- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
UAA Under Armour
Posted on 10/31/17 at 9:03 am
Posted on 10/31/17 at 9:03 am
With it dropping after disappointing earnings, anyone feel like its a buy now?
Still trading at around 30* earnings even at this price.
I’m conflicted
Still trading at around 30* earnings even at this price.
I’m conflicted
6
Posted on 10/31/17 at 9:36 am to Skeezer
I haven't looked into it, but read their guidance and conference call transcripts, etc and decide if you think the direction is improving or sales will continue to lag.
There is no guarantee the stock rebounds. Do some research on it and decide what's best for you.
There is no guarantee the stock rebounds. Do some research on it and decide what's best for you.
Posted on 10/31/17 at 9:37 am to Skeezer
Not sure what happened to this company. Seems like they were on top of the apparel market not that long ago. Overvalued and poor leadership?
Posted on 10/31/17 at 10:22 am to Paul Allen
quote:
Seems like they were on top of the apparel market not that long ago.
Right about the time I bought in...
Posted on 10/31/17 at 10:32 am to Skeezer
why wouldn't I just by Nike? they are a dividend growth play and much more dominant than uaa
Posted on 10/31/17 at 10:36 am to Skeezer
Run far away. I've been saying since 2015
In fact I'd run away from all retail asap
In fact I'd run away from all retail asap
Posted on 10/31/17 at 10:54 am to Skeezer
Zero insider buying.
As long as their answers are entering and leaving various low margin apparel markets I'm not interested.
Do something bold, like buy a virtual reality sports training company w/ good tech, buy a sports medical device company, etc. The big picture is to introduce cash flows that will grow, w/ good margins, that no one sees coming. Do it while they still have the brand recognition.
I don't see any new solutions in retail clothing that would solve that problem, esp as long as Plank is around.
As long as their answers are entering and leaving various low margin apparel markets I'm not interested.
Do something bold, like buy a virtual reality sports training company w/ good tech, buy a sports medical device company, etc. The big picture is to introduce cash flows that will grow, w/ good margins, that no one sees coming. Do it while they still have the brand recognition.
I don't see any new solutions in retail clothing that would solve that problem, esp as long as Plank is around.
This post was edited on 10/31/17 at 10:55 am
Posted on 10/31/17 at 11:16 am to JLivermore
quote:
JLivermore
quote:
Do something bold, like buy a virtual reality sports training company w/ good tech, buy a sports medical device company, etc. The big picture is to introduce cash flows that will grow, w/ good margins, that no one sees coming. Do it while they still have the brand recognition.
They did. Have been in fact.
quote:
Since 2013, Under Armour has spent $710 million to acquire health tracking mobile apps MapMyFitness, MyFitnessPal, and Endomondo. And for the past couple of years, the company has been working on its own contribution to the connected health device craze. Health Box, which it unveiled at this year’s Consumer Electronics Show in Las Vegas in January, is a suite of three connected devices—a scale, a wristband, and a chestband for tracking heart activity— that feed data into the company’s health apps. The aim is to help customers better track their body’s activity and health.
LINK /
Posted on 10/31/17 at 12:03 pm to GFunk
I guess that's the right idea, though I was envisioning fancier tech that requires trainers, staff etc to operate. Something they can sell to HS and College programs along with the apparel. On that note, would be curious to learn more about Health Box and their growth plan with that.
The other health tracking stuff...It's almost like they took my ill-informed, half baked idea and immediately bought the first companies that showed up on google search.
. Dime a dozen fitness apps don't excite me.
The other health tracking stuff...It's almost like they took my ill-informed, half baked idea and immediately bought the first companies that showed up on google search.
. Dime a dozen fitness apps don't excite me. Posted on 10/31/17 at 1:33 pm to JLivermore
MyFitnessPal is HUGE. But UA was using embedded biometric monitoring equipment in its apparel at the NFL Combine I think back as far as the year Scam came out.
Posted on 10/31/17 at 2:05 pm to Paul Allen
quote:
Not sure what happened to this company. Seems like they were on top of the apparel market not that long ago. Overvalued and poor leadership?
They pissed off the hunters right when they were trying to get big into hunting apparel.
Posted on 10/31/17 at 4:53 pm to rocket31
quote:
In fact I'd run away from all retail asap
Is UA really retail though?
Posted on 10/31/17 at 5:59 pm to OceanMan
I wouldn’t consider under armour retail. It’s a consumer good.
A store that sells under armour is retail.
A store that sells under armour is retail.
Posted on 10/31/17 at 9:17 pm to Paul Allen
quote:
Not sure what happened to this company.
Google their CEO and his antics.
Posted on 11/1/17 at 7:29 am to Skeezer
I bought several months back thinking I would flip it pretty quick. Sold for a little loss and was thrilled! Looking tempting again here.
Posted on 11/3/17 at 4:23 pm to OnTheBrink
this thing is in the toilet... anyone tempted at this price?
Posted on 11/3/17 at 4:37 pm to 632627
The downside is starting to get some protection unless you fear Chapter 7
Posted on 11/3/17 at 6:22 pm to 632627
As a short trade, yes. As a long trade, no. As an investment, not just no, but hell no. If a person wants to throw some gambling money toward it, that's fine. But their fundamental issues and high valuation are major, long term concerns, even with the haircut, IMO.
Whether by way of equity positions or options, I have a basket of stocks that I've been shorting for about a month: UAA, MAT, JCP, M, GPRO and TWTR. And overall, October was a great trading month. I wish that I'd gone for some TSLA puts, but I didn't pull the trigger. From a trading standpoint, I'm finding a LOT more (easy) potential shorts than longs right now.
Anyway, many/most of these stocks have either (overly) high valuations/PEs or fundamental problems. The fact that they may not go bankrupt isn't a reason to buy a beaten down stock IMO. I really try not to bottom fish or play that "catch a falling knife" game.
Whether by way of equity positions or options, I have a basket of stocks that I've been shorting for about a month: UAA, MAT, JCP, M, GPRO and TWTR. And overall, October was a great trading month. I wish that I'd gone for some TSLA puts, but I didn't pull the trigger. From a trading standpoint, I'm finding a LOT more (easy) potential shorts than longs right now.
Anyway, many/most of these stocks have either (overly) high valuations/PEs or fundamental problems. The fact that they may not go bankrupt isn't a reason to buy a beaten down stock IMO. I really try not to bottom fish or play that "catch a falling knife" game.
This post was edited on 11/3/17 at 6:24 pm
Posted on 11/5/17 at 10:06 pm to rocket31
quote:
In fact I'd run away from all retail asap
I work in corporate for a major retailer, all be it private, and agree with this statement 100%.
Posted on 2/13/18 at 2:43 pm to LSUShock
+18% today
Page 1 of 2
Popular
Back to top
Follow TigerDroppings for LSU Football News