Q: Just wondering if you have any thoughts regarding two companies that operate in the footwear category: Deckers and Skechers. These companies appear attractive because of their offerings in the marketplace. Deckers owns the hugely popular HOKA brand while Skechers has developed the step in technology which, I think, is a game changer.
Are you comfortable with either or both for small positions in an otherwise diversified portfolio.
Thank you
Brad
Are you comfortable with either or both for small positions in an otherwise diversified portfolio.
Thank you
Brad
Q: Hello Peter and team,
Early December, you said DECK trades at 34X forward earnings, a bit expensive but you like it.
Looking at technicals, it is way above the 200 daily moving average. After the big run it has had for the last 2 years, do you think it would be better to wait before buying, expecting it to retrace back to the 200 DMA?
Do you think it still has room to go higher? What would be your target price?
Thank you!
Silvia
Early December, you said DECK trades at 34X forward earnings, a bit expensive but you like it.
Looking at technicals, it is way above the 200 daily moving average. After the big run it has had for the last 2 years, do you think it would be better to wait before buying, expecting it to retrace back to the 200 DMA?
Do you think it still has room to go higher? What would be your target price?
Thank you!
Silvia
Q: Which of these do you think is a better long term hold considering growth and volatility today?