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Columbia Sportswear Co. (COLM)

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Instablog posts on COLM

Deckers Outdoor: Don't Get Hurt Riding This 'One-Trick Pony' by The Manual of Ideas
With a 21% trailing EBIT-to-EV yield and high historic returns on capital, it is no surprise Deckers is a Greenblatt-style "magic formula" stock. While we cannot divine the future prospects of the company's flagship UGG brand, we are skeptical Deckers can continue reinvesting capital... More »
September 30, 2009 • DECK, COLM, WWW
Small-Cap Rally is a Leading Indicator by Ricard
Recently, there's been a lot of hullabaloo regarding the quality of the rally we've been experiencing since April. However, something to keep in mind is that while the equity markets tend to be a leading indicator, the markets themselves are usually led by small-caps, most of which would fit... More »
May 5, 2009 • WMT, MCD, CIEN

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Columbia Sportswear Co. (COLM)

Instablog posts on COLM

Deckers Outdoor: Don't Get Hurt Riding This 'One-Trick Pony' by The Manual of Ideas

Small-Cap Rally is a Leading Indicator by Ricard

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