With conspicuous consumption on the rise, one would expect Coach (COH) and Tiffany (TIF) to be trading in lockstep. In fact, Coach is just a few points off its 52 week high and Tiffany is 19 points below its 52 week high.Offering a huge selection of canadagooseoutlet online store are selling great quality replica watches. Tiffany lowered guidance, and the holidays were slow for the retailer; same store sales rose just 4% for November and December when The Street was expecting a high single digit number. Tiffany is down 2% for the year and Coach is up 19% year to date. Both companies get 20% of their sales from Japan and have strong demand in China. While Tiffany's exposure to China is larger, with the country generating 18% of sales compared to 4% for Coach, Cramer thinks Coach has more potential to grow in China. The main factor in Tiffany's decline was the reduction of Wall Street bonuses, a development that cut into its customer base. Coach has a larger market share, 29% of handbags, but Tiffany doesn't dominate any specific category, and tends to be for weddings or only for very high-end customers. Tiffany was hurt by European woes,Our goodbackpackfactory are inspected and confirmed genuine and come with a new watch. because 12% of its sales are from the Continent, while Coach has barely any exposure to Europe. Tiffany will not discount to move merchandise, and this is a disadvantage, since customers are often looking for bargains. Its gross margins were only 58% compared to Coach's of 73%. Both stocks trade at 19 times earnings, but Coach has stronger growth and better fundamentals.
Cramer's Calls:
Harry Winston (HWD) does not have the earnings and is not a great stock.
Macy's (M) guided up when it reported, and this move might have stolen from the upside, but the company still has more momentum than Nordstrom (JWN). Cramer would buy Macy's on a pullback.
Green Mountain Coffee Roasters (GMCR), Netflix (NFLX),Most replicahandbags can ship the same day FREE via Ground shipping. Whirlpool (WHR), Coinstar (CSTR)
With the Dow dropping 17 points on Monday, some stocks unexpectedly rocketed higher, including Green Mountain Coffee Roasters (GMCR), Netflix (NFLX), and Whirlpool (WHR). While Whirlpool reported a strong quarter, the 16 point move in 4 days seemed hyperbolic. WHR has been disappointing for a while, and there were even rumors of a dividend cut. Short sellers held 10% of WHR's stock going into the quarter, but when Whirlpool delivered a knockout quarter and raised estimates,Best cheapchaneljewellery Have you spent a lot of time looking for the best replica watch for you? the shorts had to cover their positions.Buy canadagoosecoat are becoming popular. GMCR and NFLX have also been disappointing stocks to own, but short selling drove them up. Their moves are a question of supply and demand of available shares, not of fundamentals.
Cramer's Calls:
Harry Winston (HWD) does not have the earnings and is not a great stock.
Macy's (M) guided up when it reported, and this move might have stolen from the upside, but the company still has more momentum than Nordstrom (JWN). Cramer would buy Macy's on a pullback.
Green Mountain Coffee Roasters (GMCR), Netflix (NFLX),Most replicahandbags can ship the same day FREE via Ground shipping. Whirlpool (WHR), Coinstar (CSTR)
With the Dow dropping 17 points on Monday, some stocks unexpectedly rocketed higher, including Green Mountain Coffee Roasters (GMCR), Netflix (NFLX), and Whirlpool (WHR). While Whirlpool reported a strong quarter, the 16 point move in 4 days seemed hyperbolic. WHR has been disappointing for a while, and there were even rumors of a dividend cut. Short sellers held 10% of WHR's stock going into the quarter, but when Whirlpool delivered a knockout quarter and raised estimates,Best cheapchaneljewellery Have you spent a lot of time looking for the best replica watch for you? the shorts had to cover their positions.Buy canadagoosecoat are becoming popular. GMCR and NFLX have also been disappointing stocks to own, but short selling drove them up. Their moves are a question of supply and demand of available shares, not of fundamentals.
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