Coach, Inc. (NYSE:COH)

CAPS Rating: 4 out of 5

The Company is a American marketer of fine accessories and gifts for men and women. Its product offerings include handbags, women's and men's accessories, footwear, outerwear, business cases, sunwear, watches, travel bags, jewelry and fragrance.

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Member Avatar bret14jb (< 20) Submitted: 10/20/2014 5:15:31 AM : Outperform Start Price: $34.42 COH Score: -3.93

The stock market has punished this stock quite heavily relative to its actual decline in revenue and income figures. The dividend is nice, it is covered by a higher EPS, and the company tends to buy back its stock. I think it'll be fine in the long term.

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Member Avatar wowdwarf2 (< 20) Submitted: 9/24/2014 3:58:36 PM : Outperform Start Price: $37.08 COH Score: -5.24

attractive P/E (near 13)
and a Div I wouldn't mind holding onto (3.7)
in while its out

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Member Avatar Kanga88 (44.63) Submitted: 9/15/2014 6:43:52 AM : Outperform Start Price: $36.90 COH Score: -4.97

with new and action oriented leadership at the top, actions taken to reclaim the higher end space more fitting the history of the American luxury brand, and reduce costs by pruning the overgrown distribution network in the US, this company at $36.8 at 13x PE is a good bargain. 3.65% dividend backstopped by strong cash flows means I can hold until the recovery is complete in 3 to 5 years. Meanwhile hopefully the international and man's sales momentum will be sustained.

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Member Avatar SpartanMAC (< 20) Submitted: 8/9/2014 8:35:47 AM : Outperform Start Price: $36.35 COH Score: -6.25

Greenblatt top 30 over 50 million.

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Member Avatar TMFCavalier (58.51) Submitted: 7/17/2014 1:53:08 PM : Outperform Start Price: $33.85 COH Score: +2.72

Although COH has gotten hammered over the past few quarters, I think this is a company that can overcome their recent troubles. New designs from Stuart Vevers should help spur sales, as well as the company's growing international presence. A decent dividend yield certainly makes waiting for the turnaround a little easier.

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Member Avatar VOLCANOPUKER (94.23) Submitted: 7/14/2014 3:03:25 PM : Outperform Start Price: $33.66 COH Score: +3.74

cuz i say so

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Member Avatar Sflbadaor (58.79) Submitted: 7/13/2014 6:09:19 PM : Outperform Start Price: $34.19 COH Score: +1.03

Wonderful company at a fair price.

~4% dividend and still-healthy margins should set a price floor at the $32-34 range. Potential upside from the transformation in North American store reoganization, Stuart Vevers line, and growth in Asia market.

No question that there are challenges ahead with increasing competition, and poor comps in Jan-Mar QTR. Fashion industry is fickle, and they have undoubtedly lost favor among the fashionistas and high-end luxury consumers. I am convinced that the management is addressing these issues. Bigger concerns is drop in consumer discretionary sector due to economic stagnation or increased unemployment.

My opinion is that the recent repeated bad news, management outlook, and downgrades have over-corrected as a huge arbitrage opportunity of risk vs. return. Trimming some of my lofty shares to fund a moderate position and a modest LEAP option position. I see this company outperforming over the next 5 years primarily from its cheap share price.

Some other fun facts:
Glassdoor reviews show happy employees and modest wages
Management and board have substantial insider ownership and a history of shareholder-friendliness
Minimal debt and excellent free cash flow (FCF may get compacted by the transformation CAPEX, but store closures should improve margins)
Vevers' debut line has received favorable reviews from critics and consumers (in my unscientific browsing of blogs and magazines)

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Member Avatar motomage (< 20) Submitted: 6/23/2014 12:22:37 PM : Underperform Start Price: $33.67 COH Score: -2.71

Market is disenchanted with this company's ability to hit the right notes in the US. They are too pricey for "Average Joe" and too inexpensive to be considered a "luxury good" by the well-heeled consumer. They are lost in the middle. Every time I visit one of the brick and mortar stores I'm the only customer there.

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Member Avatar MaxTheTerrible (87.33) Submitted: 6/20/2014 10:54:10 AM : Outperform Start Price: $34.26 COH Score: +0.93

It seems not a day go by without another downgrade from some analyst. The stock is in free fall, revenues falling, margins deteriorating... Why would anyone even consider owning such a stock, I wonder? And yet, here I am with COH being the largest RL position in my portfolio. I hope that years from now I can look back and pat myself on a back for picking up a great turnaround company. For that, of course, the turnaround has to actually happen...

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Member Avatar cheeseheadnate (< 20) Submitted: 6/19/2014 5:41:30 PM : Underperform Start Price: $34.68 COH Score: +0.31

the product line is stale, and in the current economic environment their revenues will suffer.

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Member Avatar Kimer62 (33.16) Submitted: 6/19/2014 5:15:46 PM : Outperform Start Price: $34.69 COH Score: -0.44

Value proposition with good product!

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Member Avatar OnlyTrueValue (35.02) Submitted: 6/19/2014 4:10:01 PM : Outperform Start Price: $34.68 COH Score: -0.31

deeply undervalued

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Member Avatar drcolburn2 (83.97) Submitted: 6/19/2014 3:14:34 PM : Outperform Start Price: $35.15 COH Score: -1.56

3.8% dividend yield with a healthy balance sheet and a brand that will allow the company to endure near-term sales issues. My hunch is they are in for a couple years of difficult times, but global growth plus dividend will allow them to beat the S&P over the long-run.

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Member Avatar VoodooSaviour (61.65) Submitted: 5/22/2014 11:48:07 AM : Outperform Start Price: $40.55 COH Score: -18.98

Eventually they will turn around in the US

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Member Avatar CarthAnne (55.73) Submitted: 5/19/2014 3:56:01 PM : Outperform Start Price: $41.13 COH Score: -20.86

Beaten down way below real value. Growth overseas will see this stock soar.

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Member Avatar Chuckstick (42.69) Submitted: 4/15/2014 5:01:50 PM : Outperform Start Price: $54.98 COH Score: -46.87

My wife loves the stuff that this company makes. I invested to make some of my money back.

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Member Avatar lowmaple (68.18) Submitted: 4/13/2014 10:40:26 PM : Outperform Start Price: $48.33 COH Score: -37.55

with new management price is ripe for rebound

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Member Avatar Dividends500 (84.00) Submitted: 4/3/2014 1:04:17 AM : Outperform Start Price: $46.44 COH Score: -36.50

Dividends500 tracks the 200 strongest dividends in the S&P 500. To qualify as a strong dividend, the company must meet two simple requirements:

- A payout ratio below 50%
- An increasing dividend from the prior year

Because there are more than 200 dividend paying companies in the S&P 500 that meet these requirements, the qualifying companies with the largest dividend yields were chosen.

Dividends500 intends to test this FactSet article, which highlights these strong dividend paying companies and their outperformance versus the S&P 500 as a whole (Page 12).

http://www.factset.com/websitefiles/PDFs/dividend/dividend_12.16.13

If you have questions or see something you think is inaccurate feel free to let me know.

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Member Avatar griderX (97.16) Submitted: 2/12/2014 10:29:14 AM : Underperform Start Price: $46.42 COH Score: +34.86

See my blog:

http://caps.fool.com/Blogs/closing-my-coh-position-which/932588

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Member Avatar sunrizesurfer (36.02) Submitted: 2/10/2014 2:22:30 PM : Outperform Start Price: $46.14 COH Score: -35.89

beaten down recently. Buying for the turnaround

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