Articles
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4 days ago |
seekingalpha.com | Jeffrey Fischer
Apr. 20, 2025 10:00 AM ET, , SummaryCanada Goose, a Canadian brand known for its stylish winter coats at premium prices, seems highly vulnerable to an economic downturn. Several competitors may be ready to gobble up the company's sales if middle-class consumers decide to price down. The company's recent results have stayed above water, but have been boosted by a weak Canadian Dollar, which could rebound.
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1 week ago |
seekingalpha.com | Jeffrey Fischer
Apr. 15, 2025 10:30 AM ETSummaryBrunswick Corp.'s stock has dropped significantly, and I've moved from a Sell to a Hold and finally to a Buy after the fallout from the Trump Administration's tariff experiments. With Brunswick being primarily a U.S. manufacturer whose clients are mostly in America, the direct tariff impacts here are fairly limited. Additionally, any continuation of U.S. Dollar weakness would present a tailwind for the company.
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1 week ago |
seekingalpha.com | Jeffrey Fischer
Apr. 14, 2025 8:00 AM ET, , , SummaryChildren's Place released Q4 2024 results unexpectedly on a Friday; strange timing after a tumultuous week for investors. Despite a 10% sales decline, profitability has improved significantly under new CEO Muhammed Umair, with operating profit turning positive and net losses decreasing. High inventory levels and low turnover remain concerns, but the focus on margins and potential merchandise strategy changes could improve the situation by year-end.
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2 weeks ago |
seekingalpha.com | Jeffrey Fischer
Apr. 10, 2025 2:31 AM ET, SummaryCapri Holdings, the owner of Michael Kors, Versace and Jimmy Choo, has seen its stock price in the dumps. Revenue declines, and poor profitability for Versace and Jimmy Choo, suggest that Capri's North American management have been unable to successfully fold these international brands into the main Kors business. CPRI stock recently tumbled as much as -40% on U.S. import tariff fears, and indeed the Michael Kors segment is highly exposed to tariffs.
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2 weeks ago |
seekingalpha.com | Jeffrey Fischer
Apr. 09, 2025 11:03 AM ET, , , SummaryI see Apple as a relative Buy due to its resilient brand despite economic realities from tariffs. Apple's stock has dropped nearly 35% from its high, but is likely to be a first source of a market rebound. United States' tariffs on China could be devastating, but will probably not sink the long-term brand value of Apple Corp. I've written about Apple (NASDAQ:AAPL) (TSX:AAPL:CA) several times over the past year, almost as a surprise to myself.
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