Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Grommit who wrote (51036)	3/5/2013 11:41:42 PM
From: Spekulatius	Read Replies (2) of 78656

>> Where's the clown? :o( << Clown is watching :o). Not much else to do really. I did add a little to AAUKY at 14$ and opened a started n COH around 47$ , when it went on sale a few days ago. I think COH is a Buffet like moat stock, if you believe in the staying power of their products. My scuttlebutt research, based on talking briefly to a friend of my wife, who works at an COH outlet store in the Bay area, provided a positive signal. COH treats their retail employees well and the employees seem to buy their products (which they buy somewhat discounted) for themselves, which imo is a good sign. I know that Michaelf Kors is all the rage, but I think it could well turn out that their product line is a fad; certainly their men's watches look that way. So I think they really cater to different market segments for the most part. As mentioned above, COH has metrics if a Buffet stock and an excellent balance sheet, plus pays a decent and growing dividend. All the right ingredients for a value trap <g>.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next