The Case for True Religion

Ronnie Moas submits:

When we dropped BKE on November 9 (with a 30% gain on a two-month holding period), I wrote to clients that we are looking to replace BKE with an apparel name that looks as attractive as BKE did when it was originally recommended. We may have come up with a name here that is even more attractive.

We ran 1200 names through our 155-variable computer model late last week. True Religion Apparel (TRLG) ranked in the top 1% (at # 12 out of 1200). Not a single area of concern on their profile -- but that is probably because we never put a variable in our model for cotton prices. More on record high cotton prices later -- that is factored in our subjective overlay.