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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (22231)10/11/2005 11:25:06 PM
From: Spekulatius  Read Replies (2) of 78537
 
re PERY. i don't like the stock after a customary look. High debt load is the main detractor. PERY's interest expenses are growing rapidly and could become anb issue with higher overall rates or deteriorating credit ratings. I don't think their brands are strong and I don't see how they can position themselves against low cost competition.

HELE - their weak execution and cash flow generation was masked a while by acquisitions which foreshadowed the current weak results.

FWIW - during the last 2 years the junkiest and highest leveraged companies often had the best returns. I believe that going forward, things will be different and quality will win.
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