http://zachstocks.com/2009/09/under-armour-fourth-and-long/ Dynamic Investments for Exceptional Traders Tue, 02 Mar 2010 20:30:15 -0700 http://wordpress.org/?v=2.8.6 hourly 1 http://zachstocks.com/2009/09/under-armour-fourth-and-long/comment-page-1/#comment-7878 Stock Market Crash Info Wed, 23 Sep 2009 15:44:09 +0000 http://zachstocks.com/?p=2530#comment-7878 Interestingly, everyone's predicting that the recession is over. If that's true, premium sports apparel should be back in vogue. If you observed, after the talk about recession ending became popular these days, Walmart stock is kind of stagnating around 50, but other retailers - Macy's, Kohl's, Target, JCPenney etc - are going higher in stock prices. UA would be in the non-walmart crowd, hence should do very well in a non-recession economic setup. Agree that playing with some put options wouldn't hurt, as you would lose just the premium in the worst case. Interestingly, everyone’s predicting that the recession is over. If that’s true, premium sports apparel should be back in vogue. If you observed, after the talk about recession ending became popular these days, Walmart stock is kind of stagnating around 50, but other retailers – Macy’s, Kohl’s, Target, JCPenney etc – are going higher in stock prices. UA would be in the non-walmart crowd, hence should do very well in a non-recession economic setup. Agree that playing with some put options wouldn’t hurt, as you would lose just the premium in the worst case.

]]> http://zachstocks.com/2009/09/under-armour-fourth-and-long/comment-page-1/#comment-7848 Jerry Song Tue, 15 Sep 2009 22:17:05 +0000 http://zachstocks.com/?p=2530#comment-7848 I think you missed brand value in this equation. Would you think larger competitor would like to pay $2 billion to purchase this upstart? I bet so if UA management would like it to be sold. My other holding in Omniture just got bought at 1.8 billion. If you look at P/E in that firm, UA is not expensive at all. I think you missed brand value in this equation. Would you think larger competitor would like to pay $2 billion to purchase this upstart? I bet so if UA management would like it to be sold. My other holding in Omniture just got bought at 1.8 billion. If you look at P/E in that firm, UA is not expensive at all.

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