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: Jurgis Bekepuris who wrote (46316)1/25/2012 12:51:49 AM
From: Spekulatius  Respond to of 78758
 
>>The stock is not cheap, but the company is executing well so far.<<

Yep they are. Trading with a 15x PE and growing earnings by 15% I cannot even make the case for overvaluation. My short thesis was that they would barely make earnings or miss it, with a dour outlook like Tiffany did and that clearly did not happen.