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Deckers Outdoor Corp. Message Board

  • indian8788 indian8788 Jan 15, 2013 3:48 PM Flag

    Jaques,whats up with apple man

    Any real opinion there? Just trading going on or is Sasung really such a threat?

    Z

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    • That's what I think. I think it's a great value now. I'm not adding. Position is big enough already. As a value conscious guy, I'd be a buyer if I weren't already in.

      Indian, Have you read Seth Klarman's "Margin of Safety" ? Great read. I'm reading it now. This is why I look at stocks like LULU and pass. I'm pretty conservative when it comes to price.

      • 1 Reply to jaquecroissant
      • Me too. You should take a look at DLTR bro. I started averaging in about 2 weeks ago. I see this company as a 25B market cap in 10 years from now with adividend to boot. The walmart of dollar stores. Consistent growth and the CEO, bob sasser has overseen virtually all of it in the last 6 years. Phenomena company, on sale 30% off its high. That is why I started averaging in a little bit every week. Planning on doing so indefinitely. Lulu is a joke, just take a look at CMG(which I ctually predicted on the UA message board). AMZN is the same but so manipulated. It is digusting how sick the marke tis. DCA all the way.

        Z

 
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