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Strategies & Market Trends : Value Investing

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To: Brendan W who wrote (21284)	5/19/2005 3:39:09 PM
From: Paul Senior	Read Replies (1) of 78507

RBK: Brendan Watt, fwiw, I've got Reebok on my watch list since your mention, and I've been hemming and hawing on this one. Downgrade by Prudential today is somewhat strange to me. "The stock has outperformed the group and the market over the last six months." That's so, but the stock has also been dropping, so I wonder why the downgrade comes now. On some measures NKE is also attractive (e.g. relatively low forward p/e). To me it's the old story of what do you want to buy, the powerhouse company in the sector (Nike, with its superior margins), or the relatively cheaper(compared to NKE) RBK (e.g. lower margins than NKE but much better (lower and decent) forward p/e - as you mention). I lean toward starting an exploratory position in RBK, which to me is more a value play; maybe both companies might be buys though at current price. finance.yahoo.com

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