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

To: Jurgis Bekepuris who wrote (33643)	2/24/2009 12:28:50 AM
From: Spekulatius	Read Replies (1) \| Respond to of 79171

NKe and COH - strange enough I'd prefer COH over NKE at current prices. The reason is that folks may regard NKE as a luxury/discretionary item that did not do so before. COH on the other hand is a relatively affordable luxury brand that still has a good image with younger customers (unlike ANF which I see worn more by 40 + year old folks than the 20 year old's that they were targeting). Regarding GRMN< I admit the stock looks very very cheap but where do you see them going? I see revenues down 15% with volume up 15% which means that ASP is down 30%. if this continues the market for Navigation systems is going to shrink very fast. Worse I think that (smart) cellphones with navigation capabilities could take pieces of the market away on top of the ASP desintegration.