The Warnaco Group, Inc.

  • Didn’t Go to Harvard? At Least You Can See What They’re Buying

    By Meena Krishnamsetty - April 7, 2013 | Tickers: HCBK, PEB, RAH, TEA, WRC

    Harvard Management Co, run by Yale alum Jane Medillo, is the wholly-owned subsidiary of Harvard University and is one of the 11,000 funds that help manage Harvard’s working capital, pension and massive $32 billion endowment fund. Harvard’s endowment dwarfs the $17 billion endowment fund for Princeton, and $19 billion for Yale. With over $1 billion under her management in the equity portfolio alone, Medillo seems to prefer more »

  • The Truth For True Religion

    By Marshall Hargrave - February 15, 2013 | Tickers: PVH, RL, WRC, TRLG, VFC

    The clothing retailer True Religion Apparel (NASDAQ: TRLG) saw its stock pushed up over 20% after posting earnings last week; is the stock now too expensive to consider it a buy? It doesn't appear so. The retailer's EPS came in at $0.55, compared to analysts' estimates of $0.53, with revenue up 14.7% from the same quarter last year. What really helped push the stock up more »
  • Three Stocks Kicked by Ken Fisher

    By Madhukar Dubey - February 7, 2013 | Tickers: ASML, CYMI, PVH, PSSI, WRC

    I am a very enthusiastic reader of Ken Fisher’s Portfolio Strategy column.  Fisher's investment strategy focuses on knowing information that other market participants do not know, while prioritizing his analysis first with the macro level, then countries and sectors, and then in the end individual stock selection. In his recent blog, he wrote something that caught my attention. Here is an excerpt:

    “Last Feb. 27 I purposefully and more »

  • This Growth Company Continues to Execute its Game Plan

    By Justin Carley - December 13, 2012 | Tickers: NKE, PVH, RL, WRC, VFC

    V.F. Corporation (NYSE: VFC) and its iconic North Face brand have yielded a stock price that brings to mind a mountain climber reaching ever thinning air in quest for the summit.  With a market capitalization of $16 billion and sales north of $10 billion, have this company’s best growth days come and gone?  Would investing in this company after a decade of outperformance leave investors in the wake more »

  • This Apparel Stock Has a Long Way To Go

    By Gaurav Singla - December 4, 2012 | Tickers: PVH, RL, WRC, VFC

    Major apparel companies PVH (NYSE: PVH), V.F. Corporation (NYSE: VFC), and Ralph Lauren (NYSE: RL) have outperformed the S&P500 by a good margin. The following chart summarizes the stock price movement of these companies this year.

    <img src="/media/images/user_14531/pvh-bmp_large.jpg" />

    We can see that PVH has clearly been the winner as the stock has gained more than 55% this year. However, one needs to be aware if the gain has been primarily more »

  • Hedge Funds are Making Bank on These Stocks, Should You Mimic Them?

    By Meena Krishnamsetty - November 5, 2012 | Tickers: PERY, PVH, RL, WRC, VFC

    PVH Corp (NYSE: PVH) made some big money for funds a few days ago when it announced it would bring together the Calvin Klein underwear, jean and sportswear lines together by purchasing Warnaco Group (NYSE: WRC) for $2.8 billion. Before the deal, PVH sold Klein’s formal and sportswear, while Warnaco sold jeans and underwear. Warnaco will also bring other major brands like Speedo and Chaps to PVH’s more »

  • Can PVH Continue to Outperform?

    By Lee Samaha - September 7, 2012 | Tickers: JCP, M, PVH, WRC, VFC

    Earnings reports come and go and with this season it’s largely been the same story from global retailers, with the US doing ok, emerging markets strong and Europe weaker. Customers are being cautious, orders are taking longer, etc. And then along comes PVH (NYSE: PVH) telling us that it generated same store sales growth of 15% in its strongest brand (Tommy Hilfiger) in Europe and guidance was raised. However more »

  • Is This Luxury Brand Dominating the Polo Field?

    By Ryan Guenette - September 6, 2012 | Tickers: PVH, RL, JNY, WRC, TRLG

    Ralph Lauren Corporation (NYSE: RL) is a company involved in the design, marketing, and distribution of products for all ages and genders. Their portfolio of products includes apparel, accessories, footwear, fragrances, and home furnishings. The company is famous for its iconic logo of a polo player on his horse, and has always been regarded as a luxury brand. Over the past five years, the company’s stock has rallied 102 more »

  • Victoria's Dirty Little Secret

    By AnnaLisa Kraft - August 28, 2012 | Tickers: HBI, LTD, MFB, WRC, VFC

    What is the connection between legal briefs and fishnet stockings? Sounds risqué but Victoria’s Secret is being sued by its fishnet stockings designer and supplier, New Jersey company Zephyrs, for $15 million and charged with false advertising, unfair trade practices, consumer fraud, deceptive trade practices, breach of contract and unfair competition.

    The Secret Revealed

    The 28 page verified complaint filed in Ohio where parent company Limited Brands (NYSE: LTDmore »)

  • A Supermodel Stock with Attractive Fundamentals

    By Liz Hoffmann - July 29, 2012 | Tickers: LTD, MFB, JNY, WRC, VFC

    Victoria's Secret is synonymous with sex appeal and intimate apparel.  Therefore, parent company Limited Brands Inc. (NYSE: LTD) is a supermodel stock because it has attained "celebrity status" (definition of a supermodel) with the Victoria's Secret brand.  Certain proof flows from the glossy red lips of supermodel extraordinaire Heidi Klum (do I have your attention now?)  When Heidi smiles her megawatt smile and gushes that "being a Victoria more »

  • A&F: Most of the Negatives Already Priced In

    By Ashish Sharma - July 27, 2012 | Tickers: ANF, AEO, DECK, FOSL, WRC

    Abercrombie & Fitch’s (NYSE: ANF) shares touched its 52-week low of $31.27 after a disappointing first quarter and the shares have only begun to bounce back. In the first quarter though the company posted a 10% increase in revenue backed by 42% international sales rise and higher than expected EPS ($0.03). But declining same store sales causes the major concern. US same-store sales grew 4%, but the weakness more »

  • Can Michael Phelps Resuscitate this Stock?

    By Liz Hoffmann - July 24, 2012 | Tickers: LTD, MFB, JNY, WRC, VFC

    "Swimmers, take your mark."  These are the words that Michael Phelps will hear time and again at the Summer Olympics in London, when he takes his place at the starting blocks.  They are also the very same words that I heard every summer as a kid, when I swam competitively all across the Northeast.  I still swim today and so those words, a Lycra swim cap, goggles and a racing more »