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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (58751)1/3/2017 5:14:52 PM
From: Paul Senior  Read Replies (2) of 78763
 
Hanesbrands (HBI). I punch up my position. Company seems like it should be a flat growth business that does okay if it can continue to maintain its share of the underwear market. Company business ought to be safe enough. Otoh, competitor Fruit of the Loom went bk in about 2001, and now it's a Buffett company. (And so has access to Buffett/Buffett capital.)

As I view the situation, it doesn't seem to be a complex business (like tech/biotech/financals), but it's a business where size is important (for low mfg/distn costs). Right now there's not much danger of a lot of permanent downside to the stock, and there's a good chance for some reversion-to-mean. Kind of a Monish Pabrai stock. Maybe.
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