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| PAST TOP PICK | 75.100 | Andrew Hamlin | (A Top Pick June 3/11. Up 21.88%.) | 2012-05-02 | |
| TOP PICK | 58.700 | Stan Wong | Affordable luxury segment of the market is doing quite well. Very strong management. Strong earnings growth profile. Long term growth rate is well over 15%. | 2011-11-24 | |
| BUY | 56.780 | Paul Harris, CFA | Merchandise that focuses on middle to upper class clients. At done a great job and have great products. Same-store sales at done incredibly well. Have had good margin growth. | 2011-10-06 | |
| BUY on WEAKNESS | 60.590 | Paul Harris, CFA | They are a luxury brand but they cater to upper middle class. That is their niche. There are some costs they have to deal with but they are do it. They excited well. Same store sales are very, very good. Buy on a pull back. | 2011-06-23 | |
| BUY | 60.590 | Srikanth Iyer | Fancy bags, purses, etc. Consumer market today has a real dispersion. You have very cheap retail discounters doing very well and very expensive stores doing very well. This is a truly emerging-market play. Earnings growth is very strong right now. Becoming a growing brand, especially in Asia. | 2011-06-22 | |
| TOP PICK | 61.010 | Andrew Hamlin | Purses and accessories. Sees good growth in the luxury end of the market. Should have some very good growth prospects in North America. The real kicker is the Chinese growth where they have about 55 stores and want to add another 25. 1.5% dividend. | 2011-06-03 | |
| HOLD | 14.720 | David Abella | One of the hottest stocks 5 years ago. Has been hit hard by the downturn in retail. You don't know when luxury shopping will resume. A play on the economy getting stronger. | 2009-01-21 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 |
