DECK - Deckers Outdoor Corporation 0 WATCHERS

I pick individual stocks. No ETF's. I'm up 25% in 22 months of long holding my stocks. I do add on dips. I've also trimmed some stocks, as they approach (what I think) is resistance. I bought stocks near all-time lows. I looked at ROKU and thought, "wow. that's low." …

Wait, the stock that’s down 98% in the last 5 years, 50% the last year alone is classic accumulation? This isn’t even trying very hard. There’s plenty of other names to choose from that aren’t $1. This is hilarious Edit: — this is a text I sent to a buddy …

I can’t find a single wide moat business trading at a valuation that will give good returns over 5-10 years. However, there are opportunities to buy ‘ok’ businesses at attractive prices… not a a lot but still decent upside. For example, ABEV under $2.31, YUMC under $42, Nice under $109, …

DECK

Save this post because I will be completely wrong: $CNI, $CP, $TOST, $LIN, $URI, $CB, $DECK. These picks will underperform everyone else's picks on the planet because I am dog shit at stock picking.

LULU, DECK, ELF, CROX

NVO DECK ULH

I think CRM, ADBE, DECK, ZTS are good value. All highly profitable. I recently bought ACN.

Hahahahah.. I own DECK, LULU and CMCSA

These are my picks:CMCSA under $40, LULU under $200,DECK under $87, CROX under $84, IPAR under $79 and PYPL under $58. I generally don't hold stocks forever. If they exceed 1.5 times my assessment of fair value, I sell them over time. Or after 3 years.

DECK is similarly cheap

AH GAPPER ON DECK

Feel like a broken record, but I still see value in consumer discretionary: NVS, LULU, DECK and CROX

I'd pick DECK over LULU just because people notice shoes more than pants. I don't like the risk reward for either in the current macro environment. If retail sales data is weak both stocks will be hammered

Thanks. Appreciate your views on this. I am someone kn the other side, holding LULU (it's almost 10% of my portfolio). Yes competition is fierce. And yes some of LULUs problems are self inflicted - quality and newsness. And then there are issues that are external to them - tarrifs …

It is almost 10% of my portfolio. Avg price $166. I think LULU's issues are self inflicted and internal and most importantly, fixable in my opinion. The CEO agreed that their style have been stale and have appointed a new person to revamp the newness by 2026. They do need …

I have LULU..but let me do some research on DECK

$LULU vs $DECK? I’m curious to hear thoughts on which of these stocks is the smarter pick. They share a lot of similarities but of course are also different in ways Year to date and 1 year movement are almost exactly the same for these two stocks. Both are down …

LULU, DECK and now PYPL.

I considered selling my crocs $CROX for the tax loss and moving the proceeds into $DECK, however after looking at the valuations, I believe there is a fundamental disconnect between $CROX and the rest of the market. That may be for good reason, but I genuinely feel like there is …

Link between retail/clothing stocks and MAG7 If retail/clothing brands (LULU, Nike, UA, DECK, etc) underperform in Q4 sales, will advertising companies like Google and Meta also fall in stock price? In my view, something is disconnected in the market. Either retail/clothing stocks are undervalued and a steal, or "downstream" companies …

Opinions about Deckers Outdoor?? I was analyzing $DECK and found out that atleast in the financial statements Deckers is an amazing company, with a ROIC/WACC of +2.8, has a good FCF Margin, +15%, and has been leaving the debt in the recent years, has crecent revenues and margins. In the …

Forward PE of 44...... for a footwear company. DECK's is 13, BIRK is 30. Also, most footwear companies have been crushed the past six months. BIRK and ONON are down 30%. DECK is down 37%. RCKY and SHOO are the exceptions. Its up 145% for three years.

I'm sitting at a 76.24 price average, about 500 shares. I was planning on selling it prior to earnings but I chose not to, thinking there was some possibility of a guidance sandbagging (foolish) and more upside. Oh boy oh boy was I wrong. This thing feels like the weakest …