Iconix Brand Group, Inc. (NASDAQ:ICON)

Branding is in these days. Cultivating brand relationships and the new refined Art of Self-Branding in the "Youtube Age" is intelligent as well as intuitive to take initiative within industries where caricature and clever re-adaptations of, and innovations to, older original ideas.

I have sold my shares. Can't see it break through $25 for the time being.

Great valuation, management and cash flow

High margin, low-risk business trading at a reasonable price - what more could you want? I love the business model. One of the few non-capital-intensive businesses where there are still significant barriers to entry. Instead of high start up costs, potential competitors are kept out because of the long tailed nature of building relationships and reputation. This company's main costs are it's people, and there are certainly no shortage of college-grads out there eager to do great marketing work for lower salaries than the company would have to offer in a better economy. Finally, the business is highly scalable and with managements continued adeptness at acquiring new brands, profitable growth is highly likely.

- Peanuts/Dilbert/Fancy Nancy licensing. Fancy Nancy is really taking off, especially. I'm really surprised there is no TV show yet.
- A nice mix of high fashion (i.e. Badgley Mishka), regular brands (i.e. Starter) and "cool" brands (i.e. Rocawear)
- Good FCF, low PEG
- insiders are buying (up 5%+ in the past six months)

SUCCESS

Cash cow licensing revenue from excellent brands. Good growth prospects, strong balance sheet makes acquisition growth possible also. Management has mismanaged expectations but executing well now. Reasonable P/E. Small cap with room to run.

Good Buy!

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.

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.

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.