Monthly Archives: July 2011

Guess? (GES) – An undervalued global brand

July 29, 2011
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Guess? (GES) – An undervalued global brand

Guess (GES) is an undervalued global brand. The stock performance has decoupled relative to many other global apparel stocks based on a number of factors such as: fashion, US comparable store sales, exposure to Europe, and management team changes. Negativity looks overblown for investors who have patience and perspective, especially relative to valuations of other apparel brands with global aspirations such as Abercrombie & Fitch, Ralph Lauren, PVH, Coach, and True Religion. The following research will explore why Guess is an investment opportunity now: Here are the reasons why Guess (GES) shares are a buy right now with almost 100% upside to $74 in two years: 1)  Organic growth rate is high 2)  Fears related to exposure to Italy are overblown 3)  China will be a growth driver for...

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Welcome to Crackerjack Finance

July 29, 2011
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Welcome to Crackerjack Finance

Crackerjack Finance holds the view that superior investment results come from three areas: knowledge, perspective, and disciplined research. After growing weary of financial websites and blogs that either a) regurgitate headlines or b) scratch the surface with quick-and-easy investment recommendations, Crackerjack was conceptualized in order to provide deeper investment analysis with regard to the broad economy, overall markets, sector themes, geopolitical implications, and company/stock research. Crackerjack believes in an open forum where analysis can be exchanged and stand on its own merit. The idea is to create a forum for passionate investors. Crackerjack believes in anonymity so ideas can be evaluated, shared, and debated freely. All investment ideas will either be from Crackerjack’s founders or from outside submissions that are vetted by Crackerjack. Investors are encouraged to take ownership...

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