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


To: Sisyphus who wrote (59375)4/18/2017 9:39:44 PM
From: Spekulatius  Read Replies (1) | Respond to of 78714
 
Re HNI
approximately 89% of our net sales were wholesale sales to retailers..."

I think WSM offers a better value...
What is the concern? People stop buying underwear, because the retailer selling the, now closes their shop in the mall? I think people will find a way to buy their underwear somewhere.

I think the high debt is a bigger concern, imo.



To: Sisyphus who wrote (59375)9/5/2018 1:23:28 PM
From: Sisyphus  Read Replies (1) | Respond to of 78714
 
Began a starter position in HBI today, while I don't think it will outperform WSM, the yield looks attractive over the long-term, provided they can increase margins and whittle away at the debt. Will see what next earnings reveal, before deciding to buy more or sell.

Also initiated a position in both AVY and PKG today. While not cheap, they do seem "relatively" inexpensive given their growth in earnings and dividends. While their products are certainly geared toward a growing economy, I believe they should still outperform over the long haul. Looking to achieve 12% annual return (including dividends) over the next 10 years.

Anyone have any thoughts on these?