Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next
Author: TMFCogitarius Big gold star, 5000 posts Old School Fool Home Fool Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 332  
Subject: Re: Don't worry - be happy? Date: 11/14/2012 12:57 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
'Long term, like 5 years or more, what do you or anyone here think about the prospects for this company?'

Hi mazske - UA has no dearth of long term growth opportunities in terms of better distribution / merchandising and new categories/ products. Obviously the market thinks so, which goes to explain its rich valuation.

However, as I've posted earlier, the quality of their growth is spotty. Particularly in terms of OCF/ FCF, which is why receivables/ inventory management needs to be kept under the microscope.

However, most of these brands -- Nike/ UA/ Lululemon/ Adidas -- have been riding a pretty strong consumer tailwind till recently, which could be easing. That could squish those fancy P/Es pretty darn quick !
-------------
MDP Home Fool
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next

Announcements

Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

Looking at Currency Ratios
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement