Trian Fund Management cut its holdings to 8.49 million shares (6.9%) by selling 2.25 million on Feb. 25 and 26 for $22.58 to $22.61 a share. Trian said that "the sales were strictly the result of adjustments Trian made to its portfolio."

From a recent Mad Money show:"This company is too good to bet against here, especially with everyone putting on the rose colored glasses."

I think that Buffett's actions should be scrutinized just like anyone else's. I have been turned on to this view by my good friend Doug Kass, who has been on this case for months now. In fact, I have talked to the editors and we are starting a "Buffett Watch" to see what is happening with Berkshire Hathaway (BRK.A) as it lurches from Johnson & Johnson and U.S. Bancorp to General Electric (GE) and Goldman Sachs (GS) and Tiffany(TIF) and Harley-Davidson(HOG).

He says it's going to get uglier before it gets better. The names with the most earnings risk are Men's Wearhouse [MW], Tiffany [TIF], Abercrombie & Fitch [ANF] and J. Crew [JCG].

Still the most prestigious brand in high-end jewelry. Even the color of their boxes has global recognition.

While the U. S. economy is now officially in recession, making consumer-dependent companies "a big, scary area," Galluccio believes some specialty retailers and consumer-goods outfits with solid niche businesses or high-quality products are priced to buy and hold. That's why the portfolio manager has put hammered names like J. Crew Group (JCG), department store Saks (SKS), jeweler Tiffany (TIF) and Cheesecake Factory (CAKE) in his portfolio.

Sears (SHLD) has made it; lets buy bebe stores (BEBE) and Abercrombie & Fitch (ANF) and most certainly Jones Apparel (JNY), VF Corp. (VFC), Tiffany (TIF) and Urban Outfitters (URBN).

China Luxury Still on Parade:
Luxury products are showcased in Beijing with little sign of the global economic crisis affecting the rich.

Click here to watch the video.

true blue

Retail's Cashed, Economist Warns: Brian Levitt, corporate economist for OppenheimerFunds, says the Wal-Mart and the Tiffany's shopper is tapped out, and that's why investors should be wary of retail stocks. He also advises against buying auto and casino stocks despite their single-digit stock prices.
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who can afford it anymore

to bearish

People cant afford diamonds

HIGH END RETAIL

dislike all retail