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This article was originally published for RealMoney on January 30, 2008.

Despite the rally over the last couple of days , Jim Cramer says retail is not the right play here . We are probably early in the consumer slowdown, so expecting an immediate snap back seems wishful thinking.

On the other hand, there do seem to be some compelling valuations out there. The trick is in deciding where to call the bottom, or in finding stocks where expectations have sunk so low that they may already be discounting the worst case scenario.

With that in mind, I decided to look in th

A few moments ago, on my own arbitrary decision (I always reserve the right to make these!), I sold my remaining 61 shares of Coach (COH) at $46.25. Coach has been under pressure recently. Much like Starbucks it is a phenomenal success story. However, with my own sale of shares, I

If you missed my piece from the Weekend Wall Street Journal on looking beyond same-store sales, you can read it here on MarketWatch. The story used Bed Bath & Beyond as an example of what happens when everything isn't quite right; there was a small mention of Coach (coh), whose strong same-store sales are the envy of retailers everywhere. Based on emails, the mere mention of Coach perturbed some Coach investors.

The beat goes on...

P.S.: I'm scheduled to be guest-hosting CNBC's Power Lunch all week. I'm also scheduled to be on Kudlow & Co. on Tuesday and On the Money Wed

Shock. Denial. Anger. Acceptance

Psychologists often use these words to describe the emotions people experience when dealing with grief. The words could also be used to characterize the current “unrelentingly bearish” mindset.

Last week was a terrible one for the US consumer and Consumer Discretionary stocks. Consumer Discretionary companies were front and center given their late reporting calendar and particularly disappointing results. Firms that missed 3Q2008 consensus EPS expectations during the past week included bellwethers Starbucks (SBUX), Ford (F), Walt Disney (DIS), and News Corpora

Filed under: Google (GOOG), Apple Inc (AAPL), Wal-Mart (WMT), Starbucks (SBUX), Sirius Satellite Radio (SIRI), McDonald's (MCD), Applied Materials (AMAT), Circuit City Stores (CC), Coach Inc (COH), Procter and Gamble (PG), Stocks to Buy, Stocks to Sell

Filed under: Newsletters, Coach Inc (COH), Stocks to Buy, Recession

Despite economic woes, cash-strapped consumers, and forecasts for a dismal holiday retail season, value investor Charles Mizrahi still sees value for long-term investors in high-end retailer Coach (NYSE: COH).

The editor of Hidden Values Alert explains, "Founded in 1941, Coach has grown from a family-run workshop in a Manhattan loft to a leading American marketer of fine accessories and gifts for women and men.

"Coach is one of the most recognized fine accessories brands in the United States and in targeted international mark

From the look of the share prices of three stocks featured in Wednesday morning's Financial Times - Hermes (HESAF.PK), Swatch (SWGNF.PK), and Coach (COH) - it appears that now even the super-rich have started to curb spending, causing the value in these companies to decrease significantly, especially in the last three to four months. <u1:p></u1:p><o:p></o:p>

Interestingly, and despite these falls in share prices, which have actually all bounced back over the past week, short investors have not increased their positions in these stocks as the price falls, meaning that these trades have been