Flag

    I have never used that metric when assessing a growth stock...earnings and growth rate are a better barometer....

  • Reply to

    Digesting Big Move

    by qofaslave69 Jun 24, 2014 10:17 PM
    qofaslave69 qofaslave69 Jun 25, 2014 12:27 PM Flag

    New high already....this stock is being accumulated, and is showing strength...

  • Reply to

    Instagram Note from PJ

    by pigsuckingshortmaggot Jun 25, 2014 9:59 AM
    qofaslave69 qofaslave69 Jun 25, 2014 12:11 PM Flag

    2.3 million Instagram followers is dwarfed by 14 million Facebook friends. KORS is making a high rate of conversions from social media...

  • qofaslave69 by qofaslave69 Jun 24, 2014 10:17 PM Flag

    GLOG soared 24% last week, and is doing weel to digest the move this week as the market sells off...
    This one is not done moving higher...

  • Reply to

    Why the fast drop ?

    by alokamas Jun 23, 2014 10:15 AM
    qofaslave69 qofaslave69 Jun 23, 2014 2:56 PM Flag

    The stock was up 24% last week. Give it some room to breathe...

  • qofaslave69 by qofaslave69 Jun 23, 2014 1:47 PM Flag

    The low of $87.70 undercuts the low posted last week ($87.95). Will KORS trade below the low today?
    It looks like it may trade down to its 10 week line ($86) or even fill the gap at $83.06? Typically, when it trades below the 10 week line it is a buying opportunity.

  • Reply to

    My take on decline in KORS since last earnings.

    by anvboy Jun 22, 2014 2:19 PM
    qofaslave69 qofaslave69 Jun 22, 2014 11:18 PM Flag

    There has been some distribution in KORS recently. On May 29 the stock traded down $4.73 with 8 million shares exchanged. On June 16 the stock dropped $3.61 with 5.5 million shares traded, and on June 19 it sank $1.46 with 4.5 million shares exchanged. That is quite a bit of selling pressure on this stock, and the pull back has come on above average volume. It is not a fire sale but some distribution.

  • qofaslave69 qofaslave69 Jun 22, 2014 3:21 PM Flag

    LeBron James made $30 million on the Beats deal. He did not own any of the company.
    But, he made a deal with Dr. Dre that he would endorse the Beats product for a fee.
    Lebron James is a pretty smart guy. So is Dr. Dre... by the way...he is not a real doctor (M.D.)!

  • Reply to

    My take on decline in KORS since last earnings.

    by anvboy Jun 22, 2014 2:19 PM
    qofaslave69 qofaslave69 Jun 22, 2014 3:17 PM Flag


    For me, it is all about the institutions, and not the analysts...

    Sometimes stocks just have to correct. Look at CELG and GILD from February to April. Those two had stellar reports and still sold off.

    Some institutions have owned KORS since the $40's and it has become a two bagger and a larger part of their portfolio. It is wise to trim some at that point and look around for other opportunities. So they sell! Not a big deal. Many stocks make their big run after their greatest earnings growth period has concluded. KORS will no longer grow at triple digits. In fact, they will "slow" to 20-30% in the future. The stock could still have a huge run at that growth rate.

    The short interest has picked up recently, and I would imagine it will continue to increase as shorts become emboldened with the stocks weakness. KORS business is good, and they are taking share.

    Why does Under Armour get a multiple of 75 when KORS is at 27? KORS is growing twice as fast as UA.
    Strange stuff indeed...

  • qofaslave69 qofaslave69 Jun 21, 2014 7:24 PM Flag

    CELG is a must own stock...

  • Reply to

    after hour

    by lu.kanth Jun 20, 2014 6:14 PM
    qofaslave69 qofaslave69 Jun 21, 2014 3:47 PM Flag

    There are no market makers in after hour...just buyers and the Wild, Wild, West...

  • Reply to

    Coach Announces

    by qofaslave69 Jun 21, 2014 11:03 AM
    qofaslave69 qofaslave69 Jun 21, 2014 3:26 PM Flag


    KORS earned $1.97 in 2013 and $3.22 in 2014! In May they guided to $3.91 in fiscal 2015. That was a disappointment to me as I thought they would guide to $4! But, it does set them up for huge beats all year. I believe they will earn closer to $5 than $4.

    Do you think they will go from growing at $65% in 2014 to 20% in 2015? I do not...especially the way they are opening new stores.

    Everybody is freaking out because the stock price is coming in. Peter Lynch loved it when quality stocks were on sale. Check CELG or GILD earlier in the year. They are quality companies that were trading at a 20% discount. Now, they are making new highs. I own both...

    I do not pay much attention to talking heads as they all have an agenda, and none of them are to help me make money. Do your own due diligence here.

    Good luck...

  • Reply to

    Coach Announces

    by qofaslave69 Jun 21, 2014 11:03 AM
    qofaslave69 qofaslave69 Jun 21, 2014 2:42 PM Flag

    The obsession over KORS gross profit margin is over the top. Most stocks I have ever owned (there have been many) the focus is on the top and bottom lines. KORS enjoys some gaudy margins in retail (which typically enjoy high margins) and management has cautioned their margins will "normalize" like most other retailers, and that appears to be happening. Instead of having 60% gross margins, they may "normalize" to 55% which is still better than most retailers. They also warned their same store sales will "normalize" as well...duh! No retailers has 26% same store sales forever.

    Here is a definition from Investopedia...

    The gross margin is not an exact estimate of the company's pricing strategy but it does give a good indication of financial health. Without an adequate gross margin, a company will be unable to pay its operating and other expenses and build for the future. In general, a company's gross profit margin should be stable. It should not fluctuate much from one period to another, unless the industry it is in has been undergoing drastic changes which will affect the costs of goods sold or pricing policies.

    For example, suppose that ABC Corp. earned $20 million in revenue from producing widgets and incurred $10 million in COGS-related expense. ABC's gross profit margin would be 50%. This means that for every dollar that ABC earns on widgets, it really has only $0.50 at the end of the day.

    This metric can be used to compare a company with its competitors. More efficient companies will usually see higher profit margins.

    Things to Remember

    The results may skew if the company has a very large range of products.

    This is very useful when comparing against the margins of previous years.

    A 33% gross margin means products are marked up 50% and so on.

  • Reply to

    Coach Announces

    by qofaslave69 Jun 21, 2014 11:03 AM
    qofaslave69 qofaslave69 Jun 21, 2014 1:33 PM Flag


    KORS is being more promotional, and their margins will "normalize" as they have been saying for years. They still have extremely healthy margins, and that may even improve as they generate more revenue from Europe and Asia. I believe the discounting of older inventory will generate more revenue than even the most optimistic bull would imagine. It would not surprise me to see over $1 billion in revenue this quarter.

    I believe they low-balled guidance in May so they can beat estimates all year. They have never missed and will not this quarter. Remember, Easter, Mother's Day, and Graduation were all this. Quarter. My Instagram and Twitter feeds tell me this is a good quarter.

    Last Thursday, John Idol said, "I did a terrible job of explaining SG&A (margins) and plan to do a better job in August." I get the sense he will be really specific at the conference call in May, and some of their previous expenditures may bear fruit this quarter? Nobody knows how Wall Street will react. I do know KORS will continue to take market share from Coach in North America.

  • qofaslave69 by qofaslave69 Jun 21, 2014 12:04 PM Flag

    AAPL will crush earnings in July as this is the first full quarter with China Mobile...

  • qofaslave69 by qofaslave69 Jun 21, 2014 11:03 AM Flag

    They are closing 70 stores AND guides lower. The stock sells off as it should.
    KORS sold off as well. Does that make sense? Coach is doing lousy so KORS is too?
    It seems to me Coach is losing business to Michael Kors, and the sell off provides a buy opportunity?

    KATE rallied 3% and has momentum...

  • Reply to

    Good evening Fools and Losers QOFAS

    by alittlepiecess Jun 20, 2014 11:03 PM
    qofaslave69 qofaslave69 Jun 21, 2014 11:00 AM Flag

    Good for you... KORS is a steal under $90... I have a longer time horizon than Monday or next week...

  • Reply to

    What does the split really mean???

    by dave59isok Jun 19, 2014 11:57 AM
    qofaslave69 qofaslave69 Jun 20, 2014 9:30 PM Flag

    To me it means that CELG is confident in its business/pipeline going forward.
    A firm does not split their stock if things are not going well....

  • Reply to

    The Stock Splits on Wednesday

    by qofaslave69 Jun 20, 2014 6:24 PM
    qofaslave69 qofaslave69 Jun 20, 2014 9:28 PM Flag

    You would be surprised that long term shareholders do not know this information....

  • If you have 100 shares now, you will have 200 at the start of traded on Wednesday, June 25!

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