+ Watch ICON
on My Watchlist
The Company is in the business of licensing and marketing intellectual property.
Deep value play that's getting hammered by the market for potential issues with the SEC. Most likely, those problems are behind it and the new CEO is a turn-around machine. Solid company - oversold.
Success on restructuring and brand building, including new emphasis on PEANUTS.
This is a bottom-fishing selection.
Restating revenue, other suggestions of fiscal frivolities, would indicate damaging revelations ahead for a holding company already holding too many unproductive assets. Peanuts Movie won't save them.
Hugely unloved, and the departures of the CFO and COO don't help. I'm glad I sold out on 3/5 @ 34.10 (at a loss, even at that price), and now in the high 20's it's so cheap that it's actually somewhat interesting. Not getting back in quite yet though.
with snoopy on board the sky is the limit
Very cheap again.
Inside Value idea
Outstanding growth story - active stock buyback program - increasing play in global consumerism particularly for demographically growing middle class sector in countries like India
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.
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)
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.
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
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