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Strategies & Market Trends : Value Investing
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To: Dennis 3 who wrote (49727)10/10/2012 3:56:31 PM
From: Paul Senior  Read Replies (1) of 78705
 
DECK. Another one where I have to wonder if the business has peaked, the Ugg thing has run its course, the fashion is outdated, and DECK sales and earnings won't ever be as good as they are now.

Since I often invest rear-view, and my buys are generally small relative to portfolio size, and I go for a package of stocks like this: -- questionable performance going forward, but very good roe to p/e now (ala Greenblatt) and also in past, with other good metrics (building up stated bv, little or no ltd, etc.) --- this would be a stock for me. Not though for anyone who might view the company's future better or closer (and who might rightly be concerned about that future), or who needs more assurance/safety before even considering such a company/stock.

I am in for a few shares now.

seekingalpha.com
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