He's grasping for straws. He has been on the wrong side of Deck on his last 4 calls.... He's just there to lead the dog and phony show..... IMO I don't think that Deck fits the VF model in it's current state. Other things would have to change for them to make a move, unless they just have cash burning a hole in their pockets.
Who the hell cares about what that clown has got to say?
(1) Do your own home work.
(2) Understand owning shares is owning a fraction of the underlying business.
(3) If I put down $40 today, and the business gives me at around $3.00 a year to me, and it's business that is not going to go away. I tell you, buy that business, and sleep tight at night. You will have pleasant mornings like this one, waking up to smell the greenback!
(4) Why DECK is not going away? because (a) financially it is not burdened by debt and (b) fundamentally it sells something nobody else sells, the UGG boots, but half of the women are willing to buy.
Besides (3) and (4), what else do you need to know? Oh, there are 40% shares short. All the better!!!
(5) Would I be surprised if Warren Buffett buys this company? No. Maybe I do not even want him to buy it! I want to own this baby for the next 20 years!