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wqhdoidba
Wysłany: Sob 18:30, 18 Sty 2014
Temat postu:
3 pages page 123
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Temat postu: Paul Price's Comments on COH
Paul Price's Comments on COH
A Smoother Ride for Coach Coach (COH: NYSE)By Jefferies Co. ($32.97, Oct. Recently reported fiscal firstquarter results show management initiatives to adapt product offering to changing consumer landscape are working. In fiscal first quarter, gross margins were down only one third of the decline seen in the prior quarter on better sourcing and less channel mix impact versus last year. Gross margins should now stabilize at current levels and soon show improvement year over year as the company laps more substantial margin declines from late fiscal 2009. As sales/margin compares ease and the economic environment slowly improves, we see sales and earnings having upside opportunity at Coach. These statistics are industryleading and impressive $1 billion in cash on balance sheet (about 10% of market cap), greater than $600 million in free cash flow annually (near 7% yield), operating margins 30%,[url=http://www.xantrex.cc]Louis Vuitton[/url], return on capital greater than 20%. Risks to price target include a deceleration in consumer spending and the accessories category from current levels. Randal J. Konik Taposh Bari, CFA, CPA Shreya Jawalkar
Oct 30 07:01 PMThe actual cashoncash return is $14,500 profit on a net outlay of $8,650 in the 13 month scenario. Margin requirements can be met simply by having other [paidup] marginable securities in the same account.
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