Tapestry Inc.

TPR-N

NYSE:TPR

25.77
0.32 (1.24%)
Tapestry, Inc. is an American multinational luxury fashion company based in New York City. The company is known for accessories and gifts for women and men, including handbags, men's bags, women's and ...
More at Wikipedia

Analysis and Opinions about TPR-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 22, 2014

Used to own it. Strong market share in China. Because of volatility about a previous quarter, he sold. They are losing market share fairly aggressively in the US. Until they are able to stabilize market share losses, he would be against, hesitant into the name. If you own it, take some profits off the table. December was a tremendously difficult month for retailers.

Tapestry Inc. (TPR-N)
January 22, 2014

Used to own it. Strong market share in China. Because of volatility about a previous quarter, he sold. They are losing market share fairly aggressively in the US. Until they are able to stabilize market share losses, he would be against, hesitant into the name. If you own it, take some profits off the table. December was a tremendously difficult month for retailers.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$49.380
Owned
No
PAST TOP PICK
PAST TOP PICK
December 23, 2013

(Top Pick Feb9/13, Up 17.49%) Not as good as he had hoped. Bought for the Asian exposure. He is watching it closely and if it doesn’t gain momentum, he might switch for something that might do better.

Tapestry Inc. (TPR-N)
December 23, 2013

(Top Pick Feb9/13, Up 17.49%) Not as good as he had hoped. Bought for the Asian exposure. He is watching it closely and if it doesn’t gain momentum, he might switch for something that might do better.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$56.110
Owned
Yes
BUY
BUY
September 16, 2013

(Market Call Minute) Spends lots of marketing dollars and trades cheap relative to other luxury names.

Tapestry Inc. (TPR-N)
September 16, 2013

(Market Call Minute) Spends lots of marketing dollars and trades cheap relative to other luxury names.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$54.980
Owned
Yes
DON'T BUY
DON'T BUY
September 5, 2013

Has gone through some transitions and challenging times with its stock and has moved sideways for quite some time. Purchasers are moving towards other areas. Seems a little bit cheap at this time but Michael Kors Holdings (KORS-N) is where the momentum is.

Tapestry Inc. (TPR-N)
September 5, 2013

Has gone through some transitions and challenging times with its stock and has moved sideways for quite some time. Purchasers are moving towards other areas. Seems a little bit cheap at this time but Michael Kors Holdings (KORS-N) is where the momentum is.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$53.400
Owned
Unknown
SELL
SELL
August 21, 2013

A great company but they are having some executive departures. Great balance sheet and margins are good but in the short term there is lumpiness with management changes and more competition. The last quarterly results released were not on fire where usually they can have some pretty strong numbers. It’s a tough market. There are a number of competitors out there.

Tapestry Inc. (TPR-N)
August 21, 2013

A great company but they are having some executive departures. Great balance sheet and margins are good but in the short term there is lumpiness with management changes and more competition. The last quarterly results released were not on fire where usually they can have some pretty strong numbers. It’s a tough market. There are a number of competitors out there.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$52.330
Owned
No
PAST TOP PICK
PAST TOP PICK
June 26, 2013

(A Top Pick March 20/13. Up 13.7%.)

Tapestry Inc. (TPR-N)
June 26, 2013

(A Top Pick March 20/13. Up 13.7%.)

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$55.990
Owned
Unknown
DON'T BUY
DON'T BUY
June 11, 2013

(Market Call Minute.) There are better, more global players with a more diversified product mix.

Tapestry Inc. (TPR-N)
June 11, 2013

(Market Call Minute.) There are better, more global players with a more diversified product mix.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$58.450
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 29, 2013

(Top Pick Mar 31/13, Up 16.84%)

Tapestry Inc. (TPR-N)
April 29, 2013

(Top Pick Mar 31/13, Up 16.84%)

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$58.270
Owned
Yes
TOP PICK
TOP PICK
March 20, 2013

An iconic brand developed in the US that has been around for over 50 years. Sold off very hard recently because it didn’t perform very well over the last two quarters. He believes that a couple of quarters of subpar performance doesn’t mean that the game is over. What you have is a high luxury brand trading at a discount multiple on numbers that he believes are extremely low. Gaining traction with consumers in Asia. Dividend yield of 2.45%.

Tapestry Inc. (TPR-N)
March 20, 2013

An iconic brand developed in the US that has been around for over 50 years. Sold off very hard recently because it didn’t perform very well over the last two quarters. He believes that a couple of quarters of subpar performance doesn’t mean that the game is over. What you have is a high luxury brand trading at a discount multiple on numbers that he believes are extremely low. Gaining traction with consumers in Asia. Dividend yield of 2.45%.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$49.290
Owned
Yes
DON'T BUY
DON'T BUY
March 14, 2013

Looks like a value stock at this point. Stock hasn’t done that well. Sold his holdings last year because technicals were not looking so great. Thinks they are in a transition phase at this point and are looking at refocusing on fragrances, watches, etc. They might be losing ground to some of their competitors. Cheap. Would prefer Kors Holdings (KORS-N).

Tapestry Inc. (TPR-N)
March 14, 2013

Looks like a value stock at this point. Stock hasn’t done that well. Sold his holdings last year because technicals were not looking so great. Thinks they are in a transition phase at this point and are looking at refocusing on fragrances, watches, etc. They might be losing ground to some of their competitors. Cheap. Would prefer Kors Holdings (KORS-N).

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$49.990
Owned
No
SELL
SELL
February 15, 2013

It was moving in a sideways trend. It has recently broken down from a support level in the $52 range. The break below is a fairly bearish signal.

Tapestry Inc. (TPR-N)
February 15, 2013

It was moving in a sideways trend. It has recently broken down from a support level in the $52 range. The break below is a fairly bearish signal.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$48.400
Owned
Unknown
TOP PICK
TOP PICK
February 8, 2013

Huge play in China. China produces over 230,000 new Millionaires every year. High end products are doing very well.

Tapestry Inc. (TPR-N)
February 8, 2013

Huge play in China. China produces over 230,000 new Millionaires every year. High end products are doing very well.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$48.930
Owned
Yes
DON'T BUY
DON'T BUY
February 1, 2013

Reported some decent numbers, but unfortunately they got dinged for not making it in North America numbers. Most of their profit came from Asia and Europe. Valuation had also got extended and it is not a cheap stock.

Tapestry Inc. (TPR-N)
February 1, 2013

Reported some decent numbers, but unfortunately they got dinged for not making it in North America numbers. Most of their profit came from Asia and Europe. Valuation had also got extended and it is not a cheap stock.

John Zechner
Chairman, J. Zechner & Assoc
Price
$49.870
Owned
Unknown
HOLD
HOLD
January 24, 2013

It over sold a bit, but not a lot. Around the $50 range there is a lot of support. We have a big topping process. If it hung around here, he may want to look at it as a punt. If it goes a lot lower then it is a broken name. It is high end discretionary and some say it is getting tired.

Tapestry Inc. (TPR-N)
January 24, 2013

It over sold a bit, but not a lot. Around the $50 range there is a lot of support. We have a big topping process. If it hung around here, he may want to look at it as a punt. If it goes a lot lower then it is a broken name. It is high end discretionary and some say it is getting tired.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$50.900
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 7, 2012

(A Top Pick Nov 24/11. Down 0.71%.) Sold his holdings in August when it hit his stop loss and it looked like China was slowing down quite a bit. Likes it longer-term, but in the near-term it is trading below the 200 day moving average. Just announced a share purchase plan which is good. Long-term growth you are looking at about 13%. Forward price earnings is around 13-14.

Tapestry Inc. (TPR-N)
November 7, 2012

(A Top Pick Nov 24/11. Down 0.71%.) Sold his holdings in August when it hit his stop loss and it looked like China was slowing down quite a bit. Likes it longer-term, but in the near-term it is trading below the 200 day moving average. Just announced a share purchase plan which is good. Long-term growth you are looking at about 13%. Forward price earnings is around 13-14.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$56.950
Owned
No
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