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#	AUTHOR DATE SUBJECT
6	member 1/27/12 4:36PM RE: Update? 5
We continue to like the business - pricing power, good management and a decent runway - which still comes at a reasonable valuation. We expect to see decent earnings growth this year and next and view available tags
5	member 1/27/12 3:24PM Update?
Great writeup and great call thus far. If you're still following, would love to hear how you're thinking about the company now given the recent run-up in price. view available tags
4	member 9/15/11 3:52PM minor minor
you don't need me to say, but this is clear and well-done writeup view available tags
3	member 6/24/11 9:52PM RE: RE: margins 2
dkepesh,Thanks for the question. I believe they can pass through the price increases. I just visited stores last weekend again and my visits indicate that new merchandize being introduced this month is priced at ~20%... login to read the rest view available tags
2	member 6/24/11 3:39PM RE: margins 1
i.e. is it just because you think they can pass along cotton costs and the street is skeptical? or is there more to it than that? view available tags
1	member 6/24/11 3:38PM margins
looks like you are lower than the street modestly on revenues but meaningfully higher on margins. why? view available tags