Iconix Brand Group, Inc. (ICON)

expanding growth, buying new lines

They still carry lots of brands in their portfolio, even after the Rocawear transfer. People still need to buy clothes, and Icon's brands cover a wide spectrum of price points, including selling through Walmart. Wiith the holiday season coming up, sales will rise.

Mmm...intellectual property...

Dropped 21% now will reboud for sure. They are great company owning brands like Rocawear!

Growth stock will outperform the S&P.

a good apparel stock

As a llicenser of retail brands, gathering more names and staying agressive. Good management.

They're in the crapper right now because as I see it, information technology (their primary intellectual property) as a still emerging market is one of the first things to get cut out or reduced in budget models as an untested luxury expense.

However, long-term, their anti-spam and no-spoof properties I could easily see getting incorporated into new browsers/mailers in a few years.

Solid revenue growth and a great valuation right now.

Walmart has started to use the clothes from Icon. The stock has been beaten down due to the slow down in the economy, but it is now very undervalued. It has the potential to reach &14.50 in 6 months, a 50% gain.

Bottom picking with this one. Based on DCF i belive this stock is undervalued. Risk/reward ratio is good enough for me to take a shot with this one.

I own this stock in my personal acct with a cost basis of $5. I'm very tempted to double down on this gem. Management is first class and will weather this economic downturn.

4/27 Weekly Pick

- Low relative PE

- Good Peg

- Good Growth

- Good Caps Score

Their current contractual minimums alone should put a fair value for 08 north of $25. On top of that it is remote that they will fail to acquire additional, and immediately accretive, brands this year. Lastly, their licensing model, with muti-year terms and contractual minimums, insulates them from retail fluctuations.

Christmas time and clothing sales will do well at Target, Sears, Kmart, and Kohls

Girls and clothes, can I say more!

Teaming with Walmart is a great boon for the name and, I predict, sales.

Beat last quarter's estimates easily. Has a nice stable of popular brands with minimal overhead. Forecasted EPS growth in the 25 - 30% range, exceeding the current PE ratio.

Unique business model that does not rely on actual retail sales. Revenues are derived from licensing of brands. 2006 was a huge acquisition year for the company. Expansion into European licensing in 2007 will be key factor in company growth. Well managed company.