It was certainly a good quarter, way better than expectations, but futures orders were less than we had hoped for. With that said, I don't think the model is broken.
I hate to use a cliche, but Nike is running on all cylinders.
Certainly buying a high price athletic shoe is not necessarily a consumer staple.
As a company, they do a good job focusing on introducing a new product and then expanding it among their product line.
It's a target, that's what the market's saying.
Stocks of apparent targets like Washington Mutual are going up. That's what the market's telling us: These banks are targets.
Everything that the company is saying says that things are continuing to progress. (But) it is hard to verify that independently. You are taking it with a lot of faith.
I think there's a lot of value there.
Future growth looks a little less robust than analysts had been expecting.
Kodak could be a good fit for the right buyer. They have a brand name with consumers that is valuable and from a valuation standpoint, the stock is not overly expensive,
