Bill Maurer
Long/short equity, long only, short only, growth

Skechers: Strong Growth Furthers Bull Case Into 2015

A couple of months ago, I had an article published for SA Pro subscribers detailing the potential in footwear retailer Skechers (NYSE:SKX). The company was in the midst of a revenue and earnings rebound with projected growth above that of many industry peers, and the company had a strong balance sheet. I thought the company's growth picture separated it from the pack, although I did note in my conclusion I was a little worried about the holiday season, which was very challenging for many retailers. At that time, the stock also traded at a sizable discount on price to sales.

Last month, the company reported a strong Q4, and shares rallied as a result. While some in the...

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