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: Michael Burry who wrote (5928)2/4/1999 12:35:00 PM
From: Dan Meleney  Read Replies (3) | Respond to of 78465
 
Michael, RE Timberland fad vs. trend

To what extent do you think the popularity of Timberland is fad, as opposed to trend? How hard does the top line get hit when their boots aren't the coolest around?

Dan



To: Michael Burry who wrote (5928)2/4/1999 6:33:00 PM
From: James Clarke  Read Replies (1) | Respond to of 78465
 
I averaged down my New Holland position today at 10 5/16. The stock is just way too cheap. This is not a bad company and they have a great balance sheet. Throw in a 5.3% dividend, and this is a no brainer if you've got a little patience. Maybe three years, but you'll get a double off this level, plus the dividend.

Jim


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News