Michael Kors Holdings (NYSE:KORS)

CAPS Rating: 4 out of 5

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Member Avatar TMFFlygal (99.33) Submitted: 5/18/2015 5:55:33 PM : Outperform Start Price: $61.10 KORS Score: +0.98

the recent decline has made this stock attractive to me, below market PE

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Member Avatar Slappster (94.79) Submitted: 5/15/2015 9:58:20 AM : Outperform Start Price: $60.93 KORS Score: +0.63

52 week low, still rapid revenue growth, buying back shares, debt-free, plenty of huge markets (Europe, Japan, China) to expand.

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Member Avatar jhc4600 (< 20) Submitted: 5/13/2015 1:34:53 AM : Outperform Start Price: $61.64 KORS Score: -1.21

Growth company with value multiple

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Member Avatar RealBad1 (46.04) Submitted: 5/12/2015 7:53:56 PM : Outperform Start Price: $61.64 KORS Score: -1.21

As interest rates rise and they will, credit eases and money flows, When money flows, people feel pretentious and what says pretentious better than Michael Kors?

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Member Avatar AnthonyTee (< 20) Submitted: 5/7/2015 1:17:38 PM : Outperform Start Price: $62.83 KORS Score: -2.91

Good P/E compared to sector. seems a little undervalued a the moment. Will bounce back as long as brand stays popular

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Member Avatar cibient (< 20) Submitted: 5/6/2015 5:55:01 PM : Outperform Start Price: $62.39 KORS Score: -3.66

Now on MFI Top 50

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Member Avatar SmartAce (99.88) Submitted: 2/2/2015 2:16:42 PM : Outperform Start Price: $70.90 KORS Score: -19.22

SEV Commerce is the next logical step in tribetailing.

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Member Avatar champagnepowder (75.29) Submitted: 2/2/2015 1:33:51 PM : Outperform Start Price: $71.05 KORS Score: -20.16

Brand power and still seems to be early in overall lifecycle. This is another one of the trade what you see stocks for me. I ask around and people like it....done deal.

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Member Avatar TMFEdyboom223 (96.80) Submitted: 1/27/2015 11:18:18 PM : Outperform Start Price: $69.85 KORS Score: -15.17

They have a luxury brand that's growing nicely. They're pushing their international expansion. Their growth rates are impressive, yet the stock is down. I think there's a big disconnect between the price and growth at KORS right now. I have read about fears of holiday discounting, but for now, I think they're unwarranted. My sources (female friends who shop there) told me that KORS was booming in the pre-Christmas rush (unlike competitors Coach). The high margins and low PE tell me that it's time to by KORS.

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Member Avatar Haugurafpeningum (28.71) Submitted: 1/26/2015 2:11:48 AM : Outperform Start Price: $69.87 KORS Score: -15.84

BN

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Member Avatar dstwhit (78.95) Submitted: 12/11/2014 10:09:42 AM : Outperform Start Price: $76.72 KORS Score: -23.36

leadership (81% ceo on glassdoor; but 3.2 rating and 61% rec); Tom E.; 20 P/E with high growth

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Member Avatar NadiaAndJulia (68.88) Submitted: 11/12/2014 4:55:37 PM : Outperform Start Price: $71.07 KORS Score: -17.61

I believe in this stock strongly.

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Member Avatar Kimer62 (54.05) Submitted: 11/6/2014 5:35:52 PM : Outperform Start Price: $72.15 KORS Score: -19.51

oversold on a good quarter! Conservative guidance hurt the stock!

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Member Avatar elcid24 (78.44) Submitted: 11/4/2014 5:58:03 PM : Outperform Start Price: $60.20 KORS Score: -29.06

TTM EPS: $3.80
Recent Price: $71.50
P/E: 19

Excess Cash: $4.85/share
EV/E: 17.5

$1B buyback announcement.

I think the concern with Michael Kors right now is that it's going to be Coach, part 2. After all, this was roughly the same valuation that Coach was trading at when its share price topped out in early 2012 - P/E of roughly 20.

But, KORS right now is not what COH was in 2012. The stages in these companies' life-cycles are quite different. At the time, Coach was not growing revenues or earnings, or seeing the same store sales growth, that Michael Kors is experiencing right now. Coach's moderate earnings growth was coming from the addition of outlet stores - not core business growth. Michael Kors' growth is still coming from core business growth - same store sales of 15%, revenue growth of 43% - these types of numbers aren't generated from outlet stores - and these aren't the types of numbers that Coach was posting in 2011.

Coach 2010-2011 net income growth: 19%
Coach 2011-2012 net income growth: 18%

Michael Kors 2012-2013 net income growth: 66%

I've held my position for about 2 years now, and I have no desire to dump it at these levels. KORS needs to exhibit some real concern in business fundamentals for me to unload at these levels - not some low-ball guidance...

http://www.google.com/trends/explore#q=%2Fm%2F07f8gw%2C%20%2Fm%2F03p1tw4%2C%20%2Fm%2F06bkdx&cmpt=q

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Member Avatar RugbyViking13 (88.86) Submitted: 9/27/2014 6:34:29 PM : Outperform Start Price: $70.72 KORS Score: -21.41

Fashion stock on a pull back

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Member Avatar mikey22222 (< 20) Submitted: 8/23/2014 1:47:23 PM : Outperform Start Price: $79.97 KORS Score: -32.74

Very few stocks this hot have a single top. I expect it will at least double top at some point.

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Member Avatar TMFTycoon (75.55) Submitted: 8/12/2014 12:07:29 PM : Underperform Start Price: $77.39 KORS Score: +30.53

I don't think Michael Kors' rabid popularity will last with all the discounting the company is doing. Higher-end customers will tire of the ubiquity of its big logos and abandon the brand, which will eventually trickle down to the lower-end customers who buy the discounted products.

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Member Avatar griderX (96.94) Submitted: 8/7/2014 11:30:04 AM : Outperform Start Price: $79.81 KORS Score: -33.69

Very compelling valuations given growth rates.

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Member Avatar TMFJMo (72.14) Submitted: 7/16/2014 1:40:42 PM : Underperform Start Price: $81.24 KORS Score: +31.71

The writing may be on the wall with this one. The thinking that if Coach loses then Kors wins is flawed. Kors is discounting just like Coach and really, if they have an outlet store then it's not a luxury brand. Every great quarter Kors posts means the hurdle is that much higher the next year. This one may be the victim of its own success starting this next earnings go-round. Time will tell, but it's a high price for a cheery consensus.

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Member Avatar CellBlock9 (89.28) Submitted: 7/15/2014 9:42:39 PM : Outperform Start Price: $77.85 KORS Score: -28.35

S & P 5 star, 79.44

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