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Strategies & Market Trends : Value Investing

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From: Harshu Vyas	2/12/2024 10:22:13 AM
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VFC's Bracken Darrell just bought $1m worth of stock @ $15.38. Both VFC and WWW management are taking EVA approaches - makes them buys for me. Looked at GCO with all of the EVA incentives but I just don't like the business enough to own it. That said, I am liking BALL. It's a "dad" stock. Nothing flamboyant about it but seems a steady earner. Are Coke and beer companies going to move away from cans in the near future? Probably not. Also like PSMT and have mentioned it in the past. It's the less-known, uglier, younger brother of Costco and its valuation reflects it. The business models and margins are the exact same yet PSMT trades at about half the multiples of COST. Ridiculous! (Haven't quite figured out BJ - don't like their lease liabilities and think it poses a long-term risk.)

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