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The Coca-Cola Company Message Board

qofaslave69 371 posts  |  Last Activity: Jul 26, 2014 2:11 PM Member since: Nov 6, 2005
  • Reply to

    Q, and the analyst who...well you know

    by agcolony Jun 9, 2014 6:48 AM
    qofaslave69 qofaslave69 Jun 9, 2014 1:16 PM Flag

    Herb went from inventory, to margins, to confusion. He is grasping at anything to try and bring KORS down. He is a hack who is getting paid by some hedgies to bring KORS down just a bit. The hedgies deal with so much money that just a tick down and they can make a lot.

  • qofaslave69 qofaslave69 Jun 9, 2014 1:02 PM Flag

    Dummy!

  • Reply to

    Discounting?

    by qofaslave69 Jun 1, 2014 8:56 PM
    qofaslave69 qofaslave69 Jun 9, 2014 11:56 AM Flag

    Thank you for the anecdotal evidence...Much ado about nothing! KORS still has healthy margins, and will generate record revenue this quarter. They should do $1 billion in revenue in Q1 2015….

  • Reply to

    Q, and the analyst who...well you know

    by agcolony Jun 9, 2014 6:48 AM
    qofaslave69 qofaslave69 Jun 9, 2014 11:52 AM Flag

    Herb Greenberg is a clueless pundit and not an analyst. Jim Cramer is a talking head. He gets paid based on ratings. He agreed with Barclays "KORS is too expensive" downgrade. He has flip-flopped at least four times in the past few months. Neither one of them has a firm grasp on KORS business.

    I am more confident than ever that KORS will generate record revenue this quarter. I believe they may even have $1 billion in revenue for Q1 2015. They are discounting to get rid of old inventory. But, some of their bags are red hot this spring, and the watch sales are phenomenal. Yes, their margins will "normalize" but they are still healthy and far superior to most retailers.

  • Reply to

    Discounting?

    by qofaslave69 Jun 1, 2014 8:56 PM
    qofaslave69 qofaslave69 Jun 8, 2014 6:47 PM Flag

    25% off on Michael Kors watches at Nordstrom. Every other designer had 25% sales signs too.
    30% off some old handbags at the KORS retail store. They are changing the floor set tomorrow, and bringing in the summer line. The stores were packed.
    Easter, Mother's Day, and Graduation this quarter. I suspect a billion dollar quarter...

  • ULTA, LULU, RH...

  • qofaslave69 by qofaslave69 Jun 7, 2014 3:01 PM Flag

    This is from a man who sells mens clothing...
    Paul Pannone...

    No, it’s not a new romance novel, but it is the latest information about Michael Kors tuxedos ; the three models that are selling and will be available for Spring, 2014. Of the three, the Desire, two-button notch super 130′s Venetian fabric is the coat to own to get the label into stores. The framed-edge Obsession two-button notch and Gray Passion are also selling well– all three coats will be in stores throughout the country by Spring. To find out more, like the FLOW fan page for detailed information.

    As a brand, Michael Kors towers over everything and anything currently in the tuxedo business. Years of decline and abusive behavior has disappointed consumers to the point where many grooms have bought their formal wear. Surprisingly many look for better branded goods, willing to pay more, while retailers remain stuck in the mud with no-name, old, outdated merchandise. When they do buy, they’re giving their local customers fictitious named goods in inferior fabrics.

  • Reply to

    KORS Down $.07 This Week

    by qofaslave69 Jun 6, 2014 4:16 PM
    qofaslave69 qofaslave69 Jun 7, 2014 12:25 PM Flag

    Loreenw,

    Yes, I like the tight action, and thanks for pointing out the new buy point.

    KORS will have record revenue this quarter. I bet it will be a $1 billion quarter.

    Discounting in the wholesale area is confirmed. They are discounting slightly at their retail stores too.
    The new stuff is moving fast. The old stuff is being discounted.

    My wife and I are heading to a Michael Kors store today to exchange a dress that is a tad too small for her.

    KORS will outperform the markets this year. Their growth is undeniable...

  • qofaslave69 qofaslave69 Jun 6, 2014 4:20 PM Flag

    AAPL should open between $92 and $93 on Monday...

  • qofaslave69 by qofaslave69 Jun 6, 2014 4:16 PM Flag

    KORS was down seven cents this week with just slightly over 9 million shares traded. That action is after KORS dropped two bucks last week with more than 30 million shares exchanged. The stock is still trading above its 10 week line, and is forming the right side of a base with a $101.14 buy point.

  • Reply to

    my 2 cents...cont

    by artchiu_2000 Jun 5, 2014 6:03 PM
    qofaslave69 qofaslave69 Jun 6, 2014 1:03 PM Flag

    I agree with many of your points….

  • Reply to

    Why are ppl on this board listening to Kramer?

    by winningstox Jun 6, 2014 12:42 PM
    qofaslave69 qofaslave69 Jun 6, 2014 12:55 PM Flag

    A wise investor must do their down homework.
    Why take the advice of a talking head who relies on ratings for his meal ticket?

    KORS grew at 60% last year, and will grow 20%-25% for the next 4-5 years. This stock will outpace the indexes during that time. That is all I am looking for in a stock.

  • qofaslave69 qofaslave69 Jun 6, 2014 11:51 AM Flag

    Jim Cramer is really flip-flopping on KORS. Why dedicate an entire segment of his program to contradict himself?
    Why is his buddy Herb Greenberg jaw-boning KORS?
    These guys are tied to hedge funds and I do not trust their analysis or predictions at all.

    Do your own homework!

  • qofaslave69 by qofaslave69 Jun 6, 2014 11:49 AM Flag

    KORS, the stock, is floundering after reporting another blowout quarter last week. The business and fundamentals of Michael Kors are as strong as ever. It is difficult to find companies growing like Michael Kors. What is going on here? Why is the stock not performing like most other growth stocks?

    Currently, there is a disconnect between the business of Michael Kors and the stock performance of KORS.

    I believe the stock action in KORS is purely technical. The stock is in a second stage base and forming the right side of its cup. Back in the day, we called this backing and filling. While some newbies piled in prior to earnings folks took profits on a a stellar report. This is healthy in the long run.

    KORS will continue to grow globally, and the brand will continue to gain market share. I still think it is a long term hold in any growth portfolio.

    The weekly charts are more beneficial when assessing the stock action in KORS.

  • Reply to

    The split has already been priced in

    by berryjenks Jun 5, 2014 4:22 PM
    qofaslave69 qofaslave69 Jun 5, 2014 4:58 PM Flag

    AAPL will trade $92-$94 on Monday. Nobody knows where it will trade immediately following the stock split. However, after blowout earnings in July I expect AAPL to trade over $100 this year...

  • Reply to

    Vince (VNCE)

    by qofaslave69 Jun 5, 2014 2:27 PM
    qofaslave69 qofaslave69 Jun 5, 2014 4:48 PM Flag

    artchiu_2000

    You are correct. The retail folks are at mercy of the criminals on Wall Street. Eventually, one hopes that earnings would be rewarded after all of the chicanery that goes on. Analysts are worthless...

    VNCE has 36 million shares outstanding and only one million are sold short. The likelihood of a prong longed short squeeze is slim. It is more likely the stock runs way past any metric of value, and sells off back into the $20's.

    VNCE is growing at half the rate of KORS with a multiple of 40, and folks say KORS is expensive...

  • Reply to

    Vince (VNCE)

    by qofaslave69 Jun 5, 2014 2:27 PM
    qofaslave69 qofaslave69 Jun 5, 2014 2:32 PM Flag

    VNCE has $150 million in debt…
    Net sales for the first quarter of fiscal 2014 were $53.5 million, up 32.4% over the $40.4 million achieved during the first quarter of fiscal 2013. Comparable store sales for the first quarter of fiscal 2014 increased 11.1% over the first quarter of fiscal 2013.
    Gross profit in the first quarter of fiscal 2014 increased 50.8% to $26.4 million from $17.5 million in the first quarter of fiscal 2013. Gross profit as a percentage of net sales increased to 49.4% from 43.4% in fiscal 2013. This increase was driven primarily by the year-over-year cycling on the additional inventory reserves taken in the first quarter of fiscal 2013 which contributed 370 basis points of the 600 basis point improvement in gross margin in the first quarter fiscal 2014.
    Selling, general, and administrative expenses in the first quarter of fiscal 2014 were $21.2 million or 39.7% of sales compared to $15.6 million or 38.7% of sales in the first quarter of fiscal 2013 including public company transition costs. Excluding these costs, selling, general and administrative expenses as a percent of sales were 35.5% in the first quarter of fiscal 2013.
    Operating income for the first quarter of fiscal 2014 increased 174% to $5.2 million compared to $1.9 million for the first quarter of fiscal 2013. Excluding public company transition costs from operating income for the first quarter of fiscal 2013, operating income for the first quarter of fiscal 2014 increased 64.1% compared to the same period in fiscal 2013 and, as a percent of sales, was 9.7% for the first quarter of fiscal 2014 compared to 7.9% for the same period in fiscal 2013.
    Net income for the first quarter of fiscal 2014 was $1.4 million compared to a net loss of ($15.1) million for the first quarter of fiscal 2013, which includes the impact of public company transition costs and results of the non-Vince businesses that were separated on November 27, 2013.

  • qofaslave69 by qofaslave69 Jun 5, 2014 2:27 PM Flag

    VNCE beat by $.03 and raises EPS guidance and reaffirms revenue guidance.
    The stock is up 17%…

    The report is not that impressive….

  • Reply to

    Just Sold Apple Shares and Bought Amazon

    by wise4us Jun 5, 2014 12:29 PM
    qofaslave69 qofaslave69 Jun 5, 2014 1:15 PM Flag

    Buy the rumor and sell the news. You will be disappointed…..

  • Reply to

    We're popping past $99 in the coming days...

    by winningstox Jun 4, 2014 1:03 AM
    qofaslave69 qofaslave69 Jun 5, 2014 11:21 AM Flag

    GILD reported blowout earnings which were actually superior to the KORS blowout, and GILD still sold off. This is technical action, and is happening with low volume.

    The fundamentals of this stock are undeniable.

    We are a few weeks away, at least, from trading at $99.

KO
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