SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (39819)10/29/2010 8:47:38 AM
From: Madharry  Respond to of 78753
 
i think that is a huge risk paul. I would say that over the past couple of years ive bought 95% of my clothes either from online discounters, clearance racks at the local outlets, or from Marshalls. now with the new technologies where people can comparison shop while in the store it will be harder and harder for stores to generate profits unless they have exclusive desirable products. In my local mall it seems that shopppers have declined significantly from prior years and many stores including the mcdonalds has closed.

The one retail stock i regret not purchasing in 2009 was urbn.



To: Paul Senior who wrote (39819)5/11/2011 6:12:44 PM
From: Paul Senior  Read Replies (2) | Respond to of 78753
 
Latest shoe fad: "FiveFinger" shoes. A little too outre for me. I'll have to warm to to the look. Not to mention again get used to wearing shoes without socks.

cnbc.com|headline|quote|text|&par=yahoo

Meanwhile, I assume Skecher's is reducing undesirable inventory levels of its past recent fad, "Shape-Ups". It's been in this overstock situation before, and the business and stock have recovered. I assume it will be so again.

With SKX stock at 9-10 p/e and near a 12-mo low, I've added a few more shares to my position. On p/e basis, stock is cheapest of all the well-known footwear manufactures that I'm seeing.

finance.yahoo.com