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


To: E_K_S who wrote (75484)4/25/2024 2:41:11 PM
From: Paul Senior  Read Replies (1) | Respond to of 78473
 
Yes, nice going with those jeans/pants companies. I wrongly passed on them when they were mentioned by you, others. P/e seemed too high to me, and I couldn't see much earnings growth.

Otoh, I believe I'm ok with the shoes/sneakers/trainers stocks I've bought. Rightly or wrongly that's given me some confidence that perhaps not all is lost with VFC's Vans. It's an iconic brand, not known for attracting runners. More the "just hanging around" crowd imo. Anyway, a prime reason I'm interested in building a position in the stock at these levels.