Is Tiffany & Co. a good buy?

MNSL answered 3 months ago …

This stock is a long term play. I think recently one broker recommended to sell this stock.

There will be hard time for retail sector in next 18 months. It is better to invest in sectors that going to benefit in next 18 months and beyond.

You can buy retailers once prices come down further and in a fire sale. Currently retailers are not doing well all over the world and share prices are plummeting. There will be great opportunity to invest in this sector in the next 2 years.

I do not think there will be rapid growth in Jewelry sector in the next two years. In the long run this company will have an above average growth provided there is a demand for their products continuously. In some countries jewelry stocks are overpriced now. In addition during inflationary period people will spend less for jewelry.

Why did some intelligent investors invested in food sector beforehand. Because they were able identify growth and demand for these products in the next 10 years. That is why Buffet invested in Kraft Foods.

Similarly some top investors are investing in dairy, meat, chicken and egg companies through out the world. They know potential for this sector in next 10 years. Actually some food related companies are extremely undervalued and they have positive cash flow with less debt and no debt. Even they do not have to worry about higher interest rate as well. Therefore some companies in these sectors will outperform market in the next 18 months through out the world. In the meantime their cost also will come down drastically in next 18 months and their profit margin will increase further.

I hope somebody who expert in Jewelry sector will give you a better answer.