Overall stock market weakness and an analyst downgrade have sent shares of diversified apparel maker VF Corp. (NYSE: VFC) toward their lows over the past year. An undervalued share price hurts the ability to use equity for acquisitions, but strong cash flow generation leaves plenty of dry powder to buy market share and supplement very respectable organic growth. 

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Despite reporting weaker-than-expected sales during its second quarter, upscale jewelry retailer Tiffany & Co. (NYSE: TIF) is seeing a nice recovery in its top line. This, coupled with global expansion ambitions and new product launches, should keep growth chugging along, though the current stock is a bit pricey.

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