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

To: Paul Senior who wrote (75449)	4/22/2024 10:51:55 AM
From: Harshu Vyas	Read Replies (1) \| Respond to of 78817

My concern with VFC is that they're not cleaning up as fast as I thought they would. They've been mentioning their intent to sell some of the smaller brands for so long now and nothing's come of it. Are they trying to polish the businesses, do they have a price in mind which isn't being met..? I can't understand it. Certainly a very different approach to Hufnagel of WWW who sold everything super quickly and used it immediately to delever the balance sheet. I initially liked VF because of The North Face - here in the cold UK the jackets dominate. They're simple but stylish and young people love them. Problem is, they're high quality and quite pricey. And the trend never really changes. Return customers could be an issue. Jmo.

To: Paul Senior who wrote (75449)	4/22/2024 11:27:39 AM
From: E_K_S	Respond to of 78817

Re: V.F. Corp (VFC) Followed you into this trade; closed out my Big 5 Sporting (BGFV) as their turn around story never happened. Put the proceeds into VFC. Other small buys today: CNH Industrial N.V. (CNHI) -5.4% announces new CEO (unexpected) but his is the CEO of the company they acquired. Gerrit Marx was appointed as the Chief Executive Officer of Iveco Group in 2021, when Iveco Group was spun off from CNH Industrial . . .under Gerrit Marx's leadership, Iveco Group has focused on three key priorities: innovation, sustainability, and partnership. Some of the key initiatives mentioned include showcasing the company's latest alternative-fuel trucks and buses, implementing sustainability targets and programs, and launching the "GATE" (Green & Advanced Transport Ecosystem) platform Cross Ctry Hlthcr (CCRN) -1.6% - small add to this outsource nursing firm. Based on 2025 earnings estimates of $1.26/share; forward PE s/d be13x. Underwater on this position but do like their business staffing model. Cross Country Healthcare, Inc. is a national leader in providing innovative healthcare workforce solutions and staffing services. They are able to place clinicians on travel and per diem assignments, local short-term contracts and permanent positions. They are a market leader in providing flexible workforce management solutions, which include managed services programs (MSP), internal resource pool consulting and development, electronic medical record (EMR) transition staffing, recruitment process outsourcing, predictive modeling and other outsourcing and consultative services Also have more small adds to my Medical Heath Care REITs HR & SBRA as I like their dividend yield around 8.8%. HR is closer to it's recent 53wk low & 5 year low.

To: Paul Senior who wrote (75449)	4/25/2024 2:03:57 PM
From: E_K_S	Read Replies (2) \| Respond to of 78817

Re: V.F. Corp (VFC) More buys today in VFC - the low PE 10x & 6% div payer. Here is what the AI thinks: VF Corporation's key value proposition is centered around the following: Offering a portfolio of well-known consumer brands across various apparel and footwear categories, including The North Face, Vans, Timberland, Dickies, and Supreme. 4 5 Driving growth through a multi-pronged strategy that includes: Innovating within its existing brand portfolio to capitalize on consumer trends 5 Building and managing brands across different growth horizons, including through M&A 5 Leveraging strategic platforms to enable faster scaling and efficiency, such as consumer data analytics, DTC-centric supply chain, and digital consumer experiences 5 Committing to consistent, sustainable, and profitable growth, with a target of mid- to high-single digit revenue CAGR and reaching 15% operating margin by fiscal year 2027. 5 Regarding VF Corporation's customers, they do not disclose their largest customers, but they note that they rely on a small number of large customers. 4VF Corporation has been actively investing in and growing its direct-to-consumer (DTC) business, which comprised 21% of total revenues in 2012 and is expected to grow to 25% by 2017. 4 Key elements of their DTC strategy include new store openings (especially internationally), accelerated ecommerce growth, and continuous comparable store increases, targeting a 14% CAGR in DTC revenues to reach $4.4 billion by 2017. 4 ------------------------------------------------------------------ This from GS today: VFC Shares dropped 3.5% after Goldman Sachs initiated coverage of the stock with a sell rating, saying it sees a “tough macro and ongoing competitive pressure” for the lingerie company in the near term. Longer term, the firm is constructive on the company’s loyalty initiatives and renewed merchandise focus.