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| WAIT | 24.930 | Brian Acker, CA | Mispriced. The growth of the balance sheet is like a 45° plus angle, but consumer discretionary is being whacked. His model price is $$35.83, a 31% positive differential. The next level down is $22.20. There is a lot of value here but would wait for $22.20. | 2008-01-17 | |
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| WAIT | 36.380 | Norman Levine | Stock has come off. They sell high-end luxury goods but the US is going into a recession and people are trading down. There is no rush in buying. | 2007-12-03 | |
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| DON'T BUY | 49.290 | David Driscoll | Retailer of the high-end leather goods. The free cash flow yield premium is negative. Not generating enough free cash flow to make the risk premium worthwhile. Trading at almost 32 X current earnings which is expensive. | 2007-02-15 | |
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| BUY | 43.820 | Steve MacMillan | Has been a great stock and a great company. He continues to hold this because of the quality of the brand. Gross margin is about 80%. Continuing to increase their store penetration. | 2007-01-03 | |
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| TOP PICK | 54.890 | Alison Deans | Not a fan of retail, but thinks this has a pretty good story. Great product line. Improving their margins. | 2004-12-17 | |
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| BUY on WEAKNESS | 43.500 | Paul Harris, CFA | A great organization. Have done a very good job of determining their market. Very strong niche. Well run. Would buy 10/15% lower. | 2004-09-17 | |
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| TOP PICK | 43.500 | Ed Brown | Focused on companies that are not dependent on price increases for their growth, but dependent on volume and unit growth. Selling at about 25 X next 12 months' estimated earnings. | 2004-09-17 | |
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| TOP PICK | 44.000 | Alison Deans | Has a good product line and it is in the upscale side of the market. Will continue to see very strong earnings growth. | 2004-04-23 | |
Experts that have talked about Coach Inc
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