'Always in
Fashion'
#7 - JCP
(PENNEY
J C CO HOLDIN)
"Can you
imagine this - Sephora has been added. A one-stop shop for
all of your expensive makeup needs.
JCP's is a co. that nobody thinks has much cooking. People
are bearish for JCP, when they should be bullish for JCP.
And, you know, we don't care about boring. JCP does the one
thing we really care about on Mad Money - it keeps going
higher!
How does that happen? For the most boring of possible
reasons: JCP has great management; they have terrific
attention to detail, and they've got all the brands you want.
They deliver consistency and, when you're mature like JCP, consistency
is what you're looking for! If they drop the ball, it will be
either a one-off thing, and a buying opportunity, or evidence that this
thing will be falling out of favor.
I do like JCP very much. "
#8 - CWTR
(COLDWATER
CREEK, INC. )
"Next up is Coldwater Creek
(CWTR)!
This one is not about consistency; it doesn't look like JCP.
It's a regional-to-national story. With a ton of momentum.
CWTR has the growth and that's what we're going after here.
This thing still has a lot more room to grow, and that's what we want
from it.
The Bottom line!: Go
to JCP for consistency and good management, but go to CWTR for the
regional-to-national, can make you some mad money growth story!"
