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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (12816)	7/17/2001 5:29:11 PM
From: Bob Rudd	Respond to of 78627

Paul, Congrats on SOL, you did a lot better on that one than I did - sold too soon on a pop, got 30% but left a lot more on the table.

To: Paul Senior who wrote (12816)	7/17/2001 6:24:10 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78627

Adding ZQK to my clothes and shoes collection. The popularity of their Roxy shoes may already be reflected in the high (imo) p/e of Quiksilver's (ZQK's) stock price. I will try an entry point here although I believe that the smart money has already made its profits. finance.yahoo.com I've also looked at two somewhat similar companies - SKX and VANS. They're all similar in that they are California-based fashion-trendy-sporty, design-oriented. Their target markets seem different -Vans is terrifically strong in the skateboard arena for example. I lost confidence in stepping into VANS when it was 10-12. Too bad for me. They had started to build skateboard parks within Mills outlet malls; VANS stock has subsequently climbed to its current 21+. SKX looked near fully valued to me last summer at about 17, so I passed. Oops. Now the stock has come down from recent 40 to about 26-27. Turns out SFX has had a wonderful 18-24 month run for anybody who bought early and stayed with it. Reminds me of Nike or Reebok stock runs (both of which I also missed as well). Skechers appeals to the style-conscious consumer with their national print media campaign. With the stock price off its highs and continued excellent earnings predicted, I'm currently considering again whether I want to start a position. Meanwhile I will take some ZQK based on its relative (to these other companies) p/sales and its product line diversity (shoes, clothes, and from what I can perceive-- products targeted to a broader age-group.) Am I coming too late to the party with this hypothesis: People will have their tax rebate and may use some of it for their kids as we enter the season for back-to-school clothing purchases? Paul Senior, I'm no expert, and I've been wrong many, many times