'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
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