LULU 看起来是一笔很划算的买入：利润率为8%，现金流高；随着新任 CEO 对公司进行重新定位，局面看起来颇有意思；但由于未来几个月预期不多，该持仓已被卖出。
他说的是几个月内
《S&P 500 460 to 483! DECK Looks Interesting+ DPZ, CLX, LULU, BXP, TKO, FDS, MKC, ALB, Charter, IT...》
逐段跳播
1 段内容
现在说 Lululemon，我们讨论过很多次，因为直到几周前它还是“Boo”最大的投资仓位。然后他把全部卖出，以覆盖税上的收益并实现税上的亏损。它看起来是一笔很划算的买入，有8%的利润率和高现金流。
一切看起来都很有意思。有了新CEO，我们看看她会如何重新定位这家公司。但是，“Boo”卖出是因为他对未来几个月没有太高期待。
Now, Lululemon, we've discussed it a lot because it was the biggest investment center for "Boo" until a few weeks ago. Then he sold everything to cover the tax gains and reap the tax losses.
It looked like a great buy, with an eight percent profit margin and high cash flow. Everything looks interesting. With a new CEO, we'll see how she repositions the company. But, "Boo" sold because he doesn't expect much in the coming months.
这个频道对 $LULU 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 5 条判断，这里只列相邻的几条。