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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (75791)6/22/2024 3:57:07 PM
From: Paul Senior  Read Replies (1) of 78764
 
ULTA/SBH. ULTA - I sold earlier, but kept a few shares. Recently been adding a little as stock has fallen. Looking to add a bit more if it'll fall a little further.
I like the consistent revenue growth. P/e is --compared to itself-- low. I also categorize ULTA here as a GAARP stock.

In the cosmetics sector, I believe SBH is still a value stock. A poor last quarter, and maybe not so great for remainder of year. Company profitable every year though. Sells at a 7x p/e. Company has various initiatives to increase sales -- more emphasis on its own brands, as an example. I'll continue to hold my shares for another few quarters to see what happens.

finance.yahoo.com
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