Carter's, Inc. (CRI)

This company seems to have good September quarters every year, but do less well in the other quarters. But looking at results on a year-over-year rather than quarter-over-quarter basis might be advisable with this outfit. It is a retailer, after all.

vanamonde

Mr. Market is certainly suspicious, while overly exhuberant at times. Clearly there is a lot of market potential for my new friend, Psychiatric Solutions, PSYS who also dropped 25% today. Carter's announced that they were delaying their quarterly filings by about two weeks and Mr. Market hits them with a 28% share price decline. No questions asked, SELL, SELL, SELL, must be something Madoffish going on! As a clothing store for babies and small children, I would have questioned Carter's valuation at $29 per share, but Carter's has 253 Carters and 165 OshKosh outlet stores and has some of the best recognition brands. Births are up the past decade and while I do know we are in a recession where recycled clothing will increase, grammies, aunties, and baby showers still thrive with each new birth. With a history of strong management effectiveness, this latest filing delay caused by questions on valuing margin for wholesale customers, is unlikely in my mind to be anything near as serious as Mr. Market has penalized them. Debt in check, inventory a little high, balanced against upcoming Christmas season, and I believe, by gosh, that Carter's will come out of this in good shape.

What a spanking.

Carters seems to make virtually all the reasonably priced baby clothes we ever buy. Even private labels from Walmart (Child of mine) is "by Carters".

Everypne is still having babies and carter makes great clothes for them at an affordable price I see this going up.

Very reputable company - available in numerous popular stores. Acquisition of OshKosh will be a benefit due to great turn around potential. I would estimate 50 - 70% of my son's clothes come from OshKosh - I love the brand.

New moms will always buy the best baby clothes and Carter's has that name recognition. Don't see them doing bad forever.

Buying on the dip

See my blog on Retail (http://caps.fool.com/Blogs/ViewPost.aspx?bpid=22949&t=01009289685146064849).

Cashing in on the baby business, Carter's is well positioned to become a more dominant player in the childern's clothing business, which does not currently have a dominant company.

My wife HAS to buy Carter's outfits when she see them. Pretty good indicator there.

Great quality clothes, serving the middle-market consumer. Great locations, for both retail and outlets. Only downside would be serious fashion misses by management. Negatives have already been priced in, and can see upside from here on.

With the growing baby boomer generation, now grandparents, spending all of their excess cash on their cute little grandkids, I think that this stock is going to reap the benefits. The clothes are good quality and babies go through at least 2 outfits a day.

The make great children's clothing, and have established themselves as a solid brand name. The have placed their stores and outlets in locations where customers are willing to drive to. The fact that my wife and her friends drive 30 or more minutes every two to three months to outfit my children tells me there is a quality product. The purchase of Osh Kosh just continues to build their quality brand.

Baby clothes, will never go out of demand. Near 52 wk low.. good time to buy.

Strong fundamentals quick dip because of earnings hiccup = buy

CRI is a great brand and is trading near a 52 wk low.

CRI has 3 serious problems
1) LT debt has increased significantly
2) Solvency appears to depend on jacked up goodwill intangible assets
3) Institutions dumped many shares; Rowan sold all his shares; Pacifico sold a high percentage of his shares.

However, volume was high during the last 3 days, so 20.5 may be a bottom. Perhaps there is acquisition interest?