+ Watch ICON
on My Watchlist
The Company is in the business of licensing and marketing intellectual property.
ICONIX is something of a "serial acquirer" [they just grabbed the "Strawberry Shortcake" dolls from the 1980s] but have buckets of cash. They also own the Charles Schultz PEANUTS characters and are investing in a major movie production to bring Snoopy, Charlie Brown, and the gang back into the American consciousness. I think this gamble has risk written all over it, especially with "Frozen 2" and "Toy Story 4" under production. Millenials are no more wired into the ancient Peanuts comic strip than Pogo Possum or Snuffy Smith. But...but if the movie works [and I think it will]. iy could take this company into whole knew marketing levels.
Possible short squeeze coming.
with snoopy on board the sky is the limit
Very cheap again.
near it's 52 week low, should do well in 2015
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
As a llicenser of retail brands, gathering more names and staying agressive. Good management.
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