Deckers Outdoor Corp (DECK)

Company has recently opened 8 more stores to help with increased growth. Sells mainly to outdoor enthusiasts. Every segment is prfitable except 1. Revenue has increased Qtr over QTR and Year over Year for several years now. P/E ratio is reasonable at 14.1 and according to the companies financial statements they continue to plan on repurchasing stock.

They will never make anywhere near the revenue they previously did with Uggs. The Uggs brand has ceased to be cool. And most who wanted a pair already purchased one. Couple that with the numerous affordable knockoffs such as Bearpaw that sell for 35.00 and you have a great short.

Christmas

The stock has had solid gains and dividend increases.

Earnings up 31% year over year, yet the stock price is down year over year

I expect people to go back to it once the economy gets better.

strong 5 year ROE& profit margin improvement and still at reasonable PE ratios

Tracking Royce Special Equity Fund.

I didn't mean to sell one month ago!

good footwear

GOOD UGG

Man, the numbers look great but they have so heavily dependent on Uggs, which are easily duplicable, and any exposure to consumer goods looks troubling for the next 12 months. This stock price depends on forward growth for several years and that's asking a lot from a company with so many eggs in so few baskets.

No debt, strong balance sheet, higher profit margin than its industry competitors. High return on capital, high earnings yield. Positive growth projected for the next 5 years.

Everything about this company looks to be fundamentally sound. Growing profits, no debt, a lot of cash. I just see demand for the product falling off in the next year, particularly holiday season (Q4) '09.

athis company is just beginning to open sales to Europe and Asia and Uggs continue to be in demand in the US

I have to agree with those that see this as the next Crocs. The share is not seriously overvalued based on current performance but the fashion will fade. Again there are copycats out there and nothing really different about the product except for its price.

Initially my 15 year old daughter wanted a pair but when she had to use her own money she went for a look a like.

This sucker is also going down to 40 or below next earning report.Who will be buying this UGG shoes which are ugly.
Remember croc's ?

I think this product has much more staying power than other more fad driven products such as Crox(gimicky product extensions and add-ons) or Heelys(wtf). The product provides a substantial customer value through superior quality, comfort and image that drives sales. Additionally, I feel competion is relatively limited in this market, because few competitors compete on this level. Niche like product loyalty yet with large and growing market. As far as limited product line and diversification, I feel one or two top notch, original designs and their brand will overrun skepticism. Potential growth and staying power, with strong financials and consistent growth make it long term player.

MOVING UP