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2:26 pm UTC
July 27, 2010
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SamSouryal
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| Veteran | posts 81 |
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1) Limited Brands, Inc.
2) Under Armour, Inc.
3) Steve Madden, Ltd.
4) True religion Apparel Inc.
5) Nike Inc.
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6:41 pm UTC
August 18, 2010
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ALopezYanez
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| Top Poster | posts 67 |
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After reading the report on UA by CSP I was hooked. Now, I have been trying to compare limited brands and under armour. from what I have found, it looks to me that UA has much more room to grow and the company it is something that could become the next big thing, perhaps become nike's biggest nightmare.
now, going back to LTD i love the brands and the business seems to me like they have a stronger brand but they are already the leader with victorias and bath and body.
UA is the underdog as you guys said. I think it should be first. oh and if UA is able to grab a piece of the pie of nikes soccer dinasty, they are going to go miles. it seems from their marketing like foatball is their main focus, but globally soccer has always been BIG!
comment please!
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1:27 am UTC
August 19, 2010
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ConnorHaley
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| Admin
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Alfredo,
I'm really glad you enjoyed the UA report. I own the stock myself and think that in five years from now, it will be a big winner. The only reason I am not buying more right now is that I would like to see it come down in a bit so I can get shares a bit cheaper.
Like you mention, UA is certainly higher growth with more risk. LTD is a much bigger company and is the dominant player, which means safer returns, but not as much potential. I think that owning both of them provides a nice fashion mix to a portfolio.
UA has a long way to go, but they are taking the right steps and I think headed in the right direction. If it comes down a bit, you will almost certainly see it at #1. Thanks for the post. We'd love your insights on all of our categories.
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