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

by Dan Burrows Sep 28th 2010 5:30PM
Updated Sep 28th 2010 5:54PM
By the state of the jobs and housing markets you'd never know the recession officially ended 15 months ago -- but one economic barometer says things are looking up. Luxury retailers tend to be sensitive early cycle stocks, meaning they move in advance of other sectors -- and shares in Tiffany (TIF), Coach (COH) and Polo Ralph Lauren (RL) have been been crushing the broader market for a while.

Shares in all three of these high-end consumer discretionary companies have gained about 70% since the recession ended in June 2009. The S&P 500 ($INX) is up 20% over the same period. True, all three of these stocks have been good longer term holdings. Whether they're still attractive buys at current levels is in the eye of the investor.

For the bull and bear cases on Tiffany, Coach and Polo Ralph Lauren, see the video below:

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mesager42

Of course Coach and Ralph Lauren stocks are doing well. Those two brands are carried in the world's largest department store chain around the world - Air Army Air Force Exchanges (AAFES) and the Navy Exchanges (Navy Exchanges) department stores. All of the male and female troops can purchase Ralph Lauren brands including Ralph Lauren, Chaps, and Lauren at reduced prices. Coach handbags are carried at 25 percent less than in major department stores. Military members never have to pay any sales taxes on any thing sold in the military department stores. I went out the other day and bought 5 pairs of men's Chaps jeans for a mere $18 per pair. They were on sale. Just about every military wife and female military member owns one or more Coach handbag. They even purchase them for other family members for Christmas gifts and birthdays. Coach and Ralph Lauren are available for purchase in just about every military department store - stateside and overseas. AAFES and NEX are the world's largest international department store chains. They carry all of the major designer brands, including Macy's own store brand at reduced prices. Now you know why those brands are doing so well!

September 30 2010 at 12:54 AM Report abuse rate up rate down Reply
ireyl42

this is another gimmick to the people that the recession is over, how does the recession is over every month there is layoff and the company is close this the gimmick of democrats to win the election. look all over the store in the mall all sorplus from all electronics, toys, garment tools, spareparts, knitting, furnitures,etc. almost 90 o/o is made in china china recession is over not U.S.A.

September 29 2010 at 8:54 PM Report abuse rate up rate down Reply