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Columbia Sportswear And Crocs: 2 Stock Picks If You Love A Sale

May 07, 2021 12:44 AM ETColumbia Sportswear Company (COLM), CROX2 Comments


  • Apparel stocks will be set free towards the back-end of 2021.
  • Crocs and Columbia are the two top picks because of efficiency and valuation metrics.
  • Columbia shows massive EPS upside whilst Crocs is busy smashing earnings.
  • The Monte-Carlo simulation shows that investors can't go wrong by picking both.
  • Cyclical and cost risks should be monitored.

Sandles in the Summer Sand
Photo by GordonsLife/E+ via Getty Images

We're focusing on consumer discretionary again as a conviction play. We looked for higher volatility stocks to fill the appetite of investors who're looking to take on more risk. Our coverage today is in the apparel

This article was written by

Discover Portfolio Management Guidance

Quantitative Fund & Research Firm with a Qualitative Overlay.

Coverage: Global Equities, Fixed Income, ETFs, and REITs.

Methods: Factor Analysis, Fundamental, Valuation, Street Gossip, and Common Sense.

Our work on Seeking Alpha consists of independent research and not financial advice.

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, but may initiate a long position in CROX, COLM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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