Phillips-Van Heusen Corp (PVH)

Good brand, but doesn't reach the right people.

Cyclical action in an uncertain market in an adverse environment.

CALVIN KLEVIN

good dress shirts

boiseidfool's tip on BetterInvesting 5/26/08 Growth Screen in January 2008.

This company is one of 62 listed on the BetterInvesting Growth Screen in January 2008. It met 4 criteria: it is projected by Value Line to double earnings in the next five years, has actually doubled earnings in the past 5 years, is selling at price-earnings multiples (P/E’s) that are 110 percent or less of Value Line’s projected earnings growth rate and has a safety rating of average or better. It was listed in the March 2008 BetterInvesting magazine.

As with all my picks: A very attractive P/E, excellent EPS growth rate and high five year growth prospects.

I don't think you can beat the price on this stock right now. Regardless of the economy, there will always be a need for quality business clothing, and there will always be a market for name brands such as Calvin Klein. Although people may put off buying new clothing during a recession, they'll be out spending when times get better, and there will be plenty of catching up to do. I'm so glad I bought in a few weeks ago around $33!

Need a retailer that actually makes their numbers, these guys might be for you. Manages a great portfolio of brands, yet doesn't suffer from cannibalization.

Beaten up fairly badly as of late... these guys known their brands.

oversold

Favorable risk / reward profile
for comparative analysis and other stocks with favorable risk / reward profiles, view:

http://f1.grp.yahoofs.com/v1/8EF3R4tbNvpbI1SUgN2s5cv3kn0S2YU_r6vlJpSdVxbkYnCy4Q5V4m6oAmqNU2WnbcnNCzcELTwA2y9D3n-PxA/PRV/PRV%2007.11.30.xls

See my blog on Retail (http://caps.fool.com/Blogs/ViewPost.aspx?bpid=22949&t=01009289685146064849).

Fed rate cut strat.

Got lucky with the calvin klein name. Look at history before they got it. they are already ruining the name. look at large volume of off price business being done. Much insider trading by active management.

Quality products, awesome company. Wish I'd actually bought this one.

quality products, great management team

Nice variety of products, several differnt upper escelon brands & the consumer is still on a buying spree

PVH makes Calvin Klein underwear. Yuck!
OK...I will overcome my distaste and look at the fundamentals. No increase in dividends in the last 12 years. So what is there to like? How about 50% debt reduction of the last 2 years? How about profit margins increasing 600% since 2002? How about 116% annual compounded earnings over the last five years? Sounds great, but they have also substantially diluted their stock...a big minus. Still, the shares are available at a deep discount to intrinsic value so I'm going to say this is definitely worth picking up as of 1/28/07 when you weight all factors in balance.