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Face-Off on Stocks: Tiffany, Coach and Polo Ralph Lauren

You would think that in tough times, pricey retailers would have a tough time. But it turns out the highest end retailers have been doing just fine lately. Companies such as Tiffany (TIF), Coach (COH) and Polo Ralph Lauren (RL) have actually been beating the broader market for some time.

Shares in all three of these consumer discretionary companies have gained about 70% since the recession ended in June 2009. Over the same period, the S&P 500 ($INX) is up 20%.

Continue reading Face-Off on Stocks: Tiffany, Coach and Polo Ralph Lauren

Williams-Sonoma: A high-end retail play

It's time to re-enter the retail sector, from an investment standpoint, but only selectively, and a good starting point is Williams-Sonoma Inc. (WSM).

The argument here is that higher-end retail chains like Williams-Sonoma will bounce back sooner than general consumer retail. Hence, the "frugal consumer" trend remains in force, but high-end consumers, encouraged by a recovering U.S. economy, will start to part with a few more bucks at the mall in 2010.

Continue reading Williams-Sonoma: A high-end retail play

Coach (COH): Value investor sees 'handsome rewards'

Despite economic woes, cash-strapped consumers, and forecasts for a dismal holiday retail season, value investor Charles Mizrahi still sees value for long-term investors in high-end retailer Coach (NYSE: COH).

The editor of Hidden Values Alert explains, "Founded in 1941, Coach has grown from a family-run workshop in a Manhattan loft to a leading American marketer of fine accessories and gifts for women and men.

"Coach is one of the most recognized fine accessories brands in the United States and in targeted international markets. Its modern, fashionable handbags and accessories use a broad range of high-quality leathers, fabrics and other materials.

"The company has created a sophisticated, modern and inviting environment to showcase its product assortment and to reinforce a consistent brand position wherever the consumer may shop.

Continue reading Coach (COH): Value investor sees 'handsome rewards'

Symbol Lookup
IndexesChangePrice
DJIA-89.2312,801.23
NASDAQ-23.352,903.88
S&P 500-9.311,342.64

Last updated: February 12, 2012: 10:58 AM

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