5/23/24 - vrockstar - 
ROST - a good play on affordability like 
COST 
BJ (which reported good #s in this AM) and then we even see semi-discretionary stuff that's still discretionary makeup (
ELF) doing fine. it's the pricey and let's wait category (or let's finance it category too) that are suffering the shoot-stock-first-figure-out-where-the-bottom-is-later. i'd post that 22x PE on this, positive growth, albeit MSD, and 4-5% fcf yield would probably be a "buy" all else equal in this tape. i'm not going to play this, similar to 
DECK - same "vein" of thinking/ name here (though i prefer brands vs. sellers-of brands all else equal, even if the multiple is 50% more expensive). gl to the holders, will be rooting you on in this as well.
ROST - a good play on affordability like COST BJ (which reported good #s in this AM) and then we even see semi-discretionary stuff that's still discretionary makeup (ELF) doing fine. it's the pricey and let's wait category (or let's finance it category too) that are suffering the shoot-stock-first-figure-out-where-the-bottom-is-later. i'd post that 22x PE on this, positive growth, albeit MSD, and 4-5% fcf yield would probably be a "buy" all else equal in this tape. i'm not going to play this, similar to DECK - same "vein" of thinking/ name here (though i prefer brands vs. sellers-of brands all else equal, even if the multiple is 50% more expensive). gl to the holders, will be rooting you on in this as well.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.