G-III Apparel Is Back To Attractive Levels, At 8x Earnings With Double Digit Underlying Growth

Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective rather than market-driven dynamics [1] - The articles emphasize understanding the long-term earnings power of companies and the competitive dynamics within their industries [1] - The majority of recommendations will be holds, indicating a cautious approach to market conditions and a belief that only a small fraction of companies are suitable for buying at any given time [1] Group 2 - The author has a beneficial long position in GIII shares, indicating a personal investment interest in the company [2] - The article expresses the author's own opinions and is not influenced by compensation from any company mentioned [2] - There is no business relationship with any company whose stock is discussed, reinforcing the independence of the analysis [2]