Michael Kors Holdings (NYSE:KORS)

CAPS Rating: 4 out of 5

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Member Avatar stocky5 (40.58) Submitted: 8/13/2015 10:07:09 AM : Underperform Start Price: $44.30 KORS Score: -1.80

Overbought. Analysts on consensus are aggressively slashing both price targets and earnings estimates. Yogi Berra might have commented: "They must be exclusive high end products, because I see them everywhere".

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Member Avatar MFoolWorley (66.10) Submitted: 8/4/2015 3:32:32 PM : Outperform Start Price: $38.56 KORS Score: +16.84

Still much-loved by the masses. Retail worries overblown.

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Member Avatar Johnwalsh99 (< 20) Submitted: 7/28/2015 3:05:10 PM : Outperform Start Price: $39.02 KORS Score: +15.58

I invested in KORS and MU and both are great stocks with fantastic growth potential and financials . I proved this by buying these stocks at (MU) $18.00 and (KORS) $39.15 both now trade at $19.90 and $39.45 this proves that MU especially rose in value by 10% in one day alone and KORS also did well so I am pleased to announce these two winners.

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Member Avatar Orthonormal (94.01) Submitted: 7/25/2015 12:26:31 AM : Outperform Start Price: $39.12 KORS Score: +14.07

Magic Formula 6/15/2015

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Member Avatar TMFTycoon (84.76) Submitted: 7/15/2015 12:41:20 PM : Underperform Start Price: $42.96 KORS Score: -6.03

I think the trend is shifting toward less logos.

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Member Avatar StockMarketKid13 (67.93) Submitted: 6/21/2015 9:17:02 PM : Outperform Start Price: $46.84 KORS Score: -1.86

Way Underpriced

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Member Avatar Acorn17 (84.95) Submitted: 6/18/2015 4:59:30 AM : Outperform Start Price: $46.70 KORS Score: -1.85

Very low forward P/E (10 as of now). Comps declining slightly 2% but still growing footprint and revenues are up over all. As long as comps don't take a dive, they can grow profits by increasing store count and if they can turn comps around then major upside.

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Member Avatar TMFbelle (58.36) Submitted: 6/17/2015 10:47:03 AM : Underperform Start Price: $46.67 KORS Score: +2.12

Fierce competition in the "affordable luxury" market seems to have caught up to Kors. It may be difficult for the brand to regain the popularity it once had among consumers, which we all know are very fickle. New "up and coming" brands including Tory Burch (not publicly traded) may be taking away the cake from Kors. Cant see a clear picture or where the company may be in 5 years considering the intense industry in which it operates.

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Member Avatar JonWest88 (63.02) Submitted: 6/16/2015 1:42:54 AM : Outperform Start Price: $47.08 KORS Score: -3.67

Recent second time pick from proven source, we'll see, huh?

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Member Avatar BlazerMania (96.89) Submitted: 6/11/2015 12:20:40 PM : Outperform Start Price: $47.31 KORS Score: -2.94

Still generating strong cash flow and positive net income. Out of favor now, will be back in favor come the holidays. Looks cheap compared to historical growth.

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Member Avatar bat3 (46.82) Submitted: 6/2/2015 2:58:42 PM : Outperform Start Price: $48.54 KORS Score: -5.23

stock took a recent hit that was disproportionate to the news. report revealed expected short term declines and stock still outperformed company expectations. strong brand recognition and desirable products at high profit margin should still be very good into the near future. not sure it will hold 5 years but i think it will rebound in a big way within the year. good stock at a cheap price.

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Member Avatar Kimer62 (47.28) Submitted: 6/2/2015 1:49:00 PM : Outperform Start Price: $48.58 KORS Score: -5.05

value premise, out of favor

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Member Avatar bkinvest (32.18) Submitted: 5/29/2015 11:39:49 AM : Outperform Start Price: $45.91 KORS Score: -0.18

Good Entry Point. One thing I know from being married 23 years and from observation is that women usually own more than one purse and are willing to pay a premium price to have a brand named purse or accessory such as Michael Kors or Coach. The current earnings release wasn't good which is fine because I think long term...so a good value/growth stock at this price. Also will recommend Coach as well. Splitting money amongst the two.

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Member Avatar kkconway (99.35) Submitted: 5/27/2015 7:26:15 PM : Outperform Start Price: $41.74 KORS Score: +6.78

There's no accounting for taste, but Kors should recover some from their hideous descent of May 2015.

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Member Avatar TMF1000 (99.82) Submitted: 5/27/2015 3:37:22 PM : Outperform Start Price: $46.12 KORS Score: -0.13

I re-upped KORS at $46.12 on Caps. PE ratio 10.78

May 27, 2015 4Q:2015 earnings’ highlights:
** 4Q revenue was $1.04 billion up 17.9% from $882 million
** Fiscal 2014 revenue was $4.2 billion up 32.5% from $3.17 billion
** 4Q earnings were $0.90 up from $0.78
** Fiscal 2014 earnings were $4.28 up from $3.22
** Diluted share count 203.2 million
** Cash $978.922 million: Debt 0

4Q:2015 Notes:
Revenue for the fourth quarter 2015 was $1.04 billion up 17.9% from $882 million. Fourth quarter revenue would have been up 23.3% if not for the strong dollar. But that is part of doing a global business. The dollar strength over the years will fluctuate. Revenue for the year was $4.2 billion up 32.5% from $3.17 billion.

European revenue grew 33.5% to $219.8 million. It can’t be much of a surprise that European sales were negatively affected by the strong dollar. Excluding FX sales grew 59.5%. Japan revenue is still growing strong up 42.7% to $19.2 million with comparable store sales up 12.4%. Excluding FX sales in Japan grew 65% with comparable store growth of 30%.

Net income for the quarter was $182.6 million or $0.90 per share. It was based on a 29.4% tax rate. Last year, the tax rate was 34.6%. There is nothing wrong with paying less taxes a benefit of growing a global retail store base. Unfavorable FX costs them $0.06 per share in the latest quarter. The tax rate is likely to go lower that is a good thing. The strong dollar might continue to be a drag on sales and earnings, but again it is a part of doing business.

The drop in my opinion is another overreaction. Growth is decelerating, but it had to eventually. However, they are taking market share from many of their large competitors, such as Coach. The report was a good one, not the great one that investors have come to expect and we are in the post holiday doldrums and I don't expect anything big until the holidays start to approach.

The dollar will remain strong, but that is a part of doing a global business. They are giving guidance that net income per share will be between $0.74 and $0.78, which is lower than the $0.91 reported last year for the first quarter. Guidance is weak, but I believe this will be a good long-term price. When the price is dropping it always looks scary. Since I ease into my stocks over time at better and better value points, a lower stock price is most welcome.

The price could go lower, but I believe it will be higher before they report their 3rd quarter, which is KORS holiday quarter.

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Member Avatar Slappster (92.81) Submitted: 5/15/2015 9:58:20 AM : Outperform Start Price: $60.93 KORS Score: -23.18

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: -24.63

Growth company with value multiple

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Member Avatar RealBad1 (55.40) Submitted: 5/12/2015 7:53:56 PM : Outperform Start Price: $61.64 KORS Score: -24.63

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: -25.77

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: -26.63

Now on MFI Top 50

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