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


To: scbeachbum who wrote (76414)10/23/2024 10:57:59 AM
From: Harshu Vyas  Respond to of 78711
 
For me, it's definitely one to watch and I am intrigued to see what Kelly Ortberg has to say today. You're right that there's competition and they're a mess and, generally, bigger companies take longer to sort out, but I just view them as too important to the US. I have no idea how I'd fix the problems or what the solutions are and I have no right to have an opinion just yet, but I can't help but be very interested.

FWIW, VFC shares down on JPM analyst research. I'm not stressing and it doesn't change what I think.